Leaders Blog

New to the Chapter Playbook this week, NAIFA's Building a Successful Membership Program webinar recording! The webinar covers:

The 2025-2026 State of Advocacy report details the achievements in 2025 and outlines what lies ahead in 2026. You can click here to view the report online or download! Additionally, the 2025 State Wins and 2025 Federal Wins are available for download. 

If not, then join NAIFA's Chapter Management Director, Tom Ashley, on March 19! The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

NAIFA-Florida was recently spotted celebrating the newest graduates of the Leadership in Life Institute (LILI). More than a traditional leadership course, LILI is an immersive experience designed to sharpen strategic vision, elevate communication skills, and develop leaders committed to service within NAIFA and beyond.

Estate planning continues to evolve, and 2026 is shaping up to bring important developments that financial professionals cannot afford to overlook. From tax updates to shifting rules around inherited retirement accounts, staying current is essential to delivering meaningful value to clients.

NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.

New to the Chapter Playbook this week, the 2026 Business Implementation Plan! The plan centers on three pillars: Strength, Impact and Awareness.

The NAIFA Certified Leadership Board designation is awarded to NAIFA Chapters upon completion of a live presentation of NAIFA’s 90-minute training program entitled “Empowering Chapter Leaders” by the President, President-Elect, and at least 80% of the Chapter’s Board.

NAIFA-Utah was recently spotted on LinkedIn for their What's Working Wednesday! Looking for fresh ideas and practical ways to grow your business? Join NAIFA-Utah every 2nd Wednesday for the Chapter’s Lunch-n-Learn!

Here is what you can expect:

 ✅ Learn what’s working from fellow professionals
✅ Share ideas and best practices
✅ Network with like-minded advisors
✅ Occasionally earn CE credit
✅ Walk away with actionable strategies to grow your business

Bring a non-member guest and their lunch is covered! 

Great Chapters are built by prepared leaders. NAIFA’s Blueprint Chapter Leadership Training equips Chapter leaders with the tools, clarity, and confidence needed to lead effectively and create long-term success.