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NAIFA Congressional ConferenceNAIFA Congressional Conference Registration Opening Soon!
In the past six years, almost five thousand NAIFA members from every corner of the country came to Washington and visited Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.

The next NAIFA Congressional Conference will be held May 14-15, 2019. Join NAIFA members from all 50 states as we cultivate relationships with lawmakers and educate them on the value that NAIFA members bring to their clients and the solutions they provide for 90 million American families. 

2019-Advocacy-Handbook-Thumbnail2019 Advocacy Handbook
The Government Relations team has compiled a comprehensive handbook that includes all of the Grassroots Involvement (formerly PIC) and PAC information you might need as you go through 2019. This 140-page handbook includes guidelines and rules, ideas to solicit IFAPAC contributions, forms and other materials. Download your 2019 Advocacy Handbook TODAY!

NEW: Chapter Achievement Program
The NEW Chapter Achievement Program will replace the old Bobo award. The program will be required for every state and local chapter to ensure that all chapters are meeting the standards of success. Bonus points will be awarded for those chapters who are going above and beyond in serving their members. Please join us for a webinar on February 1 to learn more about the program and how your chapter can be #1 in 2019!

The NAIFA 20/20 Member Experience

Earlier this month, we began a year-long program called the NAIFA 20/20 Member Experience which is a comprehensive, immersive program to let you experience various benefits.  The program includes bonus training from subject matter experts and a new member recognition program. We are running two tracks:

  • New Members (initial join is within the last 3 years)
  • Members (3 years+ of membership)

January featured an overview of NAIFA's new messaging of Advocate. Educate. Differentiate. The in-depth webinar walked through the year, what to expect and what new products & services are available to all members.

On-Demand Versions:

February 2019 

Our next set of webinars will take place in February featuring Jade Paczelt from RealWealth Marketing with an introduction to RealWealth, ClientCast, Power Session LIVE and the premiere service options. 


NAIFA 20/20

ReminderDue January 31: Chapter Action Plan
State and local chapters are required to submit a 2019 Action Plan Report by Thursday, January 31. Last week 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. 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

PAST DUE: Chapter Leadership & Contact Report
Many chapters transitioned to new officers on January 1, so we asked for each state and local chapter to submit updated leadership rosters. We also asked which affiliate leaders should receive leadership communications in 2019! Even if you did not transition to new officers, every chapter MUST submit a 2019 Chapter Leadership & Contact Report. Click here to submit your report! Below are the state and local chapters we are missing reports from.

State Chapters Local Chapters
Delaware Greater Foothills (CA) San Francisco (CA) Upstate (SC)
Kansas Heartland (KS) Silicon Valley (CA)  
Missouri Jackson (MS) Syracuse (NY)  
Tomorrow we will launch the first NAIFA Live program as part of NAIFA's efforts to transform the  monthly meeting! NAIFA, along with NAIFA-Minnesota, Iowa, Nebraska and North Dakota will sponsor the first event featuring multiple viewing locations where members gather in "watch party" style to view the livestreamed event. 

The new format aims to provide more choices for members in terms of access to programming beyond geographic boundaries and lift the requirement of having to physically be in the same room to meaningfully participate in NAIFA events. Additionally, the event will be open to non-members for an additional fee providing yet another way to prospect to recruit the next generation of NAIFA members.
Special Offers for Leaders
Promos & Product Offers

Two special offers are now available for NAIFA members!

ILTCI Annual Meeting
March 24-27, 2019
Chicago, Illinois
Download the Conference Flyer
View the Sessions
Special Offer: 
NAIFA members only pay $195 if you enter in the code: NAIFA

RealWealth's first ever Real Wealth Advisor Symposium
April 29-May 1, 2019
Madison, WI
View the Agenda
Special Offer:
NAIFA members get a discount if you enter the code: BRIE

Listen to Tom Hegna &  Curtis Cloke talk about the event:


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

When shopping for a new gadget, you turn to the consumers for reviews.  Newsflash - your clients are probably the same way! On this week’s episode, Insurance Professional Howard Sharfman asked his clients for the reasons they buy life insurance.

NAIFA members can share this consumer podcast FOR FREE!

Power Session LIVE
Next month's featured topic is…

Be a Hero to our Heroes: Veteran's Benefits Planning

This is a huge opportunity for you to help your clients and community members who are veterans. This month, we brought back VA Claims Specialist Brian Byars to help you be a hero to our heroes. Stay on the line for live Q&A to have Brian answer your specific questions personally!

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

Calendar of Events




  • Friday, February 1 @ Noon EST
    Leader Debrief Webinar: Chapter Achievement Program: Register
  • Wednesday, February 6 @ Noon EST
    Monthly Leadership Debrief: Register
  • Thursday, February 7 @ 1 p.m. EST
    February Member Refresher Webinar: Register


webinar January Leadership Debrief Webinar
Did you miss January's Leadership Debrief Webinar featuring NAIFA ClientCast®? Not to worry! You can view the webinar by clicking here. Topics covered include:

  • 2019 Chapter Action Plan Report
  • State Experience Team
  • Chapter Achievement Program
  • On-boarding/Retention/Recruitment Programs
  • NAIFA ClientCast® Benefits

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

Leadership Debrief Webinar: Chapter Action Plan Report
Watch the on-demand recording of the recent webinar covering all you need to know about the NEW Chapter Action Plan report due January 31. Learn how NAIFA will use the report to:

  • Establish future standards for success
  • Ensure no member is left behind
  • Develop tools and resources chapters need most
  • Share best practices
NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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