Members Blog

Great news! NAIFA members' consumer-facing directory is now hosted on Life Happens! The new "Find a Financial Professional" directory search can be found on lifehappens.org. With more than 70,000 site visits per month and marketed directly to consumers, we are amplifying your presence as a trusted financial professional.

During this month of giving thanks, we want to thank you for belonging to your professional home. Your commitment to NAIFA is what makes us strong, united, and effective. We are grateful for the expertise, passion, and dedication you bring to our association.  Discover new ways to lead, inspire, and give back as we grow our NAIFA family together.

We're offering two sessions of our member benefits webinar as we start to look towards 2025. Join us on November 18th at 3 pm eastern or December 4th at 2 pm eastern for a special webinar as we celebrate all the benefits we're thankful for at NAIFA. We'll share all there is to love about being a member of your association and how to make the most of your membership.

Are you following our new campaign on social media? "Overachieve in Life" is a great way for us to showcase our members living their best life...and how a career in insurance and financial services allows them to have a great work/life balance to pursue their passions. Be sure that you are following NAIFA on Facebook, LinkedIn, and Instagram as we continue to publish this series.

On November 11, our nation will celebrate, honor, and remember our Veterans. Our Veteran's Day episode of the Advisor Today Podcast will feature Joshua Herrington-Vickers, a former United States Air Force Airman serving from 2009 to 2015 before entering the financial services industry. Joshua was deployed to Manas Air Base in Kyrgyzstan in support of Operation Enduring Freedom. Tune in to hear his story.

The difference between the financial advice you’re likely to receive from mainstream financial “gurus” and the customized, math-based advice your retirement plan requires is what NAIFA member, David McKnight calls “the guru gap.” This is a gap into which hundreds of thousands of good investors unwittingly fall by embracing the flawed, math-be-darned retirement planning advice dispensed by America’s mainstream financial personalities.

 Join best-selling author, and industry thought leader David McKnight for one of his upcoming three webinars as he previews his upcoming book The Guru Gap: How America’s Financial Gurus Are Leading You Astray and How to Get Back on Track. 

Named one of the top 10 business speakers in North America in December 2023 by New York Tech, Marques Ogden provides NAIFA members an exclusive opportunity to connect with him each month. Join him for Wake Up Wednesdays on the first Wednesday of each month at 9 am eastern (next session is next week November 6th). Marques's sessions focus on being performance-driven, emotionally resilient, and leveraging discipline to accomplish more. He refers to this as the "pursuit of the unbreakable mindset." Through these sessions, Marques is committed to equipping participants with the knowledge they need to thrive.

We are #NAIFAproud to announce that we have presented 1,223 NAIFA Quality Awards for 2024. The NAIFA Quality Awards (NQA) have stood as the hallmark for outstanding client care in our industry since 1945. We especially thank our company supporters, Southern Farm Bureau, Modern Woodmen, and COUNTRY Financial. Check out the list of the 2024 Recipients now available online.

As part of November's Long-Term Care Awareness Month, NAIFA is kicking off the Peak 65 Series and starting with a virtual Impact Day to explore topics within lifetime healthcare. Join industry thought leaders and subject matter experts for a free, virtual TED-talk-style event that showcases our expanded Center that now covers topics such as: 

• longevity
• caregiving
• Medicare
• vitality
• extended care 

The expanded Center is also now looking for brand ambassadors! Are you a financial service professional who practices in an area that touches topics in lifetime health? If so, please let us know so that we can talk about how to get you more involved and part of the brain trust!

We are always looking for ways to help amplify the NAIFA brand, promote our members, and encourage more financial professionals to join our association. The number one thing you can do is to refer a new member to NAIFA. The easiest way to do this is to use the referral form to send names to the Membership department. We also have a new "Why I Belong" pdf that we can personalize with your photo and the top 5 reasons you choose to belong to your professional association. (Thanks to Joanna Dellosa and Paul Szkotak for volunteering to be first! Download their PDFs to see why they chose NAIFA.)