NAIFA CEO, Kevin Mayeux, CAE, kicked off the May Chapter Leaders Webinar with a Congressional Conference update. Currently, there are more than 600 individuals registered, which includes both members and nonmembers!
NAIFA's Policy Director, Maeghan Gale, provided Chapter Leaders an update on the recent New York Supreme Court, Appellate Division, ruling that state Insurance Regulation 187, “Suitability and Best Interests in Life Insurance and Annuity Transactions,” is unconstitutional. Maeghan will also be featured in the upcoming, "Tax Trends: Eight New Proposals Advisors Shouldn't Ignore," webinar on May 18!
Corey Mathews, CAE, Vice President of Member and Chapter Services, highlighted all things new with the Chapter Services Team:
- Monthly Calendars
- Chapter Action Plans - Coming in July!
- Chapter Coaching Program - Deadline Now Passed
- Local Chapter Task Force
- Monthly Programs Chair Calls
- Leadership Empowerment Initiative
Corey also highlighted NAIFA-Texas as this month's NAIFA Game Changer!
Vice President of Marketing and Communications, Suzanne Carawan, wrapped up this month's call with an update on:
- Current and Upcoming Partnerships
- Affinity Partners
- The Centers
Suzanne also announced that NAIFA has a new 100% Agency, Primary Financial!
Finally, Chapter Leaders were encouraged to save the date for the National Leadership Conference, December 5-8.
If you missed us live, watch the recording using the button below!
*Please note that the first few minutes of the Chapter Leaders Webinar was not recorded due to technical difficulties.
