National Membership Day Wrap Up | National Advocacy Meeting | Product Launches
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Membership Update
Special Webinar for NAIFA Members: Elect to Be a Member On Election Day, NAIFA will host a special webinar for members. NAIFA President, Jill Judd, NAIFA CEO, Kevin Mayeux, and NAIFA Senior Vice President of Government Relations, Diane Boyle, will share information on the exciting transformation underway at NAIFA, the new products and programs being launched and the important advocacy work we do.
An insert promoting the webinar will be included in the membership renewal notices being sent to members expiring 12/31. All members will receive an email inviting them to participate in the webinar. Please promote this webinar to your members via social media, your website and email!
What:Elect to Be a Member Webinar Who: All Members When: Tuesday, November 6 Time: 3:30-4:30 p.m. EST Register
Preparing for Renewal Season On December 31, 70% of annual payers are up for renewal. Renewal notices, including a letter from NAIFA President Jill Judd, will be mailed early next week. Our team has been busy preparing the NAIFA database for the post-QME unified dues structure. Part of that process includes migrating annual-paying members expiring 12/31 or later in chapters that will be dissolving to their state at-large chapter so dues collected for these members will be remitted to the state on a 60/40 basis. Members paying monthly will remain in their current chapter until we process the December monthly draft.
We also will be "lapsing" the Advocacy members who were granted membership status by the NAIFA Board through 12/31/2018 in recognition for their monthly contributions to IFAPAC. These members will show up as lapsed members in the Online Service Center beginning later this week. We encourage you to reach out to these Advocacy members to sign them up as dues paying members before 12/31.
Looking Up! The numbers have been showing you are working hard! Check out the states who are in the black for membership since the beginning of the 7/1 membership year!
Alaska Arkansas Colorado Delaware
Kansas Massachusetts New Jersey Puerto Rico
Rhode Island Tennessee Utah
Vermont West Virginia Wyoming
Top Five Recruiting States Congratulations to Florida (43), California (30), Texas (27), New Jersey (22) and North Carolina (21) for recruiting the most new members since 7/1!
You Need to Know: The NAIFA 20/20 Implementation Handbook & Plan
The NAIFA 20/20 Implementation Handbook was posted in mid-July. Please check regularly for updates, and note the following deadlines:
October 30: Deadline for states to sign chapter agreement October 30: Merger and dissolution paperwork due for locals that are to become affiliates
If you haven't already done so, please begin working on dissolutions of future local affiliates. More information and guidance on mergers and dissolutions can be found here.
In addition to these resources, the QME Task Force will be hosting a webinar series (October-December) to help leaders prepare for QME implementation. These webinars will cover everything from communications to advocacy to everything in between.
Tuesday, October 23 @ 2 p.m. EDT Volunteer Engagement and Leadership Recruitment: Register
Wednesday, November 7 @ 2 p.m. EST Programming and Budget: Register
Wednesday, November 14 @ 2 p.m. EST Communication and Membership: Register
Wednesday, December 5 @ 2 p.m. EST Final Steps: Register
Calendar of Events
October
Friday, October 19 @ Noon EDT Product Debrief Webinar for New Professional Pathway Product: Register
Tuesday, October 23 @ 2 p.m. EDT QME Implementation-Volunteer Engagement and Leadership Recruitment: Register
Tuesday, October 23 @ 2 p.m. EDT Product Debrief Webinar for Limited & Extended Care Planning Center: Register
Wednesday, October 24 @ Noon EDT Product Debrief Webinar for Learning Center: Register
Thursday, October 25 @ 3 p.m. EDT NAIFA’s State GR ‘Give and Take’ Webinar: 2018 State Advocacy Review and NAIC Summer 2018 National Meeting Recap: Register
Friday, October 26 @ Noon EDT Leader Debrief Webinar for Corporate Partner Program: Register
Tuesday, October 30 Deadline for States to Sign Chapter Agreement
Tuesday, October 30 Merger and Dissolution Paperwork Due for Locals that are to Become Affiliates
Wednesday, October 31 @ Noon EDT Leader Debrief Webinar: Advisor Ambassador Program (we promise all treats & no tricks): Register
November
Thursday, November 1 @ 2:30 p.m. EDT IFAPAC Planning for 2019: Register
Tuesday, November 6 @ 3:30 p.m. EST Elect to Be a Member Webinar: Register
Wednesday, November 7 @ Noon EST Monthly Leader Webinar: Register
Wednesday, November 7 @ 2 p.m. EST QME Implementation-Programming and Budget: Register
Monday, November 12 @ 11 a.m. EST Retirement Challenges for Women with Tom Hegna: Register
Tuesday, November 13 @ 3 p.m. EST Mid-Term Election Update Webinar: Register
Wednesday, November 14 @ 2 p.m. EST QME Implementation-Communication and Membership: Register
Thursday, November 15 Tax Return Deadline for State and Local Associations
November 27-29 National Advocacy Meeting: Register
December
Wednesday, December 5 @ Noon EST Monthly Leader Webinar: Register
Wednesday, December 5 @ 2 p.m. EST QME Implementation-Final Steps: Register
National Advocacy Meeting
Registration is now open for the 2018 National Advocacy Meeting! This year's meeting will be held at the Marriott Renaissance DC Downtown from Tuesday, November 27-Thursday, November 29. The meeting will provide PAC and grassroots leadership training, planning for the 2019 fundraising year and 116th Congress, quality speakers, and will culminate with a day on Capitol Hill.
