Join us tomorrow as we introduce new NAIFA-National President Bryon Holz at the first State of NAIFA of 2023.
Along with NAIFA CEO Kevin Mayeux and NAIFA SVP of Government Relations Diane Boyle, NAIFA leadership will share where the association is heading in 2023, give an update on programs and initiatives, preview NAIFA’s advocacy goals for the year, and more.
Congressional Conference Registration Now Open
The Industry's Largest Fly-In | Washington, D.C.
The first 300 NAIFA members who register for Congressional Conference and meet the eligibility requirements will receive a $300 travel stipend.
We will be holding a welcome reception for Congressional Conference and DEI Symposium attendees on the evening of Sunday, May 21st. If your travel plans allow you to join us, please let us know when you register.
New Option! Diversity, Equity & Inclusion Symposium
Based on the popularity of our 2022 DEI Symposium and the feedback we received, we've combined the registration for DEI Symposium and Congressional Conference into one registration process. If you wish to attend the free DEI Symposium on the morning of May 22nd, please select that option during registration.
Sales Ideas from the Best in the Industry
Thursday, January 19 at 2 pm eastern
Don't miss the first NAIFA Live of 2023 on Thursday, January 19 at 2 pm eastern, sponsored by Penn Mutual. Moderated by Howard Sharfman, join an all-star panel of industry talent including Hunter Gimbel, Caleb Guilliams, and Doug Grady to learn their perspectives on how to achieve unimaginable success in today's climate.
Have someone who you think would enjoy this presentation but isn't a NAIFA member? New for 2023, NAIFA members can extend a special invitation to fellow industry professionals who are not members to participate in NAIFA Live!
For January's broadcast, download the guest invitation and send it to a prospective member. They will register by scanning the QR Code on the invitation. Be sure to remind them to let us know that you referred them when they register.
Explore the Benefits of Belonging to NAIFA
Tuesday, February 14 at 11 am eastern
February is "I Love NAIFA Month" and we want to make sure you know all there is to love about being a member. Do you know all the benefits included with your NAIFA membership? Do you know how NAIFA's partners not only save you money but can also help you market and grow your practice?
Join us for this demonstration where we will help make the most out of your NAIFA membership by showing you all the tools, resources, and savings available to you!
Call for Speakers: 8th Annual DEI Symposium
Monday, May 22 in Washington, D.C.
Want to make your voice heard? NAIFA is now accepting proposals to speak during the 8th Annual Diversity, Equity & Inclusion Symposium. The symposium will take place at the JW Marriott in Washington, D.C. on Monday, May 22 as part of NAIFA's Congressional Conference.
If you are or someone you know is interested in speaking, please submit your proposal by Tuesday, January 31, 2023.
NAIFA Marks Advocacy Wins with Passage of SECURE 2.0 and RILA
The Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 have been signed into law as part of the 2023 Omnibus Appropriations bill. Both pieces of legislation greatly benefit consumers as well as the insurance financial professionals who help them prepare for retirement and achieve financial security. NAIFA has strongly advocated on behalf of both pieces of legislation and they were topics of discussion during meetings with lawmakers at the Congressional Conference and National Leadership Conference day on the Hill.
Advisor Today Podcast
In 2022, NAIFA’s Advisor Today magazine launched a podcast series featuring outstanding NAIFA members and partners sharing their stories and answering questions about their own professional success. Explore topics like grassroots advocacy, growing your brand, and building legacies through financial planning.
Contribute Content
We love to promote our members and showcase the work you do every day for your clients, community, and country. Are you interested in writing an article for the Advisor Today blog? Would you like to be interviewed for an upcoming Member Spotlight? Do you know of a fellow member who has a great story that needs to be told to NAIFA Nation? Drop us an email and let us know!
Taxation Needs Representation: We Need to Power the PAC
Legislation on taxes, retirement planning, long-term care, college savings, business practices – you name it – they all have an impact on your business and clients. IFAPAC’s support is non-partisan because no matter which party we align ourselves with personally, we are all members of the Financial Security Party.
If you are not an IFAPAC contributor, please join your colleagues and make a contribution today. If you are a contributor and are able, please consider increasing your contribution amount.
Contributions to IFAPAC are voluntary and are used to contribute to campaigns of candidates for elected office. Your contributions will be divided between your state chapter’s IFAPAC and IFAPAC National if you have directed NAIFA to do so. You have the right to refuse to contribute without reprisal. The amount contributed will not benefit or disadvantage you in any way. Corporate contributions to IFAPAC’s political fund are prohibited. Contributions to IFAPAC are not deductible for federal income tax purposes. For NAIFA-Massachusetts members, the division of funds will be 60%/40% up to the state limit of $500 per calendar year. For NAIFA-New York members, a contribution on an LLC account will be retained 100% by the IFAPAC administrative fund due to state campaign finance rules.
Updated "Find an Advisor" Search
Is your public-facing profile updated? Remember, your profile is shown to consumers on FinancialSecurity.org. Make sure it's the one you want! To update it, go to our online community at www.naifaconnect.org.
Are you interested in getting involved in FinancialSecurity.org to educate and communicate direct to consumers?
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