Leaders Blog

An ongoing survey of NAIFA members will provide updated data to help NAIFA and our industry partners in future actions on the Department of Labor’s final fiduciary-only rule. The results will help us educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business.

May is Disability Insurance Awareness Month (DIAM), a national awareness campaign that NAIFA’s consumer division Life Happens created and coordinates each year. We encourage you to join along. This awareness campaign is critical because 4 in 10 people of working age are “extremely concerned” about being able to support themselves if an illness or injury were to keep them out of work, according to the 2023 Insurance Barometer Study by Life Happens and LIMRA.

NAIFA-Wyoming was recently spotted for an upcoming Golf Outing! Join fellow members for a day of fun including golf, fellowship, and networking on the patio at the Refinery. If you bring a prospective member and receive a discount on your registration. If a non-member joins NAIFA at the tournament, they will golf for free!

In April, we continued our relaunch of the Award-Winning YAT Advisor Ambassador Program. The YAT Advisor Ambassador Program is a class designed specifically for younger advisors (those under 40 and relatively new to the business).

A class of 22 young advisors came together and participated in group discussions on topics such as prospecting, networking, and brand amplification. These sessions focused on peer-to-peer learning and gave these advisors transferable ideas to start using in their careers immediately.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on May 2nd, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

The Sudden Death round between North Dakota and Utah has concluded! Congratulations to both chapters for their efforts – North Dakota raised over $2,000, and Utah over $4,000 in forty-eight hours! With this victory, Utah joins our Final Four states to compete against Maryland for a shot at the Championship.  

The LUTCF course of study is ideal for financial professionals in their first five years in the business and offers valuable instruction on prospecting, selling, and practice-management. It also provides program graduates with a working knowledge of insurance and investment products available to help clients manage risk. As a NAIFA Leader, please help financial professionals in their early career stage to discover the LUTCF and understand its benefits.

NAIFA is seeking feedback on the Department of Labor's fiduciary-only final rule. We have created a survey of financial professionals and will use the results to educate policymakers – and potentially the courts – on how the proposal will impact consumers and your business. 

How the DOL Fiduciary-Only Rule Will Impact Financial Professionals and Consumers
May 2 | 2 pm eastern

It's not too late to register for NAIFA's free webinar on the Department of Labor's final fiduciary-only rule. NAIFA's Government Relations Team and counsel from Steptoe LLP will explore how the rule will directly impact financial professionals and consumers. It will provide an update on the next steps: What NAIFA is doing to protect your business and clients, the likelihood of NAIFA’s participation in litigation, and what financial professionals can do to advocate on their own behalf. The webinar will expand on Steptoe’s written analysis of the rule and provide an opportunity for attendees to ask questions.

New to the Chapter Playbook this week, updated sponsorships resources! Resources include: