National Association of Insurance and Financial Advisors

Management

Managing an association includes oversight of numerous programs and tasks. NAIFA provides guides and other resources to help with the day-to-day business of running an association and provides the information to make your member experience the best it can be.

Guides

Best Practices Workbook

The purpose of the NAIFA Best Practices Workbook is to strengthen each local association's capacity to deliver valued member services. It does this by providing the tools associations need to achieve excellence and earn recognition based on NAIFA's goal of providing critical member benefits built around four focus areas: Advocacy, Membership, Sales Training/Education and Professional Development, and Networking. The workbook gives association leaders an overview of the NAIFA resources available to achieve these goals as they are developed annually. The workbook includes annual goal setting, summaries of job responsibilities, a calendar model and much more.

Click Here to Download the Complete 2015-2016 Best Practices Workbook (PDF)
 

Association Staff Online

NAIFA association staff have their own group on LinkedIn, click here to join.

Standards and Benchmarks

In 2008, the NAIFA Board of Trustees Approved Local and State Standards and Benchmarks for Success:

Board of Trustees Memo, 2008 (PDF)
State Standards and Benchmarks (PDF)
Local Standards and Benchmarks (PDF)