Find a Member Advisor
Having a sound financial plan requires knowing which insurance and investments products to buy. But there are literally tens of thousands of insurance policies, stocks, bonds, mutual funds, annuities, etc. from which to choose. That's where NAIFA can help. With more than 70,000 members nationwide, you can find a NAIFA member almost anywhere.
Locate NAIFA Members in your Area
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To search by zip code, you must enter at least the first three digits of your zip code.
To narrow your search, enter your entire zip code; to expand your search, enter only the first 3 or 4 digits of your zip code.
For example, "208" will locate members in all zip codes starting with "208."
A search of "2085" will yield all active members in zip codes that begin with "2085." -
When conducting a city/state search, you must include a city name.
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To search by an advisor's name, you must enter at least the first two letters of the last name.
A search of first name "ja" and last name "ed" would display all names that begin with "ja" and "ed."
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Tips for Choosing the Right Insurance and Financial Advisor
Collect the names of several advisors through recommendations from friends, family, business associates, and other sources. A list of advisors can also be found in your local phone book or by contacting your state's insurance department. When it comes to insurance, a licensed insurance advisor in your area can provide information and advice on coverage options and cost-saving measures. Advisors may represent one company or several companies. All insurance companies and insurance advisors are regulated by state insurance departments. Keep in mind that advisors who sell variable products must be registered with the National Association of Securities Dealers and have additional state licenses. When choosing an advisor, you should:
- Check whether the advisor is a full-time and experienced advisor or one who sells insurance as a sideline.
- Determine if your advisor has any professional designations. In addition to the courses most states require agents to take to remain licensed, many advisors take a series of courses to receive professional designations that you’ll find next to their name. Insurance advisor designations may include Chartered Life Underwriter (CLU) and Life Underwriter Training Council Fellow (LUTCF). Advisors who also are financial planners may have other designations, such as, Chartered Financial Consultant (ChFC), Accredited Estate Planner (AEP), or Certified Financial Planner (CFP). Other designations include Registered Health Underwriter (RHU) and Fellow Life Management Institute Program (FLMI).
- Ask whether the advisor is a member of a professional association. NAIFA is the largest financial services membership association and working with one of our members means that your advisor adheres to our strict code of ethics.
- Most importantly, talk with the advisor to determine compatibility. Remember, you will be placing a great deal of trust in this person’s advice. There are many licensed professionals, so talk to several if necessary to make sure you’ve picked the right one.