Members Blog

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. 

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.

During the Membership Session of the National Leadership Conference, NAIFA Trustee and Membership Vice Chair Carina Hatfield announced the winning chapters from the Summer Membership Challenge. 

If you attended the National Leadership Conference last month in Arizona, you were able to get a glimpse of some of the great things happening across NAIFA Nation. Even if you were not able to attend, don't worry! NAIFA membership is hosting a special a special session to review some of the latest and greatest programs and initiatives NAIFA has to offer. Join us on Monday, October 14th at 2 pm eastern. This session will provide tips, tools, and insights to close 2024 strong and set you up for success in 2025.

NAIFA's 100% Agency and Financial Security Champion programs allow your agency or firm to fully support NAIFA membership while promoting and elevating your agency/firm's brand. Participating firms and agencies are listed on our consumer site and receive additional publicity and program discounts. Learn how your agency or firm can display the 100% Agency or Financial Security Champion logo and be a part of NAIFA Nation.

Labor Day is just around the corner and marks the unofficial end of the summer. But before you trade in your tank tops for flannels, here are some ways you can get involved and stay engaged as you head into September.