FREQUENTLY ASKED QUESTIONS
What products, programs or services do I get for FREE with NAIFA membership?
- NAIFA’s Advisor Today magazine and practice management podcast series Topics include sales, marketing, prospecting, and practice management.
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance.
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips
- NAIFA Virtual Library 24/7 access to online library that includes fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents
- NAIF A Webinar Series Monthly programs featuring information and training on legislative and regulatory issues, sales, marketing, and prospecting ideas, and life insurance and annuities, health and employee benefits, multiline, and financial advising and investments topics. Programs are archived for repeat viewing.
- NAIFA Weekly Connections e-newsletterProvides industry news and NAIFA updates
- SmartBrief
- NAIFA Insurance & Financial Services Resource GuideCompendium of industry specific products and services
What sales training resources are offered through NAIFA?
- The American CollegeThrough a longstanding partnership with The American College, NAIFA offers training for the LUTC Fellow (LUTCF) designation and the Financial Services Specialist (FSS) designation. In addition, the Horizons program allows you to complete the CFP® Certification Curriculum, while earning six courses toward the ChFC® and CLU® designations.
- Hoopis Advisor Network for NAIFAOnline, multimedia learning and training resource featuring content from top producers and industry experts on sales skills, marketing, product knowledge, practice management and motivation.
- NAIFA Career Conference and Annual MeetingNAIFA’s annual gathering that features more than 20 educational and networking sessions, legislative updates, motivational main stage presentations, and Expo Hall.
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips – FREE!
- NAIFA Sales SystemA proven sales process presented in 12 online modules with coaching support.
- NAIFA Speakers Online LibraryArchived NAIFA Career Conference and Annual Meeting workshops and main stage presentations.
- NAIFA Webinars Monthly programs featuring information and training on legislative and regulatory issues, sales, marketing, and prospecting ideas, and life insurance and annuities, health and employee benefits, multiline, and financial advising and investments topics. Programs are archived for repeat viewing. – FREE!
- NAIFA Programs in a BoxMultimedia educational programs, many of which are eligible for CE credit offered through state and local associations to enhance local programming featuring industry experts on topics that include life insurance & annuities, multiline, financial advising & investments, health & employee benefits, sales, marketing, prospecting, practice management, ethics, and leadership.
What other sales, prospecting, and marketing resources does NAIFA offer?
- HorsesmouthDaily online service with tips on sales, marketing, business development, practice management, financial planning and investing.
- LIFE Foundation MaterialsMarketing and informational print and video-based resources focusing on the importance of health and life insurance
- LIMRA/NAIFA Sales Booster Assessment ToolSales development tool designed to help producers align their thinking with their sales objective and overcome obstacles to success.
- Million Dollar Marketing SystemA comprehensive marketing program developed by Annette Bau, CFP® and delivered in eight online modules with optional coaching support that helps you identify your target market, create a marketing plan and effective follow-up system, and generate leads and referrals--offered to NAIFA members at a special discount.
- NAIFA’s Advisor Today magazine and podcastsTopics include sales, marketing, prospecting, and practice management. – FREE!
- NAIFA BookstoreResource materials authored by NAIFA members and strategic partners—topics include sales, marketing, prospecting, practice development, and health & employee benefits. Available on NAIFA’s Marketplace.
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance. - FREE!
- NAIFA Coach programsNAIFA has partnered with a select group of experienced coaches to offer you intensive skill development in sales, marketing, and practice management—includes individual and group coaching options.
- NAIFA Virtual Library 24/7 access to online library that includes fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents – FREE!
- Smarsh Financial Visions WebsitesCustomized websites
- Standard & Poors Customized electronic newsletter service
- The Value Pitch Process™Online video training program to help you develop your “elevator speech”
What practice management resources does NAIFA provide?
- Advisors AssistantClient management software
- CalSurance Exclusive E&O coverage
- CopytalkMobile dictation and transcription service
- Career Activity Management (CAM) System® - NAIFA EditionNAIFA Edition—Microsoft Windows-based sales activity and production data analysis tool with customization and coaching support features.
- Eliminate ID TheftProtect and monitor your credit
- FedExPreferred shipping rates
- Health ProponentHealthcare information, advocacy and assistance program
- Hewlett PackardBusiness product discounts
- Kelseydisability insurance
- NAIFA’s Advisor Today magazine and podcastsTopics include sales, marketing, prospecting, and practice management. – FREE!
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips – FREE!
