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Membership Scripts/Templates

View sample scripts, email and text message templates for your membership efforts. 

Email Template: Prospective Members

Copy and paste this template into an email to your prospective members! Feel free to edit to make it your own or talk about things happening in your chapter.

2024 Email Template Prospective Members

 

Email Template: Former Members

Copy and paste this template into an email to your former members! Feel free to edit to make it your own or talk about things happening in your chapter.

2024 Email Template Former Members

 

Phone Script: Prospective Members

Use this template (feel free to tweak it to make it your own) when calling potential members to join NAIFA!

2024 phone script Prospective Members

 

Phone Script: Former Members

Use this template (feel free to tweak it to make it your own) when calling former members to come back to NAIFA!

2024 phone script Former Members

 

Text Message: Prospective Members

Use this template (feel free to tweak it to make it your own) to text potential members to join NAIFA!

My membership with NAIFA, the National Association of Insurance and Financial Advisors, is among the best investments I've ever made. Consider joining me in the largest and oldest association in the financial services industry. https://belong.naifa.org/join

 

Text Message: Former Members

Use this template (feel free to tweak it to make it your own) to text former members to join NAIFA!

You're invited to take a second look at NAIFA. Our membership value proposition has never been stronger! Come home to the community that cares and explore a new, stronger association. https://belong.naifa.org/join