Leaders Blog

Significant changes to charitable giving rules are on the horizon, and now is the time for your clients to prepare. The OBBBA introduces new rules taking effect on January 1, 2026, with several opportunities set to expire on December 31. Acting now can help clients maximize available benefits and avoid missed opportunities.

NAIFA-Wisconsin was recently spotted for their Q3 Membership Power Hour where the focus was on making care calls to thank members and share event invitations.

Special recognition goes to Lobbyist George Ermert, who wasn’t expected to stay on the call but insisted on participating. He jumped right in, personally thanking those for their membership and encouraging them to attend the upcoming Power Summit and Legislative Day.

Join NAIFA for our National Leadership Conference, where leaders from across the country unite to inspire, collaborate and plan for 2026.

NAIFA is pleased to announce that five legendary leaders will join the NAIFA Hall of Fame as the 2025 induction class. They are:

• Peter C. Browne, LUTCF*, (NAIFA-New York) - Past Trustee and National Treasurer 
• Ben Feldman* (NAIFA-Ohio) - legendary and record-setting life insurance producer
• Terry K. Headley, LUTCF, FSS, LIC* (NAIFA-Nebraska) - Past President and member of the Life Happens Board of Directors 
• Robert M. Nelson, CLU, LUTCF, FSS (NAIFA-Nebraska) - Past President
• Lester A. Rosen* (NAIFA-Tennessee) - Past President

Chapter Staff and Chapter Leaders from across NAIFA Nation met on August 7th, for the August Chapter Leaders Webinar. Attendees were able to hear the latest NAIFA updates and announcements! This month's Chapter Leaders Webinar featured:

New to the Chapter Playbook this week, How to Leverage Social Media for Your Chapter in Two Hours a Week or Less webinar recording! The webinar covers:

NAIFA Member Jose D. Rodriguez Jr. was recently Spotted highlighting the importance of NAIFA's Mentor Loop Program. 

“The right connection isn’t just life-changing — it’s mission-defining. NAIFA Mentor Loop to align with purpose-driven professionals who lead with heart, ethics, and legacy in mind. This is more than mentorship — it’s a call to share, grow, and elevate the next generation of financial advocates. Let’s build something that lasts. Together.”

As NAIFA President for the 2011-2012 association year, 2025 John Newton Russell Memorial Award recipient  Robert Miller was an early advocate of modernizing NAIFA’s structure and governance. His ideas foreshadowed the highly successful NAIFA 20/20 strategic plan implemented in 2015. He pushed for a more streamlined NAIFA governance structure, a consistent membership model, and uniform branding and messaging across NAIFA’s chapters. He convened a Presidential Blue Ribbon Task Force to explore these issues, and many of the Task Force’s findings contributed to the formulation of the NAIFA 20/20 plan.

Great Chapters are built by great leaders, and at NAIFA, we’re committed to helping you thrive in your leadership role. That’s why we created the Empowering Chapter Leaders Program — a dynamic initiative designed to equip NAIFA leaders with the knowledge, tools and community support to lead effectively.

Whether you're a new board member or a seasoned Chapter officer, this program offers practical guidance, peer collaboration and leadership development tailored specifically to NAIFA’s mission and structure.

Program Highlights:

NAIFA Member Thomas Palmeri was Spotted for his ongoing efforts to share NAIFA content on LinkedIn. His posts serve as a great example of how simple actions on social media can have a big impact in raising awareness about NAIFA and the work we do. When members like Thomas engage online, it not only strengthens our brand but also encourages others in the industry to take notice and get involved.