Leaders Blog

We're proud to announce Roger Sims, CLU, LUTCF, has received NAIFA's 2022 Q3 Membership Hard Hat Award.

NAIFA’s 2022 National Leadership Conference brings our association’s leaders and aspiring leaders together face-to-face. It ensures we are all on the same page working together as One NAIFA to execute on NAIFA’s overarching strategic plan at every level. It creates momentum for 2023 as we move in lock step to grow membership, amplify NAIFA’s brand, and build a stronger membership experience. NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves.

The second month of each month contains a set of three calls for Membership Chairs.  We've tried to make it as flexible as possible.  There are three dates/times per month.  Attend the one that fits your schedule best.  The calls are designed for the Membership Chairs, but they are open to any leader or Exec that would like to attend.

How do you respond if a NAIFA member is dropping their membership because they don’t have time to participate or attend meetings? It is one of the most common reasons people give for canceling or failing to renew, and it’s important for NAIFA leaders to have a ready response.

NAIFA President Lawrence Holzberg, LACP, LUTCF, and President-Elect Byron Holz, CLU, ChFC, LUTCF, CASL, LACP, are representing NAIFA's Office of the President in upcoming speaking engagements around the country. NAIFA thought leaders offer insights into the state of NAIFA, the financial services industry, and the community of agents and advisors.

NAIFA leaders are in the perfect position to identify exceptional NAIFA members suitable for leadership positions or to be considered for NAIFA awards. Many leaders also have the qualifications needed to serve on the national Board of Trustees.

The NAIFA Enterprise Accountability Report is a quarterly, high-level snapshot of our progress toward the execution of the NAIFA 2025 Strategic Plan. In this report, NAIFA home office staff outlines pertinent updates correlated with the goals in the FY 2022 Business Implementation Plan. The report contains important information NAIFA leaders need to know. It also demonstrates NAIFA's commitment to transparency and open discussion.

We’re proud to recognize NAIFA member Cheryl Canzanella, CLU, ChSNC, LUTCF, winner of two NAIFA 2022 Q2 awards. Canzanella won the Grand Prize in NAIFA’s Q2 Referral Contest, recruiting 17 new members. She also received NAIFA’s 2022 Q2 Membership Hard Hat Award, given to a member who “lays it on the line” for NAIFA membership. 

Our June Membership Chair calls have wrapped up and the momentum for 2022 continues to roll on!  We've signed up over 100 NEW members for six straight months and had the best May since 2017.  Thank you to all who took the time to attend.  We get together to problem solve, ideate, share, compare, and most importantly, get pumped about our profession and the good work we do every day!

We're pleased to congratulate loyal NAIFA member Cheryl Canzanella, CLU, ChSNC, LUTCF, on her new position with NAIFA partner Fairway Independent Mortgage. Cheryl will take over the role of HECM Business Development Manager - Retirement Solutions.

Since joining NAIFA in 2010, Cheryl has been active in the NAIFA community. She is a Past President of NAIFA-Northeast Florida and has served in leadership positions at the local, state, and national levels. She is also a recipient of NAIFA-FL's President’s award. In 2019, she was recognized as NAIFA’s Young Advisor Team Leader of the Year. Cheryl is also a Founding Past President of Women in Insurance & Financial Services (WIFS) Northeast Florida.