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Agent and Broker Roundtable in which NAIFA Members Participated

Thank You Members!

The Centers for Medicare & Medicaid Services (CMS) held an Agent and Broker Roundtable on April 5. Thank you to our NAIFA members who paid their way to D.C. to discuss Marketplace policies and initiatives that impact agents and brokers.

NAIFA members who attended at NAIFA’s invitation:

Joyce “Cheri” Jordan (OK) 
Alan Winstead (NC) 
Paul Witthauer (ND) 
James Arel (AR) 
Dan Walterman (IA) 
Yvonne Warren (NE)
Kelly Fristoe (TX) 
Teresa Smith Sauls (SC) 

Now Underway! 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.


  • NAIFA participated in a TwitterChat on April 10th
    We shared consumer tips & best practices along with the following agencies & companies on Twitter that you might want to follow: @AmericaSaves, @MilitarySaves, @MyCUgov, @USAgov, @USDOL, @neighborworks,@DoDFINRED, @mmfcu (MassMutual), @FEMA, & @AFCPE. *Note that we can increasingly influence the conversation & advocate using social media so if you're not on social media yet, consider getting on as an additional way to use your voice.


  • "Money Matters: Resources for Youth in Financial Preparedness" Webinar
    Wednesday, April 17, 4 pm eastern
    FEMA’s Youth Preparedness Council members and stakeholders will discuss 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!

Ways & Means Member Representative Jackie Walorski to Speak

walorski Representative Jackie Walorski (R-IN) will join us at our 6th Congressional Conference to talk about her work on the Ways & Means Committee. Follow her on Twitter @RepWalorski

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


Don't know what that means? Join Jonah Stillman on April 18th from 9-10 am central to learn this and the other 7 characteristics of Gen Z members.Gen Z are now entering the workforce & might be your next agent. NAIFA Live is free to members & can be viewed in person at a watch party if your state provides, or virtually. 


NAIFA Live is Now Available On-Demand

Missed an episode? No worries! Go to to see all of our past videos including our beloved Board of 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 18th, 2019 @ 4pm eastern
Advisor Solutions Mastermind: Turning Obstacles into Opportunities
Speaker: Advisor Solutions Coach Dan Finley

No matter what the market does each day, you have a job to do and being effective at your job means conquering common challenges. Whether you are having challenges with anxiety, negative inner dialogue, time management, prospecting, or sales know that you are not alone. All those working in financial services face similar and common challenges.

Seats are limited!

Attend Live    On-Demand

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

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

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 

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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