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Affinity Partners

Business Management

Copytalk – Mobile dictation and transcribe service
Smarsh Financial Visions Website – Customizable websites
Horsesmouth – Daily online service 
Prodial – Regionally-tailored long distance service
NAIFA Preferred Provider Wireless Center – Pick a phone, pick a plan. Save up to $100

Client Management, Sales & Marketing Tools

Advisors Assistant – Client management software
Advisys
– “Back Room Technician” software

Business Services 

Bank of America – NAIFA credit cards, CDs, money markets
FedEx – Preferred shipping prices
Hertz – Car rental discounts
JoS. A. Bank – 20% Discount with JoS A. Bank Corporate Credit Card
Office Depot – Office supplies
UPS – Special shipping savings
Brooks Brothers - 15% savings with Brooks Brothers Corporate Membership Card

Insurance Programs 

Aon – Exclusive E&O coverage
Kelsey National – Disability insurance

 

Platinum Sponsor

Signature Resources

Gold Sponsor

AXA Equitable

Silver Sponsor

BGA Insurance

Bronze Sponsor

Capstone Partners

Annual Sponsors

Pacific Life CPS Insurance Services Law Offices of Rick Fenelli, LLP

National Association of Insurance and Financial Advisors - Orange County

65 Enterprise, Aliso Viejo, CA 92656 / Phone: (949) 715-4193 • Fax: (949) 715-6931
Email: info@naifaoc.org

Copyright © 2013 NAIFA Orange County