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News & Press: CalAdvisor Newsletter

Membership Update

Friday, February 1, 2019   (0 Comments)
Posted by: Teresa Demming, MBA
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NAIFA-California Membership Update: Cheery Winter Greetings from NAIFA-California!

As we all push ahead in the new year, we hope you have started to realize the value of your NEW and IMPROVED NAIFA! If you are one of those folks who disregards the flurry of emails with NAIFA updates and info blasts – I CHALLENGE you to make one more resolution – and KEEP IT – LOOK before you DELETE!

Some highlights for the new year include LOADS of CE, webinars and educational opportunities to fit all business levels. Check out the calendar of events here.

Our first STATE MEMBERSHIP DAY was this week, and we already see a great deal of excitement and outreach – stay tuned for results and prizes!

Meanwhile, a WARM WELCOME to the 50 professionals who have invested in their businesses and joined NAIFA-California this year. And THANK YOU to the 1,544 members who shared the message and value that NAIFA brings to our industry, developing mutual accountability toward our common goals and interests!

So, what’s new at NAIFA-California? We are working hard to bring consistent value and content to ALL of our NAIFA-California Members – whether your local retained their chapter status, or decided to go the affiliate route, we offer more support for programs, events and public relations than ever. Talk to your liaison if you have an event you want to highlight – or if you need support developing an event in your area!   

Check out NAIFA’s Advisor Ambassador Program! For just 30-minutes a week, join NAIFA leaders for live strategic discussion, industry insight and advice to put you on a path to success. Sign up NOW for February classes:

February: Wednesdays @ 11 a.m. EST

  • February 6: Learn Exceptional Prospecting Practices: Ashleigh Rothhammer
  • February 13: Build Your Professional Network of Mentors & Industry Colleagues: Elizabeth Valenti, CLTC
  • February 20: Be a Playmaker in the Financial Services Industry
  • February 27: Optimize Your Time & Cash Flow

This is a FREE development program that you can take advantage of to get a taste of what NAIFA is all about…MEMBER VALUE!

And while you are working on your December calls to possible lapsed members, don’t forget NAIFA’s new RETIREMENT MEMBERSHIP! You probably know a legacy member who is 65 or older and winding down their business. If they have been a NAIFA Member for 10 years or more you can now offer them RETIREMENT MEMBERSHIP at the reduced rate of $390 per year!

If we can help in any way, please let us know – we are your NAIFA California-Team! #NAIFAProud


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