As we approach the sunset of key provisions in the Tax Cuts and Jobs Act (TCJA) set for 2025, taxpayers and businesses alike are bracing for significant changes. With the potential for major tax legislation on the horizon, now is the time to prepare.
Chapter Playbook: New Resources Added This Week
By Justi Folladori on 9/27/24 9:30 AM
New to the Chapter Playbook this week - a model Succession Planning Policy! A good Succession Planning Policy can be extremely helpful in guiding the organization's process for recruiting and developing new talent. Having a plan in place puts you in a posture to recruit top talent; avoid groupthink; promote diversity; maintain a balance of creativity and institutional knowledge; promotes trust between leaders and members; and maintains a balance of power on a board.
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NAIFA's Triangle Team Well Represented during Apex/NLC
By Emily Cabbage on 9/25/24 6:15 PM
Last week more than 90 of the nearly 400 Triangle Team members made the trek to the Arizona Biltmore for the 2024 Apex and National Leadership Conference. Members who qualify for the Triangle Team were treated to early entrance to the Welcome Reception. This was one way that we recognize and thank our most engaged members. Check out the full list of Triangle Team members.
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Revisit Apex, the NLC and Belong on the Recap Site
By NAIFA on 9/25/24 5:06 PM
Thank you to everyone who attended NAIFA's 2024 Apex, National Leadership Conference, and Belong awards gala. We honed our leadership skills, benefited top-notch motivational speakers and professional development presenters, and networked with some of the top professionals in the business. Review the awards and leadership recordings, browse our photographs, and read the press clipping on our conference recap site. If you attended Apex/NLC you can add your own photos to share with NAIFA Nation.
Topics: Leaders Apex
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Have You Heard? NAIFA Has a P&C Study Group!
By Emily Cabbage on 9/25/24 3:55 PM
Earlier this year, NAIFA rolled out a series of Member-To-Member programs, one of which was the P&C Study Group. NAIFA-Missouri Past President, Jennifer Hodges, approached NAIFA staff about how we can acquire, engage, and retain more P&C agents. From that conversation, the NAIFA P&C Study Group was formed.
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Elevate Your Skills With Apex Speakers (Advisor Ambassador Academy)
By Zack Huels on 9/25/24 2:07 PM
This October, we’re bringing back some of our Apex speakers for the Advisor Ambassador Accelerator Academy to enhance your professional skills. And get ready for a truly unforgettable experience as we welcome Hall of Fame speaker Walter Bond! Walter will empower you to elevate your career like never before. Don't miss this chance to learn from one of the best in the business!
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Help NAIFA Grow Through Group Membership
By NAIFA Membership on 9/25/24 1:38 PM
NAIFA's 100% Agency and Financial Security Champion programs allow your agency or firm to fully support NAIFA membership while promoting and elevating your agency/firm's brand. Participating firms and agencies are listed on our consumer site and receive additional publicity and program discounts. Learn how your agency or firm can display the 100% Agency or Financial Security Champion logo and be a part of NAIFA Nation.
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NAIFA Future Leaders Returns This Fall
By Emily Cabbage on 9/25/24 12:32 PM
Did you know that since 2021 more than 400 students from more than 100 schools have participated in NAIFA's Future Leaders program? This free program allows college students to hear directly from NAIFA members about their careers, the path they took to get where they are, and the things they know now, that they wish they would have known back then. Do you have student members in your chapter? Invite them to participate. If you know of a student (or even a child or grandchild of a client) interested in a career in our industry, invite them to participate in our Future Leaders program to explore career options. Our fall session starts on October 9th.
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Creating Local Engagement for the Expanded NAIFA Webinar
By Justi Folladori on 9/25/24 11:55 AM
The Chapter Services Team will be conducting their Q4 training webinar, “Creating Local Engagement for the Expanded NAIFA,” on October 17 @ 3 p.m. Eastern!
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Join us for the Q4 State of NAIFA Webinar
By NAIFA on 9/20/24 9:45 AM
NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 16, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.