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Tri-Agencies Finalize New HRA Rule

The Internal Revenue Service, the Employee Benefits Security Administration, and the U.S. Department of Health and Human Services issued a final rule that will expand the use of health reimbursement arrangements (HRAs) and could encourage employers to offer workers access to health insurance brokers, and private health insurance exchange programs.

Final Rule


Model Notice

Model Attestation


Representative Jackie Walorski (R-IN) NAIFA Mainstage

During NAIFA's Congressional Conference last month, Rep. Walorski addressed NAIFA's crowd on how members make an impact with their presence on Capitol Hill. "I am a big fan of NAIFA, if you ever think that all of the good things you do go unnoticed, they don't. I'm a customer too."

Jackie Walorski



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You Asked. We Answered.

1/2 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. 

Learn More about Level Up and the APC

Virtual Registration

Performance + Purpose 2019 Big Ideas Workshop


P+P 2019 features a great lineup of Big Ideas speakers including Danny O'Connell, CEO at Next Level Insurance Agency LLC. 

You can learn more about Danny and all of the Big Ideas speakers on our conference website.

NAIFA Performance + Purpose will take place September 11 - 14 at the Walt Disney World Dolphin Resort in Orlando Florida. Registration is now open! 

Explore P+P

LACP: Tomorrow is the Deadline for July Testing Window

There's one more day to register for the July testing window for the LACP.  Learn more and register for the new Life & Annuity Certified Professional certification.

July LACP Exam


NAIFA Partners with Zoom


Want to conduct more meetings in a day? Want to be able to service more clients in a personal manner without spending time driving between appointments? Want to innovate and modernize your practice? Want to effectively work with Millennials? If so, look no further than Zoom. Join us June 18th @ 1pm Eastern, for a webinar highlighting our partnership with Zoom, how Zoom is powering new programs with NAIFA, and how advisors are using Zoom to revolutionize their business. Zoom will also be featured as a exhibitor and hold a session at this year's Performance + Purpose Conference.

Zoom For Business


NAIFA Live June Cohen


NAIFA Live is This Thursday!

Join us on June 20th at 2:25 pm CT for Bob Cohen's presentation on "The Gotchas and Trap Doors of Life Insurance". This course will provide attendees with the foundation of some of the variables within life insurance products that Insurance Companies use to ensure their profitability and how that comes at a huge cost to the client. 

This event has been approved for 1 CE in Arkansas, Iowa, Wisconsin, Maine, Virginia, North Dakota, Maryland, Minnesota, Pennsylvania, Kansas, and Washington DC.


NAIFA Live is Available On-Demand

Missed an episode? No worries! Go to to see all of our past videos including our beloved NAIFA Trustee, John Wheeler!

Gain Your CLTC Designation this Year?

Are you interested in obtaining your CLTC designation? We are gauging the temperature to see level of interest and where/when you might want to take the CLTC class this year. Take this quick survey to let us know! If we have more than 10 people per class, NAIFA members can receive a bonus discount for classes this year! (This is our new CRM system, so to take the survey, please log in with your email address and reset your password).

Interested in a CLTC Designation this Year? 



Big Ideas Workshop Webinar 

Join John D. Richardson, RICP, LACP as he discusses the agile management methodology of the scrum method. Using this method, John has saved hundred of hours in wasted time and reallocated that time to purposeful activity resulting in triple digit growth in all lines of his business. The Big Ideas Workshop Webinars are a precursor to the live workshops you will receive when you attend the 2019 Performance + Purpose Conference in Orlando. Big Ideas Workshop speakers are chosen for their thought leadership and expertise in applying new approaches to their business further innovating and moving our industry forward.

Big Ideas Webinar

Do You Have An LACP Certification?

We are looking for testimonials! Let us know if you're interested in us featuring you and your practice in a nationwide campaign. Email if interested.

Calling All YATs!

Our Advisor Ambassador Program is looking for new speakers. Educate the future members of NAIFA on best prospecting practices or how to differentiate yourself in the industry. To sign up to become a speaker, visit: 

Speaker Signup


Upcoming Webinars:

Making LinkedIn Work for You: Activate and Amplify Your Personal Brand to Move Business Forward
June 26 @ 3pm ET
Presenter: David “D. Fish” Fisher

Social media has become a key tool for business development but are you taking advantage of all the opportunities it provides? After establishing a credible presence and building a network online, how can you leverage social media to build your professional influence? Learn how to use LinkedIn establish a brand, share content, and develop relationships with key centers of influence within your market niche. See how social selling can become a very lucrative habit!


NAIFA Quality Award Application Deadline Extended Through June 30

Earn this mark of distinction (and tell the world!) how you stand out among the competition. 

Apply Now

NAIFA Diversity Champion Award

NAIFA's Diversity Champion Award deadline extended! You have until July 1st to apply for the NAIFA Diversity Champion Award. 

Diversity Champion

YAT Leader of the Year Award

In order to recognize the work of YATs across the federation and their commitment to the industry, NAIFA and the Young Advisors Team (YAT) committee established the YAT Leader of the Year award. 

Application Deadline: July 1, 2019

YAT Leader of Year


NAIFA’s Diversity Symposium Continues Tradition of Excellence!

NAIFA’s 2019 Diversity Symposium was a huge success by any account.  Held in conjunction with the association’s Congressional Conference in Washington, D.C., the meeting was fast-paced and highly interactive, with top-tier executives discussing the changing face of Main Street USA and offering critical insights on mastering cultural competencies, managing different generations in the workforce, and engaging in “effortless connections.”

Diversity & Inclusion On-Demand

Featured Member Benefit: NAIFA Travel Center

Take advantage of the exclusive discounts offered by NAIFA Travel Center when planning your summer vacation! Save money on car rentals and hotels by visiting the NAIFA Travel Center

New NAIFA Store

Looking for some great NAIFA branded gear? Look no further than the new NAIFA Store! Polos, socks, cinch bags, golf balls, coffee mugs and so much more!


20/20 Member Experience On-Demand Archive

Each month of our 20/20 Member Experience webinars is available at our archive page. From advocacy training, to educating coaching sessions, and even differentiating publications. 

Visit the On-Demand Archives



NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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