<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
leaders-Blog-header-new

Leaders Blog

2 min read

Advisor Today's 2024 4 Under 40 Recipients Announced

By NAIFA Membership on 7/31/24 5:30 PM

The award recognizes NAIFA members who achieve extraordinary professional success before age 40 and will be awarded at the combined Apex and National Leadership Conference in September 2024.

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce the winners of its annual 4 Under 40 awards: Peter Winovich III of Ohio, loyal member since 2013, Kevin Tostado of California, loyal member since 2024, Padric Scott of Florida, loyal member since 2021, and Christopher T. Roper, AIF, of Missouri, loyal member since 2024.

1 min read

Help Us Celebrate IFAPAC's Birthday

By NAIFA Membership on 7/31/24 5:04 PM

IFAPAC turns 58 on August 18th! All 2024 contributors are invited to celebrate our standard-setting, industry-leading PAC's birthday a few days early on Thursday, August 15th at 4 pm Eastern. During the event, IFAPAC will raffle off birthday gifts to three lucky IFAPAC contributors. The gifts are $100 Visa Gift Card, $100 for Starbucks, and $100 for Dunkin Donuts gift cards.   

1 min read

Q2 2024 Hard Hat Recipients Announced

By Emily Cabbage on 7/31/24 4:30 PM

The Trifecta Team comprised of Membership, Grassroots, and IFAPAC, is pleased to announce the Q2 2024 Hard Hat Winners. Membership, Corrado Gugliotta, Grassroots, Joseph Pearl, and IFAPAC Timothy Johnson. These gentlemen went above and beyond during the second quarter to move the needle in each respective area. We are #NAIFAproud of their efforts!

3 min read

NAIFA Announces Candidates Nominated for 2025 National Leadership Roles

By NAIFA on 7/31/24 4:04 PM

NAIFA’s Committee on Governance has nominated John Wheeler, CFP, CLU, ChFC, CRPC, LACP, CLTC, LUTCF, Executive Senior Partner at Totus Wealth Management LLC in Houston, Texas, to be the 2025 NAIFA Secretary. Wheeler, who currently serves on NAIFA’s National Government Relations and IFAPAC Committees, is a past NAIFA-National Trustee and Past President of NAIFA-Illinois. He has been a loyal NAIFA member since 1973. As incoming Secretary, Wheeler will be in line to serve as President-Elect in 2026 and President in 2027.

Topics: Leaders
1 min read

Spotted: NAIFA-Memphis/West TN to host Pickleball Tournament

By Kaila Wilson on 7/31/24 4:01 PM

NAIFA-Memphis/West Tennessee was recently spotted for their 1st Annual Pickleball Tournament, benefitting Camp Good Grief. The tournament will be on September 6th from 8:30 am - 2:00 pm (matches start at 9:00 am). 

Come on out to the brand new Pickleball901 facility in Collierville for a day of friends, fun, and a great inaugural event, including lunch, refreshments, snacks, a commemorative tournament T-shirt, and a day full of excitement.

Chapter Playbook: New Resources Added This Week

By Justi Folladori on 7/26/24 10:40 AM

New to the Chapter Playbook this week, an updated Financial Internal Controls list! The list includes details on:

1 min read

Summer Membership Challenge Update

By Emily Cabbage on 7/24/24 5:46 PM

It's Week Three of the Summer Membership Challenge! Unfortunately, we do not have updated results this week due to staff vacation. But, you won't want to miss what's in store next week! Be sure you are registered for our webinar, Passion Powers People a special mid-summer meeting to focus on membership. With three Supreme Court decisions affecting our business, the looming DOL fiduciary-only rule, and the upcoming expiration of certain elements of the Tax and Jobs Cut Act, the time is now to expand our base so that we are prepared to welcome in new leaders at the state and federal levels.

2 min read

NAIFA's Apex and NLC: What's in It for Leaders?

By NAIFA on 7/24/24 5:41 PM

September 19-21 | Arizona Biltmore | Register Today

Topics: Leadership Apex

Spotted: NAIFA-Tennessee Recognizes New Members

By Kaila Wilson on 7/24/24 2:53 PM

NAIFA-Tennessee was recently spotted recognizing new members on LinkedIn! 

1 min read

Is Your Board NAIFA Certified?

By Justi Folladori on 7/24/24 10:27 AM

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

Featured

_LUTCF  - AT web (300 x 300 px)