Members Blog

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.

NAIFA's Life Happens Community will debut a new Real Life Story at 10 AM eastern on November 25. The production features NAIFA Secretary Chris Gandy, LACP, and his clients, the Saban family. Debuting during Long-Term Care Awareness Month, the educational story showcases how long-term care insurance gave a couple what they valued most: choice. Their planning safeguarded the assets they had worked a lifetime to build, ensuring their financial legacy could be passed down to their children and grandchildren.

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.

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. 

The NAIFA 2030 Strategic Plan was approved by the Board of Trustees in September and is now available here.

The plan initially was drafted by a cross-section of NAIFA members, staff, and industry professionals who served on the strategic planning committee, then reviewed by a stakeholder review team, and enhanced by further feedback from NAIFA leaders, as well as NAIFA past presidents, general membership, and an internal staff team. 

Last month, NAIFA members were joined by Matt Leitterman and Melissa Gwennap for an in-depth discussion about Humana’s Medicare Supplement products, value-added services, competitive positions, and earning potential. Catch what you may have missed on demand and better understand how you can support your clients' needs with the Humana team.  

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.

“The inaugural members of NAIFA's Hall of Fame not only exemplified leadership within the financial services industry but also steadfast support for NAIFA's mission,” said NAIFA President Tom Cothron, LUTCF, FSCP. “Their unwavering dedication and commitment to NAIFA and the industry were instrumental in advancing policies and shaping the landscape of financial security in America. Their contributions have played significant roles ensuring that families across the nation can achieve their financial goals with confidence.”

Inductees to the Hall of Fame must be members of NAIFA at the time of nomination and induction except in the case of former members who have reached the age of 65 and are retired. Posthumous nominations and inductions are considered.

Members of the inaugural class are: