Not rendering correctly? View this email as a web page here


 NAIFA Meets with SEC Chair to Advocate for Members on 'Best Interest'

NAIFA Past-President Paul Dougherty, along with representatives of the NAIFA government relations team, met with SEC Chairman Jay Clayton and key SEC staff April 15 to discuss the SEC’s proposed Regulation BI.

Dougherty and NAIFA staff emphasized to Chairman Clayton the importance of the rule being neutral with respect to support for or favoring a particular business model or compensation structure. Dougherty also raised NAIFA members' concerns about provisions in the proposed regulation that would impose restrictive limits on who can use the term "advisor/adviser," and cautioned the SEC officials that if required disclosures to clients are too lengthy or complex, then consumers would simply not read them. Learn more.

Final week! Send to Your Clients!
April is National Financial Capability Month

During National Financial Capability Month, FEMA's Ready Campaign aims to encourage consumers to take action by saving for the unexpected.To get the message out to consumers, is sponsoring a set of events that you can market to your clients & prospects and in which you can easily participate along with NAIFA.


  • "Money Matters: Resources for Youth in Financial Preparedness" Webinar
    This week FEMA’s Youth Preparedness Council members and stakeholders discussed saving strategies and tips. 


  • TwitterChat: Insure your Financial Future
    Wednesday, April 24, 1 pm 
    This event will answer questions on how to safeguard documents and insure property. To join the chat, go to and type in " #FinancialChat" in the search box to view the conversation. Then, each time you want to post your own message, just include #FinancialChat into the tweet.You can always follow along to like & retweet @NAIFA & @NAIFAAdvocacy! 

Do You Have Great Consumer Content for Financial Literacy and/or Hold Financial Literacy Events/Workshops/Seminars? Let us know by sending an email to! We are actively building out our site and would love to include your content & cite you as the author!

Congressional Conference Attendee Webinar

Already registered for NAIFA's Congressional Conference? All currently registered attendees should plan to attend a pre-event webinar.

When: Wednesday, May 1st at 3pm eastern.


Have You Registered for the Congressional Conference? It's Only $100!

 See Who's Going  


There's Still Time! What Do You Want to Discuss with Lawmakers? 

Take our brief quiz to tell us about your top issues in areas of retirement, tax and health policies and other areas related to financial services. We represent you!

What Issues Are Important to You?

The New Monthly Meeting Format Open to All Members


The Gen Z Guru

NAIFA Live April featured Jonah Stillman. His presentation on Generation Z, the newest generation to enter the workforce, was an in-depth look at how Gen Z compares to the Baby Boomer generation. 

See how Gen Z is the new and modern Baby Boomer generation.

NAIFA Live is Now Available On-Demand

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

20/20 Member Experience -- Month #5: How to Get Mentioned in NAIFA Nationals' Publications & Communications

We are now taking registration for Month #5 to review our NAIFA member benefits. Join Sheila Owens, VP Communication & Content to learn about all of NAIFA's publications, PR & communications and how you can get involved as an author or speaker. 


Missed one? You can always watch On-Demand!

Visit the On-Demand Archives

The Limited & Extended Care Planning Center is Now Open!

The LECP Center connects financial advisors and consumers with industry experts in long-term care to meet changing needs of a growing market. This first-ever digital hub is result of collaboration between NAIFA and companies across multiple categories in limited and extended care. Advisors may register for the new LECP Center for free at

Features this Month:

April 24th Webinar - Myths and Facts: Understanding Today’s Life Settlement Marketplace @ 3:30 pm ET

Register by subscribing to the Center and visiting the Upcoming Events on the homepage of the site.

Apply for the 2019 LUTCF® Scholarship!

NAIFA and the College for Financial Planning (CFFP) are proud to announce that submissions for the 2019 LUTCF® Scholarship Program are now being accepted!

Each scholarship recipient receives tuition credits for each of the three courses that comprise the LUTCF® designation program. 

Applications are being accepted through June 1, 2019.

 Apply Now! 


NAIFA, NAILBA Partner to Strengthen Member Initiatives

NAIFA and NAILBA (National Association of Independent Life Brokerage Agencies) are joining forces to strengthen collaboration in membership development and advocacy. As part of this new partnership, NAIFA will represent NAILBA on mutual policy issues in state capitals, before state insurance and financial regulators, and at the federal level. The groups also will collaborate on  professional development and educational offerings. Learn more.

Thursday, April 25th, 2019 @ 4pm eastern
Advisor Solutions: Unclogging the Pipeline
Speaker: Advisor Solutions Coach Dan Finley

How do you take a complete stranger and turn them into a loyal client?  The best way to build a client base is to have a proven process, a step-by-step guide to help you move a prospect down the “Stranger to Client Path". Using Advisor Solutions Nine Step Client Acquisition Process you will watch prospects go into and flow through your pipeline and become active and engaged clients.

Seats are limited!

Attend Live    On-Demand

Coming Soon: Copytalk's New Digiscribe® Service 

Copytalk's new Digiscribe® service will soon be available to NAIFA members. Digiscribe® is an audio/video transcription service that produces time-stamped transcriptions of interviews, meetings, podcasts and more. 
Digiscribe® will be added to Copytalk's member benefits portfolio this summer. For more information on Copytalk's current offerings visit

Award Opportunities

2019 Four Under Forty Awards

NAIFA is seeking nominations for Advisor Today’s 2019 Four Under Forty Awards. The deadline for submitting all nominations is May 11, 2019.

Interested in nominating a member? For more information on the award and the requirements, visit, click on the Four Under Forty Nomination tab and follow the instructions provided.

Thanks for helping us recognize a rising star in the NAIFA community.

NAIFA Quality Award

You have until May 31, 2019, to submit your application for the NAIFA Quality Award. Earn this mark of distinction (and tell the world!) how you stand out among the competition. 

Apply Now

Diversity Champion Award 

This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. A Diversity Champion presents a unique blend of experience, skills, accomplishments, and other qualities. A nominee must be a member of NAIFA in good standing and have at least five years’ experience in the insurance and financial services industry. Submit a nomination or learn more information. Nominations will be accepted thru June 3, 2019. 

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
You received this email because you are subscribed to Association Updates from NAIFA .

Update your email preferences to choose the types of emails you receive.
 Unsubscribe from all future emails