NAIFA 20/20 Member Experience

 

Month
1

Orientation

 

Start your membership off right with a guided tour of the programs, services and volunteer opportunities that come with membership. Subsequent months will provide a deeper dive into other programs, but use this New Member Orientation to map out top areas of interest and save key dates for 2019.

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Month
2

ClientCast

 

A popular member benefit is access to ClientCast's PowerSession Live, held the second Friday of the month. This virtual event series gives you access to renowned industry thought leaders and is included in your NAIFA membership fees.

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Month
3

Advocacy 101

 

As a member, you are helping to protect our industry and your clients. Increase grassroots efforts with training from NAIFA’s Government Relations team. Learn how to talk to representatives and build relationships with policy makers on Capitol Hill and in your state legislature.

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Month
4

Personal Coaching With Dan Finley

 

As you move into your second quarter of NAIFA membership, it's time to start focusing on your personal interests and areas for professional growth. This month will provide an overview of a personal coaching option available only to NAIFA members.

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Month
5

Publications, Papers & Research

 

NAIFA authors publications and reports that the media cite as the go-to voice of the industry. This month we will review the publications to ensure they match your interests. Know what content applies to your own practice and your clients.


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Month
6

IFAPAC

 

Each year, NAIFA's Political Action Committee (PAC) is the largest in the industry. This session will introduce you to the PAC, explain how it works, why it is critical to NAIFA and the industry, how you can participate and be recognized.

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Month
7

Professional Development

 

This month will focus on the educational content that abounds at NAIFA. Covering the Learning Center, the Virtual Library and the Performance + Purpose Conference, you will learn how you can benefit from each offering and better map your NAIFA experience.

REGISTER: New Members
REGISTER: Current Members

Month
8

Designations & Certifications

 

LUTCF & LACP are recognized marks of distinction for insurance agents and advisors. A panel of top producing designees will tell how the designations helped them write more business and distinguish them from the competition.

Month
9

You, NAIFA and the Media

 

Membership in NAIFA affords media access. Boost your personal brand and that of your firm by presenting yourself in top form in print, social media and on camera. Benefit from the NAIFA National Communications team that will provide a session to help you take advantage of today's media to differentiate yourself and reach new audiences.

Month
10

LILI

 

Members credit the Leadership in Life Institute (LILI) as "life changing" when it comes to improving their business performance. This month you will hear from LiLi grads who will explain the program and help to expand your network.

Month
11

Volunteer Opportunity Tour

 

Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky's the limit with NAIFA as you build your plan for personal growth.

Month
12

The Centers

 

NAIFA offers two Centers of Excellence for the specialty topics of limited and extended care and advanced markets. This month's program will focus on how these Centers can provide new market opportunities for growth and provide partnership resources to you to better serve your clients.