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NAIFA 20/20 Federation Leadership Report
The NAIFA 20/20 Federation Leadership report for the September-December 2018 short fiscal period/year is now available. NAIFA CEO Kevin Mayeux, CAE, reports that, "We are aligning our resources to successfully implement the new NAIFA model and build strong, successful chapters nationwide." View the full Federation Leadership Report here.

NEW: Monthly Field Staff Meetings
Earlier today, NAIFA CEO, Kevin Mayeux, CAE, hosted the first monthly staff meeting for paid staff of state chapters (required) and local chapters (optional).  Staff meetings have been scheduled for field staff in March and April. See the Calendar of Events below for dates and registration information. Make sure paid staff from your state chapter attend.

NAIFALiveFeb-250x260 (2)Special Invitation for All Leaders
January was our first NAIFA Live presentation and was a highly successful event! We want to invite all leaders to participate virtually this month (unless you are near a watch party location or want to get there!). Please register below so you can experience NAIFA Live and start to understand how you can bring to your state. This month features John Wheeler & Marv Feldman.

New! Q1 2019 Membership Growth Summit

Calling all those leaders that are interested & committed to growing NAIFA membership! We are holding our first Q1 Membership Growth Summit to go through our strategy and how we can all partner together to move the needle.

When:  Thursday, March 14
Time: 1-3 p.m. EST
Where: Join us at NAIFA HQ in Falls Church, Virginia or join us virtually from your respective location (just be there!)
Who: All leaders interested in growing membership, but especially for Membership Chairs, YAT Chairs & those interested in conducting agency presentations


NEW Agency Program
During the February Leadership Webinar, NAIFA unveiled its new agency presentation program that NAIFA staff will deliver virtually to agencies in your state or local chapter. To learn more about this program, please contact NAIFA's Director of Membership Recruitment and Retention, Jonathan Sper, CAE. Click here to learn more about the program and schedule a meeting with Jonathan!


Congressional Conference Registration Update: Only 40 stipends remain!
Registration for the 2019 NAIFA Congressional Conference is open and there are only 40 stipends left, so if you haven't registered, do so NOW!

Shout out to Texas and Florida who are leading the way with the most registrants! We still need registrants from Hawaii, Kansas and South Dakota to have representation from every state. Register NOW!

IFAPAC Silent Auction Items Needed
During this year’s Congressional Conference, IFAPAC will once again be hosting a silent auction! To have a successful silent auction, we need a variety of items, experiences and events available for our diverse membership to bid on. Items we are looking for include:

  • Tickets to sporting events or concerts
  • Time share or vacation home opportunities
  • Celebrity clients/friends
  • Golf course/country club membership
  • Professional development
  • Memorabilia
  • Money (Send a cash contribution to the IFAPAC Administrative Fund and staff will purchase a few items to add to the auction.)
Click here for more information on how to donate an item to the IFAPAC Silent Auction.

YAT Social Event During Congressional Congress
The NAIFA Young Advisors Team is finalizing the details for a social during ConCon on Tuesday, May 14 at 7 p.m.  More information to come as the plans finalize!


Awards & Nominations

Nominations for Secretary and Trustee Now Open
If you are interested in serving on the National Board of Trustees, the Governance Committee is now accepting applications through March 25 for Trustee and Secretary positions. The National Board sets the strategic direction of the association and plays a critical role in the success of NAIFA. We need bright, dedicated and involved candidates who are committed to NAIFA’s success to lead us in the coming years. Interested? Click here for more information and to apply!

National Quality Award Applications Now Open
You have until May 31, 2019 to submit your application for NAIFA's National Quality Award. Earn this mark of distinction (and tell the world!) that sets you even further apart from the competition. 

Call for Excellence: The John Newton Russell Memorial Award
Celebrating outstanding character, dedication to the profession and meritorious service. Nominations are now open for the industry’s highest honor through March 25.

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

March Speakers Announced

Our March 2019 Advisor Ambassador Programs speakers have been announced! Check out the schedule below, and refer a nonmember prospect today!

March: Thursdays @ Noon EST 

  • March 7: Learn Exceptional Prospecting Practices: Ashleigh Rothhammer
  • March 14: Build Your Professional Network of Mentors & Industry Colleagues: Kevin Ross
  • March 21: Be a Playmaker in the Financial Services Industry: TBD
  • March 28: Optimize Your Time & Cash Flow: Rodney Mogen

Know someone who should participate? Share this link with them!


Call for LILI Moderators
Now is the time to start thinking about LILI Moderator recruitment for next year! Has your state identified its LILI Moderator or Co-Moderators for 2020? If not, there is time to select a 2020 LILI Moderator before the application deadline of May 31, 2019. New LILI Moderator candidates may apply online here. 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 prior to the 2019 NAIFA Performance + Purpose Conference.

LECP Center News
Upcoming Webinar

In the last year, three large and prestigious broker dealers have removed restrictions on discussing reverse mortgages with their clients. There are literally tens of thousands of advisors who are now able to discuss the housing asset as a part of retirement income planning.  Are you wondering:

  • Why have broker dealers changed their policies on discussing reverse mortgages?
  • What consumer safeguards have evolved to give the advisor a new level of comfort?
  • What research supports the inclusion of a housing wealth discussion in retirement planning?
  • How can housing wealth prepare for volatility in retirement years?
  • How can housing wealth provide limited and/or extended care?

Join us for an informative webinar to address these questions!

February 26, 2019 @ Noon Eastern
Presenters: Shelley Giordano & Chris Buser

Register for Live or On-Demand

NAIFA clientcast banner
Government Relations
Next month's podcast topic is…

Who better to explain the seriousness of the federal deficit problem than the “Deficit Ranger” himself – David Walker. In addition to shining light on the enormity of the government’s debt problem, he also points to everyday Americans and explains why personal financial responsibility is so crucial. Share this podcast and then show your community how you can help!

NAIFA members can share this consumer podcast FOR FREE!

Power Session LIVE
Next month's featured topic is…

The Family Meeting

If you don’t establish a relationship with your clients’ families, what will happen when the parents pass and the children are left with an abundance of assets? 17 year MDRT TOT Advisor Jim Silbernagel will be presenting Power Session LIVE on March 8 to discuss the importance of breaking barriers with the whole family.

NAIFA Members can attend these webinars FOR FREE! Click here to register!

Calendar of Events


  • Monday, March 4 @ 1 p.m. EST
    New Member Orientation: Register
  • Tuesday, March 5 @ 1 p.m. EST
    NAIFA 20/20 New Member Experience: Getting Started in Advocacy: Register
  • Wednesday, March 6 @ Noon EST
    Monthly Leadership Debrief: Register
  • Thursday, March 7 @ 1 p.m. EST
    NAIFA 20/20 Member Experience: Advanced Advocacy Training: Register
  • Wednesday, March 13 @ 2 p.m. EST
    NAIFA Field Staff Meeting Register
  • Thursday, March 14 @ 1-3 p.m. EST
    NAIFA Membership Growth Summit Register
  • Monday, March 25
    NAIFA Trustee/Secretary Nominations Due
  • Monday, March 25
    John Newton Russell Memorial Award Nominations Due


  • Wednesday, April 24 @ Noon EST
    NAIFA Field Staff Meeting: Register


  • Tuesday, May 14 @ 8 a.m. EST
    State Chapter Executive Leadership Meeting
  • May 14-15
    Congressional Conference: Register
  • Friday, May 31
    LILI Moderator Applications Due: Apply Now
  • Friday, May 31
    National Quality Award Application Deadline
    Apply Now




NAIFA Board Amends NAIFA National Bylaws
As reported in the Feb. 6, Leadership Action Alert, at its January 2019 meeting, the NAIFA Board of Trustees adopted two administrative amendments to the new NAIFA National Bylaws. First, the Board added a new provision (Article X, Section 8), to acknowledge NAIFA’s ability to create a professional certification program and to establish a Certification Commission to oversee the program. NAIFA state chapter leaders approved this language for NAIFA’s former bylaws in summer 2018 and the Board’s amendment continues the certification program recognition in NAIFA’s new bylaws. Second, to better align with the new National calendar fiscal and leadership years, the Board adjusted the deadlines for the Governance Committee to announce Board candidates, to at least 60 days before an annual meeting, and the disclosure of floor candidate nominations, to at least 30 days before an annual meeting (Article XIV, Sections 4, 5). The new national bylaws authorize the NAIFA Board to adopt amendments by majority vote of the Board, provided timely notice of such amendments is sent to chapter Presidents (Article XVIII, Sections 3, 4). You can access the amended NAIFA Bylaws here.

NAIFA Board Accepts Financial Statements
As reported in the Feb. 6, Leadership Action Alert, NAIFA’s audited financial statements for the fiscal year ending August 31, 2018 have been accepted by the Board of Trustees, and are available on the NAIFA website here.


ReminderPAST DUE: Chapter Action Plan
State and local chapters were required to submit a 2019 Action Plan Report by Thursday, January 31. In January, we hosted a webinar that detailed the new chapter action plan report. If you missed the webinar, or would like to view the webinar again, please click here. 69 percent of state chapters and 53 percent of local chapters have filed the required 2019 Chapter Action Plan Report. Below is a list of chapters who HAVE NOT completed the report:

State Chapters Not Submitted 
Alaska Illinois Vermont
Arkansas Louisiana Virginia
Colorado Montana West Virginia
Delaware North Carolina Wyoming
Hawaii North Dakota  
Local Chapters Not Submitted  
Central Coast Houston Philadelphia
Dallas Jackson Richmond
Denver Los Angeles San Francisco Peninsula
DuPage Memphis Silicon Valley
Essex/Monmouth/Ocean Mt. Diablo Tidewater
Fort Worth New Orleans  Wichita
Greater Foothills Northern Virginia  

If your chapter is on the above list, please submit your Chapter Action Plan TODAY! Below you will find links to the reports, as well as a few resources to get you started. 

State Action Plan Sample
Local Action Plan Sample
State Action Plan Report

Local Action Plan Report

You will need to complete this spreadsheet and upload it in section three of the report: 2019 Program Calendar Template.

webinarFebruary Leadership Debrief Webinar
Did you miss February's Monthly Leadership Debrief Webinar? Not to worry! You can view the webinar by clicking here. Topics covered included:

  • Communication Best Practices
  • NAIFA 20/20 Member Experience Communications
  • Leadership Communications
  • NEW: Agency Presentation Program
  • Updates & Reminders

As a reminder, these webinars take place the first Wednesday of every month at Noon!

February IFAPAC Webinar
Did you miss the IFAPAC Webinar on February 13? Not to worry! You can view the webinar by clicking here. Topics covered included:

  • IFAPAC Recommended Governance Best Practices
  • 2019 IFAPAC Administrative Fundraising Changes
  • Updated 2019 IFAPAC Fair Share Goals
  • Best Practices for 2019 IFAPAC Fundraising
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