Leaders Blog

NAIFA is proud to be a 2024 partner of Medicarians Vegas 2024.  Medicarians is more than Medicare, it is the home of senior health, wealth, and AgeTech. Set for April 8th - 10th, 2024, at the Fontainebleau Las Vegas, this event is a must-attend for those looking to navigate the future of the industry with confidence. This will be the only place to network and learn from more than 2,500 participants across this sector.

NAIFA Senior Vice President of Government Relations, Diane Boyle will take the stage on Monday to talk about the importance of advocating in Washington, D.C. with your fellow financial professionals on the issues impacting our industry and the clients we serve.

Join the Chapter Services Team on March 28 @ 3 p.m. Eastern as they host a “Successful Chapter Sponsorship Programs” webinar!

NAIFA members, mark your calendars for April 11th at 12 pm Eastern for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

Join us for an insightful webinar led by head lobbyist for health policy issues affecting producers, Michael Hedge, and policy director, Roger Moore, aimed at financial service professionals, IMOs and FMOs, and other stakeholders within the Medicare ecosystem. In this webinar, we'll delve into the intricacies of these proposed changes and explore their potential impacts on various aspects of the Medicare landscape.

As you plan out your calendars with events and agency presentations, remember that we are here to prepare you and ensure that your membership efforts are as effective as possible.  Consider booking a time with Zack Huels (Zack’s Calendly) for presentation tips and tricks.  If you will be working an event, contact Randy Clark (rclark@naifa.org) to make sure you have all the materials you may need to sign up new members.   

I Love NAIFA Month’s referral incentive was such a success, it will be extended into March!  Join the ranks of NAIFA's most passionate and dedicated volunteers and become a membership recruiter. You love NAIFA because it allows you to expand your circles of influence and advocate for your industry and your clients. Invite your industry peers to join NAIFA. Now that FSP has joined the NAIFA family, even more financial professionals can benefit from belonging. 

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.  

New to the Chapter Playbook this week, a Disability Insurance Awareness Month Proclamation template! Disability Insurance Awareness Month (DIAM) was created by Life Happens and is coordinated each May. With the help of the proclamation template, Chapters are encouraged to contact their legislators to proclaim the month of May as Disability Insurance Awareness Month.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on March 7th, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

In February, we officially kicked off 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 35 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.