NAIFA-National

10/14/2026

There's strength in numbers. And there's even greater strength in a community working toward a shared purpose!

For NAIFA member Judith Schoon, membership is about more than professional resources and opportunities. It's about being part of a collective voice that grows stronger with every financial professional who joins.

The more members NAIFA brings together, the greater the opportunity to make financial advisors' perspectives heard by the policymakers whose decisions affect the profession and the clients they serve.

But membership also brings something equally important: hope, energy, and confidence in the future. When financial professionals stand together, they strengthen their community and their profession.

Discover the power of belonging: https://hubs.ly/Q04B7VB60

10/14/2026

Recent media coverage has raised questions about annuities and the role they play in retirement planning. Annuities can help consumers manage risk, create greater predictability, and build financial security throughout retirement.

Read from NAIFA CEO Kevin Mayeux on the value of annuities, the importance of working with a knowledgeable financial professional, and how NAIFA has helped advance strong consumer protections for annuity transactions.

Recent media coverage has raised questions about annuities and their role in Americans’ retirement plans.

10/14/2026

NAIFA-Indiana President-Elect Brad Wethington and Senior Policy Director Roger Moore were proud to take part in an industry panel at CONVERGE, the annual conference of the National Association of Dental Plans (NADP). Brad and Roger focused on common areas where NAIFA and NADP can work together to advance shared priorities; the importance of the agent community in helping individuals and employers choose the best healthcare options available to them; and the challenges facing the industry in the years ahead. Agents and advisors play an essential role in guiding consumers through complex decisions, and the panel’s participants underscored how collaboration across organizations will help us meet the challenges we face.

10/14/2026

The Three Great Transfers—Wealth, Stuff, and Responsibility—are reshaping modern financial planning. How prepared are you to guide your clients through the shift? Join NAIFA Live tomorrow at 12:00 PM ET for an exclusive members-only session with Carroll S. Golden, Executive Director of the NAIFA Knowledge Centers, "From 'Yes' to 'How': Turning the Three Great Transfers into Lasting Client Relationships." Discover actionable strategies to lead care conversations, leverage AI tools, and build multigenerational relationships that protect your clients' future. Save your spot today: https://hubs.ly/Q04zFCvf0

10/13/2026

Three days of networking, workshops, and insights from leaders across the life and annuity industry are coming to Las Vegas. Join us November 9 through 11 for Protectors, powered by NAIFA, and be part of the conversations shaping the future of financial protection. Register today: https://hubs.ly/Q04xhNzT0

10/13/2026

Meet NAIFA member Ricky Gonzalez, owner of Pinnacle Financial Group.

With nearly three decades in financial services, Ricky has built his career around helping people protect their families, plan for retirement and work toward financial independence. His approach is rooted in listening, asking the right questions and building lasting relationships with his clients and community.

In our latest NAIFA Member Spotlight, Ricky shares his career journey, the experiences that shaped his “why,” his work with seniors and physicians, and what led him to become a NAIFA member.

His philosophy is simple: do the right thing, help people and the rest will follow.

Read Ricky’s full story: https://hubs.ly/Q04zKqz60

10/13/2026

Are your business-owner clients equipped for seamless succession planning? Navigating buy-sell agreements for multi-owner LLCs comes with complex decisions, especially following recent legal shifts like the Connelly Supreme Court decision. Join NAIFA on Tuesday, October 27, 2026 (12:00–1:00 PM ET) for the “Buy-Sell for LLC Q&A” webinar! Industry experts Andrew Rinn and Kathleen Bilderback will break down how the special purpose LLC Buy-Sell strategy works, where it fits best for your business-owner clients, and how to leverage recent legal developments to unlock new planning opportunities. Free for members, nonmembers pay $59. Don't miss out—Register today: https://hubs.ly/Q04zFFtr0

10/12/2026

In an industry that's constantly evolving, staying informed isn't optional. It's essential to providing the best possible service to your clients.

NAIFA's comprehensive calendar of events gives financial advisors opportunities to stay current on critical industry developments, learn from experienced professionals, and build relationships with others who share their commitment to excellence.

Whether you're attending a local meeting, participating in a webinar, or connecting with colleagues at a national conference, every NAIFA event is another opportunity to invest in your professional success.

Your next great career opportunity could start at a NAIFA event! Explore the calendar: https://hubs.ly/Q04zVTCx0

10/12/2026

Don't let long-term care conversations scare you! Join NAIFA’s Limited and Extended Care Planning (LECP) Center for LECP Impact Day: Don't Be Scared of Long-Term Care on October 28, 2026 (11 AM – 2 PM ET). This FREE virtual event features fast-paced, TED-style presentations from top industry leaders like Steve Cain, Brad Shepard, Donna Bowman, Samir Shah, and more. Gain actionable strategies for prospecting, repositioning retirement assets, and guiding clients through essential LTC planning. Register today to secure your spot: https://hubs.ly/Q04zL2St0

10/12/2026

What’s working in other Chapters?
What could your Chapter do differently? What ideas are worth bringing home?

Find out at the 2026 National Leadership Conference.
NLC is built around collaboration and the exchange of ideas, giving NAIFA leaders the opportunity to learn from Chapters across the country and turn proven strategies into action.

Bring your experience. Bring your questions. Bring your best ideas. Register Now: https://hubs.ly/Q04sYgg70