Jake Kaufmann’s dedication to his clients, his passion for the financial services industry, and his leadership within NAIFA all highlight his commitment to helping others succeed. His journey serves as an inspiring example of what it means to thrive in the insurance profession while making a meaningful difference in the lives of clients and colleagues alike. Hailing from Billings, MT, Jake has been a loyal NAIFA member since 2017.

As we approach the sunset of key provisions in the Tax Cuts and Jobs Act (TCJA) set for 2025, taxpayers and businesses alike are bracing for significant changes. With the potential for major tax legislation on the horizon, now is the time to prepare.

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The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce a new exclusive partnership with the Hoopis Performance Network (HPN) and LIMRA that will provide NAIFA members with access to the highly acclaimed Trustworthy Selling Program. Previously available only to enterprises, this partnership marks the first time the program, developed by LIMRA and HPN, will be accessible to individual NAIFA members.

Padric Scott is a former professional football player who transitioned into wealth management. With a background in science and plans to become a neurosurgeon, he channeled his discipline and strategic thinking into financial services instead. Six years into his new career, Padric has achieved impressive accolades, including MDRT's Top of the Table and earning a spot on Forbes' list of best-in-state financial security professionals. Passionate about giving back, he serves on various boards and is committed to enhancing financial literacy and community support. 

NAIFA members are invited to the Q4 State of NAIFA webinar at 12 pm Eastern, October 10, 2024. Hear updates on NAIFA's advocacy efforts, professional development programs and other membership activities designed to enhance your professional growth.

On September 5th, the city of Fargo was home to the second annual Building Business Together (BBT) conference hosted by E4 Insurance Services. The event brought together a dynamic mix of industry professionals, thought leaders, and esteemed guests. This year's BBT conference also marked the milestone celebration of their newly awarded title, Financial Security Champion of the Year, bestowed by NAIFA.

The NAIFA Chapter Excellence Award (CEA) was launched last year to recognize the success of those Chapters who have excelled in providing a quality member experience to their members, as determined by their Chapter Agreement Compliance, their Chapter Health Rating and membership growth. Congratulations to this year's Chapter Excellence Award winners! 

We look forward to seeing everyone who is attending the combined Apex and National Leadership Conference September 19-21 at the Arizona Biltmore. To see who has signed up, check the Who's Coming? page on the conference website. And if you're a last-minute planner, it's not too late to register and add your name to the list. The preferred rate for NAIFA's room block at the Biltmore has expired, but if you would like assistance locating accommodations in the vicinity of the Arizona Biltmore please contact NAIFA Member Services at 877-866-2432 or info@naifa.org.