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Preferred Providers Program | Member Benefits | NAIFA

Member Benefits

NAIFA Member Benefits and the NAIFA Preferred Providers are available to NAIFA members only. If you are not currently a member, please go to the Why Join section for more information or apply online.

As a NAIFA Member, you are eligible for discounts on products and services that can enhance your business success and increase your bottom line, including E&O insurance, credit card services, customized websites, and office product savings. By participating in one or more of these Preferred Provider programs, NAIFA members can often more than recoup their membership investment. When contacting the NAIFA Preferred Providers for more information, please don’t forget to mention you are a NAIFA Member.


Select the business service that best fits your needs.

Business Management

Copytalk – Mobile dictation and transcribe service
Horsesmouth – Daily online service
InfoFree – Hot Insurance Leads and Mailing Lists to grow your business
Microsoft® Office 365
– The power of cloud productivity to your business
Smarsh Financial Visions Website
– Customizable websites

Client Management, Sales & Marketing Tools

Advisors Assistant – Contract, insurance and portfolio management software
Basic Guru
– Increase employee retention, keep employers compliant and communicate benefit information
Total HIPAA Compliance Training and communications materials, including HIPAA
TASC Top of the line services and products for your clients

Business Services

Brooks Brothers –Save 15% on men's and women's wardrobe needs - online and in-store
Card2You – A Greeting Card Store and Post Office in Your Pocket

HP – Exclusive Savings on Hewlett-Packard Business Products
JoS. A. Bank – 20% Discount with JoS A. Bank Corporate Credit Card
LenovoSave 5-20% on entire product line, including ThinkPad
Office Depot Save Up to 20% with Office Depot
UPS – Special shipping savings

Insurance/Health Programs

CalSurance - Errors and Omissions (E&O) Coverage
Kelsey NationalDisability insurance
Life Line Screening Savings on Stroke Screening Packages

Travel Discounts

TNT Vacations“Fun in the Sun” resort destinations throughout Bermuda, Caribbean, Bermuda, Mexico, Dominican Republic and Costa Rica
CruisesOnlyBest price guarantee with America’s largest cruise agency
Wyndham Hotels and Resorts – Save an additional 20% on the best available rate at Ramada, Wingate, Hawthorne Suites, Days Inn, Super 8, Travelodge, Howard Johnson, Knights Inn, Microtel Inns and Suites and Baymont Inn and Suites
Motel 6– Save 10% on your stay when you book online
Red Roof Inn– Save 15% at all Red Roof Inn locations
Orlando Vacation– Discounts on Disney vacations, including home rentals, hotels, park tickets to Disney and more
Endless Vacation Rentals by Wyndham – Save an additional 10% on the best available rate
Avis – Save 25% on car rentals worldwide
Budget – Save 25% on car rentals worldwide


*The discounts offered by NAIFA's Preferred Provider program are additional benefits of NAIFA membership. NAIFA does not necessarily endorse or guarantee the quality or applicability of the products and/or services of its partners. Users of these products and/or services do so at their sole discretion and NAIFA assumes no responsibility for them.