Advisor Notes
A new issue is available the 15th of each month in the Leaders Center.
(August through May only)
For More Information
Contact Vicky Dobbin
Director, Communications
703-770-8104
Advisor Notes is a free benefit to all local associations. Advisor Notes is available in three electronic formats (MS Word, .pdf and email). The print version is no longer available.
Advisor Notes will no longer be mailed or emailed to individual subscribers but instead is free to download from the Leaders Center. If you are a NAIFA member and would like to download the newsletter, please contact your local president for access.
The move from a subscription service was prompted by the growing demand for Advisors Notes in electronic formats. This change allows NAIFA National to offer the useful resource to more associations easily and at no charge.
Advisor Notes is the “prefabricated” newsletter that local associations can adapt as their own by adding local information. Advisor Notes increases the value of membership at the local level, thereby assisting in member recruitment and retention.
Advisor Notes includes regular reports from NAIFA as well as the Life and Health Insurance Foundation for Education (LIFE), the Association of Health Insurance Advisors (AHIA) and The American College/LUTC.
Advisor Notes is published September through June. It is available the 20th of every month (or the following Monday when the 20th is on a weekend), which allows local associations time to add their own content and distribute the newsletter at their next month's meeting.