Preferred Providers: Member-Exclusive Services

Through the NAIFA Preferred Provider Program, NAIFA members are eligible for a variety of member benefits. NAIFA selectively partners with companies to provide financial advisors and insurance agents access to discounts on products and services that members enhance their business and increase their bottom line. Take advantage of these benefits today! Login as a member and click on each program to learn more.

Interested in becoming a NAIFA Preferred Provider? Contact Teri Shaw, Director of Business Development and Strategic Partnerships for more information.
 


Advisys
Client Education, Motivating Calculators and Needs Analysis

 


Avis
Car Rentals


Budget
Car Rentals

 


CalSurance
E&O Insurance – Errors and Omissions Insurance Coverage


CDI Cyber Security
Insurance Program

Exclusive Cyber Security Insurance for NAIFA Members

 


Copytalk
Mobile Dictation Service


Wyndham Hotel and Resorts
Hotel Discounts
 
ICarePro
Cyber Security/Compliant Computer Protection  


InfoSafe
Data Breach and Identity Theft Protection

 
Junxure
The Best CRM for Advisors


Kelsey National
Disability Insurance – Disability Insurance

 


Kelsey National
Dental Insurance – Dental Insurance Coverage


Kelsey National
Health Insurance – Health Insurance Coverage

 


Lenovo
Laptops, Tablets, Desktops,
Computer Stations


LifeLine Screening
Health Screening Packages

 


Motel 6
Hotel Discounts


Red Roof Inn
Hotel Discounts

 


TASC
3rd Party Integrated Automated Solutions


Total HIPAA Compliance
Training and Communication Tools

 


UPS
Shipping Services and Discounts


ViPerks
Your Online Discount Shopping Site