Members Blog

We are always looking for ways to help amplify the NAIFA brand, promote our members, and encourage more financial professionals to join our association. The number one thing you can do is to refer a new member to NAIFA. The easiest way to do this is to use the referral form to send names to the Membership department. We also have a new "Why I Belong" pdf that we can personalize with your photo and the top 5 reasons you choose to belong to your professional association. (Thanks to Joanna Dellosa and Paul Szkotak for volunteering to be first! Download their PDFs to see why they chose NAIFA.)

The 2024 election is only a handful of days away! Think you can predict the outcome? Try your luck with IFAPAC’s Election Game – whether you’re a professional prognosticator or taking a shot in the dark, with the polls being as close as they are, anything is possible!   

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. 

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. 

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.

This October, we’re bringing back some of our Apex speakers for the Advisor Ambassador Accelerator Academy to enhance your professional skills. And get ready for a truly unforgettable experience as we welcome Hall of Fame speaker Walter Bond! Walter will empower you to elevate your career like never before. Don't miss this chance to learn from one of the best in the business!

Earlier this year, NAIFA rolled out a series of Member-To-Member programs, one of which was the P&C Study Group. NAIFA-Missouri Past President, Jennifer Hodges, approached NAIFA staff about how we can acquire, engage, and retain more P&C agents. From that conversation, the NAIFA P&C Study Group was formed.

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.

Last week more than 90 of the nearly 400 Triangle Team members made the trek to the Arizona Biltmore for the 2024 Apex and National Leadership Conference. Members who qualify for the Triangle Team were treated to early entrance to the Welcome Reception. This was one way that we recognize and thank our most engaged members. Check out the full list of Triangle Team members.

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.