Members Blog

The National Organization of Life & Health Insurance Guaranty Associations (NOLHGA) has asked that we provide the following link to information regarding Colorado Bankers Life Insurance Company (CBL) or Bankers Life Insurance Company (BLIC): https://nolhga.com/cbl-blic-policyholder-information/

Step into a world of transformative opportunities at the M&A Summit: Opportunity of a Lifetime hosted by Gateway Financial Partners in partnership with NAIFA and The Pinnacle Group. This event is designed specifically for financial advisors looking to buy, sell, or merge practices. With a focus on strategic growth, you’ll gain essential tactics and insights on how to become acquisition-ready, leverage the M&A wave, and ensure your practice thrives amidst the evolving landscape of retiring advisors. Our featured speaker, David Wood, will cover the latest trends and best practices in mergers and acquisitions, offering you actionable strategies to maximize the value of your deals and secure a competitive edge in the market.

Start your January with two of our Member-to-Member programs returning this month: Wake Up Wednesdays with Marques Ogden and Sales Coaching Sessions with Dan Finley. Wake Up Wednesday will return on Wednesday, January 15th at 9 am eastern. Dan Finley's Sale Coaching sessions return on Thursday, January 23rd at 4 pm eastern. New in 2025, Dan's sessions will be hosted on Zoom to make the most of your sessions!

One-third of financial advisors are predicted to retire in the next 10 years, creating an opportunity for advisors looking to grow or sell their practice. Join NAIFA member, David Wood, for the "M&A Summit: Opportunity of a Lifetime", offered virtually on January 7th at 1 pm eastern. Industry professionals come together for an in-depth exploration of mergers and acquisitions and learn how to harness the wave of retiring advisors to capitalize on this opportunity. 

NAIFA's MentorLoop is designed to foster professional development, enhance skill-building and create a supportive network within our membership. Whether members are looking to mentor someone, or seek guidance themselves, this platform provides a structured framework to facilitate these valuable connections.

Here are a few key features of NAIFA’s MentorLoop:

It's hard to believe that we are more than halfway through December. That means 2025 will be here before we know it. Before the clock strikes midnight, be sure that you have all of the resources and materials you need to get your chapter prepared for a smooth start to 2025. Here are 5 simple things you can do right now:

When kids read, they succeed! That’s why Everybody Wins DC (EWDC) works hard to share the power of reading with thousands of children each year. This holiday season, NAIFA wants to help EWDC do even more to help inspire students to love to read. That’s why NAIFA has joined the 2024 challenge to help kids build engaging and inspiring home libraries.

Are you looking for industry insights, inspiring stories, and actionable advice to elevate your career in financial services? Look no further than NAIFA’s Advisor Today podcast series! Hosted by NAIFA 2026 President, Christopher Gandy, LACP and NAIFA VP of Membership, Suzanne Carawan, this engaging podcast brings you conversations with some of the brightest minds and most accomplished professionals in the financial services industry. Our latest episode features John Davidson, LUTCF, FSS, who shares insights on leadership, mentorship, and balancing personal and professional life.

John's remarkable 44-year career in the financial services industry is a testament to the power of perseverance, passion, and purpose. As a US Army veteran, past national president of NAIFA, and the 2023 recipient of NAIFA’s prestigious Terry Headley Lifetime Defender Award, John has left an indelible mark on the industry. His journey, deeply intertwined with personal values and a commitment to financial planning, serves as an inspiration to both seasoned professionals and those just starting their careers.

Life Happens has unveiled a new set of assets for Insure Your Love Month (February 2025) specially curated as a benefit for NAIFA members. Please spread the word in your chapter that these resources are available so members can begin planning to use them in February.