Schedule:
Tuesday, November 27 1 p.m. Registration Opens 4 p.m. General Session 5:45 p.m. Opening Reception
Wednesday, November 28 7:30 a.m. Breakfast 8:30 a.m. General Session 10 a.m. Regional Breakouts Noon Lunch 1:30 p.m. Workshops 2:35 p.m. General Session 4 p.m. Legislative Issue Briefing and Day on Capitol Hill Prep 5:30 p.m. Reception
Thursday, November 29 7:30 a.m. Day on Capitol Hill Breakfast and State Caucus 9 a.m.-4 p.m. Congressional Appointments
Thank you to our more than 8,000 supporters for making this possible! Not an IFAPAC contributor? Join us.
Promos & Product Offers
We launched several new products at P+P that include special offers available to attendees and leaders:
Limited & Extended Care Planning Center There's still time to sign up for the product tour and beta group to be a part of the first ever one-stop shop for information, events and discussion on long term, limited and extended care.
Professional Pathway We announced the availability of the first interactive competency model-based self assessment tool called Professional Pathway at P+P. See for yourself on October 19!
Learning Center The first Learning Center webinar was hosted on Thursday, October 11. Still need to come up to speed on the Learning Center and how to talk about it to members? Listen here for a debrief, or join fellow members and prospects on October 24. The Professional Pathway now includes Online Skillbuilders that is part of the new Learning Center!
National Membership Day Wrap Up
National Membership Day + #NAIFAproud = Success
We asked and you responded. Thank you for all who shared your story October 4! We loved the likes, shares, retweets and overall NAIFA love during National Membership Day and are excited to keep growing. Let’s talk ROI: for our low cost of staff hours and a few online photos, we were able to gain:
More than 100 new followers
More than 13,000 impressions on Twitter
Nearly 300 engagements on LinkedIn
More than 10,000 page views on our website
More than 500 likes and loves on Facebook and Instagram
Phishing Expedition With the change in officers, comes a new opportunity for thieves to try to spoof our new treasurers into sending money to a vendor, apparently at the request of the association president. NAIFA is aware of at least two such email spoofs among our state and local chapters within the last two months.
Steps your association can take:
Instead of listing the individual email address of each officer on the website, only include the chapter’s main email address.
Alternatively, have a contact form that is completed and submitted to chapter management for distribution to the appropriate officer.
Look at the email header to make sure the president’s email address hasn’t been spoofed.
If such an email comes into an officer, or staff…do not reply to it. Forward the email to the officer that is supposedly making the request for clarification or pick up the phone.
Be on your guard.
Leadership Resources
We are communicating a LOT of information each month in this newsletter and through leadership debrief webinars. We know you can't always engage in these communications real time, so we've created a Leadership page where we will archive all of the Leadership Newsletters and Webinars so you can access them on demand.
We are hosting monthly leadership webinars where we will share what's new at NAIFA so you can hear it first.
What:NAIFA Leadership Monthly Debrief When:Wednesday, November 7 Time:Noon-1 p.m. EST Register
We also hosted a special Leadership Webinar on Wednesday, October 10. Did you miss it?Listen hereto learn about the NAIFA Experience.
Advisor Ambassador Program Update
This month, NAIFA kicked of the Advisor Ambassador Program, a new initiative offering a free four week online course designed for prospective members. The goals of this program are to increase the awareness of NAIFA, to create and develop qualified leads for membership and to promote our members as industry experts and leaders. By offering participants a piece of NAIFA for free, they are more likely to buy (aka join) in the future. At the end of the four weeks, a member of our staff will ask the participants to join NAIFA.
During the course, four NAIFA YAT members (ambassadors) will each share their story on a specific topic and tie it back to how NAIFA has helped them in their practice. Each month, the four weekly topics remain the same, while the speakers will change.
The topics for each week are:
Week 1 “Learn Exceptional Prospecting Practices”
Week 2 “Build Your Professional Network of Mentors and Industry Colleagues”
Week 3 “Be a Playmaker in the Financial Services Industry”
Week 4 “Optimize Your Time and Cash Flow”
Members of the National YAT Committee developed the topics based on what they felt were “hot topics” for new advisors. BUT…the program does not stop with the webinars! Each participant completes a profile and joins a Facebook group for their class. This allows the participants and ambassadors to “continue the conversation” after each session and continually engage the prospective members.
Who in your state has recruitment written all over their face? You know there is that one person you always can count on as the NAIFA Cheerleader bringing in the newbies. Well, it’s time to nominate that person to be recognized as part of our “Member of the Week” on the NAIFA Solutions Center.
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