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Financial Security Advocate Academy

Thursday, June 15, 2023

2 pm eastern


Join NAIFA leadership for a special NAIFA Live on Thursday, June 15, 2023 at 2 pm eastern!

Led by Government & Grassroots Manager, Andrew Holt, along with VP of Marketing and Communications, Suzanne Carawan, this special NAIFA Live allows you to join your fellow NAIFA members to earn your Financial Security Advocate badge.

June's NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the FSA badge together and go through the training as a group instead of taking the course programs on their own. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program!

After attending this NAIFA Live, members will have earned their FSA badge, which will be issued to them following the event to proudly post on social media and use in their marketing.

Normally consisting of six modules, this NAIFA Live will cover all topics to help you earn your FSA badge in an interactive session:

1) Introduction to Citizen Advocacy
2) Crafting Your Message
3) Preparing for a Meeting
4) Conducting a Meeting
5) How to Build Relationships with Lawmakers
6) Advanced Citizen Advocacy Strategies

Come join the FSA Class of June 2023 at the next NAIFA Live!


Why Earn the Badge?

Earning your FSA badge is one of the three requirements to become part of NAIFA's Triangle Team. Members of the Triangle Team are LILI alumni (and current students), current-year IFAPAC contributors, and FSA badge holders. This new initiative was rolled out during Congressional Conference to recognize our members who lead by example and show a commitment to membership, grassroots, and IFAPAC.

Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities.

Once completed, NAIFA will issue you your Financial Security Advocate badge from Credly that you can put on your social media accounts and will update your consumer-facing profile on www.financialsecurity.org to show your badge. Your name will also be proudly displayed as a Financial Security Advocate to your peers and during our key signature events such as National Leadership Conference.



About the Presenters

Andrew Holt

Andrew Holt

Government Relations &
Grassroots Manager


1:55 pm
Live Broadcast Begins
2:00 pm
3:30 pm
NAIFA Live Concludes

Bonus Content

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Imagine creating a niche-based insurance practice with an established client base before you are even licensed. Or running the investment division of a bank while still a college undergraduate.

These unusual paths have led our January NAIFA Live presenters to life-changing results and wealth accumulation. Their success began with ideas that followed no set template, ideas formed in curiosity, insight, and possibility. 

Join Hunter Gimbel, Doug Grady, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment and perspectives that will open the door to unimaginable success. Hosted by Howard Sharfman, Senior Managing Director at NFP Insurance Solutions, NAIFA brings you the top young talent as they share transferable sales ideas that you can implement immediately. 

Have someone who you think would enjoy this presentation but isn't a NAIFA member? New for 2023, NAIFA members can extend a special invitation to fellow industry professionals who are not members to participate in NAIFA Live!

For January's broadcast, download the guest invitation, send it to the people you have in mind, and have them register by clicking the link or scanning the QR code on the invitation.

Download Guest Invitation



This month's NAIFA Live is sponsored by

Penn Mutual


Please remain online for our "Word on the Street" breakout rooms. These breakouts provide an opportunity for interaction and Q&A with our featured speaker(s), value-added content, and networking.



Hunter Gimbel

Hunter Gimbel

CEO and Managing Partner at Gaber Group

Doug Grady

Doug Grady

Author, Speaker, Business Coach

Caleb Guilliams

Caleb Guilliams

Founder at BetterWealth

Howard Sharfman

Howard Sharfman

Senior Managing Director at NFP Solutions