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Insert the following or REMOVE THIS TEXT BOX before presentation: presenter s name event location date NAIFA helps you grow your business, helps protect your ... – PowerPoint PPT presentation

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  • NAIFA Members are
  • Insurance Agents
  • Financial Advisors
  • Multiline Agents
  • Health Insurance and Employee Benefits
    Specialists
  • Both Captive and Independent Advisors
  • New to the Business, Industry Leaders and
    Everyone in Between

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  • Professional Designations
  • The NAIFA LUTCF stands for Life Underwriter
    Training Council Fellow, a longstanding industry
    designation. Successful insurance and financial
    services careers are deeply rooted in product
    knowledge and effective sales skills. The new
    NAIFA LUTCF curriculum, developed in partnership
    with the College for Financial Planning, combines
    product-focused education with hands-on sales
    training to help newer advisors thrive in a
    competitive industry.
  • In addition, NAIFA membership includes
    substantial discounts to the industrys leading
    educational institutions
  • College for Financial Planning (CFFP) 15
    discount for NAIFA members.
  • American Institute of CPCU (AICPCU) 20 discount
    on AICPCU print study materials for the 11
    courses leading to the CPCU designation.
  • Americas Health Insurance Plans (AHIP) 20
    discount on AHIP courses leading to multiple
    health-related designations and a 33 discount on
    Medicare Advantage and Part D prescription drug
    plan training.

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Advisor 2020The Forces and Opportunities Shaping
the Financial Services Advisor of the Future
  • Sponsored by NAIFA and published by the GAMA
    Foundation
  • Features two research studies
  • Study One focuses on the Market and the Future
  • Study Two focuses on the Advisor of the Future
  • Available on the NAIFA Marketplace at
    www.NAIFA.org
  • Half-day workshops available nationwide

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  • NAIFAs Advisor Today

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  • Practice ResourcesMake the Most of Your Business
  • EO Insurance from CalSurance
  • NAIFA SmartBrief Free With Membership
  • NAIFA ClientCast by Real Wealth - Free With
    Membership
  • Life Happens free and discounted client-centric
    promotions
  • Million Dollar Marketing System
  • The One Page Business Plan
  • NAIFAs Preferred Providers discounts on
    business services, travel everything you need
    to run your business.

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  • NAIFAs Young Advisor Team

NAIFAs Young Advisors Team (YAT) is dedicated to
serving the needs of the organizations next
generation of members. Through customized
education, opportunities to network and work with
a mentor, practice resources and unwavering
advocacy support, NAIFAs YAT program ensures you
have the tools to build a solid foundation for a
successful career.
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  • NAIFA State and Local Events

The NAIFA Federation is comprised of more than
600 state andlocal associations. One of the
core benefits of NAIFA membership is the
opportunity to participate in meetings and events
at one of the hundreds of NAIFA local and state
associations nationwide. These events provide
members with tremendous networking opportunities,
an excellent source of professional development,
and a forum to share ideas and form business
alliances. Also, they are a great source
ofinformation, including legislativeupdates,
announcements of newNAIFA services, and
presentationsby members and invited guests.
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  • NAIFA Protects Your Business
  • Your products and your business are at risk, now
    more than ever. NAIFAs unparalleled advocacy
    efforts are your best career insurance.
  • Only NAIFA protects your business at both the
    Federal and State level.
  • Only NAIFA represents insurance and financial
    advisors regardless of the products they sell or
    the focus of their practice.
  • Only NAIFA advocates on behalf of all of your
    clients and their financial future.
  • Did you know?
  • 100 of tax-writing committee Members of Congress
    have at least one NAIFA member contact.
  • 100 of Congress has a NAIFA constituent member
    active in NAIFAs political involvement program.

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Every Spring, NAIFA members converge on Capitol
Hill to educate Congress about our products.
Join us for the 2016 Congressional Conference
and tell our industrys story in one, clear
voice.For details, visit www.NAIFA.org/Advocacy/C
apHill
  • NAIFA Congressional Conference
  • May 24-25, 2016

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  • NAIFA Promotes the EthicalConduct of Our Members

Current and future clients deserve an advisor who
is a member of NAIFA. All NAIFA members adhere to
the high standard of business ethics put forth in
the NAIFA Code of Ethics. See the NAIFA Code of
Ethics www.NAIFA.org
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  • The Bottom LineNAIFA Members Make More Money
  • Southern Farm Bureau Life Insurance Company
    compared 1st year direct commissions, renewal
    direct commissions and bonuses for the year 2012
  • NAIFA Members earn 83 more than non-members!

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  • NAIFA provides the resources you need to succeed
    at every stage of your career. If you havent
    taken advantage of these benefits in the past,
    nows the time.

Go towww.NAIFA.org/MembershipPays or call
877-866-2432
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