Leaders Blog

Scott Dorminy is the Top Recruiter for the Month of August 2024! Straight outta Russellville, Arkansas, Scott is part of the Farmers network and runs an agency of his own name. A member since 2015, Scott is a true man of NAIFA action. 

NAIFA is working with a graduate studies team at Georgetown University to undertake a study on our membership. The pro bono agreement will result in a paper and all contributors/participants will be thanked in the paper and presentation that will be given to NAIFA's National Membership Committee and provided to the Board of Trustees. If you're willing to give 5-7 minutes to complete this survey and/or want to be interviewed by the study leaders, your name will be included in the study to acknowledge your contribution. Thank you in advance for your time and commitment to improving NAIFA!

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 "I Love NAIFA Month" and the "It's Not Luck, It's NAIFA" referral incentives have been a smashing success.  As such, NAIFA has extended this initiative through April with a slight change!  For every member who joins and lists a member as the referral source, that referring member will receive a $10 Dunkin Donuts gift card.  

There's one and only one secret to sales---consistent, ruthless activity. We all know it, heck--that's how we built our businesses, but somehow, when it comes to growing membership at NAIFA, we find ourselves freezing, not knowing the value proposition, being hesitant to put ourselves out there to ask others to join even though we clearly see and have experienced the value. I get it--believe me, I totally get it. If I had a dollar for every person that told me I should be in sales, I would be a millionaire, but the issue I always had was for me to sell a product, I had to really believe in it. The problem with me is that I have a hard time in believing in most products, but I am a diehard in believing in concepts or philosophical truths. 

I grew up in the suburbs of Washington, D.C. in Maryland, an original colony state. When you grow up in an original colony state, history is just embedded into your education. You are taught the Paul Revere story by first grade and know the entire American Revolution, minutemen, and writing of the Declaration of Independence before you ever leave elementary school. You understand states rights and the power of states coming together--and moreover, the force that we can be as a democracy when we come together to fight. 

Monthly Top Recruiter Program for 2024

We are delighted to announce that we have a fun membership program for 2024 called "Top Recruiter". The Top Recruiter each month will win a $100 gift card to thank you for your referral because, as you fully know, there is no greater compliment than your recommendation. The Top Recruiters will be listed on the Member Portal page and recognized throughout NAIFA Nation. 

The program was so successful last year on a quarterly basis, that we are making it a monthly content. Top Recruiters are identified by having the new member list you in the referral field, or a communication to that effect. Only NAIFA members are eligible for the prize and you must be active to receive the prize.

Q4 Top Recruiter

Shout out to Undrea Smith from Arizona who was the recipient of the Q4 Top Recruiter winner which goes to the member who recruits the most members, or provides extraordinary service to the membership of the association. Undrea was announced during the January chapter leaders call, but worth a mention again because there's no such thing as too much love! Shout out to Chris Carothers as well who was the Q4 Hard Hat winner which was awarded at the National Leadership Conference this past December.

Have someone that you want to refer right now? Fill out the Referral Form and bookmark it so you can easily access it and send in names-- we can help do the rest! Know a firm or agency that should be a 100% Agency or Financial Security Champion? Let us know!

NAIFA Live is a great member benefit that keeps NAIFA members connected and informed. This month, NAIFA Live features two extraordinary presenters, Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP, and Tom Henske, CFP, ChFC, CLU, CTS, CFS, CLTC, CES. Many of you know Brock as NAIFA's National Treasurer, but he is also the Founder of The College Funding Coach® a program designed to help families develop informed strategies to prepare for paying for college. Tom has been a leader in the financial industry for nearly three decades and is the Founder of Total Cents, a program that helps parents teach their kids about money.

The June NAIFA Live webinar gives NAIFA members an opportunity to become the best political advocates they can be.

NAIFA members normally earn their Financial Security Advocate badge by completing online modular advocacy training. June's NAIFA Live lets members be a part of something big and join the ranks of Financial Security Advocates in an interactive, group setting on Thursday, June 15, at 2 pm eastern. Earning your FSA badge shows your clients that you are dedicated to working with lawmakers to protect their financial security!