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NAIFA Starts Planning Its Next Moves

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The National Association of Insurance and Financial Advisors (NAIFA) has created a new NAIFA 2025 Strategic Planning Committee.

The 32 committee members will try to draft a five-year strategic plan in time for a NAIFA board meeting in October.

(Related: Join Us, Because Washington Does Actually Listen to Us: NAIFA Leaders)

NAIFA was founded in 1890, by life underwriters who had been active in city and state  life underwriter associations since at least 1869, when an underwriter association came to life in Chicago.

The Falls Church, Virginia-based group sets ethical standards for its members, provides educational and networking opportunities, and represents members’ interests in Washington and in state capitals.

NAIFA recently implemented a NAIFA 20/20 strategic plan that led to the group combining many separate associations into one national association, with a national headquarters, 53 state and territorial chapters, and 35 local chapters.

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NAIFA Secretary Larry Holzberg will chair the new committee. Holzberg is director of insurance and advanced sales at Fortis Lux Financial, an agency in Melville, New York.

“We have a duty to our members and future members to create a strategic plan that provides a high-quality member experience and positions NAIFA for success through 2025 and beyond,” Holzberg said in a comment on the new planning process that was included in the committee formation announcement.

NAIFA has hired Rayburn Group International, an association management consulting firm, to help the new NAIFA strategic planning committee with its planning process. The list of other organizations that works with Rayburn Group includes the International Order of the Golden Rule, the National Federation of Paralegal Associations, and the Indiana Society of Professional Land Surveyors.

The members of the committee itself include representatives from NAIFA, other industry groups, insurers, and insurance agencies and wholesalers.

— Read Why NAIFA Needs to Update Its Bylawson ThinkAdvisor.

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