Thank You to Our Partners

Since our Winter edition, we would like to thank the new companies that have joined our NAIFA Corporate Partner Network. The support of these companies is making expansion of NAIFA’s advocacy, education, and networking programs possible while bringing additional value to members.

Aetna: We are proud to welcome Aetna as a supporter of the Limited & Extended Care Planning Center (LECP) . Aetna brings both thought leaders that will join the LECP Advisory Council, as well as experts that will serve as a sounding board for NAIFA’s Long Term Care Legislative Working Group (LWG). Aetna brings its considerable industry expertise and a specific short-term care product to the market that many financial advisors can utilize as the missing puzzle piece to provide to their clients when presenting a comprehensive care plan. Learn more and subscribe to the LECP: lecp.naifa.org.

Chalice Network: Chalice Network is a new platform of affinity benefits that includes a selection of discounts to popular retailers in a variety of categories. The Chalice Network provides both a travel hub for discounted providers, as well as an entire outlet to identify the right valuation of your business through a program called SuccessionLink. NAIFA partners White Glove and ReminderMedia have also joined forces with Chalice to provide lead generation services through seminars, digital marketing, and personalized magazines. Access Chalice Network through your Member Portal at members.naifa.org.

Fulcrum Partners: Fulcrum Partners joined the NAIFA-FSP Advanced Practice Center to provide thought leadership in the area of 409A NonQualified Deferred Compensation, Executive Benefits, COLI/BOLI/ICOLI, and succession planning. Monte Harrick and Sam Robert joined us in Phoenix in early June for an Advanced Practice Symposium to discuss expanding your business client opportunities with nonqualified executive benefits. Fulcrum Partners will also participate in Apex and in the next Symposium happening in late September in Philadelphia. Learn more by visiting theapcenter.org.

TravNow: Welcome to a new way to book hotel travel and dinners out. NAIFA has partnered with TravNow to provide each member $500 in credits to utilize in booking through the TravNow network. With pre-negotiated rates that will beat anything on the street, TravNow has a price guarantee and will match and then refund an extra 10% if you find a lower price on the market outside of the TravNow network. Every member is eligible to receive a discount card for use on the TravNow site, but also can enjoy the services of a full service TravNow agent to help get you where you want to go. Access the TravNow page through your Member Portal at members.naifa.org.

Know of a company, product, or service that you think would benefit NAIFA members? Send any questions, referrals, or comments to partners@naifa.org.