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The merger of NAIFA and the Society of FSP, along with the inclusion of Life Happens, creates a more dynamic association poised to serve more Americans. This is an important and beneficial move for our members, the insurance and financial service industry, and consumers who rely on financial professionals for products, services, and advice.

But with change always come questions. The national leadership of NAIFA and FSP set out to answer many of these questions in a virtual Town Hall Meeting for NAIFA and FSP chapter leaders. We discussed many aspects of the merger and took questions from attendees. A recording of this Town Hall is now available on demand. 

The Town Hall focused on how the NAIFA-FSP merger will impact our industry, our members, and our chapters. The short answer is: This merger will make us stronger and more influential as an association and provide our members with expanded benefits and opportunities. Several takeaways from the discussion are:

  • NAIFA, FSP, and Life Happens will operate as a single organization, taking advantage of economies of scale and existing industry relationships, but will maintain their existing brand identities.
  • NAIFA will remain the advocacy voice of industry professionals at the federal, interstate, and state levels.
  • FSP is an industry-leading provider of education and professional development for financial professionals across a range of fields.
  • Life Happens will continue as the leading consumer-education organization promoting insurance and financial products and services important to NAIFA and FSP members.
  • FSP members and NAIFA members will not lose any benefits with the merger. Instead, all members will enjoy the combined benefits of the two organizations.
  • View the newsletter that is being sent to our annual payers and FAQ Document for your benefit.

We urge NAIFA and FSP chapter leaders who were unable to join us live to watch the recorded Town Hall. It will provide some understanding of our process moving forward and how the merger will benefit you and the members in your chapters. We look forward to working with all of you to ensure a successful and beneficial transition.

Best regards,

Lawrence Holzberg, LUTCF, LACP
NAIFA Past President
Andrew Rinn, JD, CFP, CLU, ChFC
Society of Financial Service Professionals


Watch the Town Hall