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.
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.
Phone Script: Prospective Members
Use this template (feel free to tweak it to make it your own) when calling potential members to join NAIFA!
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!
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