Leaders Blog

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.

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

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.