February 1st kicked off our 3rd annual I Love NAIFA Month. This is our time to shine and brag about our members and all of the great work you are doing to ensure that Americans are financially secure. This month-long campaign showcases everything there is to love about our association and supports our 2023 goal to grow our membership. We urge every NAIFA member to participate. We've put together an I Love NAIFA kit to help you show your love in February and throughout the year.
We love our members! This Valentine's Day, we're reminding you of all the reasons you love your association by hosting a webinar, "The Benefits of Belonging," on February 14th at 11 am eastern. The presentation will provide an overview of all there is to love about NAIFA membership and show you how to leverage NAIFA's partners to grow your practice and save money. Join us to ensure you are making the most out of your NAIFA membership. This webinar is open to prospective members as well to allow them to see the value NAIFA membership brings.
Save Thousands of Dollars With Best-in-Class Business-Related Benefits
Through the Chalice Connect Marketplace, NAIFA members can access exclusive discounts, savings, and products to help start, run, grow, protect, and sell your business. Featured solutions have been pre-vetted and pre-negotiated to save you time and money on Fortune 500 group health insurance, corporate-level savings on back office-related services, and more.
Get started by exploring the marketplace and accessing benefits that offer you thousands of dollars in savings on services and programs from top companies.
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.
Do you know someone who you think would enjoy this presentation but isn't a NAIFA member? NAIFA Live is our members-only monthly association event, but members can now extend a special invitation to fellow industry professionals who are not yet members to participate in NAIFA Live!
For February's broadcast, download the guest invitation and send it to someone you think might find NAIFA Live beneficial. From there, they can click the link or scan the QR code on the invitation, and register for NAIFA Live as a guest!
An Alternative to Long-Term Care Coverage
Tuesday, February 7 at 2 pm eastern
Come learn about an alternative to long-term care coverage at NAIFA’s Limited & Extended Care Planning Center’s next webinar this Tuesday, February 7 at 2 pm eastern.
Join Jamie Sarno, National Sales Director for Ancillary Products at Aetna, as he guides you through how to help your clients protect their financial well-being through limited long-term care.
Love Your Business
Wednesday, February 8 at 12 pm eastern
As part of February’s I Love NAIFA Month, join NAIFA Coaches Circle leader Joe Templin for the next Advisor Today webinar this Wednesday, February 8 at 12 pm eastern.
Many 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 will show you how to thrive and build a sustainable and profitable business while maintaining balance in your personal and professional life.
Watch for the Print Issue of AT
The I Love NAIFA issue of Advisor Today magazine will arrive in your mailbox this month. NAIFA produces three print issues of Advisor Today annually and mails them to members as an exclusive benefit. The current issue spreads the love for NAIFA with profiles of 2023 President Bryon Holz and all of our 2022 NAIFA award winners. It's a don't-miss issue.
Be a NAIFA Advocacy Ambassador
Participation by NAIFA members is key to our grassroots advocacy strength. You can make a difference! Sign up to be a NAIFA Advocacy Ambassador.
Ways to get involved include being a legislative contact, writing a letter to the editor or op-ed, testifying at a public hearing, visiting with your lawmaker, or hosting an event. Find out all of the ways NAIFA members can get involved.
Attend a Legislative Day in Your State!
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.
Members Only! On-Demand Webinar Takes Deep Dive Into SECURE 2.0
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 the 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.
Power the PAC! Be a Contributor.
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.
Update Your "Find an Advisor" Search Profile
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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