1. Obtain the obituary (if you have not done so already)
2. Contact NAIFA Member Experience team to cancel membership/bank draft
3. Contact IFAPAC to stop bank draft
4. Issue statement from your chapter
5. Send a letter to the member's family
6. If the member was a former National Trustee or President, please contact marketing@naifa.org
Download your chapter letterhead to use for letters to the family.
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info@naifa.org