Leaders

Recording Now Available: September Membership Chairs Monthly Meeting

Written by NAIFA | 9/14/21 11:00 AM

NAIFA President-Elect, Larry Holzberg, kicked off September by hosting the Monthly Chapter Membership Chairs Meeting with a positive message to the Chapter Membership Chairs. Membership retention efforts/numbers are up, however, we need to focus on new member acquisition in Q4 and beyond.

VP of Member & Chapter Services, Corey Mathews, went over monthly membership numbers for August and announced that NAIFA-Greater Foothills entered the 3% Growth Club in August. In addition, NAIFA-Massachusetts is the newest Chapter to become net positive for the year.

The new NAIFA Membership Team was then broken down through a definition of roles from Suzanne Carawan, VP of Marketing & Communications. Suzanne also walked Chapter Membership Chairs through updates to the online join process, the definition of memberships types, and announced the exciting fall membership campaign “Taxation Needs Representation.”

Randy Clark, Senior Director of Membership Sales provided an update on his recent company and agency meetings, companies contacted, and group sales/100% Agency progress.

Lastly, Dennis Cuccinelli announced upcoming membership sales contests for the Chapters including:

  • Top Referrer to Provide Most 100% Agency Leads by November 12
  • Top Chapter Membership Chair in October
  • Largest Percentage of Growth (by Region) in Q4
  • Lastly, one special incentive provided by Dennis criteria to be determined.

To review the info, contests, and prizes or if you missed us live, watch the recording using the button below!