Leaders Blog

The "I Love NAIFA Month" and the "It's Not Luck, It's NAIFA" referral incentives have been a smashing success.  As such, NAIFA has extended this initiative through April with a slight change!  For every member who joins and lists a member as the referral source, that referring member will receive a $10 Dunkin Donuts gift card.  

NAIFA-Georgia was spotted for the celebration of the 2024 Top Women Advisors in Georgia!

Congratulations to an outstanding group on women!

Congratulations to the 24 teams advancing to the next round of IFAPAC Madness 2024! Starting today, chapters will be competing to advance to the Terrific Twelve. The winner will be announced on May 20, 2024, during Congressional Conference! The 2024 Champion Chapter will receive a trophy that can tour around the chapter all year.   

Round Two

The clock for our second round began on, Monday, March 25th and runs through Sunday, April 7th.

On April 18th NAIFA Live will feature Michael McGlothlin, CFP, CLU, ChFC, LUTCF,  best-selling author, industry-renowned speaker, and expert in growth strategies for financial advisors. Join Mike as he explains how financial professionals can clarify their message to generate leads, create more referrals or empower their sales team. By using the StoryBrand Marketing Framework, Mike will help you understand what customers are looking for so you can tell your story in a way people listen.

NAIFA is a proud sponsor of the BenefitsPRO Broker Expo in Denver, CO this coming April! If you are in the Employee Benefits space you will want to make plans to join and hundreds of the nation’s top brokers, agents, and advisors at BenefitsPRO Broker Expo!

For 20 years, the BenefitsPRO Broker Expo has gathered leading industry practitioners and experts to create a robust conference, designed to provide you with tools and resources you can implement immediately to increase your bottom line! Join NAIFA in Denver, April 29- May 1, 2024, and leave with fresh strategies and tactics that you can put into action right away. 

As a part of our partnership with BenefitsPRO, we are pleased to offer our members a 15% discount on registration for this fantastic event! Use promo code: NAIFA15 when registering.

Time is ticking to ensure your chapter makes the cut for the deadline of the first round of play on Sunday!
Will your chapter advance or will you be knocked out at the end of the first round of IFAPAC Madness? There is still plenty of time to secure IFAPAC contributions for your state. Round One started on Tuesday, March 5th and will run through Sunday, March 24th. All 51 chapters will be competing to advance through the brackets. The winner will be announced on May 20, 2024, during Congressional Conference! The 2024 Champion Chapter will receive a trophy that can tour around the chapter all year.

As we continue to strive for excellence and growth within our organization, we recognize the invaluable contribution of each member in shaping our community. However, we have noticed that some of our valued members have lapsed in their membership. We know that we are stronger together and the more members we have the louder our voice. That’s why, we are reaching out to you for your assistance in encouraging these lapsed members to renew their commitment to our profession by ensuring their membership is current.

Now, more than ever, NAIFA needs to flex our collective strength as we advocate for ALL financial models against the DOL fiduciary rule for our collective interests and ensure a fair regulatory environment. With your support, we can bring these members back into our congressional footprint and further enhance our message.

The Congressional Conference is NAIFA members' best opportunity to experience the power of grassroots advocacy first-hand in our nation's capital. Attendees really do make a difference on behalf of their businesses, clients, and communities. Networking allows them to be inspired and share ideas with politically involved colleagues. Training, policy briefings, and expert speakers give them the knowledge and guidance they need to be effective advocates. Meetings with lawmakers allow NAIFA members to speak with a unified voice and forge meaningful relationships with people whose decisions impact the financial security of every American.