NAIFA-National

06/23/2026

Ryan Scritchlow brings an entrepreneurial approach to his work, focusing on building strong systems, developing teams, and creating long-term value for his clients. From launching businesses in college to growing a thriving agency, Ryan has embraced the challenges and opportunities that come with business ownership.

He also recognizes the importance of advocacy, professional growth, and connecting with others who are committed to elevating the industry.

Read Ryan's story and learn what inspires his approach to financial services.
https://hubs.ly/Q04m7Rxz0

06/22/2026

A strong value proposition for NAIFA membership is that you can cut down on time spent marketing your business or services by taking advantage of the Life Happens library of plug-and-play social media graphics and media files. Time is a precious commodity, and business marketing requires time.

Being able to meaningfully save time on marketing through the use of the Life Happens content library presents a direct return on investment for your membership to NAIFA.
Learn more by visiting https://hubs.ly/Q04m85-s0.

06/22/2026

In a recent Advisor Magazine article NAIFA President Christopher Gandy talks about how financial professionals and clients can prepare for the coming changes to the Social Security System. Learn more:

News headlines, social media chatter, and influencer messaging are trumpeting the alarm: the U.S. Social Security program is in deep, deep trouble.

06/22/2026

Join us on July 8th at 12 PM Eastern for the Q3 State of NAIFA webinar. Hear updates from Christopher L. Gandy, Kevin Mayeux, and Diane Boyle on advocacy priorities, key programs, and how to get the most out of your NAIFA membership this year.

https://hubs.ly/Q04m9-fF0

06/22/2026

Time is running out! Don't miss out on NAIFA’s free webinar tomorrow at 12 PM ET: "Executive Benefits Strategies Every Estate Planner Must Know," sponsored by the American Cancer Society. Advanced planning expert Kathleen Bilderback, JD, LLM, AEP, is diving deep into the tax, legal, and charitable strategies you need to support business owners and retain top talent. If you are looking to elevate your practice and earn essential CE credits (CFP, CLE, CPE available), this is a must-attend session. Secure your spot right now: https://hubs.ly/Q04lSWd10

06/19/2026

Many of us have asked how we can get involved by holding court with policymakers who can have a direct impact on our ability to be of service. When it comes to advocacting on behalf of Main Street Americans on Capitol Hill, NAIFA is second-to-none in the financial services space. Members have a direct throughline to communicate to lawmakers through initiatives like the annual flagship advocacy event Congressional Conference, among others.

Get involved in ways that are meaningful. Become a NAIFA member today. Visit https://hubs.ly/Q04lM_TL0.

06/19/2026

High-net-worth business clients don't just need standard estate planning—they need sophisticated executive benefits strategies to retain top talent and plan for succession. If you want to expand your practice in advanced planning, join NAIFA’s upcoming free webinar on Tuesday, June 23, at 12 PM ET: "Executive Benefits Strategies Every Estate Planner Must Know," sponsored by the American Cancer Society. Expert speaker Kathleen Bilderback, JD, LLM, AEP, will break down critical legal, tax, and charitable planning frameworks. Plus, CE credits (CFP, CLE, CPE) are available! Register here: https://hubs.ly/Q04lT1_t0

06/19/2026

NAIFA is proud to collaborate with Mediaplanet on its Women in Finance campaign, featuring NAIFA Secretary Carina Hatfield. The campaign spotlights the women, leaders, and organizations working to advance opportunity across financial services and highlights the role of mentorship, education, and inclusive leadership in building a stronger future for the profession.
Read Carina’s article here:

A historic wealth transfer is putting trillions in women’s hands, yet women remain vastly underrepresented among financial advisors.

06/19/2026

NAIFA is proud to collaborate with Mediaplanet on its Women in Finance campaign, featuring NAIFA Trustee Kathleen Bilderback. The campaign highlights the women and organizations helping to expand leadership opportunities, strengthen financial confidence, and create a more inclusive future across financial services.
Read Kathleen’s article here:

Our panel of experts reflects on the pivotal moments and overlooked barriers that shaped their rise to leadership in finance.

06/19/2026

Today, we recognize Juneteenth, and honor the significance of this day and the ongoing journey toward opportunity, freedom, and unity for all Americans.