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Member Login

Monthly meetings

Information on MainStreetUSA

Information on Awards

Career Friendly Fees

Tools you need to become a politically
active and involved advisor.

Become an informal advisor to your
representatives on industry matters.

Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.

Information on Warchest

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Washington, DC on May 19-20, 2020.

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Get the latest industry news.

Information on Action Reports

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Advisor Today has the largest circulation among
insurance and financial planning advising magazines. 

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Member Benefits

Member Benefits Program

Discover how to leverage your NAIFA membership to grow your business, protect your clients and advocate for the industry. Participate in our monthly webinars and put your professional association to work for you!

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Month 1
PLANNING YOUR YEAR

Start your membership off right with a guided tour of the programs, services and volunteer opportunities that come with membership. Subsequent months will provide a deeper dive into other programs, but use this New Member Orientation to map out top areas of interest and save key dates for 2020.

Register Here!

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Month 2
YOU ARE THE BRAND

Make 2020 your best year yet! Join us as we provide a tip-packed session on how you can present yourself the best way possible. From understanding your body language, to tips on listening, speaking, dressing, your brand on social media and more, this session will help you elevate your game and work at the speed of trust.

 

Watch On-Demand

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Month 3
ADVOCACY 101

As a member, you are helping to protect our industry and your clients. Increase grassroots efforts with training from NAIFA’s Government Relations team. Learn how to talk to representatives and build relationships with policy makers on Capitol Hill and in your state legislature.

Watch On-Demand

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Month 4
PERSONAL COACHING SESSION

Ever wonder how some advisors really take it to the next level? The secret is having a personal business coach! NAIFA’s membership includes a whole network of professional coaches who would love to provide a free session on what’s involved and why so many advisors make the investment in themselves and in their practice.

 

Watch On-Demand

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Month 5
PUBLICATIONS, PAPERS & RESEARCH

NAIFA authors publications and reports that the media cite as the go-to voice of the industry. This month we will review the publications to ensure they match your interests. Know what content applies to your own practice and your clients.

 
Watch On-Demand

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Month 6
IFAPAC

Each year, NAIFA’s Political Action Committee (PAC) is the largest in the industry. This session will introduce you to the PAC, explain how it works, why it is critical to NAIFA and the industry, how you can participate and be recognized.

 

Watch On-Demand

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Month 7
PROFESSIONAL DEVELOPMENT

Create your summer reading list by joining us to get an overview of all of the educational opportunities that come with your membership. From Big Ideas Webinars to Skillbuilders, find what’s right for you.

Recording Coming Soon!

Register now

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Month 8
DESIGNATIONS & CERTIFICATIONS

LUTCF & LACP are recognized marks of distinction for insurance agents and advisors. A panel of top producing designees will tell how the designations helped them write more business and distinguish them from the competition.

Watch On-Demand

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Month 9
YOU, NAIFA AND THE MEDIA

Membership in NAIFA affords media access. Boost your personal brand and that of your firm by presenting yourself in print, social media and on camera. Benefit from the NAIFA Communications team that will provide a session to help you take advantage of today’s media and reach new audiences.

Recording Coming Soon!
Register now

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Month 10
LILI

Members credit the Leadership in Life Institute (LILI) as “life changing” when it comes to improving their business performance. This month you will hear from LILI grads who will explain the program and help to expand your network.

October 23 @ 1 PM eastern
Register now

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Month 11
VOLUNTEER OPPORTUNITY TOUR

Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with NAIFA as you build your plan for personal growth.

November 13 @ 1 PM eastern

Register now

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Month 12
THE CENTERS

NAIFA offers Centers of Excellence that focus on talent development, business performance and specialty areas such as long-term care. The Centers provide resources such as webinars, articles, expert interviews and discussion groups.

December 11 @ 1 PM eastern
Register now