Leaders Blog

Acclaimed finance speaker and author, Joe Jordan, has spoken to legions of financial professionals around the world. His latest presentation, Purpose Driven Retirement Planning, has thrilled audiences with an informative and inspirational outlook for their business, outlining how clients need help both planning for their financial future and preparing to have meaning and purpose in retirement.

Advisors will learn why financial planning is becoming more like life coaching, something that AI alone can’t do. He’ll explain the defining issue of the 21st century (the aging population) and the six retirement risks clients need help to address. The risks include: longevity/depleting assets, market volatility, safe withdrawal rate, sequence of returns, inflation, and health. These positive trends and Joe’s powerful presentation will equip advisors with the tools they need to prosper in today's golden age of advice!

Headed to Congressional Conference? Join us one day early for a live, one-day SkillSet powered by Trustworthy Selling® experience, taking place Sunday, May 17 from 10 a.m.-4:30 p.m. at NAIFA Headquarters in Arlington, VA, prior to Congressional Conference!

NAIFA has created a Congressional Conference marketing toolkit to help chapters promote our signature advocacy event, May 18-19 in Washington, D.C. The kit includes social media and web graphics, a logo set, suggested language for email outreach, and suggested social media messaging. It also has items you can share with your members, like "I'm attending" graphics and a customizable press release template.

NAIFA-Washington was recently spotted for an upcoming industry event bringing professionals together for an evening of connection and collaboration. In partnership with NABIP, Hops & Handshakes highlights a shared commitment to strengthening relationships across the insurance and benefits community. 

Business owners represent one of the most important planning opportunities for financial professionals today. With estate tax thresholds at historically high levels, many planning conversations are shifting toward strategies that help business owners reward key employees, protect their companies, and prepare for long-term transitions.

New to the Chapter Playbook this week, a refreshed Membership Chairs page! The Membership Chairs page is the one-stop shop for all things membership, including: 

New to the Chapter Playbook this week, the 2026 NAIFA Membership Action Plan! Contained in the plan are:

We want to hear from our members! As we continue to work toward invigorating NAIFA membership, we recognize the value of including members as part of the process to provide proof of concept for the value of NAIFA membership.

NAIFA members now have a new way to represent their profession with the launch of the NAIFA Store. The online store features a variety of NAIFA-branded merchandise designed for financial professionals who want to show their pride in the association and the work they do every day.

As we gear up for another exciting year of PAC Madness, it's time for chapter leaders to lay the groundwork for another successful year of PAC fundraising. Building on the tremendous success of 2025, 2026 promises even more opportunities to rally our members and amplify NAIFA's advocacy impact. This double-elimination tournament-style event runs from February 23 to April 17, focusing on raising funds and recruiting new contributors to support legislative candidates who protect our industry from burdensome regulations and taxes.