Members Blog

August 20, at 12 pm eastern | Registration is open

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

We are #NAIFAproud to have welcomed back Life Happens into the NAIFA family earlier this year. This September marks the 21st Anniversary of Life Insurance Awareness Month (LIAM), and we have LIAM content exclusively available for our members.

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.

On the heels of a fascinating discussion of AI and Fintech (see NAIFA Live On-Demand), NAIFA is proud to feature Kacy Seitz, ChFC, CLTC, CHSNC as our August NAIFA Live speaker as she presents Financial Planning for the Special Needs Family. As a special needs parent, Kacy created Whole Story Planning, devoted to helping Special Needs families across the country. Kacy’s fascinating presentation will equip you to better understand the planning needs of any child or adult child with long-term dependency during each stage of life. 

At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. The Advisor Ambassador Accelerator Academy has been instrumental in that mission.

Are you or someone you know passionate about NAIFA, but not in a formal leadership role (or might be ready to dip their toe in the water, but needs to start small?) We want to hear from you! NAIFA Membership is actively seeking Brand Ambassadors to do light lifts to promote membership growth and engagement. Membership Chairs and all chapter leaders concerned with growth should also attend. Register for our Passion Powers People webinar on July 31st at 12 pm eastern. Even if you are unable to join us live, we will reach out to you and follow up on how you can contribute in meaningful ways that work for you!