Members Blog

The National Association of Insurance and Financial Advisors (NAIFA) is thrilled to announce that Kathleen Owings has been named the 2024 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.

Do you love football? Did you play football? If you do, then we want to hear from you! We are such a dynamic membership society that is full of pride and passion--we look for every way we can to connect us together, lift each other up, and have fun together.

Football offers us a fun way to bring light to the serious work that our Government Relations team undertakes every day at the state,  interstate, and federal levels. As we gear up for the IFAPAC College Football Challenge, we want to get to know how you feel about football. Take this fun 1-minute survey on your relationship to football and we'll post the results (and who played where) in the coming weeks. Just another fun way to get to know each other within the NAIFA Family.

Congratulations to loyal member Mike Struebing, CLU, LACP, LUTCF, RICP, and his wife Peg on their 50th wedding anniversary! Family and friends gathered to celebrate this milestone with the Struebings a few weeks ago.

We are #NAIFAproud to announce the retirement of two loyal members, Sharon Coats of Texas and William Edington, CFP, RICP, of Wisconsin. Please join us in congratulating these members on their more than 25 years of loyal membership!

Do you love football? Did you play football? If you do, then we want to hear from you! We are such a dynamic membership society that is full of pride and passion--we look for every way we can to connect us together, lift each other up, and have fun together. Football offers us a fun way to bring light to the serious work that our Government Relations team undertakes every day at the state,  interstate, and federal levels. Before we run the IFAPAC Pick-'Ems challenge, we want to get to know how you feel about football. Take this fun 1-minute survey on your relationship to football and we'll post the results (and who played where) in the coming weeks. Just another fun way to get to know each other within the NAIFA Family.

It's that time of the year again, Back to School! While you may spend your weekends tracking down school supplies for your children, don't forget to set yourself up for success too! NAIFA's partner Sales Activity Management (SAM) is having a sale on their 2024 SAM Planners. Receive 50% off of a planner with promo code: NAIFA10

NAIFA hosted a special mid-year membership check-in on July 31st. In case you missed the live session, take 40 minutes to watch the recording. Membership recruitment and retention is everyone's responsibility. Throughout the session, you'll hear from NAIFA President Tom Cothron, NAIFA President-Elect Doug Massey, NAIFA Membership Chair Dennis Cuccinelli and NAIFA Membership Vice Chair Carina Hatfield. You'll receive resources and talking points to use when talking to others about the benefits of belonging to NAIFA. The truth is, NAIFA has never had a better value proposition than we do now. All of us need to do what we can to move our association forward.

Looking for new ways to grow your practice? Seeking innovative strategies? If you are in Southern California, the San Francisco Bay Area, or Omaha...you're in luck! NAIFA is supporting a small road show this month featuring our loyal members, Joe Jordan (2023 John Newton Russell Memorial Award Winner) and Tom Morgan with guest speaker, Billy R. Williams, Ph.D. American Senior Benefits is bringing a powerful lunch and learn event to 3 select markets in July.

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 in-person and virtually throughout the rest of 2024. 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 proud to support David in this Member-to-Member program because we've long heard our members struggle to understand how to value their business, options for succession planning, and practical tips for how to actually sell their business. Advisors in the growth mode of their business are looking to rapidly expand and understand that buying a book of business would catapult them to the next level, but typically don't know where to go or how to go about buying a business (or, how to afford it!) NAIFA is bringing members together to solve both sides of this problem and enabling our membership society to be a safe space for us to learn and work together to achieve win-win results.

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.

David is a recognized thought leader and speaker in the space and 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.

In case you missed it, Dan Finley has held free coaching sessions for NAIFA members since the beginning of 2024. These sessions are designed to help you grow personally and professionally.  Dan's next session, Creating an Effective Client-Servicing System will be July 25th at 4 pm eastern. More than 300 members have already experienced these coaching sessions. Don't miss this opportunity for strategies, sales and marketing ideas, scripts, and tools to increase your bottom line!