Programs Chair
The Programs Chair is responsible for planning and executing member meetings, promoting professional career development and other NAIFA benefits, and providing members with quality educational programs. These educational opportunities will enhance members' knowledge and ability to market and sell insurance, other financial products and financial services. Additionally, the Programs Chair should ensure that members receive the resources they need to meet their state CE requirements and should organize member networking meetings.
The primary objective of the Programs Team is to know what’s going on in the industry and what’s coming around the corner and sharing this information by providing robust training programs for our members. Chapter programs are part of the larger educational programming offered by NAIFA. Relevant programming provides educational and networking experiences that empower members with more take-away strategies and tactics they can apply back at the office. Key responsibilities of the Programs Chair as applicable to each Chapter include:
- The Programs Team should be comprised of seven to eight volunteers who represent a variety of practice specialties, are knowledgeable about programs and are subject matter experts in the state who can provide programming.
- Plan and promote educational offerings, utilizing subject matter experts, as well as NAIFA’s program offerings.
- Develop programs designed to assist members in improving their trade. The program should reflect:
- Topics related to insurance and financial advising more so than sessions devoted to general business matters, economic conditions, etc.
- Member interest as determined by an effective means, such as a survey.
- Include at least one Limited and Extended Care Planning Center, one Business Performance Center and one Diversity & Inclusion session in conjunction with your membership meetings each year.
- Work with Local Chapters and Affiliates to plan NAIFA Live watch parties around the state each month.
- Work with Chapter Staff to manage continuing education credit approval and submission for applicable programs.
