NAIFA’s Congressional Conference is just around the corner, and we look forward to seeing so many of you in Washington, D.C.! As we get closer, there are two ways you can get involved right now: use the new Social Media Toolkit and check out the July 4 sweepstakes.
Recent posts by NAIFA
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Let’s Build Momentum: Two Ways to Get Involved Ahead of Congressional Conference
Topics: Congressional Conference
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The State of NAIFA Webinar Is April 15
All NAIFA members should attend the Q2 State of NAIFA webinar on April 15 at 12 noon eastern. NAIFA President Christopher Gandy will provide an update on the NAIFA Experience and what we are doing to ensure members stay engaged and convince those who have not yet joined that NAIFA is an experience they cannot afford to miss. CEO Kevin Mayeux will brief attendees on our execution of the NAIFA 2030 Strategic Plan and Senior Vice President Diane Boyle will provide a policy briefing focused on developments in Washington, D.C., and state capitals around the country.
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Nominations Open: Celebrate NAIFA’s Best
Great advisors don’t just meet expectations: They set the standard.
Topics: #MemberBenefits National Quality Award
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Terry Headley Award Nominations – Deadline March 31
Nominations for the Terry Headley Lifetime Defender Award are due in just 5 days!
Topics: Awards #MemberBenefits
2 min read
Are You Talking to Clients About Trump Accounts?
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NAIFA supports public policy that that promotes financial literacy, encourages Americans to prepare for their financial futures, and offers families opportunities to achieve financial security. President Christopher Gandy has spoken and written about the opportunities afforded by 530A accounts, also known as Trump Accounts. Gandy has spoken to U.S. Treasury officials about the great promise of these financial products and Treasury has asked for feedback from industry professionals. You can help us out by answering a few brief questions.
Topics: Financial Security Federal Advocacy
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NAIFA Opens Nominations for Prestigious Industry Awards
Nominations accepted March 15 through June 30
Topics: NAIFA Quality Award Differentiate
2 min read
Why Grassroots Advocacy Matters More Than Ever
In today’s evolving political environment, one thing is clear: influence in Washington is changing.
Topics: Advocacy #MemberBenefits
5 min read
Give the Gift of Growth This Season: Earn Your LUTCF® at the Best Prices of the Year
Give the Gift of Growth This Season: Earn Your LUTCF® at the Best Prices of the Year
2 min read
Industry Legend and FSP Past President Clark McCleary Has Passed Away
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NAIFA honors the memory of past Society of FSP President Clark McCleary, CLU, ChFC, AEP, who passed away on October 20 in Houston. He led the Society during the 1999-2000 association year and had been a dedicated NAIFA member since 1966. From 2000-2003, he served on the Life Happens Board of Directors. He founded McCleary & Associates in Houston in 1972 and specialized in the use of life insurance for business continuity and compensation planning for small businesses and estate planning for business owners.
Topics: Members Leaders FSP
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Extraordinary Estate Planning for Ordinary People
Investment, Retirement, Estate and Advanced Planning (IREAP) Center Impact Day
Many Americans believe estate planning is only for the wealthy, but families of all income levels need a plan to protect their assets and loved ones. Misconceptions and confusion often prevent people from taking action, which can lead to costly consequences.
