Leaders Blog

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.

Our May Membership Chairs calls have wrapped up and the momentum for 2022 continues to build.  Together, we've added over 100 NEW members for five straight months and had our best April in years!  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!

As a reminder, the second week of each month contains a set of three calls for Membership Chairs.  We have adopted the IFAPAC model of breaking states into regions and then have created a true sales force so that we can move as one by hand-selecting two Membership Vice-Chairs per region.

Key Points Covered

• Q2 referral incentive updates
• Great success stories from States like PA, MA, WI and CO
• Our upcoming Congressional Conference
• Using NAIFA Connect

Great Ideas Shared

• Ideas for a successful event
• Friendly competitions to build membership
• Using NAIFA Connect as a member benefit

Who's Moving the Needle

The following chapters were net positive or neutral to April 2021

DE, HI, IA, IN, MA, MD, ME, MT, NC, NV, OH, RI, SC, CA-Foothills, CA San Fran Peninsula, Tampa, Greater Washington D.C., Central FL, E. Iowa, SC Upstate, Columbus, Cleveland, and Houston!

The second week 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 Membership Chairs, but they are open to any leader or Exec that would like to attend!

Our April Membership chairs calls have wrapped up and the momentum for 2022 is building!  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!

The second week 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. 

The 2022 Q1 State of NAIFA webinar took place January 26. NAIFA President Lawrence Holzberg, LUTCF, LACP, Chief Executive Officer Kevin Mayeux, CAE, and Senior Vice President Diane Boyle provided updates on NAIFA's progress and upcoming programs along with a federal and state advocacy briefing.