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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 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:
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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.
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 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.
• 98% of Congress has a NAIFA constituent member active in NAIFA’s political
involvement program.
“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 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:
www.NAIFA.org
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
www.NAIFA.org/MembershipPays
or call 877-866-2432