Leaders Blog

Take advantage of our quarter two leadership training opportunities! During the second quarter of the year, we have one chance to become professionally certified and one deep dive training for our Chapter Leaders.

New to the Chapter Playbook this week - updated Candidate Selection Group (CSG) information and Administrative Fund uses!

The U.S. Supreme Court’s 2024 decision in Connelly v. United States has significantly altered the landscape of buy-sell planning for business owners facing potential estate tax exposure. As a result, financial professionals must now navigate new complexities in business valuation and the use of life insurance in these agreements. This landmark ruling presents both challenges and opportunities to reimagine how buy-sell structures are designed and implemented.

NAIFA is excited to invite you to participate in our Blueprint Chapter Leadership Training — a transformative experience designed to empower current and future leaders. This dynamic program includes:

Leaders, we’re in the homestretch of IFAPAC Madness 2025, and it’s about to get wild! The tournament clock runs out next Friday, April 18th, at 11:59 PM ET, but hold onto your hats—Round 7, aka Championship Week, flips the script from the past six rounds. This isn’t your average finale; it’s a double-elimination showdown packed with drama, strategy, and a shot at glory! 

NAIFA-Missouri and NAIFA-Kansas were recently spotted for teaming up for a Joint State Convention at Top Golf! Mark your calendars for April 24 & 25 and get ready for an event filled with valuable insights, dynamic speakers, networking opportunities, and of course - plenty of fun!

Don't miss your chance to connect, learn, and swing into success!

Chapter Staff and Chapter Leaders from across NAIFA Nation met on April 3rd, for the April Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

NAIFA-South Dakota was recently spotted for their upcoming Bites and Insights Affiliate Event! On May 12th, the Sioux Falls Affiliate will welcome Steve Parrish, JD, RICP, CLU, ChFC, AEP, and his presentation, "Merging Estate Planning into the Retirement Income Process". Participants will gain insights into optimizing asset location, leveraging government benefits, and addressing legacy concerns.

Topic announcement! Corey Mathews, Vice President of Membership and Chapter Services, will be conducting our Q2 training webinar, “Awards & Recognition - Utilizing NAIFA's New Universal Application Cycle,” on April 24 @ 4 p.m. Eastern. After the webinar, resources will be posted in the Chapter Playbook for Chapters to reference.
Chapter Executive Directors, Chapter Staff, Presidents, Programs Chairs, YAT Chairs and DAT Chairs have been invited, but if there are other Chapter Leaders you would like to attend, please feel free to send them the registration link above! 

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. Our next training is on May 29 @ 3 p.m. Eastern!