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.
 


Advisys
Client Education, Motivating Calculators and Needs Analysis

 


CalSurance
E&O Insurance – Errors and Omissions Insurance Coverage


CDI Cyber Security
Insurance Program

Exclusive Cyber Security Insurance for NAIFA Members

 


Copytalk
Mobile Dictation Service


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

Hertz
Car Rentals
 
Thrifty Car Rental
Car Rentals


InfoSafe
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

 


Lenovo
Laptops, Tablets, Desktops,
Computer Stations


LifeLine Screening
Health Screening Packages

 


Motel 6
Hotel Discounts


Red Roof Inn
Hotel Discounts

 


TASC
3rd Party Integrated Automated Solutions


Total HIPAA Compliance
Training and Communication Tools

 


UPS
Shipping Services and Discounts