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Q1 Federation Leadership Report

Each quarter, NAIFA CEO Kevin Mayeux issues a report to leaders on NAIFA's progress toward implementing the NAIFA 20/20 Strategic Plan. In the Q1 2019 Federation Leadership Report, Mayeux summarizes new programs and initiatives in support of Goal A: Empowerment, Goal B: Business Model and Goal C: Financial Model of the strategic plan, as well as planned activities and issues and concerns to address in future quarters.  

NAIFA-Memphis/West TN Chapter Contracts with NAIFA to Manage Chapter and NAIFA-Quad Cities Chapter Renews Chapter Management Contract with NAIFA
Effective May 1, NAIFA will provide chapter management services to its Memphis/West TN chapter. NAIFA also is pleased to announce that Memphis local chapter executive, Lisa Loden, will join the NAIFA staff as Manager, Member & Chapter Services on May 1. In addition to continuing to work closely with the Memphis/West TN chapter, NAIFA will leverage Lisa's more than 17 years of chapter management experience to benefit other chapters NAIFA manages. 

NAIFA is also pleased to announce that the Quad Cities chapter has renewed its chapter management contract with NAIFA through December 31, 2022. 

NAIFA began offering management services to NAIFA chapters in February 2018. NAIFA now manages 8 chapters including: Arkansas, California, Maine, Washington D.C., Wisconsin, Quad Cities (Iowa), New Orleans (Louisiana) and Memphis (Tennessee).

If you are interested in learning more about NAIFA's chapter management services, please contact:

Michele Grassley Clarke
Vice President of Member & Chapter Services
703-770-8219 (direct)
540-660-4953 (cell)


Let NAIFA Show You the LOVE!
Sign up to volunteer at the NAIFA Performance + Purpose and you won't be disappointed. We'll show our volunteers a LOT of NAIFA Love, and you'll be the envy of your colleagues when you sport the cool NAIFA swag you'll get for helping out!

Sign Up Today!


NAIFA Congressional Conference is truly a life-changing experience, so don't miss out!  This year it is more important than ever before to have a LARGE turnout on Capitol Hill. Nearly 25% of Congress are NEW, and they need to hear from their constituents (YOU)! Help them learn about what you do and how you help your clients every day!

Register Now

Save the Date: ConCon All-Attendee Webinar
If you are already registered for the NAIFA Congressional Conference, THANK YOU! All attendees should plan to attend a pre-event webinar on Wednesday, May 1 @ 3 p.m. EDT.

Sign Up for the Attendee Pre-Event Webinar

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NAIFA Live is Now Open to Everyone!

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

The next NAIFA Live broadcast is scheduled for Thursday, April 18 and will feature 19-year-old Jonah Stillman who has written a book about Gen Z and what to expect as they enter the workforce. Jonah will talk about the 7 characteristics on how the next generation will transform the insurance profession.

Register for April 18th


Thought Leadership Webinar Eligible for State CE Credit

May 29, 2-3 p.m. EDT
Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion

Join Robin Mueller for an interactive discussion on ethics with a specific focus on insurance and financial advisors. A series of discussion questions will be presented concerning the broad topics of transparency, expertise, professionalism, and responsibility and their applicability to ethics. 
*If your state files CE credits for NAIFA webinars, please contact Brendan Bernat, to obtain outline and speaker bio for the Ethics Webinar on May 29. 
lecp leader
April 24 @ 3:30-4:30 p.m. EDT
Myths and Facts: Understanding Today’s Life Settlement Marketplace
The life settlement market has evolved over the last 30 years into a mainstream financial tool to help seniors fund retirement and long-term care. 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. 
May 21,   3:30-4:30 p.m. EDT
The Evolution of Life Settlements to Help Seniors Pay For Senior Living and Long-Term Care
Endorsed by the NAIC in July of 2017 as a “private market innovation”, it is important for agents to understand this growing area for long-term care funding and how this approach will address immediate need for care for people who may have failed to plan and are now uninsurable.
*If your state files CE credits for NAIFA webinars, please contact Brendan Bernat, to obtain outline and speaker bio for the May 21 LECP Center webinar. 
Advocacy Update
NAIFA Submits Comment Letter on Grandfathered Group Health Plans

NAIFA submitted a comment letter to the Centers for Medicare and Medicaid Services urging regulators to permit the extension and continuation of “grandfathered” group health insurance plans that were purchased before enactment of the Affordable Care Act (ACA).  Without an extension, employers with these plans could be exposed to significant cost increases if they had to purchase an ACA group insurance policy. 

