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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.  It is vital that individuals and families have a financial plan to face emergencies and disasters. 

Pass on these events and/or post to your own business social media accounts & webpages to provide an additional opportunity for your clients to learn the basics. These events are a great way to get to know your clients' families!

All times are Eastern:

  • 1 p.m. Wednesday, April 10. TwitterChat, Plan for the Unexpected. Financial preparedness subject matter experts will answer questions about how to create a savings plan and budget to help prepare for emergencies and disasters. #FinancialChat

  • 4 p.m. Wednesday, April 17. Webinar: Money Matters: Resources for Youth in Financial Preparedness. FEMA’s Youth Preparedness Council members and stakeholders will discuss saving strategies and tips. Register for the webinar here.

  • 1 p.m. Wednesday, April 24. TwitterChat: Insure your Financial Future. This event will answer questions on how to safeguard documents and insure property. #FinancialChat

Join NAIFA in participating in the financial preparedness conversation by following #FinancialFuture2019.  For more information on National Financial Capability Month visit or


Senate Finance Chairman Grassley to Speak in May

Join us in May to hear directly from Senator Grassley! The Senator will debrief us on how NAIFA is making an impact, where the challenges lay for American families and businesses and motivate us to keep doing good work.

 See Who's Going  


What Do You Want to Discuss with Lawmakers? 

Take our brief quiz to tell us what are your top issues in the areas of retirement, tax and health policies as well as in general in financial services. We represent you!

What Issues Are Important to You?

Advocacy Adds Up

See how NAIFA’s Advocacy efforts added up in the 116th Congress.

Advocacy Adds Up

Featuring (1)


NAIFA Live April 18, 2019

NAIFA Live is the new monthly meeting format now open to all NAIFA members and prospects.You can attend virtually to access quality content, or attend in person at watch parties hosted by several states and locals. 

Don't miss April's program featuring 19-year-old Jonah Stillman who has written a book about Gen Z and what to expect as they enter the workforce. Your next agent might be a Gen Z, so come hear the 7 characteristics on how the next generation will transform the insurance profession.


20/20 Member Experience -- Month 4

We are now in month four of our 20/20 Member on-boarding process. This month is a focus on Dan Finley's Solution Sessions. Dan Finley offers NAIFA members free coaching as a benefit to membership. If you'd like to watch Dan's recording, or any of the other on-demand videos, you can access our archive page at any time.

Visit the On-Demand Archives

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

This presentation of NAIFA's Limited and Extended Care Planning Center educates insurance agents and advisors on the secondary market for life insurance, also known as viaticals and life settlements. 


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

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! 


New NAIFA Member-Only Savings with GE Appliances Store!

NAIFA members how have access to savings of up to 25% off MSRP everyday on the latest in high quality appliances. Shop your favorite GE®, GE Profile™ Series, Café, HotPoint®, Haier, and Monogram® appliance brand. 

Click here for information on this new member benefit!


Q1 2019 All Member State of NAIFA Webinar *On-Demand*

On March 28th, 2019, we had our first quarterly webinar for all members to talk about the new NAIFA. In case you missed it, we have made it available to watch on-demand. 

Jill Judd, NAIFA National President, Kevin Mayeux, CEO & Diane Boyle, NAIFA Senior Vice President of Government Relations.

Watch On-Demand

Apply for the National Quality Award

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

Apply Now

Diversity Champion Award Applications Are Open

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
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