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The Value of NAIFA Membership

Watch video testimonials of NAIFA members who use NAIFA’s wide array of products, programs and services to help grow their business and improve their bottom line.

Testimonials

Hoopis Advisor Network for NAIFA

“The Hoopis Advisor Network videos are designed purposely where they are 6-10 minutes in length and designed in bite-sized pieces. It’s like having a virtual coach in your back pocket.”

Joey Davenport, CLU, CLTC
NAIFA Member, Illinois

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LILI

“As a LILI graduate, I realize that NAIFA’s Leadership in Life Institute is an integral part of our educational offerings. ” 

Lisa Laliberte, CLU, ChFC, CASL
NAIFA Member, Lewiston, Maine

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Hewlett-Packard

“We purchased a total of 18 new PC’s for our office and even with that volume, we could not beat the Hewlett-Packard pricing available through NAIFA. This benefit alone is saving me quite a lot of money. I am glad I thought to look at it, otherwise, I would have missed the savings! ” 

Andrew J Kalinowski RHU, CLU, CFP
NAIFA Member, Rochester, NY

 

CalSurance

“I know we have a lot of individuals in our local association that use the E&O coverage because they are  independents and that’s important because it is one of those things that you can go out and get on your own, and know that it is a quality product with a quality company. I had a friend of mine who came out of the home office and joined NAIFA specifically because of the E&O.” 

Kevin Bell, CLU, ChFC, JD
NAIFA Member, Indiana

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Smarsh (Financial Visions Websites)

“We changed broker dealers and knew we would need to make a website change because of that. Smarsh (Financial Visions Websites) offered us more benefits and were more in tune to what our industry is all about. I was impressed by that plus the options they already had in place that I knew would be compliance approved.

Larry Lee, CLU, ChFC
NAIFA Member, California

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Copytalk

“For $49.95 a month, with the amount of work that we send to Copytalk to be transcribed each month, it would cost us far more to be able to have someone take our dictations and put them into electronic format. Copytalk has added to our bottom line, definitely!

Ken Evans, CLU, ChFC, CFP
NAIFA Member, Utah

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