Leaders Blog

It's a new year and with it comes an updated Membership Sell Sheet.  The 2022 sell sheet features our new YAT Leader of the Year, Brian Haney.

The Chapter Membership Chairs Monthly Meeting scheduled for Wednesday, December 1 has been cancelled. We hope to see all Chapter Membership Chairs at the National Leadership Conference (December 5-7) in Washington D.C.!

If you missed this year’s Advanced Practice Center Impact Week, don’t worry! We have everything you need to know on-demand. Check out our 10, one-hour sessions with industry experts, including: 

• Kathleen W. Bilderback on the effect of low-interest rates on acquisitions, third-party sales, management buy-outs, and family business succession 
• Stacey McMahan on comprehensive succession and exit planning 
• Scott McHenry and Andrew Rinn on the role of life insurance in a qualified retirement plan 
• Diane Boyle on NAIFA advocacy and topics of interest to NAIFA members 
• Howard Sharfman on ideas to grow your business at each stage of your career 
• Robert B. Wellendorf on life insurance in the business marketplace 
• Frank W. Seneco and R. Wesley Sierk on PPLIs and CICs 
• Steven J. Beatty on why business owners need life insurance 
• Daniel M. Zugell on trends and opportunities for the modern ESOP 
• Joel Solomon on the importance of consistency in your practice 

Submit your 2022 Chapter Leaders today! All Chapter elections should be completed and reported by Monday, November 15. Each Chapter is required to submit this report only once. The form not only asks for 2022 Chapter Leaders, but also requests your Chapter mailing address, phone, email, and website. If you are a State Chapter, you will also need to provide information on your lobbyist. If you have any questions, please reach out to Justi Folladori at jfolladori@naifa.org or Zach Levin at zlevin@naifa.org.

The Brand Ambassador Team (BAT) was started in 2020 under the leadership of (now) Immediate Past President Cammie Scott. Bryon Holz, Secretary, was then the inaugural Chair of the committee that focused on finding new ways to amplify NAIFA's brand and get-the-word out on our new programs and products introduced after the vote to restructure NAIFA as part of the Quality Member Experience (QME) movement.

Plans are well underway to celebrate and recognize our leadership. Invitations have been sent out to Chapter Presidents, Chapter President-Elects, Membership Chairs, IFAPAC Chairs, Grassroots Chairs, and YAT Chairs. Be sure that at least one of these leaders from your chapter has registered for National Leadership Conference. Join us December 5-7 at the Renaissance Downtown Hotel in Washington, D.C.

NAIFA’s Limited and Extended Care Planning Center is hosting the second annual NAIFA LECP Impact Week, November 1 - 5. 

 The virtual event, with the theme Success Is a Collaboration of Problems Solved, has been revamped for 2021. Each of the five days of Impact Week programming will drill down on a specific topic and feature multiple presenters in a packed one-hour presentation, 12 - 1 pm eastern.

NAIFA's Advisor Today is the lifestyle magazine for today's modern advisor. It provides entertaining stories and practical information featuring NAIFA members. Learn how the best insurance and financial advisors have achieved success, what inspires and motivates them, and what they've done to take their careers and practices to a higher level.

We are starting to build out our Chapter Presidents page for 2022 and we need your help! Will you be a State or Local Chapter President in 2022? If so, send your headshot to marketing@naifa.org! 

NAIFA has launched our fall campaign, Taxation Needs Representation. It's clear that members of Congress and state legislators need to hear NAIFA's advocacy message now more than ever. Our strength as an advocacy association comes from the involvement and active participation of our members. This campaign illustrates why all insurance and financial advisors need NAIFA. Get the tools you need to help carry this message throughout your chapter.