Save The Date! 2019 CMS Agent and Broker Summit
CMS is pleased to announce the 2019 Agent and Broker Summit with the Centers for Medicare & Medicaid Services (CMS): 

Agent and Broker Summit
July 1, 2019, 8:30 a.m.-4 p.m. EDT
Baltimore, Maryland

The summit will provide in-depth discussions on the Administration’s major health care priorities. We’ll cover topics of interests to agents and brokers and offer opportunities for agents and brokers to provide feedback and ask questions of CMS leadership and experts in advance of the plan year 2020 Open Enrollment period.

Can’t make it to Baltimore? Summit events will also be accessible virtually via YouTube and audio connections.

Registration will open soon.


IFAPAC and Website & Social Media Best Practices
Many NAIFA Chapters are embracing social media tools such as Facebook, Twitter, and Instagram, and integrating these tools into their chapter activities. IFAPAC related information on social media and websites is subject to both federal and state election laws, and these laws require that the federation regulate access to IFAPAC related sections of our sites and social media community pages.

To help all NAIFA members keep IFAPAC legal a “cheat sheet” for proper social media and website practices has been developed called Post This Not That. Click the thumbnail below to download the PDF.



Additionally, IFAPAC has created IFAPAC and Website & Social Media Best Practices for those leaders who need to understand the rules and regulations more in-depth. 

IFAPAC’s Chapter Per Capita Billing
IFAPAC’s annual per capita administrative fund invoices were mailed at the end of March. The National IFAPAC Committee has created administrative fund resources to help you better understand and educate your chapter leadership on the process and importance of each chapter doing their part.

Thank you! Georgia and Heartland are paid in full, and New Jersey signed up for monthly contributions! Additionally, we have received partial payments from Ohio, Dallas, West Virginia.

NAIFA and IFAPAC truly appreciate your commitment to maintaining the number one advocacy programs at both the state and federal levels in the industry. 

IFAPAC State Competition Updates
During the National Advocacy Meeting in November, states agreed to compete in interstate battles of fundraising prowess.  Each chapter is judged on four basic fundraising benchmarks – be sure to check in and see how your state ranks after the first quarter!  Scroll through the pages to find your competition.  If you are in a multistate competition, meaning three or more, your charts begin on page 14.  

New IFAPAC Directive Option
FINRA’s Pay to Play rule became effective in August 2017.  Since then, many compliance departments and broker dealers have been reevaluating their policies to ensure compliance.  IFAPAC has been doing the same.  As part of the National IFAPAC Committee’s ongoing efforts to help NAIFA members continue to support state legislators to the maximum extent of the law, IFAPAC has added an additional option to the IFAPAC Directive. 

Both FINRA and the SEC’s Pay to Play Rules clearly define that the maximum a covered agent or advisor could contribute is $350 to a candidate for which they can vote and $150 to a candidate for which they cannot.  By adding an option to share only up to $150, members who have been previously told that they cannot share can now go back and get a yes. 

This “$150 only” option should help compliance departments ease their rules regarding IFAPACs contributions, especially those that have completely restricted any sharing back to the state PACs.  However, it is not a guarantee.  Although this option is new to the form, this sort of specific sharing agreement has always been an option for our members. 

If you would like a list of your state’s members who have completed the Directive stating that they cannot share, please email

IFAPAC Silent Auction
IFAPAC still needs a variety of items, experiences, and events available on which our diverse membership can bid at this year’s Congressional Conference. IFAPAC is asking you, NAIFA Leaders, to donate items for the auction.

IFAPAC is looking for items such as:

  • Tickets to sporting events or concerts
  • Time Share or Vacation Home Opportunities
  • Golf – Would you be willing to donate a golf foursome? 
  • Professional Development –Would you be willing to spend some time with another NAIFA member to provide insight on a topic of which you are an expert?  
  • Memorabilia – Historic, Sports, Political, or Pop Culture memorabilia are always popular. 
  • P+P – NAIFA’s P+P is only a few months away - would you donate a gift card for a restaurant near the conference hotel or tickets to Disney World? 
  • IFAPAC Administrative Contribution – If you just don’t know what to donate, send a contribution to the IFAPAC Administrative Fund.  Staff will purchase a few items to add to the auction.  

Thank you for your consideration!


Lead By Example!  Purchase Your Career Protection Insurance Now!


