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NAIFA Members are:
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
NAIFA Helps You Grow Your Business
NAIFA offers more than 50 professional programs and products to enhance
skills and provide value-added business services.
NAIFA Protects Your Business
Your products and your business are at risk now more than ever.
NAIFA membership is the best insurance you can buy to protect your business.
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.
Professional Development: Increase Your
Knowledge Base and Improve Your Skills
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 Career Conference and Annual Meeting
Professional Designations
Including NAIFA’s LUTCF – available only
to NAIFA members.
Professional Designations
The NAIFA LUTCF stands for Life Underwriter Training Council Fellow, a longstanding industry designation. Successful
insurance and financial services careers are deeply rooted in product knowledge and effective sales skills. The new
NAIFA LUTCF curriculum, developed in partnership with the College for Financial Planning, combines product-focused
education with hands-on sales training to help newer advisors thrive in a competitive industry.
In addition, NAIFA membership includes substantial discounts to
the industry’s leading educational institutions:
College for Financial Planning (CFFP): 15% discount for NAIFA members.
American Institute of CPCU (AICPCU): 20% discount on AICPCU print study materials for the 11
courses leading to the CPCU designation.
America’s Health Insurance Plans (AHIP): 20% discount on AHIP courses leading to multiple
health-related designations and a 33% discount on Medicare Advantage and Part D prescription
drug plan training.
Practice Resources:
Make the Most of Your Business
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’s Advisor Today
NAIFA’s Advisor Today is an award-winning, bi-monthly magazine and
the leading source of news and information for insurance and financial
advisors. Advisor Today features articles and podcasts featuring insights
from industry experts on topics including sales, marketing, prospecting
and practice management.
Access even more content, more often, on the AT blog:
NAIFA’s Advisor Today
“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
Advisor 2020
The Forces and Opportunities Shaping the
Financial Services Advisor of the Future
• Sponsored by NAIFA and published by the GAMA Foundation
• Features two research studies:
o Study One focuses on the Market and the Future
o Study Two focuses on the Advisor of the Future
• Available on the NAIFA Marketplace at www.NAIFA.org
• Half-day workshop will debut around the country in 2015
NAIFA’s Young Advisor Team:
Networking with the Best
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 introduces me to the best professionals in my
area. I look forward to the education, camaraderie and
ethical standards our association offers. I have not only
created many business relationships, but friendships
as well.”
Anna Marie Downs
Superior, WI
NAIFA Member Since 2007
NAIFA State and Local Events
The NAIFA Federation comprises more than 600 state and local
associations which offer the following benefits:
• Opportunity to participate in meetings and events for networking and
professional development
• States and locals are a great source of
information for 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.
• 98% of Congress has a NAIFA constituent member active in NAIFA’s political
involvement program.
NAIFA Protects Your Business
At the federal level
• NAIFA’s government relations staff monitors federal legislation and regulations
and mobilizes resources to achieve the most favorable outcome for the industry.
At the state level
• NAIFA’s state associations work with NAIFA’s national government relations
department to positively impact state legislation and regulation.
Join NAIFA, and you’ll be joining other advisors in speaking to State
and Federal legislators with one, clear voice.
“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
Advisors Political Involvement Committee
You may have never run for public office.
You might not know much about politics.
But with NAIFA’s Advisors Political Involvement
Committee (APIC), you can still make a
Each year, NAIFA lobbying staff work with members to maximize NAIFA’s
impact with lawmakers. Members participating in APIC
training events in Washington, DC are prepped with the background
they need before going to Capitol Hill to meet with their federal
Insurance and Financial Advisors
Political Action Committee (IFAPAC)
NAIFA’s Political Action Committee is one
of the largest PACs in the insurance industry.
and ranks among the top percent of the 4,600
PACs registered with the Federal Election
During the 2012 election cycle, IFAPAC
disbursed $1.6 million to more than 300 U.S.
House and U.S. Senate candidates and other
political committees.
NAIFA Congressional Conference
May 19-20, 2015
Every Spring, NAIFA members converge 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 Makes A Difference In Washington
We’re not experts on everything, so it is very, very helpful for NAIFA
members to come and talk to us about what they do, who their clients are
and the difference [life insurance] makes in their lives.”
- Rep. Allyson Schwartz
It’s very important for NAIFA members to develop a relationship built on
mutual trust with a member of Congress, because many of the issues we
cover are very complicated, certainly tax and insurance issues.”
- Rep. Charles Boustany
It’s important that all members of NAIFA get involved and not take anything
for granted. Certainly, I appreciate hearing from NAIFA.”
- Rep. Adrian Smith
NAIFA Government Relations
Members-Only Communications
GovTalk is a monthly summary of federal and state legislative matters that impact the
business of NAIFA members.
GovTalk Update 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
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.
See the NAIFA Code of Ethics:
NAIFA, founded in 1890, is the oldest and most
accomplished association in the industry
NAIFA founded the following organizations, further strengthening our
industry throughout the past 120 years:
The American College – 1927
Million Dollar Round Table (MDRT) – 1927
Life Underwriter Training Council (LUTC) – 1947
GAMA – 1951
Association for Advanced Life Underwriting (AALU) – 1957
Association of Health Insurance Agents (AHIA) – 1990
Life Happens (Charter Member) – 1994
Leadership in Life Institute (LILI) – 2000
The Bottom Line:
NAIFA Members Make More Money
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
or call 877-866-2432