- NAIFA Insurance & Financial Services Resource GuideCompendium of industry specific products and services – FREE!
- StaplesOffice supplies discounts and special offers
- T-MobileWireless discounts and promotional savings
- UPSSpecial shipping savings
Does NAIFA offer CE programs?
- Yes—we have a relationship with online CE provider RegEd that is applicable in all states--$29.95 for access to an unlimited number of courses per year; $9.95 for one course. This also includes PACE programs.
- Many NAIFA state and local associations also offer CE programs at their events.
What products, programs or services might be of particular interest and benefit to young advisors or those new to the business?
- NAIFA Young Advisors Team (YAT)Targeted to NAIFA members 40 years of age and under or within their first five years in the industry, provides you a variety of products, programs, services and networking opportunities.
- The American CollegeThrough a longstanding partnership with The American College, NAIFA offers training for the LUTC Fellow (LUTCF) designation and the Financial Services Specialist (FSS) designation. In addition, the Horizons program allows you to complete the CFP® Certification Curriculum, while earning six courses toward the ChFC® and CLU® designations.
- Brooks Brothers15% savings with Corporate Membership Card
- CalSurance E&O Liability InsuranceExclusive E&O coverage
- Career Activity Management (CAM) System® - NAIFA EditionNAIFA Edition—Microsoft Windows-based sales activity and production data analysis tool with customization and coaching support features.
- Hoopis Advisor Network for NAIFAOnline, multimedia learning and training resource featuring content from top producers and industry experts on sales skills, marketing, product knowledge, practice management and motivation.
- JoS. A. Bank 20% discount with Corporate Credit Card
- LIMRA/NAIFA Sales Booster Assessment ToolSales development tool designed to help producers align their thinking with their sales objective and overcome obstacles to success.
- Million Dollar Marketing SystemA comprehensive marketing program developed by Annette Bau, CFP® and delivered in eight online modules with optional coaching support that helps you identify your target market, create a marketing plan and effective follow-up system, and generate leads and referrals--offered to NAIFA members at a special discount.
- NAIFA’s Advisor Today magazine and podcastsTopics include sales, marketing, prospecting, and practice management. – FREE!
- NAIFA BookstoreResource materials authored by NAIFA members and strategic partners—topics include sales, marketing, prospecting, practice development, and health & employee benefits. Available on NAIFA’s Marketplace.
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance. – FREE!
- NAIFA Leadership in Life Institute (LILI)Six-month leadership development program—topics include time management, vision and mission statements, effective relationships, and business plans.
- NAIFA Online CE with RegEd24/7 access to hundreds of quality courses at specially negotiated rates—includes pre-licensing, firm element, PACE, ClearCert certified LTC partnership training and State Insurance CE programs.
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips – FREE!
- NAIFA Sales SystemA proven sales process presented in 12 online modules with coaching support.
- NAIFA Speakers Online LibraryArchived NAIFA Career Conference and Annual Meeting workshops and main stage presentations.
- The One Page Business Plan®An efficient and effective step-by-step process that will help you develop an actionable business plan to take your practice to the next level.
- The Value Pitch Process™Online video training program to help you develop your “elevator speech”
- NAIF A Webinar Series Monthly programs featuring information and training on legislative and regulatory issues, sales, marketing, and prospecting ideas, and life insurance and annuities, health and employee benefits, multiline, and financial advising and investments topics. Programs are archived for repeat viewing. – FREE!
What products, programs or services are most applicable to agents who primarily sell life insurance and annuities?
- NAIFA’s Advisor Today magazine and practice management podcast series Topics include sales, marketing, prospecting, and practice management.
- NAIFA Career Conference and Annual MeetingNAIFA’s annual gathering that features more than 20 educational and networking sessions, legislative updates, motivational main stage presentations, and Expo Hall.
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance.
- NAIFA Coach programsNAIFA has partnered with a select group of experienced coaches to offer you intensive skill development in sales, marketing, and practice management—includes individual and group coaching options.
- NAIFA Leadership in Life Institute (LILI)Six-month leadership development program—topics include time management, vision and mission statements, effective relationships, and business plans.
- NAIFA Online CE with RegEd24/7 access to hundreds of quality courses at specially negotiated rates—includes pre-licensing, firm element, PACE, ClearCert certified LTC partnership training and State Insurance CE programs.
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips
- NAIFA Preferred Providers Member discounts on business management, client management, sales, prospecting and marketing tools, business services, and insurance and health programs.