  • Thursday, April 18 @ 9:30 a.m. EDT
    IFAPAC Call: Northeast Region
  • Thursday, April 18 @ 11 a.m. EDT
    IFAPAC Call: North Central Region
  • Thursday, April 18 @ 3:30 p.m. EDT
    IFAPAC Call: Western Region
  • Wednesday, April 24 @ Noon EDT
    NAIFA Field Staff Meeting: Register
  • Wednesday, April 24 @ 3:30 EDT
    LECP Center Webinar: Myths and Facts: Understanding Today’s Life Settlement Marketplace Register


  • Wednesday, May 1 @ Noon EDT
    Monthly Leader Webinar: Register
  • Wednesday, May 1 @ 3 p.m. EDT
    Congressional Conference All Attendee Pre-Meeting Webinar Register
  • Tuesday, May 14 @ 8 a.m. EDT
    State Chapter Executive Leadership Meeting Register
  • May 14-15
    Congressional Conference Register
  • Tuesday, May 21 @ 3:30 p.m. EDT
    LECP Webinar: The Evolution of Life Settlements to Help Seniors Pay For Senior Living and Long-Term Care Register
  • Wednesday, May 29 @ 2 p.m. EDT
    Webinar: Ethics for Insurance and Financial Professionals: Questions for Consideration and Discussion Register
  • Friday, May 31
    LILI Moderator Applications Due Apply Now
  • Friday, May 31
    National Quality Award Application Deadline Apply Now
  • Friday, May 31
    Report of Slate of Chapter Officers for terms beginning July 1 Due: Submit Report 


  • Saturday, June 1
    LUTCF Scholarship Application Deadline Apply Now
  • Monday, June 3 @ 5 p.m. EDT
    Diversity Champion Award Nominations Due
  • Wednesday, June 5 @ Noon EDT
    Monthly Leader Webinar: Register
  • Wednesday, June 12, 2-4 p.m. EDT
    Q2 NAIFA Growth Summit Register
  • Tuesday, June 18 @ 3 p.m. ET
    IFAPAC Call: Central & Western Regions
  • Wednesday, June 19 @ 10 a.m. ET
    IFAPAC Call: Southeast & Southwest Regions
  • Thursday, June 20 @ 10 a.m. ET
    IFAPAC Call: North Central & Northeast Regions


  • Monday, July 1, 8:30 a.m.-4 p.m. EDT
    2019 CMS Agent and Broker Summit, Baltimore, Md.


LILI Moderator Application Deadline: May 31

Is your state chapter planning to host LILI in 2020? There is still time to select a 2020 LILI Moderator before the application deadline of May 31, 2019.

New LILI Moderator candidates may apply online using the following web-link: LILI Moderator Application.  Experienced LILI Moderator candidates may apply by sending an email to as notification of his or her intent to moderate.

New LILI Moderators and those experienced Moderators who have not attended in person training within the past five years will receive training in Orlando, Florida on Tuesday, Sept. 10. Moderator trainees will be reimbursed by NAIFA for airfare and one night’s hotel stay at the Walt Disney World Dolphin Resort with the assumption that they will host a LILI class by August 31, 2020. (State chapters will not be invoiced for these expenses if a class is held by the deadline.)

Please visit the Leadership in Life Institute on the main NAIFA website and under the Leaders section to find out more information about this valuable program. LILI can help train your leaders and provide for the future of NAIFA.


The Advisor Ambassador Program gives non-members free access to NAIFA’s advisor development program so they can learn from the best while sampling professional benefits that come with NAIFA membership. In March, more than 300 prospects registered for the program. 

Is your chapter leveraging this program to introduce prospects to NAIFA as the first step in the recruitment process?

Visit the Advisor Ambassador Promotional Kit page for resources to help you promote this program to your prospects!

Are you a YAT looking for a way to both grow NAIFA membership & your personal brand? Serving as an Advisor Ambassador allows you to do both! Sign Up to be an Advisor Ambassador Today!

Registrations are being accepted for the May Class!

NAIFA Live April 18, 2019
Next Month's Podcast

If your clients stopped working today, would they be okay? Most likely, the answer is no! May is DIAM, so make sure you share David’s episode with your consumers to educate and inspire them about the importance of disability insurance!

NAIFA Members can share this consumer podcast FOR FREE! To access the current Podcast, click here.

Next Month's Featured Presenter: David Blake

Do you focus on life insurance, securing Assets Under Management or wealth transfer? Do you assume your clients will work until retirement? Have you considered what would happen if they can’t? During this session, Financial Professional David Blake will help you evaluate the broader implications that an unexpected accident or illness can have on the financial well-being of a client, their family, and their business!

NAIFA Members can attend these sales ideas webinars FOR FREE!

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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