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
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
Simplified Training Solutions – Training and communications materials, including HIPAA
Standard and Poors – Customized electronic newsletter service
TASC – Top of the line services and products for your clients
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 –NAIFA Members Save BIG on FedEx® Shipping and Business Services
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
Staples – Discounted Office Products Program
TMobile – Wireless discounts and promotional savings
UPS – Special shipping savings
Insurance Programs
AmeriCard – Discount program for dental, vision and pharmacy
Errors and Omissions (E&O) Coverage – New program with CalSurance
Health Proponent – Healthcare information, advocacy and assistance program
Kelsey National – Disability insurance
Travel Discounts
TNT Vacations – “Fun in the Sun” resort destinations throughout Bermuda, Caribbean, Bermuda, Mexico, Dominican Republic and Costa Rica
Go Ahead Tours – Provides fascinating sightseeing tour packages to the most interesting destinations around the world at an unbeatable price/value
CruisesOnly – Best 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
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 20% on car rentals worldwide
Budget – Save 20% 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.


