NAIFA NEWS
NAIFA Member Benefits
NAIFA gives you the competitive edge by offering you sales ideas, networking opportunities, continuing
education and much more. So, are you taking full advantage of your NAIFA member benefits?
SALES IDEAS AND RESOURCES
• Advisor Today is the association’s award-winning
magazine featuring articles and columns on financial
expertise, sales and marketing, practice management,
association and industry news, new products and more.
• Advisor Today’s digital edition offers easy access to all
the magazine’s content, as well as to instantly searchable
text and archives.
• www.AdvisorToday.com is the magazine’s award-winning website with web-exclusive content, podcasts,
resources and selected magazine articles.
• YATChat, Advisor Today’s YATChat is an e-newsletter for
NAIFA members age 40 and under and thos e
in the business less than five years.
• www.NAIFA.org, the association’s
website, is a clearinghouse for all asso-ciation-related information, including a
members-only area, a government relations
area and a consumer area for your clients.
• NAIFA Marketplace, located on the
NAIFA website, is your online resource for
purchasing NAIFA products.
• NIPR link, on NAIFA’s website, lets you com -
plete your nonresident licensing applications .
NAIFA ADVOCACY
• Federal advocacy: On Capitol Hill, NAIFA
works tirelessly on your behalf. You can sign
up to receive NAIFA Gov Communications: Gov Talk,
Gov Watch, GovAlert, GovPod, which are easy ways to
stay informed and get involved on advocacy issues.
• State advocacy: NAIFA and its state associations represent your interests and monitor legislative changes in
your home state.
• PAC/PIC: NAIFA maintains one of the strongest industry
political action committees, IFAPAC, and a solid grass-roots political involvement committee, APIC.
INFORMATION, TRAINING AND NET WORKING
• Local and state association meetings offer great
ways for you to make contacts, hear new sales ideas and
become a community leader.
• The national Career Conference helps you develop
your skills and lets you interact with leading producers
during NAIFA’s annual convention.
• Sales and skills training are offered through the Programs in a Box educational series, podcasts, webinars,
and partnerships with The American College, its LUTCF
and FSS designation programs and the Horizons program. You receive discounts on training and can pursue professional certifications, including the CLU, ChFC,
LUTCF, FSS and CFP designations.
• Young Advisors Team provides resources and networking opportunities for members age 40 and under, and
those within the first five years in the industry.
• Leadership in Life Institute is a six-month leadership
workshop program for members aspiring to be leaders in
their association, communities and industry.
• Public education: NAIFA supports LIFE in its work edu-
c ating the public about the importance of
i nsurance. Discounts are available on LIFE
p roducts. Learn more at LIFE’s website at
w ww.lifehappens.org.
N AIFA’S AFFINIT Y PROGRAMS
R eceive discounts and special member-
o nly benefits. For more information, go
t o www.naifa.org/benefits/affinity or call
877-TO-NAIFA.
• Aon’s errors & omission insurance sets
the industry standard.
• Bank of America offers a full suite
of financial products, including credit
cards, lines of credit, CDs and money
market accounts.
• Client Marketing System’s Advisors Assistant offers client management software.
• Copytalk’s Mobile Scribe dictation service is simple to use,
fast and compliance friendly.
• DHL Meridian offers discounts up to 25 percent and
savings on the unique Ship Ready product.
• Financial Visions helps you build a customized website
with NASD-reviewed content.
• Hertz offers discounts of up to 10 percent on car rentals.
• Horsesmouth, daily email service with financial news and
analysis, offers a free trial and subscription savings.
• Kelsey National offers the NAIFA Advantage Plus Disability Insurance protection plan.
• Kettley Publishing has a suite of financial-planning tools.
• Office Depot provides “best value” pricing on a wide
range of office essentials.
• UPS Overnight Delivery lets you save on UPS Next Day
Air, UPS 2nd Day Air and Worldwide Express.
