Members Blog

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. 

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.

Members referring members is a great way to help build NAIFA.  The following members successfully referred new members last week!  Do you know them?