Helping you grow your business is NAIFA’s core mission. No matter how long you’ve been in the business or where your career is headed, NAIFA has programs and services to help your bottom line.
NAIFA Members are:
NAIFA provides members with opportunities to network and share ideas with some of the most talented advisors in the industry. You can take advantage of monthly meetings sponsored by local chapters, as well as attend state sales congresses and our national convention and career conference.
We also help you grow your business through our impressive suite of sales and marketing resources, everything from a program to help you create a first-class Web presence to state-of-the-art client management software. Practice management advice and discounts on a wide range of business services help you run your practice efficiently and cost-effectively. It really is smart to belong to NAIFA!
Read on below for a full breakdown of the benefits you’ll enjoy once you become a member.
Forms for gathering facts about your clients for a variety of personal, business and estate needs.
Complete concept presentations for virtually all personal, business and estate needs.
Hundreds of conceptual personal, business and estate planning ideas for your clients, reduced to one simple page.
The TMLG is a "prospecting engine" that allows you to target all the doctors, lawyers, florists, etc. in a small city or zip code.
The RLG is a "prospecting engine" that provides names of a current client's neighbors. These names can then be used to begin the referred lead process.
Practice management tools and tips developed to help you grow and succeed in your business.
This book identifies the 6 systems a producer needs to succeed and tells how to establish them.
Printable answers to common tax questions about life and health insurance and annuities with links to and a "road map" of the entire US Tax Code.
Articles and quotes by "masters" such as Jim Rohn, Zig Ziglar, Brian Tracy, Tom Hopkins and many others.
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 that members enhance their business and increase their bottom line.
NAIFA is the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.
More than any other issue, tax reform has the potential to impact insurance and financial advisors as well as the clients you serve. Ensuring that the tax code encourages rather than discourages those Americans making efforts to protect their families, prepare for retirement, and have access to health care has been a NAIFA priority for more than a hundred years.
Count on NAIFA for these specific benefits:
Call 877-860-5125 for information on our comprehensive list of benefits.
As American workers become increasingly insecure about their ability to save for a traditional retirement, NAIFA has launched a “Trust a NAIFA Advisor” ad campaign to tell consumers that affordable and informed financial advice is well within reach. The multimedia campaign includes video, print and web placements to urge consumers to plan for retirement by contacting a NAIFA member. Join Naifa Florida and be placed in our Advisors You Can Trust directory designed to help you get new leads.
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