- NAIFA Quality Award Program Recognizes outstanding production, service quality, ethical conduct plus professional development through education and designations, and service to NAIFA and the industry in each of four practice specialties—life insurance & annuities, financial advising & investments, health & employee benefits, and multiline.
- NAIFA Sales SystemA proven sales process presented in 12 online modules with coaching support.
- NAIFA Speakers Online LibraryArchived NAIFA Career Conference and Annual Meeting workshops and main stage presentations.
- NAIFA Virtual Library 24/7 access to online library that includes fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents
- NAIF A Webinar Series Monthly programs featuring information and training on legislative and regulatory issues, sales, marketing, and prospecting ideas, and life insurance and annuities, health and employee benefits, multiline, and financial advising and investments topics. Programs are archived for repeat viewing.
- NAIFA Weekly Connections e-newsletterProvides industry news and NAIFA updates
- NAIFA Insurance & Financial Services Resource GuideCompendium of industry specific products and services
- The American CollegeThrough a longstanding partnership with The American College, NAIFA offers training for the LUTC Fellow (LUTCF) designation and the Financial Services Specialist (FSS) designation. In addition, the Horizons program allows you to complete the CFP® Certification Curriculum, while earning six courses toward the ChFC® and CLU® designations.
- Hoopis Advisor Network for NAIFAOnline, multimedia learning and training resource featuring content from top producers and industry experts on sales skills, marketing, product knowledge, practice management and motivation.
- LIFE Foundation MaterialsMarketing and informational print and video-based resources focusing on the importance of health and life insurance
- Million Dollar Marketing SystemA comprehensive marketing program developed by Annette Bau, CFP® and delivered in eight online modules with optional coaching support that helps you identify your target market, create a marketing plan and effective follow-up system, and generate leads and referrals--offered to NAIFA members at a special discount.
- The Value Pitch Process™Online video training program to help you develop your “elevator speech”
What products, programs or services are targeted to multiline agents?
- Courses offered by AICPCU towards the CPCU designationNAIFA members receive a 20% discount on AICPCU print study materials for the 11 courses leading to the CPCU designation.
- NAIFA’s Advisor Today magazine and practice management podcast series Topics include sales, marketing, prospecting, and practice management.
- NAIFA Career Conference and Annual MeetingNAIFA’s annual gathering that features more than 20 educational and networking sessions, legislative updates, motivational main stage presentations, and Expo Hall.
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance.
- NAIFA Coach programsNAIFA has partnered with a select group of experienced coaches to offer you intensive skill development in sales, marketing, and practice management—includes individual and group coaching options.
- NAIFA Leadership in Life Institute (LILI)Six-month leadership development program—topics include time management, vision and mission statements, effective relationships, and business plans.
- NAIFA Online CE with RegEd24/7 access to hundreds of quality courses at specially negotiated rates—includes pre-licensing, firm element, PACE, ClearCert certified LTC partnership training and State Insurance CE programs.
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips
- NAIFA Preferred Providers Member discounts on business management, client management, sales, prospecting and marketing tools, business services, and insurance and health programs.
- NAIFA Quality Award Program Recognizes outstanding production, service quality, ethical conduct plus professional development through education and designations, and service to NAIFA and the industry in each of four practice specialties—life insurance & annuities, financial advising & investments, health & employee benefits, and multiline.
- NAIFA Sales SystemA proven sales process presented in 12 online modules with coaching support.
- NAIFA Speakers Online LibraryArchived NAIFA Career Conference and Annual Meeting workshops and main stage presentations.
- NAIFA Virtual Library 24/7 access to online library that includes fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents
- NAIF A Webinar Series Monthly programs featuring information and training on legislative and regulatory issues, sales, marketing, and prospecting ideas, and life insurance and annuities, health and employee benefits, multiline, and financial advising and investments topics. Programs are archived for repeat viewing.
- NAIFA Weekly Connections e-newsletterProvides industry news and NAIFA updates
- NAIFA Insurance & Financial Services Resource GuideCompendium of industry specific products and services
- The American CollegeThrough a longstanding partnership with The American College, NAIFA offers training for the LUTC Fellow (LUTCF) designation and the Financial Services Specialist (FSS) designation. In addition, the Horizons program allows you to complete the CFP® Certification Curriculum, while earning six courses toward the ChFC® and CLU® designations.
- Hoopis Advisor Network for NAIFAOnline, multimedia learning and training resource featuring content from top producers and industry experts on sales skills, marketing, product knowledge, practice management and motivation.
