NAIFA member benefits
NAIFA provides value for your membership. Whatever you’re looking for—sales and marketing ideas, professional programs
and designations, training programs, networking opportunities, discounts on business products and services, or the
opportunity to get involved in NAIFA’s government relations and political action efforts—NAIFA gives you the edge you need
to get ahead and stay ahead.
NAIFA Government Relations and Political Action
NAIFA’s government relations and political action
programs are collectively the single most important
member benefit. NAIFA’s expert Government Relations
Team and lobbyists are constantly engaged in
Washington, D.C., and in the state capitols across
the country to defend against frequent attacks that
threaten the livelihood of agents and financial advisors in the life
insurance, annuity, medical insurance and employee benefits
industries. Because political action is a never-ending process, it
takes both money and organized people to be effective. NAIFA’s
political action committee, IFAPAC, ranks among the top PACs in
the insurance industry. NAIFA’s unique APIC network of member
agents and advisors is the largest political grassroots army in the
industry. These involved members stand ready to respond to make
a powerful impact when threats are upon us. Through our exclusive
GovAlert warning system, NAIFA gives you easy-to-use resources
to be intelligently involved when the issues or attacks are at hand.
NAIFA also keeps information at your fingertips with our color-coded Gov Watch and Gov Talk email communications. These allow
you to be an informed advisor to your clients with timely updates on
major state and national legislative and regulatory issues.
NAIFA’s Professional Programs and
Designations
NAIFA’s Professional Programs and Designations provide members with discounts on training programs
leading to industry designations—including LUTCF
and FSS—offered through The American College,
AHIP and the American Institute for CPCU. NAIFA
also partners with NAIFA state and local associations to produce and deliver seminars on timely topics of value to agents and advisors, many
of which are eligible for CE credit.
NAIFA’s Virtual Library
NAIFA’s Virtual Library will help you grow, build
and succeed. This new resource is the single, most
comprehensive, user-friendly online resource tool to
support a financial advisor or insurance agent, regardless of his or her practice specialty, distribution
channel or career level. NAIFA members have free and unlimited access to the extensive online library that includes fact-finders, concept
pages, business tips and tools, client presentations, tax information
and specimen documents.
NAIFA Networks
Network with your industry peers and other
business contacts by participating in local, national and online networking events. Attend the
annual NAIFA Convention and Career Conference or local and state meetings, participate in
the YAT/NAIFA-MDRT/GAMA Mentoring Program or join the LILI
online networking site as a LILI alumni.
NAIFA’s Advisor Today
NAIFA’s Advisor Today is an award-winning monthly
publication and a leading source of news and information for insurance and financial advisors. Advisor
Today and Advisor Today.com offer timely articles and
podcasts on practice management and sales ideas, industry trends, and products and services that can enhance your business and increase your bottom line.
NAIFA’s Young Advisors Team
NAIFA’s Young Advisors Team, or YAT, was created to
help members 40 years and under, or within the first five
years in the industry, jumpstart their careers. YAT members gain total access to vital tools, resources and networks necessary
to succeed in the financial-services industry. YAT members have access to resources and sales tips through YAT Chat and the YAT site at
www.naifa.org/yat.
Preferred Providers
NAIFA’s Preferred Provider Program encompasses a
host of exclusive member discounts on products and
services developed to enhance your business success
and increase your bottom line—including business
management tools; sales, prospecting and marketing tools; business
services; and DI and E&O insurance coverage. By participating in
one or several of these programs, NAIFA members can often recoup
their annual membership investment.
NAIFA’s Leadership in Life Institute
NAIFA’s LILI program is a six-month leadership-development course offered exclusively to NAIFA members.
The curriculum includes creating a business plan, exploring tools to improve your practice and developing
techniques to enhance interpersonal relationships—all for a fraction
of the cost of other certificate programs.
AHIA–NAIFA Health and Employee Benefits
AHIA is the NAIFA Health and Employee Benefits advocate protecting the role of the professional advisor
in offering affordable choices in a competitive marketplace. With your NAIFA membership, you are eligible
to join AHIA and take advantage of this conference of
NAIFA. In addition to powerful representation on Capitol Hill, AHIA
members receive specialized educational opportunities, targeted
communications and discounts related to the health and employee-benefits side of the insurance business.
For more information about NAIFA member benefits, please visit
www.naifa.org.
November 2009 | ADVISOR TODAY 51