Financial Advising & Investments
NAIFA offers a growing roster of programs and services designed specifically to help today's financial advisors sell, market and manage their practices more effectively. We offer members the chance to work towards their CFP designation through programs organized through our nationwide network of local associations. Members also receive discounts on financial planning sales and marketing tools and have exclusive, free access to a suite of financial planning calculators.
Useful Resources
Advisor Today
The official publication of NAIFA, Advisor Today has the largest circulation among insurance and financial advising magazines, and provides you with articles on market trends and analyses, legislative updates, sales ideas and practice management tips. With every issue, you're guaranteed to learn something new that will help you increase your production!
Annual Convention & Career Conference
One of the year's true highlights is NAIFA's annual convention. Thousands gather to network with colleagues from around the country, address important association business, hear fascinating keynote speakers and interact with the more than 100 vendors and exhibitors. Part of the annual meeting is devoted to a career conference, which features hands-on workshops and seminars for agents and advisors in the practice specialties NAIFA serves, all tightly focused on career-building strategies.
Advisors Assistant
The Advisors Assistant software is a contact management and data tracking application designed to allow registered representatives, insurance agents, and agencies to track clients, prospects, and financial products. This software combines client tracking, insurance tracking, investment tracking and contact management to help you increase sales and streamline your office.
eTIPS
To help you grow your business, NAIFA sends members frequent emails with sales and practice management tips from industry leaders and top producers. Hear from the experts on topics such as how to prospect efficiently; use technology to your advantage; avoid common mistakes made during sales seminars; and much more.
Build Your Own Website
While you're busy building your practice, NAIFA can build and support your personal website for a special discounted monthly fee. With your own NAIFA website, you can easily reach clients and prospects with the financial information they're looking for, including 50 financial calculators, hundreds of articles and newsletters, and thorough market coverage.
Web Calculators
NAIFA members enjoy exclusive, free access to a suite of more than two-dozen calculators to help you assess your clients' needs.
Sales and Skills Training
NAIFA offers a variety of sales and skills training courses at discounted prices through its alliance with The American College/LUTC. Core courses cover a range of topics, including exploring personal markets, meeting client needs, employee benefits, and business and estate planning.
Online Non-Resident Producer License Applications
NAIFA members can now complete non-resident license applications for several states online--quickly and easily. The National Insurance Producer Registry (NIPR) allows members to complete non-resident license applications for several states, in a number of major lines, all from your computer.
Professional Designations
Professional designations signal your commitment to your career, and also to the financial security of the individuals, families, and businesses you serve. Through our longstanding relationship with The American College/LUTC, NAIFA helps link you to classroom and online training programs for professional certifications.
Legislative and Regulatory News
Learn what's happening on Capitol Hill and in your state, and what NAIFA is doing to protect your business interests.
Life and Health Insurance Foundation for Education (LIFE)
Put the resources of LIFE to work to increase your bottom line. LIFE has print materials, video-based resources, and TV and radio commercials at great discounts to NAIFA members. The easy-to-use materials can help you generate new leads, conduct sales seminars, or even educate community groups in your area on the importance of life insurance.