The success of 530A Accounts will depend on financial professionals bringing this opportunity directly to families. NAIFA members are positioned to lead the effort.

“NAIFA Cares” is a member initiative designed to help American families take their first real step toward longterm financial security. Through this initiative, NAIFA will encourage members to mobilize across the country to connect with their clients to guide them to open 530A accounts and begin investing in their children’s futures. The goal is clear: thousands of families engaged, millions of dollars invested by the time these children turn 18, and a measurable impact on the financial trajectory of the next generation.

What makes NAIFA Cares powerful is the network behind it: NAIFA members are trusted leaders in their communities with deep and personal relationships with the families they serve, and that trust creates a unique ability to turn a policy concept into action.

NAIFA Cares calls on members to activate their communities by partnering with local organizations, employers offering family-focused benefits, community groups and churches, and schools and parent associations to create entry points for families who may have little or no experience with investing. For many parents, this will be their first exposure to building long-term wealth, and NAIFA members will be there to guide them every step of the way.

NAIFA also will amplify what works by sharing real stories from members in the field about what’s resonating, what’s driving sign-ups and what’s helping families take action.

As NAIFA President Christopher L. Gandy says, “Policy gives families a start. Advisors bring them a strategy.” NAIFA Cares brings these two forces together by turning a single policy idea into a nationwide effort to build financial confidence, expand access, and create lasting impact for generations to come.

When NAIFA Members Mobilize

Now imagine the impact if thousands of NAIFA members helped families take that first step. If just 5,000 NAIFA members each facilitated 5,000 account openings over time, the result could be millions of dollars invested in the future of America’s children and a transformational increase in long-term financial security for the next generation.

NAIFA members have the relationships, the trust, and the leadership to turn 530A accounts into a nationwide movement for financial security, one family, one child, and one conversation at a time. Learn more about the ways financial professionals can make an impact.