Did you miss NAIFA's deep-dive webinar on the recently passed SECURE 2.0 legislation? The new law has more than 90 provisions that could impact your business and clients you are helping to prepare for retirement. The webinar, featuring a panel of NAIFA experts and now available on demand, untangles some of the complexity. This members-only presentation is available with additional SECURE 2.0 resources on the NAIFA member portal.
Act Now: Limited Stiepends Remain for 2023
Travel stipends for the 2023 Congressional Conference are going fast. Register soon to ensure that you've secured your $350 travel stipend to head to Capitol Hill to advocate for your profession and your clients.
Be sure that your state has representation for our legislative appointments. Check out the latest Who's Coming List.
The Greater Our Numbers, The More Influential Our Voice.
Introducing NAIFA's Coaches Circle
NAIFA is proud to announce a new program for 2023 called the Coaches Circle. Each coach within the Coaches Circle will provide thought leadership to NAIFA members via webinars, blog articles, and serve as subject matter experts in overseeing the work of the Business Performance Center. This year's coaches are Daniel Finley, Joe Templin, and Deidre Van Nest.
Learn more about our coaches and get in contact with them via the member portal if you have any questions or are in need of business advice. And stay tuned for more content from our coaches throughout the year!
Your Team is Your Business - How to Assess, Hire, and Retain the Talent You Need
Thursday, February 16 at 2 pm eastern
At the next NAIFA Live, learn how knowing your strengths and your team's strengths can help you improve sales, protect your culture, and help your company grow and thrive.
Founder and CEO of the Gillenwater Consulting Group, Kari Gillenwater, will share proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done in less time.
An Alternative to Long-Term Care Coverage
Tuesday, February 7 at 2 pm eastern
When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time of need.
Join Jamie Sarno, National Sales Director for Ancillary Products at Aetna – a Limited & Extended Care Planning Center Partner – as he walks you through how you can help your clients protect their financial well-being through limited long-term care.
Love Your Business
Wednesday, February 8 at 12 pm eastern
A lot of people get burnt out in this industry because they are spinning their wheels, not making enough money, and not growing as a professional and a person. Joe Templin is a Human Kaizen Expert and won an International martial arts championship while keeping 5+ appointments per day and serving NAIFA.
Join NAIFA Coaches Circle leader Joe Templin as he teaches you how to have balance and growth, to build a sustainable and profitable business you love.
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 Advisor Today? Would you like to be interviewed for an upcoming Member Spotlight? Do you know of a fellow member that has a great story that needs to be told to NAIFA Nation? Let us know.
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 J.W. Marriott in Washington, D.C., on Monday, May 22, as part of NAIFA's Congressional Conference.
If you or someone you know is interested in speaking, please submit your proposal by this Tuesday, January 31, 2023.
Now Available On-Demand: Becoming an Introduction Machine
If you missed Tuesday's webinar with Coaches Circle leader Joe Templin, it is now available to watch on-demand in the Business Performance Center archives.
During this webinar, Joe shared how to systematically and continuously get new people to call. Learn how you can reliably get your foot in the door, get your name out there, and help grow your business.
State Legislative Days Are Underway
NAIFA is the only association for insurance and financial professionals with a strong advocacy presence in every state. Our state chapter Legislative Days are an important part of NAIFA's grassroots strategy, addressing policies in statehouses across the country affecting NAIFA members' businesses, clients, and communities. You can make a difference. Learn about your state's Legislative Day and how you can get involved.
Start the Year Off Right. Contribute to IFAPAC!
The 118th Congress has taken office with more than 80 new members, many of whom are not fully aware of who NAIFA is or what we do. IFAPAC amplifies our voice on Capitol Hill and in state capitals. Your contribution ensures that we are part of important legislative debates. 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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