We want to learn more about you and how we can serve you better. Tell us about you in our 2023 NAIFA Membership Survey. The data we collect will be released in our summer edition of Advisor Today and is often asked for by companies and industry organizations. The more members that complete it, the stronger our story!
The survey should take 10-15 minutes. Every NAIFA member who completes it will be entered into a drawing for $100 gift cards. We will select five respondents at random to receive the cards.
The NAIFA 2022 Annual Report Is Available
Look how amazing we are as an association! NAIFA's annual report provides a snapshot of the work our association did in 2022 and highlights the programs that make NAIFA so valuable to members. The annual report also provides information on NAIFA's media and publications, membership and partnerships, and consumer outreach.
Get to the "YES!" – How to Increase Trust, Connection, and Likeability in 3 Minutes or Less
Thursday, March 16 at 2 pm eastern
Do you want to connect more with clients to accelerate trust and buy-in? Do you have your sights set on retaining assets across multiple generations? If you answered yes, then this NAIFA Live is for you. Deirdre Van Nest, Founder of Crazy Good Talks, NAIFA Coaches Circle founding member, and loyal NAIFA member since 2022, as she shows you how to deepen your relationships with your current clients and quickly win new business from prospects.
Advisorist will feature NAIFA members in their live weekly Virtual Advisor Power Hour (VAPH) workshops in 2023. Taking place on Wednesdays at 12 pm eastern, the VAPH is a free weekly masterclass dedicated to helping industry-leading insurance and financial advisors grow their practices with modern sales and marketing tips, systems, and processes.
Don't miss NAIFA Nation at the following VAPH workshops:
At NAIFA, diversity, equity, and inclusion are integral to our 2025 Strategic Plan, and we are proud to be hosting our 8th Annual Diversity, Equity & Inclusion Symposium in Washington, D.C., on Monday, May 22.
Join us for the Symposium and stay for the Congressional Conference. The Symposium is free to attend as a give-back to the industry.
Upcoming Webinars
You Need to Know: Upcoming Changes to Illustrations
Monday, March 27 at 2 pm eastern
With new Indexed Universal Life (IUL) insurance illustration regulations likely to go into effect in May, advisors must begin preparing now to ensure that they are able to comply with the changes.
Want to differentiate yourself? Then change the conversation! The three-step formula in this presentation will cover how to incorporate Financial Longevity Wellness in the products/services you provide while staying focused on your client’s story. No matter your specialization, don't miss this webinar from NAIFA's Executive Director of the Centers of Excellence, Carroll Golden, as she imparts lessons and advice from her new book, How Not to Pull Your Family Apart, for today's advisor.
Promote Your Book with the IE Bookshelf
NAIFA marketing partner InsurTech Express recently launched their new IE Bookshelf to help promote and highlight books written by insurance and financial services professionals. NAIFA members can promote and showcase their books on the bookshelf and can include books of any genre. Current books on the IE Bookshelf from NAIFA members include Ari Galper, Carroll Golden, Joe Templin, Mike Goldberg, and Vince Vitiello.
Want to add your book to the IE Bookshelf? Email InsurTech Express CEO, Ken Leibow, with your book information at ken@insurtechexpress.com.
Q2 State of NAIFA: April 4th | 12 pm eastern
All NAIFA members (and non-members!) should plan to attend the State of NAIFA webinar on April 4. The 30-minute presentation offers an update on our work as an association and highlights plans for the rest of 2023. This event is open to the public, so please feel free to invite media, potential members, sponsors, and potential sponsors so they can get to know NAIFA Nation.
NAIFA's Congressional Conference Celebrates #10
May 22-23, in Washington, D.C.
While NAIFA members have been coming to Capitol Hill for over 130 years, the Congressional Conference as we know it today has been meeting in May for ten years. Come join us for our 10th annual fly-in that is open to all members and members of NAIFA's advocacy partners.
If you've never been to a Congressional Conference, then make 2023 your year to make the trip and find out why members call it "life-changing" for not only themselves but for their business.
No One Does Advocacy Like NAIFA
NAIFA's "State of Advocacy" report details NAIFA's federal, state, and interstate advocacy efforts in 2022 in facts and figures. It also runs down the major policy issues impacting agents and advisors as well as the Main Street consumers they serve. The publication provides a snapshot of how NAIFA and NAIFA members are making a difference and influencing the decisions that affect Americans' financial security.
PAC Makes it Possible
IFAPAC ensures an audience with elected individuals, or individuals running for office, that will affect our business. We need a strong PAC to mitigate risks to our businesses, industry, and consumers. Your contributions will also help your state meet its 2023 goals.
If you've never given, let's get started. Even $10 a month makes a huge difference. If you already give, thank you--you're helping to protect the profession that we all love. Plus, PAC contributors receive all sorts of extra recognition and promotion!
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.
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