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NAIFA Leadership Newsletter September 2018
Time to Grow! | 2nd edition of NAIFA Leaders

Congratulations and thank you for another wonderful Performance + Purpose conference! We loved seeing everyone in San Antonio and working together in our Leadership meeting to envision a new NAIFA with our new President, Jill Judd.

Download Slides

Jill kicked off the meeting letting us know that this trail is ours to blaze together, Kevin Mayeux provided a variety of updates on new products and programs for NAIFA and Suzanne Carawan provided an outline of next steps for leaders to take to help us align our efforts and amplify our message.

We had a very successful conference with a lot of buzz about the future of NAIFA! Together we beat our goal of $80K in contributions to IFAPAC by raising over $110K!  Energy was high, new exhibitors were in attendance and the inaugural BrainDates was a success!

Watch the 2018 P+P Recap Video

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:

September 24: Local Chapter Agreement Application Due

October 30: Merger and dissolution paperwork is 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.

Calendar of Events for Leaders
Calendar of Events


  • Tuesday, October 2 @ 1 pm eastern
    Membership Chair Webinar Debrief: Register
  • Wednesday, October 3 @ 12 pm eastern
    Monthly Leader Webinar Debrief: Register
  • Thursday, October 4
    National Membership Day: More Info
  • Wednesday, October 11 @12 pm eastern
    Leader Debrief Webinar for Learning Center: Register
  • Friday, October 19 @ 12 pm eastern
    Product Debrief  Webinar for New Professional Pathway Product: Register
  • Tuesday, October 30
    Deadlines for States to Sign Chapter Agreement
  • Tuesday, October 30
    Merger and Dissolution Paperwork Due for Locals that are to Become Affiliates
  • Wednesday, October 31 @ 12 pm eastern
    Leader Debrief Webinar: Advisor Ambassador Program (we promise all treats & no tricks): Register


Your Opinion Needed on this Survey
Your Opinion:
Leader Education

Last month's survey focused on Livestreaming Education. See the results. Missed the survey? You can still weigh in and take the "Livestreaming Education" survey now.

This month's survey focuses on you, and asks the question, "What skills would you like to further develop as a leader and what topics are of interest?" We're thinking of designing a webinar series for leaders-only and want to know if you think this type of study group-inspired virtual event would be of interest/benefit to you.

Take the "Performance Leadership" survey.

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 have done it again! We announced the availability of the first interactive competency model-based self assessment tool called Professional Pathway at P+P. See for yourself!
  • Learning Center
    Professional Pathway now includes Online Skillbuilders that is part of the new Learning Center. Still need to come up to speed on the Learning Center and how to talk about it to members? Join us for a special Leaders Debrief for the Learning Center.


Membership Updates

Each month, we will highlight initiatives to undertake together to help attract new members and recognize the outstanding work of all our members. 

Additionally, we recognize that we can't put everything we want to communicate in email. In addition to this newsletter, we are establishing 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, October 3
Time: 12-1 pm eastern

Missed September's Monthly Leader Webinar? Listen here. 

P+P Member Drive
We held a call campaign at P+P to bring back lapsed members onsite at P+P. We brought back dozens of members while onsite. Additionally, we brought more than 20 new people into the fold who both attended for the first time & joined.  To show our pride, look for the #NAIFAproud

National Membership Day
We are expanding and evolving the way we handle National Membership Day. We would still love if you called prospects & referred members, but we would love even more if you shared your stories of what NAIFA means to you in writing, video, photos (we'll take poetry, songs, artwork, whatever moves you) because as you well know, stories sell! Our October 3rd Leader Debrief will review what you need to do to make National Membership Day the biggest success yet!

Membership Chair Debrief
Make sure Membership Chairs attend our National Membership Day Debrief to learn about our new approach to marketing the power of membership. Join us on Tuesday, October 2nd at 1 pm to hear how we're going to spread the word. 

NAIFA Membership Corner
Membership Corner

National Membership Day Hits Social Media
We are asking all members to share your story on October 4! Please post on social media a photo of you and the following:

  • Story of how member began in the business
  • How NAIFA has made a difference in member’s practice
  • #NAIFAProud  #financialadvisor #insuranceindustry #insurance #insuranceagent

Want to do even more? Sign up for email reminders to take full advantage of the opportunity to help NAIFA grow.

Looking Up!
The numbers have been showing you are working hard! Check out the states who have grown membership this fiscal year

All Your Info in One Spot!
Check out the Leadership Landing Page! (Password OneNAIFA) This is the one spot that we will be updating throughout the month with all you need to know, so head there now, add it to your favorites and make sure to check back throughout the month to stay informed of all the things you need to know as a leader!

Member Recruiting at P+P
A HUGE shout out to those who got on the phone and called lapsed members in the middle of P+P! We started the weekend with -380 and now are at -340! What a difference one weekend and a few calls makes!

State on Top
Congratulations to New Jersey for recruiting 20 new members this fiscal year!

NAIFA's Advisor Ambassador Program
Advisor Ambassador Program Update

More than 100 prospective members have signed up to participate in our new recruitment program focused on attracting and activating early-career advisors.

We've been working with the Advisor Ambassador YAT committee to put together a fantastic line up of speakers and refining the program. Updates will come each month on the progress of the program 

Our first marketing effort to recruit participants was run through our partner InsuranceNewsNet. We will hold a special webinar on Wednesday, October 31 at Noon eastern to roll out the Advisor Ambassador Program kit to Leaders for how you can promote the program for 2019.

Interested in Having Your YATs Participate? 
The YAT Advisor Ambassador Program is now recruiting new YAT Ambassadors. Here's a great, low time-commitment, but high impact way to get involved & get exposure. 

Become a YAT Ambassador Advisor 


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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