Leaders Blog

The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry.

You can search the content by keyword or browse topics of interest, including:
•    Annuities
•    Estate Planning
•    Insurance
•    Marketing and PR
•    Practice Management
•    Retirement Planning
•    Software Solutions
•    Tax Planning

As part of NAIFA’s Coaches Circle, NAIFA members have the opportunity to connect with Dan Finley twice a month through his complimentary coaching sessions These sessions are
designed to be member-to-member opportunities to grow personally and professionally.

The NAIFA Open Enrollment Period is February 1^st to 28^th, 2024

We're excited to announce that NAIFA has adopted FSP's group insurance portfolio that includes the following plans:  

Business Overhead Expense Insurance

Simplified underwriting on the first $6,000 of elected coverage with one health question. Coverage available up to $20,000 (**) per month.

Group Short-Term and Long-Term Disability insurance

Guaranteed Issue with no medical questions. (*)

Group Term Life and AD&D insurance

Simplified underwriting on the first $50,000 of elected coverage with one health question. (*)

Group Dental and Vision

Available at any time, with no medical underwriting.

Learn More and Enroll During February 1-28, 2024

Attend the February 5^th webinar at 12:00 EST to learn more about the NAIFA Open Enrollment and insurance products. 

In this Society of Financial Service Professionals (FSP) webinar, Fairway Reverse Mortgage Specialist, George Bain, will explore the challenges today’s retirees face and how they can benefit from the strategic use of a reverse mortgage. The presentation will include a discussion of incorporating home equity into a retirement income strategy, with case study examples and planning scenarios for long-term care and life insurance.

The final 2023 issue of Advisor Today magazine is now available as a digital edition. All NAIFA members receive the printed edition of Advisor Today as an exclusive member benefit and we make the digital edition available after the print issue release.

Don't try to reinvent the wheel. We've heard what you need and so we've added a new asset to the Marketing Brand Book, a standardized PowerPoint deck to be used during in-person meetings. This deck has been updated for 2024 and features the programs and benefits to ensure your attendees are aware of, plus we've included slides for you to edit and recognize your members. From new member recognition to LILI alumni to Triangle Team members, and more we want to help you showcase all of the hard work your members do to give back to our association! Use these slides as people are entering your meeting and/or during networking breaks.

With the addition of the Society of Financial Service Professionals and Life Happens, the NAIFA membership benefit portfolio has grown. We are excited to let you know that you can now take advantage of FSP member discounts and new member benefits from Life Happens are being created as more ways to say thank you for belonging! Join us for a special Member Benefits Webinar on December 13th at 2 pm eastern.

Register for the Webinar

The merger of NAIFA and the Society of FSP, along with the inclusion of Life Happens, creates a more dynamic association poised to serve more Americans. This is an important and beneficial move for our members, the insurance and financial service industry, and consumers who rely on financial professionals for products, services, and advice.

But with change always come questions. The national leadership of NAIFA and FSP set out to answer many of these questions in a virtual Town Hall Meeting for NAIFA and FSP chapter leaders. We discussed many aspects of the merger and took questions from attendees. A recording of this Town Hall is now available on demand. 

The Town Hall focused on how the NAIFA-FSP merger will impact our industry, our members, and our chapters. The short answer is: This merger will make us stronger and more influential as an association and provide our members with expanded benefits and opportunities. Several takeaways from the discussion are:

We are planning our NAIFA Live schedule for 2024 and want to quickly find out your opinion on when the monthly program should be held and on what day of the week. Let us know YOUR thoughts on what would work best for you and your practice! 

Take the Survey on NAIFA Live 2024