Official Call to Special Convention

NAIFA National Council Session to take place May 22 in conjunction with NAIFA Congressional Conference

From: Keith Gillies, CFP, CLU, ChFC, NAIFA President and
Kevin Mayeux, CAE, Chief Executive Officer
This memo serves as the official announcement of a special meeting of the NAIFA National Council as prescribed in Article X, Sections 2 & 4 of the Bylaws of the National Association of Insurance and Financial Advisors. This special meeting will take place on Tuesday, May 22, 2018 at the Renaissance Washington, DC hotel prior to the NAIFA 2018 Congressional Conference. The purpose of this special meeting is for the National Council to consider the revision of the NAIFA national bylaws, as proposed by the NAIFA Board of Trustees, based on the recommendations of the NAIFA Quality Member Experience (QME) Task Force. This is the same proposal that was scheduled to be considered by the National Council at the NAIFA Performance + Purpose 2017 Conference which was cancelled due to Hurricane Irma. Click here for more information about the NAIFA QME Task Force and click here for more information about the proposed bylaws revision.Members who wish to act as voting delegates must register for and attend the NAIFA 2018 Congressional Conference. Click here to register. Delegates must be current active members of NAIFA and be confirmed by their state association leadership to serve as a delegate.

The special National Council Session will begin at 8:00 am on Tuesday, May 22. All delegates must arrive by 7:00 am, at least one hour prior to the session, to confirm their voting credentials prior to the session. Delegates must be present and credentialed prior to the session in order to vote.

Note to Association Presidents, National Committeepersons and Executives:

  • Local Presidents and National Committeepersons who are current active members are automatically qualified as voting delegates. However, they must register for the Congressional Conference and indicate their intention to serve as a voting delegate in their leadership capacity no later than Monday, April 30, 2018.
  • All other voting delegates and alternates must be registered for the Congressional Conference and reported as delegates or alternates no later than Tuesday, May 15, 2018.
  • State Association Presidents, National Committeepeersons and Executives will receive separate correspondence with instructions for reviewing and confirming the delegates from their state.
  • The deadline for State Association Presidents, National Committeepersons or Executives to review and confirm voting delegates is Tuesday, May 15, 2018.
  • Each state will have allocated to it the same number of potential delegates as the state would have had at the NAIFA Performance + Purpose 2017 Conference.