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Member Benefits Preferred Providers Program

Insurance/Health Programs

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.

Errors and Omissions (E&O) CoverageKelsey NationalLifeLine Screening

Errors and Omissions (E&O) Coverage

The National Association of Insurance and Financial Advisors NAIFA Endorsed E&O Program offers NAIFA members multiple coverage benefits and customizable coverage options from a top rated carrier.  This program is available to individuals and agencies. In addition, NAIFA and CalSurance have teamed together to develop the NAIFA Risk Management/Loss Control Seminar, which can save you up to 10% on your policy for the next three policy terms.

NAIFA Endorsed E&O Coverage Benefits:

Professional Services Covered:

The NAIFA Risk Management/Loss Control Seminar: (as referred to on your E&O application)

Click here for more information and to register.

For more information about the CalSurance program, visit and/or contact the NAIFA team at CalSurance Associates (888) 833-2304 for additional details.

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Disability Insurance to Safeguard Your Most Important Asset Your Income

Kelsey National is an Insurance Marketer, Manager, and Third Party Administrator, providing quality group insurance plans and administrative services in all 50 states since 1966. In addition to NAIFA, we have earned endorsements from other major insurance trade associations and affinity groups. NAIFA has teamed with Kelsey National to offer the NAIFA Advantage Plus Group Disability Income Insurance Protection Plan – a quality product with excellent features and competitive rates to protect your income and the income of your spouse. Rates will vary based upon your age, monthly benefit desired, and benefit period.

As a NAIFA Member, you receive exclusive group pricing available only through NAIFA. For additional information about the NAIFA Advantage Plus Group Disability Income Insurance Protection Plan, visit our website for NAIFA Members at or call 800-366-5656, option 3. When calling, be certain to identify yourself as a NAIFA Member.

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LifeLine Screening Offers Health Screening Packages for NAIFA Members

Did you know that you may be at risk for life-threatening diseases and yet have no symptoms?  Life Line Screening can evaluate your risk for several of today’s most critical – and often undiagnosed – healthcare problems.

In less than an hour, you can be screened with painless, non-invasive, advanced ultrasound technology for stroke and other disease prevention in the convenience and comfort of your own community.
The screenings are performed by a highly qualified and skilled technologist and reviewed by a board-certified physician.  You’ll receive a confidential written report within 21 days and are encouraged to share the results with your doctor.

Offered locally at community sites coast-to-coast, Life Line Screening may be coming to your neighborhood. NAIFA Members pay $135 for the Stroke, Vascular Disease and Heart Rhythm Package. This Includes screening for Stroke/Carotid Artery Disease, Peripheral Arterial Disease, Abdominal Aortic Aneurysms and Atrial Fibrillation. For more information, visit .

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