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Become an informal advisor to your
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Washington, DC on May 19-20, 2020.

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Advisor Today has the largest circulation among
insurance and financial planning advising magazines. 

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NAIFA 2025 Strategic Plan

 

In January 2021, NAIFA's Board of Trustees unanimously voted to adopt the 2025 Strategic Plan. The Plan was created by the NAIFA 2025 Strategic Planning Committee and chaired by Larry Holzberg, LACP, President-Elect.

The approved plan is now available to download. Throughout the process, NAIFA maintained total transparency with its membership by holding a Town Hall and opening up a review/commentary period. The results of the collaborative effort which included members and industry leaders creates an action-oriented plan focused on expansion.

To review the plan and launch it to the membership, NAIFA reviewed the plan during its Q1 2021 State of NAIFA Webinar which is also available on-demand upon submission of the form.  The quarterly webinars provide updates to the entire association's membership, partners, media and industry organizations as to NAIFA's progress in executing its strategic plan. 

For media inquiries on the plan, please email naifa2025@naifa.org or contact our media relations team.

Download the 2025 Strategic Plan