Preferred Providers: Member-Exclusive Services

Through the NAIFA Preferred Provider Program, NAIFA members are eligible for a variety of member benefits. NAIFA selectively partners with companies to provide financial advisors and insurance agents access to discounts on products and services to enhance their business and increase their bottom line. Take advantage of these benefits today! Login as a member and click on each program to learn more.

Interested in becoming a NAIFA Preferred Provider? Contact Tara Laptew, Marketing & Program Manager - Professional Deveopment & Education for more information.

Client Education, Motivating Calculators and Needs Analysis


E&O Insurance – Errors and Omissions Insurance Coverage

CDI Cyber Security
Insurance Program

Exclusive Cyber Security Insurance for NAIFA Members


Mobile Dictation Service

Cyber Security/Compliant Computer Protection  
Dollar Rent A Car
Car Rentals

Car Rentals
Thrifty Car Rental
Car Rentals

Data Breach and Identity Theft Protection

Wyndham Hotel and Resorts
Hotel Discounts

Kelsey National
Disability Insurance – Disability Insurance


Kelsey National
Dental Insurance – Dental Insurance Coverage

Kelsey National
Health Insurance – Health Insurance Coverage


Laptops, Tablets, Desktops,
Computer Stations

LifeLine Screening
Health Screening Packages


Motel 6
Hotel Discounts

Red Roof Inn
Hotel Discounts


3rd Party Integrated Automated Solutions

Total HIPAA Compliance
Training and Communication Tools


Shipping Services and Discounts