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One of the oldest and largest trade organizations in the insurance field, NAIFA was founded on June 18, 1890 in Boston as the National Association of Life Underwriters. NAIFA celebrated 100 years of industry leadership with Voices From the Field.
Timeline
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
When funds need to be raised in government, politicians turn to the tax code to find revenue. NAIFA advocates at both the state and federal level on issues that affect the well-being of both your clients' assets as well as your own advisor business. NAIFA membership is the best insurance you can buy to protect your business.
Every day NAIFA members work one-on-one with consumers to educate them about budgeting, savings and investment options, and more. NAIFA members also participate in community service work to provide financial literacy courses and/or volunteer time to help community organizations increase their understanding of the journey to financial security.
NAIFA members help each other to be the best advisor possible. Study groups, mentorships, and accountability groups are regularly formed within NAIFA.
NAIFA members regularly speak and write about their specialty areas for the benefit of the greater group. Whether at the local or state chapter level, or for the benefit of all of NAIFA Nation through webinars or Apex, members are expected to participate in and provide peer-to-peer education.
NAIFA members are listed and promoted on the consumer site www.financialsecurity.org. Consumers know working with a NAIFA member means working with professionals who adhere to the highest standards in the industry.
NAIFA members provide products, services, and guidance that increase financial literacy in our society, protect their clients against life’s inherent risks, help hard-working Americans prepare for retirement, and create financial security and prosperity so their clients can leave a legacy for future generations. They serve individuals, families, and businesses in communities across the United States, building long-term relationships and often living and working in the same communities as their clients.
While NAIFA members’ clients span the entire range of incomes and assets, the majority are Main Street Americans. They are the teachers, police officers, small business owners, and others who form the backbone of our communities. Almost half of NAIFA members say the “typical annual household income” of their clients falls between $50,000 and $100,000; 34 percent say their typical client’s annual income falls between $100,000 and $150,000; and 4 percent say their typical client earns less than $50,000 annually.
Among the products and services NAIFA members provide to address America’s financial security needs are:
NAIFA is the largest, most influential, and oldest association of insurance and financial professionals in the United States. We represent the lifeblood of an industry that contributes to the financial security of 90 million American families. Our members are motivated to succeed and aspire to reach the top ranks of their profession. They are similarly driven to ensure the success of their clients. NAIFA membership carries an obligation to abide by NAIFA’s Code of Ethics, which requires agents and advisors to always serve their clients’ best interests. They are talented, trusted financial professionals.
The best insurance and financial advisors in the business are NAIFA members.
Copyright © NAIFA
National Association of Insurance and Financial Advisors
1000 Wilson Boulevard, Suite 1890
Arlington, VA 22209
Phone: 877-866-2432
info@naifa.org