Leaders Blog

The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on November 21 @ 3 p.m. Eastern! 

We are #NAIFAproud to announce that we have presented 1,223 NAIFA Quality Awards for 2024. The NAIFA Quality Awards (NQA) have stood as the hallmark for outstanding client care in our industry since 1945. We especially thank our company supporters, Southern Farm Bureau, Modern Woodmen, and COUNTRY Financial. Check out the list of the 2024 Recipients now available online.

November is National Long-Term Care Awareness Month, an annual campaign to raise awareness about the need for long-term care (LTC) planning and the financial, emotional, and physical impacts associated with it. The campaign is aimed at educating the public about the importance of preparing for the potential need for long-term care services, which include assistance with daily activities such as bathing, dressing, and eating, often needed due to aging, chronic illness, or disability.

NAIFA-North Dakota was recently spotted for their last NAIFA Live Watch Party of the year, featuring Tom Love!

These Watch Parties will be held at E4 Insurance Services in Fargo, and Minot State University - MSU Student Center 2nd Floor. 

As part of November's Long-Term Care Awareness Month, NAIFA is kicking off the Peak 65 Series and starting with a virtual Impact Day to explore topics within lifetime healthcare. Join industry thought leaders and subject matter experts for a free, virtual TED-talk-style event that showcases our expanded Center that now covers topics such as: 

• longevity
• caregiving
• Medicare
• vitality
• extended care 

The expanded Center is also now looking for brand ambassadors! Are you a financial service professional who practices in an area that touches topics in lifetime health? If so, please let us know so that we can talk about how to get you more involved and part of the brain trust!

NAIFA is proud to present the FSP Institute, January, 26-29, at the Margaritaville Hotel in Nashville, TN. Registration is now open.

We are always looking for ways to help amplify the NAIFA brand, promote our members, and encourage more financial professionals to join our association. Here are 5 easy things you can do to help make a difference.

A change in presidential administrations often brings changes that can significantly impact tax and estate planning. As we approach the sunset or possible extension of the Tax Cuts and Jobs Act (TCJA), financial professionals must prepare for what may be a new era of tax policy. At a time when the population is aging, and interest rates remain uncertain, these potential tax changes could have far-reaching consequences for financial planning strategies.

NAIFA-Illinois was recently spotted recognizing a new member, Gina Ross, on LinkedIn! 

New to the Chapter Playbook this week - Candidate Selection Group (CSG) general principles, IFAPAC Administrative Fund uses and updated administrative fees!