National Association of Insurance and Financial Advisors


“Kudos to NAIFA for developing such a course! I’ve been involved (both as student and teacher) in Dale Carnegie and various industry designation classes. In my opinion, LILI ranks at the top in helping prioritize what is important in life, and achieving one’s self-determined definition of success.”

-- Michael Standrod, CLU, REBC

The Leadership in Life Institute (LILI) curriculum is based on the leadership writings of Stephen Covey, John Maxwell, Jim Collins and Kouzes & Posner.

The institute consists of six sessions over six months:

  1. Identifying One’s Self: Introductions, self-assessments, and identification of personality styles and how to relate to them
  2. Mastering One’s Self: Leadership fundamentals, personal vision and mission
  3. Developing One’s Self: Application of self-mastery skills learned in Session Two
  4. Developing the Leaders Around You: Team-building and working with others to achieve unique goals
  5. Someday All This Will Be…Whose?: Moving from Independence to Interdependence
  6. The Journey Begins – Commencement: Responsibility, renewal and hallmarks of leadership

What will you gain as a NAIFA LILI graduate?

  1. Creative and effective methods to develop and execute a business plan
  2. Tools and techniques that enhance your practice
  3. Increased productivity
  4. Enhanced personal vision and mission statements and guiding principles
  5. Improved professional and personal relationships
  6. Increased understanding of one's self
  7. Long-lasting bonds with classmates and LILI Alumni

Requirements for LILI

  1. NAIFA Member
  2. Attend six one-day sessions
  3. Complete required assignments
  4. Commit to two years of service as a NAIFA Leader
  5. Pay student tuition
  6. Be prepared to mentor and leave a leadership legacy

70 percent of LILI graduates report a measurable increase in the growth of their business.

Continuing Education Credits

Each state determines its own guidelines for granting CE credits. Individual states may choose to award credits for completing LILI.

State and local association executives working towards their CAE certification must accrue 75 hours of education. The ASAE (American Society of Association Executives) awards 36 credit hours towards the certification for completing LILI.


Tuition is determined by the sponsor state and includes:

  • Student guide
  • Four textbooks
  • The One Page Business Plan®
  • The Kolb Learning Style Inventory
  • Journal
  • Certificate & certificate holder
  • Contact your current State LILI Chair or LILI Moderator for more information and to apply.

To Apply

Download the LILI Student Application and submit to your State LILI Chair or State Executive Director.

LILI Graduates - To apply to become a moderator, click here.