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NAIFA Leadership Newsletter October 2018
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
 Tuesday, November 6
Time: 3:30-4:30 p.m. EST

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!

New Jersey
Puerto Rico

Rhode Island

West Virginia

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!

NAIFA 2020 Implementation
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 for Leaders
Calendar of Events


  • 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


  • 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


  • 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. 


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

We’re #1
NAIFA’s PAC is ranked number 1 in the Financial Planning Industry by  Financial Planning Magazine.

Thank you to our more than 8,000 supporters for making this possible! Not an IFAPAC contributor? Join us.

Special Offers for Leaders
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
  • 125 individual stories about the value of NAIFA 

Read more about the impact of National Membership Day, mark January 16, 2019 on your calendar and stay tuned for what is to come for our next National Membership Day!

Best Practices

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

Missed October's Monthly Leader Webinar? Listen here.

We also hosted a special Leadership Webinar on Wednesday, October 10. Did you miss it? Listen here to learn about the NAIFA Experience. 

NAIFA's Advisor Ambassador Program
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.

Advisor Ambassador Program FAQ

NAIFA Member Recognition Program
Member of the Week

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.

Recognize excellence and nominate a NAIFA member

NAIFA   2901 Telestar Court    Falls Church  VA   22042   USA
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