Members Blog

When kids read, they succeed! That’s why Everybody Wins DC (EWDC) works hard to share the power of reading with thousands of children each year. This holiday season, NAIFA wants to help EWDC do even more to help inspire students to love to read. That’s why NAIFA has joined the 2024 challenge to help kids build engaging and inspiring home libraries.

Are you looking for industry insights, inspiring stories, and actionable advice to elevate your career in financial services? Look no further than NAIFA’s Advisor Today podcast series! Hosted by NAIFA 2026 President, Christopher Gandy, LACP and NAIFA VP of Membership, Suzanne Carawan, this engaging podcast brings you conversations with some of the brightest minds and most accomplished professionals in the financial services industry. Our latest episode features John Davidson, LUTCF, FSS, who shares insights on leadership, mentorship, and balancing personal and professional life.

John's remarkable 44-year career in the financial services industry is a testament to the power of perseverance, passion, and purpose. As a US Army veteran, past national president of NAIFA, and the 2023 recipient of NAIFA’s prestigious Terry Headley Lifetime Defender Award, John has left an indelible mark on the industry. His journey, deeply intertwined with personal values and a commitment to financial planning, serves as an inspiration to both seasoned professionals and those just starting their careers.

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.

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.