- LIFE Foundation MaterialsMarketing and informational print and video-based resources focusing on the importance of health and life insurance
- Million Dollar Marketing SystemA comprehensive marketing program developed by Annette Bau, CFP® and delivered in eight online modules with optional coaching support that helps you identify your target market, create a marketing plan and effective follow-up system, and generate leads and referrals--offered to NAIFA members at a special discount.
- The One Page Business Plan®An efficient and effective step-by-step process that will help you develop an actionable business plan to take your practice to the next level.
- The Value Pitch Process™Online video training program to help you develop your “elevator speech”
What products, programs or services are of particular value to financial advisors?
- NAIFA’s Advisor Today magazine and practice management podcast series Topics include sales, marketing, prospecting, and practice management. – FREE!
- NAIFA Career Conference and Annual MeetingNAIFA’s annual gathering that features more than 20 educational and networking sessions, legislative updates, motivational main stage presentations, and Expo Hall.
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance. – FREE!
- NAIFA Coach programsNAIFA has partnered with a select group of experienced coaches to offer you intensive skill development in sales, marketing, and practice management—includes individual and group coaching options.
- NAIFA Leadership in Life Institute (LILI)Six-month leadership development program—topics include time management, vision and mission statements, effective relationships, and business plans.
- NAIFA Online CE with RegEd24/7 access to hundreds of quality courses at specially negotiated rates—includes pre-licensing, firm element, PACE, ClearCert certified LTC partnership training and State Insurance CE programs.
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips – FREE!
- NAIFA Preferred Providers Member discounts on business management, client management, sales, prospecting and marketing tools, business services, and insurance and health programs.
- NAIFA Quality Award Program Recognizes outstanding production, service quality, ethical conduct plus professional development through education and designations, and service to NAIFA and the industry in each of four practice specialties—life insurance & annuities, financial advising & investments, health & employee benefits, and multiline.
- NAIFA Sales SystemA proven sales process presented in 12 online modules with coaching support.
- NAIFA Speakers Online LibraryArchived NAIFA Career Conference and Annual Meeting workshops and main stage presentations. – FREE!
- NAIFA Virtual Library 24/7 access to online library that includes fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents – FREE!
- NAIF A Webinar Series Monthly programs featuring information and training on legislative and regulatory issues, sales, marketing, and prospecting ideas, and life insurance and annuities, health and employee benefits, multiline, and financial advising and investments topics. Programs are archived for repeat viewing. – FREE!
- NAIFA Weekly Connections e-newsletterProvides industry news and NAIFA updates – FREE!
- NAIFA Insurance & Financial Services Resource GuideCompendium of industry specific products and services – FREE!
- The American CollegeThrough a longstanding partnership with The American College, NAIFA offers training for the LUTC Fellow (LUTCF) designation and the Financial Services Specialist (FSS) designation. In addition, the Horizons program allows you to complete the CFP® Certification Curriculum, while earning six courses toward the ChFC® and CLU® designations.
- Hoopis Advisor Network for NAIFAOnline, multimedia learning and training resource featuring content from top producers and industry experts on sales skills, marketing, product knowledge, practice management and motivation.
- LIFE Foundation MaterialsMarketing and informational print and video-based resources focusing on the importance of health and life insurance
- Million Dollar Marketing SystemA comprehensive marketing program developed by Annette Bau, CFP® and delivered in eight online modules with optional coaching support that helps you identify your target market, create a marketing plan and effective follow-up system, and generate leads and referrals--offered to NAIFA members at a special discount.
- The One Page Business Plan®An efficient and effective step-by-step process that will help you develop an actionable business plan to take your practice to the next level.
- The Value Pitch Process™Online video training program to help you develop your “elevator speech”
What products, programs or services are of special interest to those whose practice specialty is health and employee benefits?
- The American CollegeThrough a longstanding partnership with The American College, NAIFA offers training for the LUTC Fellow (LUTCF) designation and the Financial Services Specialist (FSS) designation. In addition, the Horizons program allows you to complete the CFP® Certification Curriculum, while earning six courses toward the ChFC® and CLU® designations.
- America’s Health Insurance Plans (AHIP)NAIFA members receive a 20% discount on online courses offered through America’s Health Insurance Plans.
- Basic Guru Employer compliance and benefits tool
- LIFE Foundation MaterialsMarketing and informational print and video-based resources focusing on the importance of health and life insurance
- NAIFA’s Advisor Today magazine and practice management podcast series Topics include sales, marketing, prospecting, and practice management. – FREE!
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance. – FREE!
