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NAIFA Member Benefit Calculator: Calculating Your Savings is as Easy as 1, 2, 3... | NAIFA
Member Benefits

NAIFA Member Benefit Calculator:
Calculating Your Savings is as Easy as 1, 2, 3...

NAIFA members get discounts on products and services that help their business succeed. Purchasing through just one or two of these world-class vendors can save you more than the cost of membership. Step 1: Select your state. Step 2: Select your local association. Step 3: Scroll over each product or service to learn more. Check the box, or boxes of products and services that interest you. Your total estimated annual savings will appear below.

  3. Select the products and services that interest you.
Products/Services Non Members Members Annual Savings
Total Annual Savings$0.00
$580.00 $480.00 $100.00
$89.00 Included $89.00
$349.00 $299.00 $50.00
$499.00 $449.00 $50.00
$499.00 $399.00 $100.00
$899.00 $799.00 $100.00
$1599.00 $1499.00 $100.00
$959.40 $599.40 $360.00
$189.00 $152.20 $38.00
$50.00 $0.00 $50.00
$600.00 $420.00 $180.00
$1200.00 $840.00 $360.00
$3000.00 $2100.00 $900.00
$638.40 $573.40 $65.00
$263.40 $215.40 $48.00
$336.00 $252.00 $84.00
$384.00 $288.00 $96.00
Annual Membership Fee: $0.00
NAIFA's Annual Convention
Attend the annual NAIFA Convention and Career Conference and network with your industry peers and other business contacts.

Based on the member's only discount

Advisor Today
This award-winning, monthly publication offers timely articles and podcasts on sales ideas, industry trends, products and service to enhance your business.

This is a member's only subscription

ADVISYS - BRT Standard
Back Room Technician (BRT), powered by Advisys (formerly Kettley Publishing), is the leading needs analysis, client presentation and education software. Designed to help you promote productivity, increase sales, acquire and retain clients, BRT is user friendly and results driven. Includes approximately 80 "live" reports, 500 reports, graphs, charts and more.

Savings available to members only

ADVISYS - BRT Sales Edition
Back Room Technician (BRT) - Sales Edition is the leading needs analysis, client presentation and education software. Designed to help you promote productivity, increase sales, acquire and retain clients. Includes Over 600 reports, graphs, charts & illustrations, 11 Needs Analysis Modules, 70 Interactive Calculators and One Seamless Interface

Savings available to members only.

Advisors Assistant - Single Version
Advisors Assistant software is specifically written for registered reps, financial planners, insurance professionals and entire offices/agencies. It combines client, investment and insurance tracking with contact management to help increase sales and run your office at peak efficiency. For a producer working alone, the Single Computer version allows installation on one computer.

Based on the members' only discount.

Advisors Assistant - Network Version
Advisors Assistant software is specifically written for registered reps, financial planners, insurance professionals and entire offices/agencies. It combines client, investment and insurance tracking with contact management to help increase sales and run your office at peak efficiency.The Network Version allows more than one person to be working in Advisors Assistant at the same time. Each user can see all of the names in Advisors Assistant.

Based on the members' only discount.

Advisors Assistant - Multi-Producer Version
Advisors Assistant software is specifically written for registered reps, financial planners, insurance professionals and entire offices/agencies. It combines client, investment and insurance tracking with contact management to help increase sales and run your office at peak efficiency. The Multi-Producer Version allows you to limit access to names based on the Primary Producer.

Based on the members' only discount.

Copytalk
Designed specifically for the insurance and financial services industry, Copytalk's Mobile Scribe is a mobile dictation service that allows you to document client meetings faster and easier than ever before.

Savings of $30 per month; discount available to NAIFA Members only.

Horsesmouth
Horsesmouth is a daily, online service that helps financial advisors succeed by getting more clients and growing their businesses. Members gain access to a growing database of more than 4,500 articles on sales, marketing, business development, practice management, financial planning and investing.

Non-Members: $189 a year at $15.75 per month
Members: $151.20 a year at $12.60 per month

Annual Savings: $38.00

LUTCF/FSS Designation
Members enjoy discount on training programs leading to industry designations (including LUTCF and FSS) offered through the American College, AHIP and the American Institute for CPCU.

Value based on a six (6) course requirement and no $50 additional surcharge.

Office Depot Products - Single User
As a NAIFA member, you receive an average savings of 30% off the standard price of thousands of list items as well as exclusive "Best Value" pricing on a wide range of office essentials.

Savings based on average savings of 30% off list prices; assumes monthly order of $60.

Office Depot Products - Single Online Orderer
As a NAIFA member, you receive an average savings of 30% off the standard price of thousands of list items as well as exclusive "Best Value" pricing on a wide range of office essentials.

Savings based on average savings of 30% off list prices; assumes monthly order of $61.

Office Depot Products - Assumes 6 Employees
As a NAIFA member, you receive an average savings of 30% off the standard price of thousands of list items as well as exclusive "Best Value" pricing on a wide range of office essentials.

Savings based on average savings of 30% off list prices; assumes monthly order of $62.

Smarsh Financial Visions Customized Website
Smarsh Financial Visions provides the most comprehensive, affordable website service available to the insurance and financial services industry.

Savings based on $5 off monthy fee of $44.95; $5 discount on initial set-up fee.

NAIFA's Virtual Assistant
Not only do NAIFA Member have free, unlimited access to the NAIFA Virtual Library, but they also have the option to purchase the upgrade, the NAIFA Virtual Assistant, that includes additional business management features.

Based on $3 per month savings on this upgraded product of the Virtual Library.

DHL Shipping Services
NAIFA Members can save up to 25% off a full suite of domestic and international shipping services, including the prepaid ShipReady product.

Savings calculated based on actual NAIFA Member shippers and their average monthly shipping costs.

UPS Shipping Services
NAIFA Members may now save up to 30% on an expanded portfolio of air and international Express shipping services.

Savings calculated based on actual NAIFA Member shipments and average monthly shipping costs.