National Association of Insurance and Financial Advisors

NAIFA 20/20 Implementation

Access the Implementation Handbook here

The national bylaws adopted by the National Council under the NAIFA 20/20 strategic plan takes effect on Jan. 1, 2019.

In order to assist in the transition from the current operational structure to the new one, NAIFA President Keith Gillies formed an Implementation Task Force of members, chaired by Trustee Tom Michel.

The Task Force has developed tools, guidelines and other resources to help with the transition while addressing the needs of the various local units and state chapters within NAIFA.   

The following are supporting materials. View the complete handbook here.
NAIFA Bylaws
Model State Chapter Agreement (PDF)
Model Local Chapter Agreement (PDF)
Model Bylaws for NAIFA State Chapters
Model Bylaws for NAIFA Local Chapters