Members Blog

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.

During the month of November, members with annual renewals in January 2025 were encouraged to renew early. All members with annual memberships expiring in January 2025 who renewed by November 30th were entered into a drawing for a $100 Visa Gift Card. Larry Stephens was selected as the winner! Larry is a State Farm agent and has been a loyal NAIFA member in Seymour, TN since 1979.  More than 300 members participated by renewing their membership in advance of 2025!

NAIFA is pleased to partner with the National Association of Registered Social Security Analysts to offer NAIFA members their RSSA® certificate and resources at a reduced price. Gain a competitive edge by leveraging Social Security planning as a gateway to broader financial advisory services and establish yourself as a trusted financial professional in an increasingly complex financial landscape. 

About the RSSA eLearning Curriculum

The RSSA® eLearning Curriculum includes five comprehensive self-study modules. The online educational platform provides you with a solid knowledge of Social Security and Medicare rules including the following: spousal and family benefits, claiming strategies, government pension offset, windfall elimination provision, acronym definitions including PIA and FRA, retirement income taxation, survivor and disability benefits, delayed retirement benefits, Medicare Part A and Part B, when and what to file.

You will receive RSSA Roadmap® Software with Training, Social Security Education,
RSSA® Competency Final Exam, first year of NARSSA Membership, plus continuing education credits.

This summer, NAIFA kicked off a new Member-to-Member Program, the P&C Study Group. This group has consistently met monthly to discuss topics ranging from incorporating more life insurance sales to leveraging AI in your practice. The P&C Study group is open to all NAIFA members, regardless of practice specialty. Help us plan for 2025 by taking our brief survey to identify future topics, volunteer to moderate, and determine the date and time for the monthly call.