- NAIFA Leadership in Life Institute (LILI)Six-month leadership development program—topics include time management, vision and mission statements, effective relationships, and business plans.
- NAIFA Online CE with RegEd24/7 access to hundreds of quality courses at specially negotiated rates—includes pre-licensing, firm element, PACE, ClearCert certified LTC partnership training and State Insurance CE programs.
- NAIFA Online Seminar Series24/7 training and information videos on practice management, sales, prospecting and marketing tips – FREE!
- NAIFA Preferred Providers Member discounts on business management, client management, sales, prospecting and marketing tools, business services, and insurance and health programs.
- NAIFA Quality Award Program Recognizes outstanding production, service quality, ethical conduct plus professional development through education and designations, and service to NAIFA and the industry in each of four practice specialties—life insurance & annuities, financial advising & investments, health & employee benefits, and multiline.
- NAIFA Speakers Online LibraryArchived NAIFA Career Conference and Annual Meeting workshops and main stage presentations.
- NAIFA Virtual Library 24/7 access to online library that includes fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents – FREE!
- NAIFA Weekly Connections e-newsletterProvides industry news and NAIFA updates – FREE!
- NAIFA Insurance & Financial Services Resource GuideCompendium of industry specific products and services – FREE!
- TASCThird-party health and retirement benefits administrative services provider
- The One Page Business Plan®An efficient and effective step-by-step process that will help you develop an actionable business plan to take your practice to the next level.
- Simplified Training SolutionsTraining and communications materials, including HIPAA
Which benefits best meet the needs of an accomplished agent or advisor?
- AdvocacyNAIFA's government affairs staff monitors federal legislation and regulation and mobilizes resources to achieve the most favorable outcome for members and their clients. The constituent and staff lobbying effort is strengthened by both our industry-leading political action committee (IFAPAC) and our unique grassroots network of members (APIC) who have developed relationships with virtually every member of Congress.
- CalSurance E&O Liability InsuranceExclusive E&O coverage
- NAIFA’s Advisor Today magazine and practice management podcast series Topics include sales, marketing, prospecting, and practice management. – FREE!
- NAIFA Career Conference and Annual MeetingNAIFA’s annual gathering that features more than 20 educational and networking sessions, legislative updates, motivational main stage presentations, and Expo Hall.
- NAIFA ClientCast™ by Real Weatlh®Web marketing and referral tool that allows you to send monthly professionally produced podcasts to clients and prospects on topics including life, health, long term care, disability and critical illness insurance. – FREE!
- NAIFA Insurance & Financial Services Resource GuideCompendium of industry specific products and services – FREE!
- NAIFA Online CE with RegEd24/7 access to hundreds of quality courses at specially negotiated rates—includes pre-licensing, firm element, PACE, ClearCert certified LTC partnership training and State Insurance CE programs.
- NAIFA Preferred Providers Member discounts on business management, client management, sales, prospecting and marketing tools, business services, and insurance and health programs.
- NAIFA Quality Award Program Recognizes outstanding production, service quality, ethical conduct plus professional development through education and designations, and service to NAIFA and the industry in each of four practice specialties—life insurance & annuities, financial advising & investments, health & employee benefits, and multiline.
- NAIFA Speakers Online LibraryArchived NAIFA Career Conference and Annual Meeting workshops and main stage presentations.
- NAIFA Virtual Library 24/7 access to online library that includes fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents – FREE!
- NAIFA Weekly Connections e-newsletterProvides industry news and NAIFA updates – FREE!
- NAIFA Webinar Series Monthly programs featuring information and training on legislative and regulatory issues, sales, marketing, and prospecting ideas, and life insurance and annuities, health and employee benefits, multiline, and financial advising and investments topics. Programs are archived for repeat viewing. – FREE!
- Million Dollar Marketing SystemA comprehensive marketing program developed by Annette Bau, CFP® and delivered in eight online modules with optional coaching support that helps you identify your target market, create a marketing plan and effective follow-up system, and generate leads and referrals--offered to NAIFA members at a special discount.
- The One Page Business Plan®An efficient and effective step-by-step process that will help you develop an actionable business plan to take your practice to the next level.
Where can I learn more about these benefits?
- Visit www.naifa.org/benefits
Who do I contact if I have questions about NAIFA member benefits?
Diane Powers – Vice President, Professional Development and Education, 703-770-8226 or dpowers@naifa.org
NAIFA, 2901 Telestar Court, Falls Church, VA 22042-1205 | 877-866-2432 |