Leaders Blog

NAIFA is proud to present the FSP Institute, January, 26-29, at the Margaritaville Hotel in Nashville, TN. Registration is now open.

We are always looking for ways to help amplify the NAIFA brand, promote our members, and encourage more financial professionals to join our association. Here are 5 easy things you can do to help make a difference.

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

NAIFA-Illinois was recently spotted recognizing a new member, Gina Ross, on LinkedIn! 

New to the Chapter Playbook this week - Candidate Selection Group (CSG) general principles, IFAPAC Administrative Fund uses and updated administrative fees!

Having difficulty finding the tools and resources available on NAIFA's website? We heard your request loud and clear! We've developed a landing page full of useful links to easily access many of the links and files on our website. In case you missed it (ICYMI) earlier this week, Emily Cabbage, Senior Director of Membership and Zack Huels, Director of Membership Engagement, hosted a special webinar to walk members through many tools and resources available from NAIFA and more importantly where to find them! 

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

NAIFA-Iowa was recently spotted for their Tuesday Membership Tip on LinkedIn. You can learn more about key membership benefits here. 

Not a NAIFA member yet? Join today!

Join us! The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on October 17 @ 3 p.m. Eastern! 

In 2020, NAIFA launched the Blueprint Chapter Leadership Training, a dynamic Chapter training program that covers a myriad of Chapter related topics. This year, we have undertaken a comprehensive review of the training and are relaunching the program with great new foundational information in an easy-to-use structure. It’s an essential program for newer leaders and a great refresher for experienced leaders. 

The Blueprint Chapter Leadership Training is now broken down into a series of short videos – which can be completed in less than two hours! Available content includes:

Governance & Chapter Operations

• Board Orientation
• Strategic Leadership
• Chapter Finance/Compliance
• Succession Planning

Governmental Relations

• Advocacy
• Grassroots
• IFAPAC

Marketing & Communications

• Branding

Membership