Leaders Blog

Time is running out but it's not too late to register for Thursday's NAIFA Live, featuring a high-performing panel of advisors that you cannot see anywhere else. Howard Sharfman of NFP Solutions will moderate "Success in Abundance: Lessons from Today's Industry Phenoms," and introduce you to Eryka Morehead, Warren McGuire, and Robert Fenby.

Eryka, Warren, and Robert will share their lessons, business concepts, and the actionable solutions that helped them achieve success in the industry in such a short time. All NAIFA members should plan to attend NAIFA Live this Thursday, April 20 at 2 pm eastern and get the most out of this exclusive member benefit.

Join NAIFA's Business Performance Center for a webinar on Wednesday, April 26 at 12 pm eastern as partner AccuPoint Solutions will help ensure you maximize your ROI when using data to brand, market, recruit, analyze, or update your CRM.

Gary Weber, Founder and CEO of AccuPoint Solutions, will share his expertise from over 35 years in the industry, where he has been both a user and supplier of data to help you increase productivity, and learn how to leverage data to maximize your results.

We would like to recognize the following membership chairs for their participation on calls during the first quarter of 2023! Be sure that your state attends our monthly chair calls to obtain the most current information to lead your chapter toward membership success. In order to accommodate schedules, chairs have the option to participate in one of three calls each month. Thanks to the chapters who were active participants in Q1. #NAIFAproud

Members should mark their calendars and plan to attend the next NAIFA Live on Thursday, April 20 at 2 pm eastern, sponsored by Penn Mutual. At "Success in Abundance: Lessons from Today's Industry Phenoms," get introduced to three insurance and financial services professionals to learn their stories, how to implement their unique business concepts, and what were their keys to succeeding in the industry in such a short time.

Moderated by Howard Sharfman of NFP Insurance Solutions, and featuring an all-star panel of Bobby Fenby of Penn Mutual, Eryka Morehead, CAP, CLTC, LACP of Collaborative Planning Group, Inc., and Warren McGuire, ChFC® of NFP, this NAIFA Live is one you do not want to miss.

April 4 | 12 pm eastern

May 22-23 | Washington, D.C.

NAIFA's Congressional Conference is only as effective as the agents and advisors who participate. The more of us who are there, the greater our influence. Getting as many NAIFA members as possible to attend has numerous benefits.

Did you know that new Indexed Universal Life (IUL) Insurance illustration regulations are likely to go into effect in May? Make sure you are prepared for these changes, which can affect your business and your clients by tuning in to the next Advisor Today webinar on Monday, March 27 at 2 pm eastern.

Join experts Gregory Rohtstein and Steven Patrizio of Symetra and Ryan Mattern of Modern Life as they discuss the history of the regulation, the nuances of the changes, and how can begin to prepare.

So far, nearly 400 NAIFA members have completed the 2023 NAIFA Membership Survey. The survey gives us a snapshot of who NAIFA members are, how they serve the public, and how NAIFA can better serve their needs. We encourage you, as a NAIFA leader, to urge members in your chapters to complete the survey. The more responses we receive, the better our data.

Earlier this month, NAIFA members were mailed printed copies of the I Love NAIFA Month issue of Advisor Today magazine. The issue features a cover story on 2023 NAIFA President Bryon Holz, an advocacy report, updates from NAIFA's Centers of Excellence, and photos from the National Leadership Conference and Belong event.

Due to the increasing amount of questions, comments and concerns regarding a peer review of Chapter finances, the Chapter Services Team, along with the Finance Team, will be conducting a Peer Review Training Webinar on March 9 @ 4 p.m. Eastern.