Leaders Blog

As part of NAIFA’s Coaches Circle, NAIFA members have the opportunity to connect with Dan Finley up to twice a month through his complimentary coaching sessions. The topic of the first session on January 25th at 4 pm eastern will be "The Advisor Solutions Master Mind Session." Attendees will focus on specific challenges that advisors and agents have as well as the tools, techniques, strategies, and solutions that have worked for hundreds of Advisor Solutions’ clients for the past 20 years.

These sessions are designed to be member-to-member opportunities to grow personally and professionally. Sessions are limited to 80 people each session. Register and select the sessions you'd like to attend.

The latest episode of NAIFA's Advisor Today Podcast features Delvin Joyce, CFP, CLU, ChFC, RICP, a loyal NAIFA member since 2010. After a career in professional football, financial planner Joyce obtained the self-motivation to launch a financial services business. By identifying a clear purpose, he structured his services and leadership around providing financial literacy and support to young athletes preparing for careers. Delvin believes that financial planning is fundamental to the future, so by building a practice that emphasizes managing people’s funds and loans, you can execute your purpose, elevate your status in the industry, and create a lucrative business. 

Are you a Costco Member? If so, John Hansbrough from NAIFA-California has a great idea for saving some money on NAIFA events. Costco often has gift cards to local restaurants with $100 values for $70-$80. If you decide to run a NAIFA event at a that restaurant space, you could potentially save hundreds by using the gift cards to pay for the event depending on the final cost. That $500 bill could quickly become $350 instead with some pre-planning. 

Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever. This session will delve into the evolving landscape of LTC insurance, exploring various options that range from traditional insurance to innovative life and annuity hybrids. Attendees will gain a comprehensive understanding of these options, insights into the planning process, and an overview of state-level developments in LTC planning. This event is an invaluable opportunity for anyone involved in financial planning, insurance, or retirement strategies. NAIFA members can register for free, making it a not-to-be-missed event for those looking to stay informed in this rapidly changing field. This webinar is brought to you by Ash Brokerage.

NAIFA is once again looking forward to I Love NAIFA month and Life Happens Insure Your Love campaign! During February, we celebrate all things NAIFA. From Advocacy to Members to Main Street and more...this is our opportunity to share with the world all we love about our association. We need you to help us make a big splash on social media. Print one of our I Love NAIFA signs, snap a selfie, use hashtag #NAIFAproud, and post to social media. Access the I Love NAIFA kit for all social media graphics to use throughout the month. Watch your emails for the Life Happens Insure Your Love campaign materials.

January 25 | 2-4 pm eastern

Did you know that NAIFA has a free program designed for college students considering a career in the insurance and financial services industry? Our Future Leaders program has had hundreds of students come through since launching in 2021. You can help us raise awareness of this program in several ways:

NAIFA Live is tomorrow and we are excited to have nine watch parties reported...but as Kevin Mayeux would say, "More, please!" Thank you to Indiana, Iowa, Maryland, Missouri, New Jersey (hosting two locations), North Dakota (hosting two locations), and Wisconsin for your support as NAIFA Live kicks off its 5th year!