Leaders Blog

New to the Chapter Playbook this week, Life Happens resources! If you are looking for fresh, professional content to engage your members and community, then look no further. The Life Happens resources available in the Chapter Playbook make it easy for Chapters to promote the importance of life insurance, disability insurance, long-term care planning and financial security. Life Happens serves as NAIFA's consumer education arm, providing trusted, consumer-focused content designed to start meaningful conversations and raise awareness.

NAIFA-Texas was recently spotted recognizing Governor Greg Abbott's official proclamation designating June 2026 as Annuity Awareness Month in Texas.

The proclamation highlights the important role annuities can play in helping Texans achieve long-term financial security and retirement readiness. As individuals and families plan for retirement and future financial obligations, many seek dependable strategies that provide stability, predictability, and confidence. Governor Abbott's proclamation acknowledges that annuities can be a valuable tool in addressing these needs while supporting long-term financial goals and financial independence.

New to the Chapter Playbook this week, a Membership Elevator Pitch! This quick-reference tool helps leaders clearly communicate the value of NAIFA in conversations with prospective members. 

Chapter Staff and Chapter Leaders from across NAIFA Nation met on June 5th, for the June Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

When students lose a parent or guardian without adequate life insurance, the financial impact can put their education at risk. The Life Lessons Scholarship Program, created by Life Happens, a NAIFA Community, helps ease that burden—awarding over $4 million to more than 1,000 students since 2005.

Now, NAIFA Chapters can play a direct role through Chapter sponsorship. A special shout-out to North Dakota, Pennsylvania, Texas and Wisconsin for supporting this cause!

Great Chapters are built by great leaders. Join NAIFA’s Empowering Chapter Leaders program on June 11 at 3 p.m. Eastern for a dynamic 90-minute board certification training created to help Chapter leaders build stronger boards, improve collaboration and lead with greater purpose and effectiveness.

Do you know a NAIFA member who exemplifies leadership, professionalism, and service to the industry? Now is the time to recognize them.

To strengthen NAIFA's governance structure, on May 17, 2026, the NAIFA Board of Trustees adopted amendments to the NAIFA Bylaws. The amendments include term limits for NAIFA Board and Governance Committee positions and a one-year extension of the Board appointments for FSP and Life Happens.

Chapter Staff and Chapter Leaders from across NAIFA Nation met on May 14th, for the May Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

Home equity is often one of the largest assets clients hold in retirement, yet it is frequently overlooked in the planning process. For clients age 55 and older, housing wealth can help strengthen retirement income strategies, improve liquidity, and address risks tied to longevity, healthcare costs, and market volatility.