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Recent posts by NAIFA

3 min read

Financial Professionals to Gather in Washington for NAIFA’s Congressional Conference

By NAIFA on 5/4/26 12:33 PM

Financial professionals from across the country will gather May 18–19 in Washington, D.C., for the National Association of Insurance and Financial Advisors’ (NAIFA) 2026 Congressional Conference, the industry’s leading grassroots advocacy event.

Topics: Federal Advocacy Congressional Conference
2 min read

It’s Time to Plan for May’s Disability Insurance Awareness Month

By NAIFA on 4/30/26 1:49 PM

May is Disability Insurance Awareness Month (DIAM), a national awareness
campaign that Life Happens, a NAIFA community, created and coordinates each
year, and we encourage you to participate.

Topics: DIAM Life Happens #MemberBenefits
2 min read

From Threads to Strength: Why Advocacy and Association Membership Matter More Than Ever

By NAIFA on 4/27/26 6:16 PM

At this year’s Medicarians conference, one message came through loud and clear: if you’re not engaged in advocacy, you’re leaving your profession and your clients vulnerable. In a panel featuring NAIFA CEO Kevin Mayeux, CAE Nicole LePetri of NABIP, and Ronnell Nolan of Health Agents for America, the conversation centered on the critical role associations play in protecting agents, advancing the profession, and ensuring consumers continue to have access to trusted guidance. Across organizations and specialties, the panelists reinforced a shared truth: decisions that shape your business are being made every day and if you’re not at the table, someone else is making them for you.

Topics: Advocacy #MemberBenefits
1 min read

Claim Your Chance at a VIP 4th of July

By NAIFA on 4/20/26 2:05 PM

$10 Could Buy You the Best 4th of July of Your Life!

Topics: NAIFA Proud
1 min read

2026 PAC Madness: Utah Wins Victory Bracket, Iowa Wins Redemption Bracket

By NAIFA on 4/20/26 12:51 PM

Congratulations to our 2026 PAC Madness champions!

Topics: IFAPAC
1 min read

The Secondary Market for Life Insurance: Current Trends and New Applications

By NAIFA on 4/2/26 3:37 PM

Financial professionals are increasingly being asked to evaluate all available options when a client’s life insurance policy no longer aligns with their goals. As the secondary market for life insurance continues to grow, understanding how and when to incorporate life settlement strategies into planning conversations has become an important part of delivering comprehensive guidance. 

Join NAIFA on Tuesday, April 28 from 12:00 pm to 1:00 pm Eastern for a webinar exploring how the secondary market for life insurance is creating new planning opportunities for financial professionals. Sponsored by Coventry, this session will focus on the trends driving market growth and how these strategies are being applied in real client situations.

Peter Hershon, Senior Vice President of Account Services at Coventry, will lead the discussion. With more than two decades of experience in life insurance and life settlements, Hershon brings a deep understanding of the marketplace and the evolving role these solutions play in financial planning. He will walk attendees through the most common applications advisors are using, including term settlements, policy replacement strategies, and retained death benefit options.

1 min read

NAIFA’s Journal of Financial Service Professionals Earns Prestigious Trendy Award

By NAIFA on 3/26/26 10:07 AM

NAIFA is proud to announce that the Journal of Financial Service Professionals has been honored with a 2026 Trendy Award in the category of Best Monthly Professional Society Magazine, recognizing excellence in association publishing and communications.

Topics: #NAIFAProud Journal of Financial Service Professionals #MemberBenefits
1 min read

The Business Owner Playbook: From Bonus Plans to Buy-Sell Solutions

By NAIFA on 3/25/26 5:18 AM

Business owners represent one of the most important planning opportunities for financial professionals today. With estate tax thresholds at historically high levels, many planning conversations are shifting toward strategies that help business owners reward key employees, protect their companies, and prepare for long-term transitions.

1 min read

Reignite Your Business with NAIFA's SkillSet Powered by Trustworthy Selling

By NAIFA on 3/24/26 8:15 AM

SkillSet powered by Trustworthy Selling® is an in-person, collaborative learning experience that delivers practical, field-tested skills that advisors can use immediately to grow their business, deepen client relationships, and elevate how they show up in client conversations. NAIFA members attending this year’s Congressional Conference have an extraordinary opportunity take advantage of this program at special session on Sunday, May 17 (the day before Congressional Conference) at NAIFA’s headquarters in Arlington, VA. NAIFA members receive $100 off of this SkillSet powered by Trustworthy Selling® experience. A separate registration is required, so act today!

Hear what NAIFA member Joey Davenport, President of the Hoopis Performance Network, has to say about the SkillSet powered by Trustworthy Selling® experience:

Topics: Professional Development
1 min read

The Paul S. Mills Scholarship Program Seeks Applicants

By NAIFA on 3/23/26 3:16 PM

Do you know a student pursuing a degree in insurance or financial services? Or do you have connections with a college or university? If so, please help NAIFA spread the word that the deadline for the Paul S. Mills Scholarship program is March 31. The program, administered by NAIFA's Foundation for Financial Service Professionals, offers scholarships to students pursuing degrees in finance, accounting, insurance or risk management, actuarial sciences, personal financial planning, and related fields. 

Topics: Press Release FSP

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