Members Blog

NAIFA is a proud partner of RIA Edge Nashville, taking place on April 1-2 at The Four Seasons in Nashville, TN.

March might be known for brackets and buzzer-beaters, but this year, we’re bringing that same energy to a game that matters even more—supporting the future of our industry. On Saturday, March 1st, IFAPAC Madness begins. As one NAIFA, we’ll rally together, score big wins, and champion the causes that keep our profession strong.

We're excited to announce that NAIFA is a proud sponsor of MedicareCon 2025, the #1 conference designed exclusively for Health and Medicare insurance agents.

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: