Fact Sheet
Contact
Lee Allen
Vice President of Communications and Marketing
703-770-8112
Who We Are
Founded in 1890 as the National Association of Life Underwriters, the National Association of Insurance and Financial Advisors (NAIFA) comprises nearly 800 state and local associations representing the business interests of 225,000 members and their employees nationwide. Members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
The Vision and Mission of NAIFA
Vision Statement
The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
Mission Statement
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
NAIFA Tagline: Providers of Financial Independence
Membership Tagline: Your Success is Our Bottom Line
History
An advocate for insurance agents, financial advisors and consumers, NAIFA was founded on June 18, 1890, in Boston as the National Association of Life Underwriters (NALU). In 1951, NALU created the General Agents and Managers Association (GAMA), to enhance the quality and capability of the insurance industry's field management. In 1957, NALU formed the Association for Advanced Life Underwriting (AALU) to support advanced life insurance underwriters, agents engaged in complex areas of life insurance such as business continuation planning, estate planning, retirement planning, deferred compensation, and employee benefits planning. In 1990 a third conference of NALU, the Association of Health Insurance Agents (AHIA), was formed to sustain and enhance the business environment for health insurance agents and to improve the financing and delivery of health care in the United States. In 1999, the organization changed its name to the National Association of Insurance and Financial Advisors to more accurately describe its membership and to attract professionals from the broad spectrum of financial services.
Benefits of Membership
NAIFA gives its members all the tools they need to be successful: creative sales and marketing ideas, unmatched networking opportunities, first-rate sales and skills training, and legislative and grassroots programs to help preserve and promote the industry's interests on Capitol Hill and in the states. And through NAIFA's nationwide network of state and local NAIFA associations, members can attend regular meetings in their communities to network with peers, share ideas and form business alliances.
Mailing Address:
National Association of Insurance and Financial Advisors
2901 Telestar Court
Falls Church, VA 22042-1205