NAIFA: National Association of Insurance and Financial Advisors is a federation of
700 state and local associations all striving for the same common goal: to protect your livelihood and your clients’ financial
NAIFA membership is crucial, because it represents an investment in protecting our industry and our clients' well-being.
NAIFA Advocacy, Government Relations, and Political Action programs are collectively your single most important member benefit. The Political Action Committee engages decision makers at every level of the legislative and regulatory system. At the state level, our state association works hand-in-hand with NAIFA's government relations team to positively impact state legislation and regulation. They develop strategies, comment on key issues, implement uniform policies and initiate grassroots efforts. ________________________________
The mission of the Young Advisors Team (YAT) is to sow the value of membership with new and young advisors, so they are empowered to survive their first years in the business, to grow into involved NAIFA members and become successful advisors who thrive in the industry and our association. ________________________________
The mission of (LILI) Leadership in Life Institute is to develop leadership by fostering personal growth, enhancing business practices and developing skills necessary for effective leadership. LILI is a six-month leadership development course offered exclusively to NAIFA members. The curriculum includes creating a business plan, exploring tools to improve your practice and techniques to enhance interpersonal relationships – all for a fraction of cost of other certificate programs. __________________________________
Some of our NAIFA Delaware members
that traveled to San Antonio, Texas for the
NAIFA National Conference.
Thanks for representing Delaware! __________________________________
LOCAL NAIFA NEWS AND EVENTS
Nov. 13, 2014
Next Membership meeting. This meeting will be 2 CE and will conclude with the Industry Award Dinner.
Speakers are Bill Cates, CSP, CPAE from The Referral Coach, a MDRT who was inducted into the Professional Speakers Hall of Fame in 2010, and Matthew Jones who went from being a 3-time cancer conqueror to relearning how to walk – to running 5 marathons on 5 continents. He will inspire you to achieve greater victory. Print out invitation with more information.
Delaware Tax Institute
Holding the Line on Taxes:
Developments in Income Tax and Estate
Planning, State Income Taxes, Circular 230, and Income Tax Strategies
Co-sponsored by Society FSP,
Delaware Chapter, and the Delaware State Bar Association
8:30 am – 5:00 pm
Widener University School of Law
Ruby R. Vale Moot Courtroom
Wilmington, Delaware Brochure with registration information.
Attendees can earn 3 general CEs
(Filed only in Delaware)
Thank You September Meeting Sponsors:
Risk Free Retirement Planners,
Home of The IRA Guys
Way to go NAIFA Delaware members who participated in the
Pearce Q 4 miles of Hope this weekend!
Congratulations to this year's winner Robert Porter, Jr., LUTCF