Tools you need to become a politically
active and involved advisor.
Become an informal advisor to your
representatives on industry matters.
Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.
Information on Warchest
Advisor Today has the largest circulation among
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In this first session, you will be introduced to other participants, and become familiar with their strengths and personal learning style. You'll focus on topics such as self-talk, rational thinking, what makes a good leader and complete the Kolb Learning Style Inventory.
The second session explores leadership fundamentals as you start to analyze your own vision and mission. Kouzes and Posner’s Six Disciplines of Credibility are featured in this section, and you’ll also study Maxwell’s Laws of Leadership.
In this third session, you will develop your own business plan with emphasis on the One Page Business Plan®. You also will discuss Jim Collin’s “Good to Great Concepts” and Stephen Covey’s Habit #1, Be Proactive and Habit #2, Begin with the End in Mind.
The fourth session explores team-building and you also will finalize your vision and mission statements. You’ll discuss Stephen Covey’s Habit #3, Put First Things First and Habit #4, Think Win-Win.
This fifth session will explore Steven Covey’s 5th Habit, Seek First to Understand, and Habit #6, Synergy. You’ll also present your business plan to your class and discuss the significance of mentoring and collaboration.
The final session serves as commencement and transition. You’ll reflect on and review your personal strengths and weaknesses, learn how to identify and accept responsibility and discuss Steven Covey’s Habit #7, Sharpen the Saw.
Creative and effective methods to develop and execute a business plan
Tools and techniques that enhance your practice
Increased productivity
Enhanced personal vision and mission statements and guiding principles
Improved professional and personal relationships
Increased understanding of one's self
Long-lasting bonds with classmates and LILI Alumni
Must be a NAIFA member in good standing
Attend all six one-day sessions
Complete required assignments
Commit to two years of service as a NAIFA Leader
Pay student tuition
Be prepared to mentor and leave a leadership legacy
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National Association of Insurance and Financial Advisors
1000 Wilson Boulevard, Suite 1890
Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org