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
Smarsh Financial Visions Website – Customizable websites
Horsesmouth – Daily online service
NAIFA Preferred Provider Wireless Center – Pick a phone, pick a plan. Save up to $100
Client Management, Sales & Marketing Tools
Advisors Assistant – Client management software
Advisys – “Back Room Technician” software
Basic Guru - Increase employee retention, keep employers compliant and communicate benefit information
Salesgenie.com - Targeted Lead Generation Service
Business Services
Bank of America – NAIFA credit cards, CDs, money markets
Brooks Brothers –Save 15% on men's and women's wardrobe needs - online and in-store
Eliminate ID Theft – Protect and monitor your credit
FedEx – Preferred shipping prices
Hertz – Car rental discounts
HP – Exclusive Savings on Hewlett-Packard Business Products
JoS. A. Bank – 20% Discount with JoS A. Bank Corporate Credit Card
Mozy – Simple, Automatic Secure Online Backup
Office Depot – Office supplies
UPS – Special shipping savings
Insurance Programs
Aon – Exclusive E&O coverage
Kelsey National – Disability insurance
*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.
