National Association of Insurance
and Financial Advisors

Grow Your Financial Advisory & Insurance Business With NAIFA

Advocate. Educate. Differentiate. #NAIFAProud

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:

Insurance agents
Financial Advisors
Multiline Agents
Health Insurance and Employee Benefits Specialists
Both Career and Independent Advisors
New to the Business, Industry Leaders and Everyone in Between.

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.

Learn More About Becoming a Member

or Call Us: 877-860-5125

Sales & Prospecting Tools to Help You Succeed

NAIFA Florida members have exclusive, free and unlimited access to this extensive library filled with resources to support financial advisors and insurance agents in growing their business:

Fact Finders

Forms for gathering facts about your clients for a variety of personal, business and estate needs.

Client Presentations

Complete concept presentations for virtually all personal, business and estate needs.

Concept Pages

Hundreds of conceptual personal, business and estate planning ideas for your clients, reduced to one simple page.

Target Market Generator

The TMLG is a "prospecting engine" that allows you to target all the doctors, lawyers, florists, etc. in a small city or zip code.

Referred Lead Generator

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 Tools and Tips

Practice management tools and tips developed to help you grow and succeed in your business.

Building Your Financial Services Practice

This book identifies the 6 systems a producer needs to succeed and tells how to establish them.

Tax Information

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.

Mental Vitamins

Articles and quotes by "masters" such as Jim Rohn, Zig Ziglar, Brian Tracy, Tom Hopkins and many others.

I rely on NAIFA to not only provide me support for my business, but the training I need to advance my career.

The best practices I've learned from NAIFA help me tremendously in assisting my clients in their financial goals.

The amount I pay for my NAIFA membership is not in proportion to what I receive - in advocacy work alone.

NAIFA has provided me with a direct gateway to knowledge from veteran field agents.

NAIFA has been my best career investment.

NAIFA is a place where we can enjoy one of the greatest things this business has to offer - camaraderie.

Member Exclusive Discounts & 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 that members enhance their business and increase their bottom line.

Ready to Get Started?

Grow Your Referral Network

Whether you’re in the first five years of practice or a seasoned veteran, attending regular networking events and expanding your relationships with other agents and advisers with whom you may be able to form strategic alliances with forms the basis of success for many of our members. Naifa Florida’s conferences are high-intensity events packed with educational programs, keynote sessions delivered by industry thought leaders, and opportunities to network and share with your peers.

Advocacy to Protect Our Industry

We Represent Your Interests

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.

Become a Part of the Young Advisors Team

When you’re new to a profession, you deserve a little extra help to get you started. That’s why NAIFA started its Young Advisors Team. As part of YAT, you not only enjoy all of the benefits NAIFA offers, but you also have access to several services designed only for those early in their career – and all for no additional cost.

Count on NAIFA for these specific benefits:

News on the go through YAT Chat and NAIFA Smartbrief.
Sales ideas from NAIFA’s Advisor Today, podcasts, & webinars.
NAIFA’s Virtual Library of professional resources
Member discount offers to help you save money.
NAIFA coaching & mentorship programs
NAIFA LUTCF designation program
NAIFA ClientCast provides audio content designed to help you grow.
Boost your leadership skills through The Leadership in Life Institute
Programs around business, client management, sales & marketing.

Call 877-860-5125 for information on our comprehensive list of benefits.

Get Listed on Advisors You Can Trust

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.