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Advocate Spotlight: Texans Meet with Congressman Cuellar

NAIFA-Texas members in the San Antonio area joined agents from New York Life and Atlas Retirement Strategies on July 22nd to meet with Congressman Henry Cuellar. Rep. Cuellar, who recently supported NAIFA advocacy efforts by voting in favor of both the SECURE Act and Cadillac Tax Repeal, addressed the group and mingled with attendees.

We’d love to highlight any meeting you have had with your legislator this summer!  Send photos and meeting details to



leveluptxt resized

It's Next Week!

Half-Day Session featuring top speakers in advanced practice estate, business, & retirement planning. Join us in Dallas or virtually from your office/home to participate in our first Level Up workshop brought to you by NAIFA and FSP. 

When: August 22nd 
Time: 7:00-11 am central 
Cost: $99 for NAIFA & FSP Members/ $150 Non-Members/$750 per Agency 

Learn More about Level Up and the APC


August 19 is the Deadline for the NAIFA Room Block at the Walt Disney World Dolphin Resort!

If you haven't made your hotel reservation yet for NAIFA Performance + Purpose, you have until Monday, August 19 at 5:00 pm ET to access the discounted NAIFA room block

NAIFA Performance + Purpose has breakout sessions offering actionable takeaways to help grow your business, more opportunities to do good together for the community, more time to spend with your NAIFA member colleagues to make meaningful connections and spend time together with old friends. 

Register Today!

Check out our blog articles for the latest news on P+P! They are accessible through the conference website under the Experiences tab. This week we highlight NAIFA members Randy Kilgore and Kate Kilgore Cihon who are part of the Succession Planning workshop at NAIFA P+P. 

P+P Blog


Registration for the September NAIFA Live is Now Open!

The next NAIFA Live broadcast is scheduled for September 13th and will be live-streamed at the Performance + Purpose Conference in Orlando. Danny O'Connell, is the CEO at Next Level Insurance Agency, LLC. He will talk about the importance of having a successful practice as well as a balanced personal life.

NAIFA Live September

NAIFA Live is Available On-Demand

Missed an episode? No worries! We have on-demand videos from our past NAIFA Live broadcasts. The August NAIFA Live broadcast featuring David Hultstrom is now up on the NAIFA Live Archive page!

NAIFA Live Archive

Two Limited & Extended Care Planning Center (LECP) Workshops at P+P

Don't miss these two workshops sponsored by NAIFA's Limited and Extended Care Planning Center.

"Innovation in the Extended and Long Term Care Marketplace" takes place on Thursday, September 12 at 2:45 pm and will feature Dan Pierson (LegacyShield), Alyssa De La Cruz (Nationwide), Chris Bruser (Retirement Funding Solutions, a Mutual of Omaha Company) and Scott Hall (OneAmerica). 

Friday's session, "Having a Partner to Help Grow Your Sales", starts at 4:30 pm and features Chad Eyrich (ASH Brokerage), Tom Riekse (LTCI Partners), and Denise Gott (ACSIA Partners). Both sessions will be moderated by Carroll Golden, Executive Director of NAIFA's Limited & Extended Care Planning Center.

Learn More About the NAIFA LECP Center


Updated NAIFA Code of Ethics

NAIFA's Code of Ethics have been revised and are now on our website as well as our NAIFA Store. The Code of Ethics reminds all agents and advisors how to best represent themselves and their clients in the industry.

For the revised Code of Ethics visit our website  or the NAIFA Store.

20/20 Member Experience: Designations & Certifications

Month #8 featured a deep dive into our LUTCF designation as well as the LACP certification which is now accredited. If you'd like to learn more about these, as well as other informative topics within NAIFA, visit our archive:


Visit the On-Demand Archives

special offer

Alliance for Lifetime Income Special Offer for NAIFA Members:

Our partners at the Alliance for Lifetime Income have a special offer for NAIFA Members. If you are planning on seeing the Rolling Stones this summer, let us know! ALI is the exclusive sponsor of the tour and are promoting the power of annuities in their "Retire Your Risk" campaign. If you are going to a show, ALI will not only greet you, but will interview you and provide you with a swag bag as a way to promote NAIFA members. Email us and let us know if you've got tickets & we'll get you the VIP treatment you deserve!

Do You Work With Annuities?

The Alliance for Lifetime Income is looking to do press interviews in select markets for NAIFA Members that work with annuities. If you are attending a Rolling Stones concert in any of the select areas and want to support the power and positivity of annuities, use this press release and submit to your local media and add to your website.

August 18: Santa Clara, CA
August 22: Pasadena, CA
August 26: Glendale, AZ
August 31: Miami, FL

Press Release Kit 



NAIFA Shop is Now Open

Come get your NAIFA swag! Sprit shops for YATs and LILI are coming soon! Please note that the updated Code of Ethics is also now available!

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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