Practice Management
Successfully managing your own business requires the assistance of companies and suppliers who know your business and are interested in your success. Take advantage of these NAIFA Advantage Plus affinity programs to grow your practice.
Explore this section to learn about the many programs and value-added services that can help to protect and grow your business.
Aon: New Coverage Options and Lower Rates for NAIFA-Endorsed Professional Liability Insurance Program!
Affinity Insurance Services, Inc. continues to work closely with NAIFA to provide members with coverage options that meet the demands of today’s insurance professionals. The NAIFA Professional Liability Program now offers new coverage options and lower rates to NAIFA members who are insured in the program.
What’s New?
The NAIFA-endorsed Professional Liability Insurance Program now offers new coverage options for:
- Fee-Based Financial Planning and RIA Activities
- 529 Plans
- Life Settlement and Life Settlement Referrals
Plus:
A free two-hour Legal Consultation – obtain advice from a qualified attorney on a potential claim or circumstances that could lead to a claim. We will provide risk management advice designed to prevent a claim from being made or to reduce its potential impact.
All coverage options include worldwide 24/7 coverage. These options also provide that no claim is settled without your consent, protection for you and your employees and coverage extends to your estate or legal representative.
New! NAIFA Rate Indicator: Are you interested in professional liability coverage but don't have a lot of time? Use the rate indicator to get a quick estimate on the cost for this valuable coverage by answering just a few quick questions.
For information on all available coverage options and features, and/or how to apply, visit www.naifainsurance.com.
- View and download the new Aon brochure
- View the Aon Rate Indicator
- Visit www.naifainsurance.com
Client and Investment Management Software with Advisors Assistant
Client Marketing Systems, Inc. has been the leader in client and investment management software since 1985. Advisors Assistant is software specifically written for registered reps, financial planners, insurance professionals and entire offices/agencies. It combines client, investment and insurance tracking with contact management to help increase sales and run your office at peak efficiency.
As a NAIFA Member, you save $100 off the list price of Advisors Assistant. For additional information about Client Marketing Systems or to download your free demo, visit www.advisorsassistant.com or call 1-800-799-4267. When calling, be certain to identify yourself as a NAIFA Member.
The Back Room Technician, Sales Edition, is Everything You Need to Sell More Effectively
NAIFA and Advisys®, Inc.(formerly Kettley Publishing), are very pleased to make the nationally recognized, premier sales support resource, Back Room Technician® — Sales Edition (BRT/SE), available to NAIFA members at a very special price.
BACK ROOM TECHNICIAN®
Back Room Technician (BRT), powered by Advisys (formerly Kettley Publishing), is the leading needs analysis, client presentation and education software. Designed to help you promote productivity, increase sales, acquire and retain clients, BRT is user friendly and results driven. Key features include:
- Over 600 reports, graphs, charts & illustrations
- 11 Needs Analysis Modules
- 70 Interactive Calculators
- One Seamless Interface
For more information, please visit www.advisys.com/sponsors/naifa or call 1-800-777-3162 and dial option 2. An Advisys customer support/sales team member will answer any questions and get you "up and running" in no time. Don't forget to mention you are a NAIFA Member.
Free Advisys Live! training is available to all NAIFA representatives as well as a 60-day Money Back Guarantee that makes sure you feel comfortable while getting acclimated with the software!
Website Design that's Comprehensive, Customizable and Compliant
In today's world, you need a professional presence on the web in order to grow your business and serve your clients effectively and proficiently. Smarsh provides the most comprehensive, affordable website service available to the insurance and financial services industry. Select from more than 50 templates with articles, financial calculators, newsletters, reports and quotes — everything you need to present your professional services and qualifications 24 hours a day, 7 days a week.
As a NAIFA Member, you pay $39.95 a month — a savings of $5.00 per month — with an initial set-up fee of $99.00 — a savings of $50 off the regular set-up fee. Other fees may apply for domain name registration and email service, if requested.
For additional information about Smarsh Financial Vision Websites, visit www.naifawebsites.com or call 800-593-9228. When calling, be certain to identify yourself as a NAIFA Member.
How Advisors Succeed — Every Day
Horsesmouth is a daily, online service that helps financial advisors succeed by getting more clients and growing their businesses. Each day, you will receive action-oriented, how-to features from leading experts and successful advisors, showing you exactly what to do to have an immediate, positive impact on your business. You will also gain access to a growing database of more than 4,500 articles on sales, marketing, business development, practice management, financial planning and investing.
As a NAIFA member, you receive a 90-day free trial—plus a second 90-days free with your annual Horsesmouth Membership of $189 a year (15 months for the price of 12—a savings of $75). And your annual Horsesmouth membership includes your own copy of Horsesmouth's ground-breaking action research report, “Automatic Referrals: How to Instill Discipline in Your Referral Strategy and Guide Your Clients to Deliver Perfect Prospects Every Time.” You will also receive a free copy of the biweekly email newsletter, The NAIFA Advantage, which includes links to practice-oriented articles and resources from Horsesmouth, as well as links to other NAIFA resources.
Click here to sign-up for your 90-day free trial today. For additional information, call 888-33-MOUTH and tell Horsesmouth you're a NAIFA Member.
Disability Insurance to Safeguard Your Most Important Asset Your Income
Kelsey National is an Insurance Marketer, Manager, and Third Party Administrator, providing quality group insurance plans and administrative services in all 50 states since 1966. In addition to NAIFA, we have earned endorsements from other major insurance trade associations and affinity groups. NAIFA has 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 your income and the income of your spouse. Rates will vary based upon your age, monthly benefit desired, and benefit period.
As a NAIFA Member, you receive exclusive group pricing available only through NAIFA. For additional information about the NAIFA Advantage Plus Group Disability Income Insurance Protection Plan, visit our website for NAIFA Members at www.kelsey.com/naifa or call 800-366-5656, option 3. When calling, be certain to identify yourself as a NAIFA Member.
