Membership & Partnerships.

NAIFA Members Serve the Financial Needs of Main Street

NAIFA is the big tent association for insurance and financial professionals. Our members have dedicated their professional lives to providing American families and businesses with products, services, and advice that promote financial security and help their Main Street clients create and achieve their financial goals.

Membership in NAIFA shows commitment to professional success and dedication to serving the best interests of clients.

NAIFA Members Practice and Have Expertise in the Fields of:

Practices Go All-In for NAIFA

NAIFA's 100% Agency and Financial Security Champion programs allow practices to fully support NAIFA membership while promoting and elevating their brands. Participating firms and agencies are listed on NAIFA's consumer site, financialsecurity.org, and receive additional publicity and program discounts.

Profile articles on NAIFA's Advisor Today blog highlight the great work 100% Agencies and Financial Security Champions do and provide opportunities to spotlight their individual agents and advisors. The programs also create a culture of excellence and provide agents and advisors with programming designed to increase their production. Being a 100% Agency or Financial Security Champion is a win for participating practices, a win for advisors, and a win for NAIFA.

NAIFA Partners With the Leading Corporations in the Industry

NAIFA works with the leading companies in insurance and financial services to promote the role of agents and advisors, bolster the industry, and advance financial security opportunities for all Americans. For more information on becoming a NAIFA corporate partner, contact NAIFA Vice President of Growth & Revenue Karla Kirk at kkirk@naifa.org.

Affinity Partners

NAIFA partners with a diverse group of organizations to provide additional benefits to our members. Members are able to access these partners through the member portal to get discounts, special rates, and participate in programs that were designed for NAIFA. Explore the Partners tab in the member portal to see all of our offerings.

Education

AARP BANKSAFE: After 60 minutes of training, NAIFA members are eligible to receive the receive the BankSafe seal of verification. This is at no cost to NAIFA members.

ADVISOR SOLUTIONS: Led by coach Daniel Finley, NAIFA members have access to coaching packages and archived materials that address common challenges in financial services.

WEBCE: NAIFA and WebCE have partnered to offer NAIFA members discounts on a wide variety of courses--from prelicensing to continuing education credits. *Includes AML & cybersecurity!

Marketing

LIFE HAPPENS: Life Happens Pro helps NAIFA members spend less time planning communications and more time helping clients and prospects who need your expertise. NAIFA members get a Life Happens Pro subscription for 20% off.

REAL WEALTH MARKETING: With a core mission to Educate, Inspire, and Motivate Americans to make smart decisions with their money, Real Wealth® is built for busy advisors who want to maintain strong personal relationships with their clients and prospects. Complimentary basic membership is a available for NAIFA Members.

REMINDERMEDIA: The creation of digital and marketing services including personalized magazines that can be used to promote your practice. NAIFA members receive a significant discount on the program.

WHITE GLOVE: Providing introductions, not just leads. White Glove is Marketing Done For Advisors that focuses on virtual and in-person events with no risk and no upfront costs for the advisor.

Insurance & Compliance Programs

CALSURANCE: NAIFA endorsed options for your E&O needs. The NAIFA plan offers coverage for individual agents, agencies and firms, and registered investment advisors.

KELSEY: NAIFA members now have access to quality dental, health and disability insurance with our partnership.

TASC: Key benefits of the Universal Benefit Account for your clients include: integrated benefit account options, mobile, configurability to create custom plans.

TOTAL HIPAA COMPLIANCE: Total HIPAA Compliance prepares health insurance agents, HR professionals, Privacy and Security Officers, healthcare professionals and subcontractors of Business Associates to meet federally mandated HIPAA compliance regulations. NAIFA Members are eligible for 10% off all products.

Technology & Business Services

NAIFA partners with a variety of companies to provide business discounts for members.

TravNow: With the TravNow Membership Card, NAIFA members receive guaranteed lower pricing than other travel websites on travel with a guaranteed price match or 10% back to you. Get $500 in travel credits with your NAIFA membership.

Chalice Network: Access exclusive savings on Fortune 500 group health insurance, back-office services, technology products, travel, and more at this pre-vetted and pre-negotiated online marketplace.

Advocacy Partners

NAIFA and the American Council of Life Insurers (ACLI) share a long history of working together on advocacy efforts impacting the industry and Main Street consumers. NAIFA and ACLI collaborated on a lawsuit that prevented the implementation of an ill-conceived Department of Labor fiduciary regulation. Currently, NAIFA and ACLI are the driving force behind an effort that has resulted in 31 states (through the end of 2022) adopting the NAIC model on annuity transactions that enhances consumer protections by requiring agents to work in clients' best interests.

NAIFA shares goals with additional organizations within the industry and has signed partnership agreements to represent their members, along with NAIFA's, on Capitol Hill and in state capitals. NAIFA's partnerships with the Latin American Association of Insurance Agencies (LAAIA), National African American Insurance Association (NAAIA), the Society of Financial Service Professionals (FSP), and Women in Insurance and Financial Services (WIFS) demonstrate to policymakers that our associations are of one mind on issues that impact our members, their clients, and their communities. Working with these groups broadens the diversity of NAIFA's advocacy and leverages NAIFA's strong influence on behalf of these associations.

Coalitions & Alliances

NAIFA participates in numerous coalitions and alliances in pursuit of advocacy success on behalf of NAIFA members, their clients and communities. These include:

American Savings Education Council

(Choose to Save)

America Saves

Coalition for Equity in Wholesaling

CEO Action for Diversity & Inclusion

Coalition for Medicare Choices

Diversity in Government Relations

Coalition

Help Protect Our Families Campaign

Joint Trades Group

NAIFA Chapters and Affiliates Provide a Quality Member Experience

Since NAIFA's rebirth in 2019 as a modern, nimble association with revised bylaws, state and local chapters have undergone a metamorphosis focused on a renewed commitment to providing a Quality Member Experience.

NAIFA members, wherever they live in the United States, benefit from the national home office, state and local chapters, and affiliates working together as One NAIFA.

The reborn NAIFA places an emphasis on accountability. By the end of 2022, 98.5% of chapters were in full compliance with their chapter operating agreements, up from 50.6% at the end of 2021 and 33.3% at initial analysis.

Chapters are arranged into six state and four local "cohorts," which serve as peer groups for volunteer-to-volunteer leadership collaboration. All of the cohorts received strategic-planning training from the renowned association management firm Raybourn Group International.

The Chapter Coaching Program

80

NAIFA Chapters: 51 State & Territorial Chapters + 29 Local Chapters

22

Chapters Managed by NAIFA Association Management Services

100%

Of Chapter Cohorts Received StrategicPlanning Training From Raybourn Group International

98.5%

Of Chapters Are in Full Compliance With Their Operating Agreements

47

State Chapters Implemented Comprehensive Affiliate Programs

NAIFA's Chapter Coaching Program is a comprehensive service provided to all NAIFA chapters. NAIFA's Chapter Services Team and Member and Chapter Services Department provide guidance, resources, and support to chapter leaders and executives. Under the program, each chapter completes an annual report and receives an annual Chapter Health Rating and Chapter Action Plan.

NAIFA also offers full-service chapter management under NAIFA Association Management Services. Last year, 19 state and territorial chapters and three local chapters opted to take advantage of the service.