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
    HertzCar rental discounts
    JoS. A. Bank20% 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 

    AonExclusive E&O coverage
    Kelsey NationalDisability insurance

    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 © 2009 NAIFA Orange County

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