Leaders Blog

The State of NAIFA is a quarterly update by NAIFA leaders for members, media, and other interested stakeholders. It provides information about NAIFA programs and events, progress toward meeting our strategic goals, and an advocacy update. If you missed the State of NAIFA or would like to share it with others, it is available in the on-demand archive.

NAIFA President Bryon Holz and CEO Kevin Mayeux discussed the latest on three iconic brands - NAIFA, Life Happens, and the Society of FSP - coming together to better serve our members, the industry, and consumers. NAIFA SVP of Government Relations Diane Boyle gave an update on the Department of Labor's latest fiduciary proposal and President-Elect Tom Cothron laid out NAIFA's plans for 2024.

NAIFA's Halloween virtual event, "Don't Be Scared of Long-Term Care," brought to you by the Limited & Extended Care Planning Center (LECP), is not just for advisors who specialize in LTC. In fact, every financial professional needs to prepare clients for potential expenses associated with LTC as part of a comprehensive financial plan. 

Do you have a lifetime achievement or distinguished service award in your chapter? Let NAIFA know about it! We want to recognize award winners across NAIFA Nation. Share your members' names and stories, and tell us about your award. We'd love to showcase what you are doing! Send us photos and stories at marketing@naifa.org. 

The Triangle Team is our newest membership recognition program that recognizes our most engaged members. We launched the Triangle Team at this year's Congressional Conference after the Trifecta Committee came up with the idea earlier in the year. To remind you, the Trifecta Committee combines:

• Membership
• Grassroots
• IFAPAC

December 3-5, 2023 | Washington, D.C.

As a NAIFA leader, you don't want to miss the National Leadership Conference and Belong awards celebration. NLC/Belong not only gives back to our leaders by recognizing the great work you do, but it also gives every leader an opportunity to share ideas and learn more about what's going on within NAIFA.

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 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.

December 3-5, 2023 | Washington, D.C.

Every NAIFA leader needs to have the National Leadership Conference and Belong awards celebration marked on their calendars. This is an important event every leader should attend. It not only gives back to our leaders by recognizing the great work they do, but it also gives leaders an opportunity to share ideas and learn more about what's going on within NAIFA.

NAIFA-Wisconsin was recently spotted for an upcoming NAIFA & WIFS joint Coffee Social!

What's better than starting your day out with coffee at The Exchange Coffee House? Meeting Heather Lindsley, LUTCF, LACP, RICP, and Melissa Stitz, CLF while you're there! Join NAIFA-Wisconsin for networking opportunities and a good cup o' joe from 7:00 - 9:30 am!

Registration & RSVPs are not necessary.

We have an upcoming joint event with FSP where you can offer your members amazing content that will help them be a better advisor and resource in the area of preparation for facing tax challenges. Join an all-star panel of subject matter experts as we discuss what you need to know (and avoid!) during Q4 and 2024.

NAIFA-New Jersey was recently spotted for an upcoming YAT Event on September 8.

Join NAIFA-New Jersey for a chance to swing loose, hang out with your fellow YAT members, AND have a chance to win four tickets to the Yankees/Blue Jay's game on September 21st at 7:05 p.m.!