Leaders Blog

Join us for a special mid-summer meeting on Wednesday, July 31st at 12 pm eastern to focus on membership. With three Supreme Court decisions affecting our business, the DOL fiduciary-only rule, and the upcoming expiration of certain elements of the Tax and Jobs Cut Act, the time is now to expand our base so that we are prepared to welcome in new leaders at the state and federal levels, as well as take action when necessary. 

You've likely heard Van Mueller say, "There has never been a better day to be an insurance agent,"  but what you'll walk away saying is, "There has never been a better day to belong to NAIFA."  

What We'll Cover:

• Membership Referral Program and What's in it for YOU
• Summer Membership Challenge and What's in it for YOU
• Rewards and Awards for Top Recruiters
• Member-to-Member Programs that Deliver 10X on your Dues Investment
• New Membership Benefits that Help You Prospect

Do you know someone who is passionate about NAIFA, but isn't in a formal leadership role (or might be ready to dip their toe in the water, but needs to start small?) Invite them to attend this session & ask them to be part of our Brand Ambassador Team!

Passion for people is what has powered NAIFA since 1890, and it's on all of us to ensure that we keep NAIFA strong!

Last week, nine state chapters added members!  Notably, Colorado continues its new member acquisition success!  The chapter added another four members last week after recruiting seventeen in May!  Keep up the great work!

The last week of May, while shortened, was very good for new membership growth! 

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.

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!

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!

NAIFA recognizes the Q1 2022 Membership Hard Hat recipient, Beth Valente, CLU, CFBS, CLTC, loyal member since 2013 and NAIFA-Massachusetts membership chair. Beth was selected as the recipient this quarter because she has been a powerhouse in referring individuals to NAIFA and getting the word out on why advisors should belong. In addition, she has been instrumental in introducing NAIFA to several agencies for presentations. 

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.