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Client Management Tools | Member Benefits | NAIFA
Member Benefits Preferred Providers Program

Client Management, Sales & Marketing Tools

Successfully managing your own business requires the assistance of companies and suppliers who know your business and are interested in your success. Take advantage of these NAIFA Preferred Providers to grow your practice.

Explore this section to learn about the many programs and value-added services that can help to protect and grow your business.

• Advisors Assistant • Basic Guru • Simplified Training Solutions
• Standard and Poors • TASC

Advisors Assistant

Contact Management, Insurance Management, and Portfolio Management In One Powerful Program

Advisors Assistant, written specifically for the financial services industry, has been developed over the past 24 years by listening to input from industry leaders and providing them with what they need to stay at the top of their game.

With Advisors Assistant, you will be able to track so many different types of information about your clients and prospects that you’ll have plenty of opportunities to contact them to build rapport. And Advisors Assistant merges so easily with Microsoft Word and Outlook that you’ll be sending quick emails and mailings in no time.

You’ll also be able to track the products you sell to each client and have everything at your fingertips in one program. No more running to the file cabinet or Internet when a client calls.

NAIFA Members save 10%. Free Demo Disk available. Free 1-800 telephone support and training webinars. For more information, call 800-799-4267 or visit www.AdvisorsAssistant.com.

Basic Guru

Increase employee retention, keep employers compliant and communicate benefit information 

BASIC Guru is the premier tool for small group life and health agents who want to differentiate their agency from their competitors proactively.  Insurance agents find tremendous value in our agency management system, while employers find value in our online tools that help increase employee retention, keep employers compliant with complex HR issues, and communicate benefit information with employees.

Agents can access all their records, store carrier benefit plans, track their book of business, and create reports for summary of benefits and commission

Employers can access all their benefit data including summary of benefits, network options and plan costs. They can also use BASIC Guru to store HR forms and documents that they would like to share with employees.  Create benefit statements for employees at no cost.  Employers can even use BASIC Guru as their own company Intranet, access all their benefit data including summary of benefits, view network options and HR communications through BASIC Guru.  

An agent with BASIC Guru is going the extra mile to provide exceptional customer service.  Don’t settle, expect the best!

NAIFA Members save 13 % off the standard price. Free weekly demos are available. Please visit us at https://www.basiconline.com/agents/services/BASIC_Guru/naifa/ or contact Bret Spinks at 888-624-4878. Be sure to mention you are a NAIFA Member.

Training and communications materials, including HIPAA

Simplified Training Solutions has delivered training and communications materials for employer associations, third party administrators, CPAs and financial advisors, state societies, national physicians associations, specialty groups, long term care facilities, and health information management organizations to meet federally mandated compliance regulations. When creating training products, they collaborate with prominent health law and business attorneys and e-health consultants so you can feel sure the materials they offer will be accurate. Your success is their primary goal.

NAIFA Members are eligible for 10% off all products, including the HIPAA Privacy/Security and HITECH Tool Kit for Agents, Brokers and Consultants”. Call 1 800-344-6381 and mention "NAIFA12" to receive your 10% member discount. For more information about Simplified Training Solutions, please visit www.simplifiedtraining.com.

Standard and Poors - Customized electronic newsletter service

Insurance and financial professionals who regularly communicate with their clients generate more sales and retain more business. Newsletter on Demand (NOD) is a custom-generated newsletter service provided to NAIFA Members by Standard and Poors. Customized newsletters are an effective, cost-efficient way to stay in touch with clients and reach out to your prospects. They also can be a useful tool to update clients about new products or services and to solicit feedback.

NAIFA Members can send a custom-generated HTML newsletter with up to five market-relevant articles. Just a few easy steps are all it takes to create a template, a masthead, and a color scheme that closely approximates their corporate look and feel, and conveys their message to the appropriate audience. Set the date and time for the email newsletter to be delivered. and generate and distribute communications to your customers and prospects. NAIFA Members can also determine the amount of personalization required, manage their own distribution lists, and access archived issues — all from one location.

Start customizing your newsletter today. NAIFA Members receive a significant discount off the standard price

Top of the line services and products for your clients

TASC (Total Administrative Services Corporation) provides complete third-party administrative services for nationally known products and services, including tax saving services such as AgriPlan and BizPlan (Section 105), and planning services such as RetirEez (Ind 401k) and LEGACYguard for your Estate Planning needs.

With the help of a conscientious agent or broker – supported by TASC’s products and services – small and medium-sized companies can offer benefits like those once reserved for the largest of employers only. TASC delivers the best mix of superior products and services to complement the plans you recommend to your Clients, including:

Want to become a TASC Provider? Contact us at 1-800-422-4661 and ask for Provider Services, or e-mail us at sales@tasconline.com. Be sure to mention you are a NAIFA Member!