Leaders Blog

We are in the final month of our Summer Membership Challenge! Which chapters will come out net positive at the end of August to be rewarded? Here's a quick look at the competition: Washington, D.C. (+15), Arkansas (+10), Wisconsin (+6), South Dakota (+4), Massachusetts (+3), North Dakota (+3), South Carolina (+2), Idaho (+1), Kansas (+1),  Michigan (+1), Montana (+1), and Nevada (+1). Arkansas and Washington, D.C. have proven to be tough competitors throughout the summer. There is still plenty of time left in the competition.

We are #NAIFAproud to have welcomed back Life Happens into the NAIFA family earlier this year. This September marks the 21st Anniversary of Life Insurance Awareness Month (LIAM), and we have LIAM content exclusively available for our members.

We want to hear from our members on how they plan to participate in 2024. Are you hosting an event focused on life insurance? Have you requested a proclamation from your city or state? We want to spotlight the work you are doing for LIAM24. Let us know what you are doing! Drop us an email at membership@naifa.org. 

College Football is only weeks away, and, in the spirit of the season, IFAPAC is hosting a College Pick ‘Em League! Members who would like to participate may buy in with a $150 contribution IFAPAC. Members can sign up below to be added to the league or make their $150 contribution online before August 20th to be automatically enrolled with the email on record with IFAPAC. 

Don't miss out on Apex and the National Leadership Conference, Sept. 19-21 at the Arizona Biltmore. Register today and book your hotel before Aug. 12.

NAIFA- Maryland was recently spotted for an upcoming Brews & Bites Event! This event will be held on August 22nd at RAR Brewing in Annapolis. Join NAIFA-Maryland from 4pm - 7pm for a fun evening of brews, bites, and networking with those in the financial services industry!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on August 1st, for the Chapter Leaders Webinar! Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

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

This year, the National Leadership Conference and Belong awards gala have been combined with NAIFA's Apex to create an extraordinary three-day event. As always, the NLC and Belong will celebrate NAIFA's leaders and recognize extraordinary members. Please join us and encourage all NAIFA members to come as well so that we may properly honor our 2024 award recipients, including:

• John Newton Russell Memorial Award recipient Matthew Tassey of NAIFA-Maine
•  Terry Headley Lifetime Defender recipient John Ruckel of NAIFA-Texas
• NAIFA Young Advisor Team Leader of the Year Kathleen Owings of NAIFA-Colorado

NAIFA Webinar: A Conversation About the Courts
August 8 | 12 pm eastern

A federal court has granted a stay in the lawsuit NAIFA, several NAIFA chapters, ACLI, and other partners filed to stop the Department of Labor from implementing its fiduciary-only rule. The stay means the DOL rule will not go into effect in September, giving the court more time to consider NAIFA's lawsuit. Furthermore, the court stated that NAIFA's lawsuit is "virtually certain to succeed on the merits." 

Join us for an important webinar that will explain what the stay means for financial professionals and your clients. Our panelists will also discuss other recent court rulings, including Supreme Court decisions overturning the Chevron Doctrine (Loper v. Raimondo), sidestepping the constitutionality of taxing unrealized income (Moore v. US), and narrowing buy-sell agreement tax benefits (Connelly v. United States). 

It's Week Four of the Summer Membership Challenge! Congratulations to the following chapters showing growth since June 1st: Arkansas (+3), Greater Washington, D.C.(+14), Georgia (+1), Hawaii (+2), Idaho (+1), Illinois (+1), Kansas (+2), Montana (+2), Nevada(+1), North Dakota (+2), Rhode Island (+1), South Carolina (+3), South Dakota (+4), Tennessee (+1), and Wisconsin (+7).