This year, we have undertaken a new structure for membership. A new department has been created at home office on the staff side, and the volunteer leadership structure has been vastly expanded giving more opportunities for members to get involved in leading the charge on growing our beloved association.
We presented the new structure at the 2023 National Leadership Conference and at subsequent Chapter Leader webinars.
View the Slide on the New Structure (Download the PDF)
The National Membership Committee is led by the following all-star volunteer leaders and includes :
Tom Cothron, President, and Doug Massey, President-Elect: Executive Committee Liaisons
Dennis Cuccinelli, National Chair
Carina Hatfield, Vice Chair, Distribution
Adam Sachs, Vice Chair, Acquisition
Brad Kadelski, Vice Chair, Onboarding & Retention
Stephen Kagawa, Vice Chair, Engagement
Under Carina Hatfield, NAIFA Nation is broken up into four regions that mirror the regions used by Grassroots and IFAPAC and are led by four Regional Chairs:
Tom Palmeri, East
Roger Sims, South
Jack Hawk, Central
Chris Bor, West
This group is the official members of the National Membership Committee and are committed to meeting monthly and two times per year in person for meetings.
Under each Regional Chair, 12 Territory Managers exist and each are assigned states to which to liaise with the membership chairs in that state. Regional Chairs and Territory Managers will hold their own calls with Membership Chairs so there is no set of calls for all Chairs to attend.
All Membership Chairs are encouraged to attend the monthly Chapter Leaders webinar and their respective cohort calls while expecting to build a close relationship with their Territory Manager. Of course, any Membership Chair can also contact their Regional Chair, or Carina Hatfield at any point for help. To that effect, a staff liaison is assigned to each Vice Chair as follows and covers the respective programs:
Acquisition: Zack Huels zhuels@naifa.org | 703.770.8223
Onboarding & Retention: Michele Borsuk mborsuk@naifa.org | 610.526.2555
Engagement: Emily Cabbage ecabbage@naifa.org | 319.240.1283
Vice President of Membership: Suzanne Carawan scarawan@naifa.org | 571.423.6387
Quick Links:
Latest Membership Chair Newsletter
New! Membership Materials for In-Person Chapter Events
New! Activity Tracker for Group Presentations
Updated! Membership Promise Presentation
State Membership Chair Job Description
Download Membership
Sell Sheets
Download 100% Agency Overview Sell Sheet
Download Financial Security Champion Overview Sell Sheet
Membership Lifecycle Procedures
Access the New York Life Corporate Application
2024 Membership Team: Who to Contact
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