Membership Benefits
NAIFA - Orange County has a long-standing track record of providing value-added services, which provide discounts that more than pay for your membership. Here is a brief list of some of the benefits currently being provided by your membership dollars...
Top 12 NAIFA Member Benefits
- The Power of NAIFA
With more than 50,000 members, NAIFA is the largest financial services membership association in the United States. NAIFA is a federation of 700 state and local associations all striving for the same common goal: to protect your livelihood and your clients’ financial security. - Powerful Government Relations and Political Action
NAIFA is your voice on Capitol Hill, and with a powerful government relations and political grassroots team on your side, you know NAIFA is working as your personal advocate in Washington, DC and in state legislatures, educating and lobbying lawmakers to protect the insurance and financial services industry. - Information is Key to Success
NAIFA’s Advisor Today is an award-winning monthly publication and the leading source of news and information for insurance and financial advisors. Timely topics, articles, industry trends, products and services help to boost your knowledge, enhance your business and increase sales.
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- Educational Programs That Set You Apart
NAIFA members enjoy 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 partners with state and local associations to produce and deliver seminars on timely, valuable topics to agents and advisors, many of which are eligible for CE credit. - NAIFA's Annual Convention and Career Conference
More than 45 industry-specific educational workshops and a new one-day registration option make the NAIFA annual conference an event not to be missed. Attendees have the opportunity to hear the latest from Capitol Hill, enjoy dynamic main-stage presentations and abundant networking opportunities, as well learn about the latest industry products and services during the Expo event. - Leadership in Life Institute (LILI)
The NAIFA Leadership in Life Institute (LILI)—exclusive to NAIFA members—is a six month leadership development course that fosters personal growth, enhances business practices and develops skills necessary for effective leadership. - Online Virtual Library
Build, grow and succeed with the NAIFA Virtual Library, the single most comprehensive user-friendly online resource tool that supports a financial advisor or agent, in any practice specialty and at every stage in their career. NAIFA Members receive free-unlimited access to this extensive online library that includes business tips and concept pages, client presentations, tax tables and specimen documents. - Sales Training and Coaching Support
Through the NAIFA Sales System, NAIFA members can achieve professional sales growth by combining a proven sales process presented in 12 online modules using "Fundamentals of Integrity Selling®" with eight live telecoaching group sessions led by experienced sales coach Bob Arzt, CLU, ChFC, LLIF. - Be Recognized
NAIFA Industry Awards recognize NAIFA members for excellence as indicated by quality service and sales achievement. NAIFA members who reach these levels of achievement win more than an award, they attain recognition that distinguishes them as an outstanding professional.The program includes the National Quality Award, the National Sales Achievement Award and the National Multi-Line Sales Award. - Young Advisors Programming
NAIFA created the Young Advisors Team (YAT) for members who are 40 years and under or within their first five years in the industry. Gain access to vital tools, resources, and networks necessary to succeed in the financial services industry. - NAIFA-Endorsed Insurance Programs
Affinity Insurance Services, Inc. (Aon) has developed a professional liability insurance program exclusively to fit the unique needs of NAIFA members. NAIFA has also teamed with Kelsey National to offer the NAIFA Advantage Plus Group Disability Income Insurance Protection Plan, a quality product with excellent features and competitive rates to protect the income of members’ and their spouses. - Member Discounts
Through NAIFA’s Preferred Provider Program, NAIFA members have access to discounts on products and services that can enhance their business and increase their bottom line. By participating in one or more of these programs, members can often more than recoup your membership investment.
