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NAIFA Member Benefit Calculator: Calculating Your Savings is as Easy as 1, 2, 3... | NAIFA
Member Benefits

NAIFA Member Benefit Calculator:
Calculating Your Savings is as Easy as 1, 2, 3...

NAIFA members get discounts on products and services that help their business succeed. Purchasing through just one or two of these world-class vendors can save you more than the cost of membership. Step 1: Select your state. Step 2: Select your local association. Step 3: Scroll over each product or service to learn more. Check the box, or boxes of products and services that interest you. Your total estimated annual savings will appear below.

  3. Select the products and services that interest you.
Products/Services Non Members Members Annual Savings
Total Annual Savings$0.00
$499.00 $449.00 $50.00
$89.00 Included $89.00
$225.00 $195.00 $30.00
$959.40 $599.40 $360.00
$336.00 $252.00 $84.00
$1060.24 $104.76
$189.00 $152.20 $36.80
$50.00 $0.00 $50.00
$54.45 $46.29 $8.16
$1997.00 $497.00 $1500.00
$240.00 $216.00 $24.00
$795.00 $595.00 $200.00
$299.40 $239.40 $60.00
$599.40 $479.40 $120.00
$485.00 $285.00 $200.00
$263.40 $215.40 $48.00
$195.00 $165.75 $29.25
$19.95 $9.95 $10.00
$269.00 $30.00
$638.40 $573.40 $65.00
$198.45 $147.95 $606.00
$384.00 $288.00 $96.00
Annual Membership Fee: $0.00
*Savings are estimations only. Prices and products are subject to change.
Advisors Assistant
NAIFA Members save 10% on this CRM Software program. *Savings based on single computer version.
Advisor Today
This award-winning, monthly publication offers timely articles and podcasts on sales ideas, industry trends, products and service to enhance your business.

This is a member's only subscription

BASIC Guru
BASIC Guru is an agency management system that helps to increase retention, keep employees compliane and communicate benefit information. NAIFA Members save 13% off standard price.

Savings available to members only

Copytalk
Designed specifically for the insurance and financial services industry, Copytalk's Mobile Scribe is a mobile dictation service that allows you to document client meetings faster and easier than ever before.

Savings of $30 per month; discount available to NAIFA Members only.

FedEx Shipping Services
NAIFA members can save up to 27% on select FedEx Express® U.S. services, 23% on select FedEx Express international services, 15% on select FedEx Ground® services, and up to 10% on select FedEx Home Delivery® services.

Savings calculated based on actual NAIFA Member shippers and their average monthly shipping costs.

Hewlett-Packard
Business product solutions, savings on notebooks, laptops, etc. NAIFA Members save 9% on all notebooks.

Savings available to members only.

$1165 (assumes the average cost of an HP notebook)
Horsesmouth
Horsesmouth is a daily, online service that helps financial advisors succeed by getting more clients and growing their businesses. Members gain access to a growing database of more than 4,500 articles on sales, marketing, business development, practice management, financial planning and investing.

Non-Members: $189 a year at $15.75 per month
Members: $152.20 a year at $12.69 per month

Annual Savings: $36.80

LUTCF/FSS Designation
Members enjoy discount on training programs leading to industry designations (including LUTCF and FSS) offered through the American College, AHIP and the American Institute for CPCU.

Value based on a six (6) course requirement and no $50 additional surcharge.

Million Dollar Marketing System
This comprehensive marketing program, developed by Annette Bau, CFP®, is delivered in eight online modules with an optional coaching support option to help identify target markets, create a marketing plan, an effective follow-up system, and generate leads and referrals.

Mozy.com
Mozy is a simple and safe way to back up all the important stuff on your computer. NAIFA Members save 15% off the MozyHome and MozyPro service.

Savings based on MozyHome/Monthly end-user pricing - Annual subscription.

The Career Activity Management (CAM) System™ - NAIFA Edition
The Career Activity Management (CAM) System is a Microsoft Windows-based powerful sales activity and production data analysis tool with customization and coaching support features.
NAIFA Career Conference and Annual Meeting
Attend NAIFA's Career Conference and Annual Meeting and network with your industry peers and other business contacts. Savings assumes advance registration prices at Sheraton Seattle
NAIFA ClientCast™ by Real Wealth® Upgrades (Monthly)
Not only do NAIFA members receive free access to this monthly podcast—a client web marketing and referral tool—they may also purchase the Real Wealth® Monthly customized upgrade service at a discounted rate.
NAIFA ClientCast™ by Real Wealth® Upgrades (Weekly)
Not only do NAIFA members receive free access to this monthly podcast—a client web marketing and referral tool—they may also purchase the Real Wealth® Weekly customized upgrade service at a discounted rate.
NAIFA Sales System
The New NAIFA Sales System is designed to help you achieve professional sales growth. The online coaching support package is signifcantly value- priced for members.
NAIFA's Virtual Assistant
Not only do NAIFA Member have free, unlimited access to the NAIFA Virtual Library, but they also have the option to purchase the upgrade, the NAIFA Virtual Assistant, that includes additional business management features.

Based on $3 per month savings on this upgraded product of the Virtual Library.

One Page Business Plan
NAIFA members save 15% off this step-by-step process designed to help you develop an actionable business plan to take your practice to the next level. *Assumes savings on the e-planning tool; CD/Workbook edition also available at a 15% discount.
Reg Ed
NAIFA Members receive exclusive discounts on their insurance continuing education needs. *Savings based on per course pricing.
Salesgenie.com
NAIFA Members receive a significant discount off this targeted-lead generation service.
Simplied Training Solutions
Training and communications materials, including HIPAA. NAIFA Members save 10% off all products

Based on the members' only discount.

HIPPA Privacy/Security HITECH Compliance Tool Kit
Smarsh Financial Visions Customized Website
Smarsh Financial Visions provides the most comprehensive, affordable website service available to the insurance and financial services industry.

Savings based on $5 off monthy fee of $44.95; $5 discount on initial set-up fee.

Staples
Staples offers NAIFA Members significant savings (from 10-50%) on their office and business supply needs. Savings assumes basic monthly office purchases made by an office of 1-6 employees

*Savings are monthly/annual estimates only. Prices and products are subject to change.

UPS Shipping Services
NAIFA Members may now save up to 30% on an expanded portfolio of air and international Express shipping services.

Savings calculated based on actual NAIFA Member shipments and average monthly shipping costs.