NAIFA Member Benefits and the NAIFA Preferred Providers are available to NAIFA members only. If you are not currently a member, please go to the Why Join section for more information or apply online.
As a NAIFA Member, you are eligible for discounts on products and services that can enhance your business success and increase your bottom line, including E&O insurance, credit card services, customized websites, financial newsletters, and office product savings. By participating in one or more of these Preferred Provider programs, NAIFA members can often more than recoup their membership investment. When contacting the NAIFA Preferred Providers for more information, please don’t forget to mention you are a NAIFA Member.
Select the business service that best fits your needs.
Business/Practice Management
Copytalk – Mobile dictation and transcribe service
Smarsh Financial Visions Website – Customizable websites
Horsesmouth – Daily online service
Prodial – Regionally-tailored long distance service
Insurance Programs
Aon – Exclusive E&O coverage
Kelsey National – Disability insurance
Client Management Tools
Advisors Assistant – Client management software
Sales Tools
Advisys – “Back Room Technician” software
Office Supplies
Office Depot – Office supplies
Credit Card Program
Bank of America – NAIFA credit cards, CDs, money markets
Shipping Services
DHL – Preferred shipping prices
UPS – Special shipping savings
Car Rentals
Hertz – Car rental discounts
*The discounts offered by NAIFA's Preferred Provider program are additional benefits of NAIFA membership. NAIFA does not necessarily endorse or guarantee the quality or applicability of the products and/or services of its partners. Users of these products and/or services do so at their sole discretion and NAIFA assumes no responsibility for them.