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Member Benefits


Delivering on our Membership Promise

AdvocateThe research arm of the National Journal validated what every NAIFA member knows: NAIFA is viewed by policymakers as the most credible, valued, and respected voice in the industry. NAIFA protects our business, our industry, and our clients. Educate lawmakers at one of the largest industry fly-ins in Washington.

Educate. Invest in your education and build your network with NAIFA so you can reach your potential and guide your clients to financial security. NAIFA offers professional development opportunities for you to elevate your knowledge, your confidence, your skills, and your productivity.

Differentiate. Our volunteers are the life-blood of our organization. From blog columnists to subject matter experts and committee members to National Leadership, NAIFA allows members to be engaged at any level. Stand out from the crowd as a thought leader by contributing content through NAIFA's platforms or earning a designation. Apply for one of NAIFA's awards to acknowledge good NAIFA citizens.



NAIFA Member Benefits Webinar

Every day I am inspired to help people get on the path of financial security.
Carina Hatfield, LUTFC, CLCS, LACP
Pottstown, PA
Loyal Member Since 2005
I'm NAIFA proud of the organization's legislative advocacy on behalf of advisors & those we serve, and for its commitment to celebrating diverse cultures and ethnic communities in our country.
Stephen Kagawa, FSS, LUTCF
Monrovia, CA
Loyal member since 1986
Thomas Yannetti
I am blown away by all of the resources available at my fingertips...Sometimes when people talk about how great something is before you’ve tried it for yourself, you wonder, ‘is it really?’ and I can honestly say that has been my experience with NAIFA.
Thomas Yannetti
Saddlebrook, NJ
Loyal Member Since 2020