Leaders Blog

We have over 30 people registered for our relaunch of the YAT Advisor Ambassador Program! There's still time for more people to be added to the class so be sure to plug this to the young advisors in your state. All they have to do is enroll in the free four courses that are taking place in February and after completing the program, they will receive a certificate and will be featured in our Advisor Today blog (with over 80,000 subscribers). 

Once again for February, NAIFA is fully supporting Life Happens's annual Insure Your Love Month campaign. Life Happens has joined with NAIFA to serve as our consumer outreach and education arm. This month's theme, "How to say I love you," explores the difficulties many people have expressing their love and encourages people to protect their loved ones by obtaining life insurance as an act of love.

As part of "I Love NAIFA Month", the Membership division is excited to announce a new member referral incentive! What better way to share the NAIFA love than by recruiting new members into your professional association.  All members, including all leaders, are eligible and encouraged to participate!

2024 is shaping up to be another strong year for State Legislative Days! Since 2020, NAIFA has been using the message of state legislative days as the Power of You. Power of Us. This means that NAIFA is a powerful force at both the state and federal levels. We want all states to be leveraging this message for their legislative activities. We have made graphics for all states for social media and email headers to use in your marketing efforts. Find your state graphics.

Life settlements are experiencing a resurgence as an innovative strategy in financial planning. This shift marks a new era for seniors reevaluating their life insurance policies. To learn how to navigate these changes, register for our webinar, sponsored by Coventry Insurance, which is set for February 15, 2024, 11 AM Eastern.

You may know Mickey Straub, a loyal member since 2002, for his incredible product, the Sales Activity Management planner or SAM. SAM helps Agents/Advisors stay focused, organized, and disciplined as well as develop the right habits to achieve their goals. With SAM, managers can better coach, develop talent, lead, and build a positive, high-performance culture.

SAM has always focused on tracking your activity. Now Mickey has joined forces with Joe Templin, loyal member since 1998 to introduce the SAM Everyday Excellence, or SAMEE. SAMEE is an email subscription to help you have higher quantity and quality activity to track. Every business day you will receive an email to help guide and grow your business so that you can become the financial professional you have the potential to be and climb that mountain of success.

Please save the dates for our two key signature events of the year! Registration for Congressional Conference will be open very soon, as will Apex/National Leadership Conference 2024. We hope you plan on joining us in D.C. in May and in Phoenix in September for both events! 

Achieving the three pillars to become a member of the Triangle Team has its advantages. One of the exclusive benefits is access to the Peak Performance Workshops with Frank Maselli, Ph.D. and sponsored by White Glove. 

Last year, state chapter executives had the opportunity to earn some extra cash by meeting a membership goal. Only two states, Nevada and New Mexico, were successful in that endeavor. But they didn’t stop there. Both executives have reinvested money into the chapter to keep momentum going for 2024!