National Association of Insurance and Financial Advisors

Meeting Planning

Member meetings are considered a primary benefit since they include bottom line benefits, such as sales ideas and CE credit, as well as networking and inspiration. They may be held monthly, bi-monthly, or quarterly. The quality of member meetings may greatly influences membership retention.

NAIFA provides content for meetings through several ongoing programs:

Programs In a Box (PIBs)

NAIFA's Programs in a Box are designed to help local and state associations provide enhanced benefits for members. These multimedia educational programs deliver topics of practical interest that can be used for either monthly meetings or special seminars. Each program is developed by an author recognized as an authority on the subject. Click here for more on Programs In a Box (PIBs).

Speaker Request Form

NAIFA's Trustees and National Government Relations staff are available to speak at State and Local meetings. Please fill out the Speaker Request Form with the details of your meeting.

Additional Resources