Member Benefits

Advocacy Training & Industry Representation

NAIFA is the voice of the insurance and financial services industry. We are the only organization with a grassroots army that state and federal lawmakers recognize as being the closest to the consumer. When you participate in advocacy with NAIFA, you will find great fulfillment in knowing that you've done everything possible to protect your clients' and your business' financial security. When NAIFA goes to Capitol Hill, we represent the industry whether you are a NAIFA member or not. However, only NAIFA members can wear our lapel pin, have pre-scheduled appointments with their Senators or Representatives and have the opportunity to represent NAIFA in political volunteer leader roles at the state and national levels. Members receive specialized training and gather together every year at our annual Congressional Conference and National Advocacy Meeting.

Explore NAIFA Advocacy
 

NAIFA Live

NAIFA Live is a monthly meeting format that is open to all members. Each month, a top quality speaker will provide a 1-to-3-hour session which often is approved for CE credits with the participation of your state. You have the choice of going in person to a watch party location in your area or attending virtually. Most NAIFA Live events are available on-demand so you can watch at a time that works for you.

Explore NAIFA Live

 

AdvisorsYouCanTrust.org Consumer Directory Listing

Every member is automatically listed in our consumer-facing AdvisorsYouCanTrust.org website. Get your profile and business contact information out to consumers in your area. 

Visit www.advisorsyoucantrust.org

 

Member Spotlights in Digital Media

Send your prospects and clients your member profile story or point to a blog post or article in which you're cited as the expert. We regularly feature our members across our social media channels, our MainStreetUSA and NAIFA.org blog and our AdvisorToday digital magazine.

 

Speaking Opportunities

Differentiate yourself from your competition and expand your professional network through becoming a speaker at NAIFA! Whether it's serving as an Advisor Ambassador, holding a Big Ideas webinar or speaking at our annual Performance + Purpose conference, we have tons of opportunities for you to engage in thought leadership for our industry.

 

Virtual Library

Members receive access to our Virtual Library which is full of practice management resources. 

 

Prospecting Tool

Need help with prospecting? We have a great search tool that can help you which is available only to members.

 

Awards

NAIFA has a variety of awards that only members can win. Differentiate yourself by winning an award that you can show to your family, clients and community.

Explore Awards

 

Volunteer Leadership 

NAIFA members that volunteer in their local, state and/or national level are typically have more successful practices. Volunteer leadership opportunities abound at NAIFA and our 2,000+ strong volunteer leadership allows us to quickly respond to legislative and industry events. Whether your ambition is to simply be a greeter at an event or you want to one day serve as the NAIFA National President, we have opportunities for you to participate.

 

Leadership in Life Institute

Affectionately known as our LILI (pronounced lilly) program, graduates emerge with a clear vision of their purpose and outlined goals for personal and professional growth. Only NAIFA members are eligible for LILI and once you graduate, you become part of the LILI alumni group which holds regular events at our annual conference.

Explore LILI

 

Affinity Discount Programs

Through the NAIFA Preferred Provider Program, NAIFA members are eligible for a variety of member discounts. NAIFA selectively partners with companies to provide financial advisors and insurance agents access to discounts on products and services to enhance their business and promote top line growth.

 


Office Depot/Office Max
Printing, cleaning, and office supplies
 
Total HIPAA Compliance
Training and Communication Tools


CalSurance

E&O Insurance – Errors and Omissions Insurance Coverage

 

Copytalk
Mobile Dictation Service


UPS
Shipping Services and Discounts
 

Hotel Engine
Private hotel booking platform


Dollar Rent A Car
Car Rentals
  GEA_Store_Logo_Stacked-(002).png
GE Appliances Store
High Quality Appliances

Hertz
Car Rentals
 
Thrifty Car Rental
Car Rentals


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

 

TASC
3rd Party Integrated Automated Solutions