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Chapter Reports Due November 15th

Chapters are required to submit the following reports for the 2020 calendar year by Friday, November 15, 2019:

  • Detailed Operating Budget for Calendar Year 2020
  • 2020 Chapter Action Plan Report, Including Detailed Programming Calendar for the full 2020 Calendar Year
  • Leadership Roster, including Key Leadership Roles (Membership, PAC, Grassroots Involvement, Government Relations, Programs)
    NOTE: If your chapter is still operating on a July 1-June 30 year for your leaders, you also will be asked to submit a succession plan/implementation plan showing how you will implement the new requirement for leadership positions to align with the calendar year by January 1, 2021

2020 Chapter Programming Black Out Dates Announced

Chapters are prohibited from scheduling programs the week before, the week of and the week following the NAIFA Congressional Conference and the NAIFA Performance + Purpose Conference. Black Out Dates for 2020 are:

  • May 11-May 29, 2020
  • September 21-October 9, 2020

Exceptions to the Black Out Dates include:

  • LILI Classes
  • NAIFA Live Watch Parties
  • Study Groups
  • LUTCF Classes
  • LACP Exam Prep Classes


Chapters Required to Move to Calendar Year

Effective January 1, 2021, all chapters are required to follow a calendar year for their fiscal and governance calendar. This new policy was adopted by the NAIFA Board of Trustees at its July Board Meeting. If you need assistance implementing this new change for your chapter, please contact your state’s SET Representative.

Membership Update
By the Numbers

Here are the top 10 states for new member recruitment YTD:

  1. Florida-103
  2. Texas-76
  3. Illinois-65
  4. North Carolina-53
  5. California-40
  6. Utah-39
  7. New Jersey-36
  8. Tennessee-36
  9. Pennsylvania-34
  10. Georgia-31

Here are the Top 10 states for new members as a % of total members (meaning small states are getting great stuff done, too or another way to put it--it's not the size of the dog in the fight, it's the size of the fight in the dog)

  1. Idaho-16%
  2. Utah-13%
  3. Vermont-8%
  4. New Jersey-8%
  5. Tennessee-7%
  6. Florida-7%
  7. South Carolina-6%
  8. Illinois-6%
  9. North Carolina-6%
  10. Alaska-5%

Surveys You May Have Missed

-State Grassroots Survey
-Chapter Services
-NAIFA Rebranding Digital Assets Survey

Chapter Sync Ups with Dennis

NAIFA Board of Trustee & Membership Chair Dennis Cuccinelli will be syncing up with local chapters over the coming weeks to review NAIFA’s Membership Growth Program and Membership Promise Presentation. Click the button below to view available times and to schedule your chapter’s sync up with Dennis.

We are missing the following: 
  • CO-Denver
  • IA-Eastern Iowa
  • IA-Quad Cities
  • KS-Heartland
  • KS-Wichita
  • LA-Acadiana
  • LA-New Orleans
  • MO-St. Louis
  • SC-Upstate
  • TX-Dallas
  • TX-Fort Worth
  • TX-Pineywoods of East Texas
  • TX-Houston
  • TX-San Antonio
  • VA-Northern Virginia
  • VA-Richmond
  • VA-Tidewater
    Schedule Your Call with Dennis
Performance + Purpose 2019
P+P Activities

Report Your State’s Flag Bearer TODAY!

The following states have NOT reported their flag bearer for the upcoming Performance + Purpose Conference:

  • Alaska
  • Delaware
  • Kansas
  • Kentucky
  • Minnesota
  • Mississippi
  • Nevada
  • New Hampshire
  • Ohio
  • Oregon
  • Vermont
  • Washington

Top Ten States for P+P Attendance:

  1. Florida-37
  2. Texas-37
  3. California-19
  4. Illinois-19
  5. Iowa-19
  6. Tennessee-15
  7. Indiana-14
  8. Colorado-13
  9. Mississippi-13
  10. Pennsylvania-13

Call to Purpose

Together we can make 2019 P+P the best yet! We are actively recruiting for volunteers and would love as many attendees as possible to meet our packed exhibit hall! 

Volunteers not only get a very cool NAIFA hat, but also get to be on the judging panel to decide who has the best "Why I'm Going to P+P 2019" video. Social media banners will be posted on the Leadership page, but there's some cash prizes in the mix!

Gold: $200 | Silver: $100 | Bronze: $50

Level Up Program
Tomorrow is Our First Level Up Workshop!

We kick off our Level Up Workshop series in Dallas tomorrow. A huge thank you to the volunteer leadership of NAIFA-Dallas, especially Karl Drescher, Shawn Talbot & Beth Helberg from NAIFA-Texas and Karen True of NAIFA-Dallas for collaborating on this event to ensure its success. 

We have about a 50/50 split of in-person to virtual attendees and learned along the way how many agencies want to attend our events as a group. With our new YourMembership CRM system, we were able to easily add new types of registration options throughout the registration period to adjust to market demands as we test out what works for this type of event series. 

Next Stop: Charlotte, NC | October 15th 1-4 pm eastern

Another big shout out to Janice Stevens of NAIFA-North Carolina for reaching out to home office during Congressional Conference to see if we could align the state chapter annual meeting with this next installment of Level Up. Unfortunately, the dates didn't align, but Janice's proactive & positive approach to a unified NAIFA was so appreciated. We hope you'll come to P+P so that you can hear about the new award program we're instituting to support the One NAIFA Nation initiative! ( might just involve Janice).


Advocacy Update
Thank you to the  states who have completed the State Issues Advocacy Survey! 
We are at missing the following state's input:

State Advocacy Survey

Are you backing the PAC?

Shout outs to the following new states/locals that are actively contributing to the PAC Administration Fund!
Sioux Falls, Los Angeles, New Mexico, Oregon, West Michigan, Wisconsin

Also note that invoices for chapters who have not made their PAC Administrative Contribution will mail this week.

Lead By Example!  Purchase Your Career Protection Insurance Now!


22nd: NAIFA and FSP host inaugural Level Up event, Dallas, TX

24th:  College Football starts (remember-being a Leader needs to also be fun--and we might also tie in a reminder that NAIFA is akin to having a strong O line that blocks for you to allow you & your clients to advance the financial ball) 

26-27th: NAIFA-Ohio Planning Meeting. Dennis Cuccinelli, Board of Trustees & Suzanne Carawan, NAIFA Home Office & VP, Marketing & Communications, have been invited to participate in the strategic planning meeting with NAIFA-Ohio Board & field staff



2nd: Labor Day--NAIFA is closed
10-11th: NAIFA-Florida Financial Advisors Sales Symposium & Annual Conference, Orlando, FL
11-14th: 2019 NAIFA Performance + Purpose Conference & Annual Meeting, Orlando, FL
16-18th: Ameritas Connections Conference, Cincinnati, OH. 
22-25th: Mutual of Omaha National Sales Symposium, Omaha, NE. Diane Boyle to address Mutual of Omaha on "Power of the Grassroots Army"


naifa live-260x147
Want NAIFA Live Approved for CE in Your State?

NAIFA Live is spreading and we know that your state wants to get in on the action!  Check out the Leadership Landing Page for speaker bios, course descriptions, timed outlines and more.

Check out the new and improved NAIFA Live microsite!


Did You Catch the August Leadership Briefing?

We covered everything from Membership Marketing to the new NAIFA Online Community implementation plan!  If you missed this webinar, you will want to make sure to go back and get all the important details!

Watch Now!

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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