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Member Benefits

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Volunteer Leadership

Awards

  • NAIFA Quality Awards (NQA) provide advisors at any career stage the opportunity to demonstrate a commitment to their clients of excellence and service. Awards are given for the following categories Life Insurance, Multi-Line, Financial Advising, and Health and Employee Benefits. Applicants may apply for more than one category.
  • Advisor Today's National 4 Under 40: Each year, Advisor Today magazine recognizes four financial advisors with the “4 Under 40 Award" who achieve excellence in their profession by or before the age of 40.
  • YAT Leader of the Year: The YAT Leader of the Year Award recognizes an advisor’s commitment to NAIFA, including service at the local, state, and national level, participation in the Leadership in Life Institute (LILI), involvement with state and/or federal legislative efforts, participation in external service work such as charities, and an ability to inspire others.
  • Diversity Champion: This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. 
  • John Newton Russell Memorial Award  is bestowed upon an insurance or financial services professional who exhibits the character, leadership qualities, contributions to the profession, and American families exemplified by JohnNewton Russell. The characteristics of past recipients have included unwavering loyalty and a high level of professional accomplishment and community service.
  • Terry Headley Lifetime Defender Award recognizes a current NAIFA member who shows exemplary service to their professional, colleagues, and clients through their political advocacy and contributions to IFAPAC.

Speaking & Writing

  • Consumer Blog Contributor: Let us market you! Have you written an article or blog post that would benefit consumers and increase financial literacy for all Americans? Contact us to help us build our library of advisor resource content.
  • NAIFA Speakers Bureau was created to provide high-quality presenters and thought-leaders for events across NAIFA Nation. As a member, you will receive preferred consideration by the bureau's review committee.
  • Advisor Ambassador: Are you a young advisor looking for a way to both grow NAIFA membership & your personal brand? Serving as an Advisor Ambassador allows you to do both! This 25-40 minute session allows you to share your secrets of industry success with non-members and invite them to join NAIFA.

Programs

  • Young Advisors Team (YAT): A YAT is defined as someone 40 years of age or younger. While any member can attend and enjoy YAT events, only a true YAT is eligible to qualify for the YAT of the Year award.

  • Special Interest Communities: NAIFA provides study and legislative working groups in specific practice areas, for new advisors, managers, and for women allowing you additional support and networking

  • Future Leaders: This is a special program for college students looking to start a career in the insurance and financial services industry. The Future Leaders is overseen by NAIFA's YAT Committee and is held multiple times throughout the year. Topics range from understanding the industry, pre-licensing information, and internship opportunities.

Special Discounts & Access

  • AARP BankSafe:  AARP has adapted their BankSafe program to agents & advisors as we're often the first line of protection to spot financial exploitation and adhere to the highest code of ethics. After completing this training, apply to receive a seal of verification.
  • Career Center: Job seekers and employers can take advantage of NAIFA's Career Center. 
  • Coaching & Training: NAIFA members offer each other free sales & motivation coaching programs, as well as access to the Trustworthy Selling Program from Hoopis Performance Networks & LIMRA.
  • Access to Life Happens Content: NAIFA members receive curated content to award-winning LIfe Happens’ content
  • NAIFA Marketplace brings our members discounts from our benefits marketplace found in Chalice Connect that includes group health insurance through Paychex Oasis, E&O insurance to a Zoom discount to UPS to Hertz. Our affinity partners offer our members multiple ways to save on business essentials. Navigate to "My Benefits" the Member Portal to start exploring.