Agency Presentation Link

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NAIFA Members are:
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Insurance Agents
Financial Advisors
Multiline Agents
Health Insurance and Employee Benefits Specialists
Both Captive and Independent Advisors
New to the Business, Industry Leaders and
Everyone in Between
Professional Development: Increase Your
Knowledge Base and Improve Your Skills
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NAIFA Online CE with RegEd
NAIFA Online Seminar Series – Free With Membership
NAIFA Monthly Webinar Series – Free With Membership
NAIFA Leadership in Life Institute (LILI)
NAIFA Coach
NAIFA Career Conference and Annual Meeting
Professional Designations
Including NAIFA’s LUTCF – available only
to NAIFA members.
NAIFA’s Advisor Today
Practice Resources:
Make the Most of Your Business
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NAIFA Virtual Library – Free With Membership
E&O Insurance – from CalSurance
NAIFA SmartBrief – Free With Membership
NAIFA ClientCast® by Real Wealth® - Free With Membership
Career Activity Management (CAM)® System – Free With Membership
Value Pitch Process™ - Free With Membership
Life Happens – free and discounted client-centric promotions
Million Dollar Marketing System
The One Page Business Plan®
NAIFA’s Preferred Providers – discounts on business services, travel –
everything you need to run your business.
“NAIFA provides members with the tools they need to
succeed in our industry. The best practices I’ve learned
from NAIFA help me tremendously in assisting my
clients in their financial goals. And Advisor Today is
worth its weight in gold. I’ve used sales ideas from AT
to close business.”
Jeffery Hill
Little Rock, AR
NAIFA Member Since 2009
NAIFA’s Young Advisor Team
NAIFA’s Young Advisors Team (YAT) is dedicated to
serving the needs of the organization’s next generation
of members. Through customized education,
opportunities to network and work with a mentor, practice
resources and unwavering advocacy support, NAIFA’s
YAT program ensures you have the tools to build a solid
foundation for a successful career.
NAIFA State and Local Events
The NAIFA Federation is comprised of more than 600 state and
local associations.
One of the core benefits of NAIFA membership is the opportunity to participate
in meetings and events at one of the hundreds of NAIFA local and state
associations nationwide. These events provide members with tremendous
networking opportunities, an excellent source of professional development, and
a forum to share ideas and form business alliances.
Also, they are a great source of
information, including legislative
updates, announcements of new
NAIFA services, and presentations
by members and invited guests.
NAIFA Protects Your Business
Your products and your business are at risk, now more than ever. NAIFA’s
unparalleled advocacy efforts are your best career insurance.
Only NAIFA protects your business at both the Federal and State level.
Only NAIFA represents insurance and financial advisors regardless of the
products they sell or the focus of their practice.
Only NAIFA advocates on behalf of all of your clients and their financial future.
Did you know?
• 100% of tax-writing committee Members of Congress have at least one
NAIFA member contact.
• 100% of Congress has a NAIFA constituent member active in NAIFA’s
political involvement program.
NAIFA Protects Your Business
“NAIFA gives me the opportunity to interact with
legislators on the state and federal level. The amount I
pay for my NAIFA membership is not in proportion to
what I receive – in advocacy work alone.”
Lisa Laliberte, CLU, ChFC, CASL
Lewiston, ME
NAIFA Member Since 1997
NAIFA Congressional Conference
May 19-20, 2015
Every Spring, NAIFA members converged on Capitol Hill to educate
Congress about our products.
Join us for the 2015 Congressional Conference and tell our
industry’s story in one, clear voice.
For details, visit www.NAIFA.org/Advocacy/CapHill
NAIFA Government Relations
Members-Only Communications
NAIFA’s advocacy communications products are designed to improve NAIFA members’
understanding of the legislative and regulatory environment in which they work.
GovTalk is a monthly summary of federal and state legislative matters that impact the
business of NAIFA members.
GovUpdate reports on breaking legislative and regulatory matters that potentially affect
your bottom line.
GovAlert is your notice that URGENT NAIFA member action is needed on legislative or
regulatory issues that affect you.
NAIFABlog.com provides timely analysis, context and commentary on important issues
shaping the industry. The blog also is a place to present the role of the agent and the
services they provide, and it covers newsworthy happenings within the association. Read it
every day to stay on top of industry issues and news.
NAIFA Promotes the Ethical
Conduct of Our Members
Consumers know working with a NAIFA member means working with
professionals who adhere to the highest standards in the industry.
Current and future clients deserve an advisor who is a member
of NAIFA. All NAIFA members adhere to the high standard of
business ethics put forth in the NAIFA Code of Ethics.
For the full NAIFA Code of Ethics, go to:
http://www.naifa.org/about/ethics.cfm
The Bottom Line:
NAIFA Members Make More Money
New York Life studied the production levels of its Council-level agents:
• NAIFA members averaged $90,300 in 2010 First Year Commissions, while
non-members averaged $55,340.
• NAIFA members produced 52% more premium than non-NAIFA members.
Southern Farm Bureau Life Insurance Company compared 1st year direct
commissions, renewal direct commissions and bonuses for the year 2012:
• NAIFA Members earn 83% more than non-members!
NAIFA provides the resources you need to succeed – at every stage of
your career. If you haven’t taken advantage of these benefits in the
past, now’s the time.
Go to
www.NAIFA.org/MembershipPays
or call 877-866-2432
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