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Group Memberships

Our Membership Promise to You

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Click on Each Area to Explore the Benefits of Membership

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Advocate.

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Educate.

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Advocate.

Advocate

Training

Grassroots Training: NAIFA is proud to have the largest grassroots program in the financial services industry. Very few people have an in-depth understanding of how bills become law, how regulations are developed and enacted, and how leaders actually become elected. If you can relate to this description, then NAIFA's Grassroots Engagement Training Series course is for you.
The three-part series will take you from the fundamentals of advocacy and step
you through an at-your-own pace series to allow you to graduate to advanced concepts and develop skills that you can put into action with confidence.

Publications

Advocacy in Action Blog
GovTalk: Every member receives an in-depth analysis of policy and legislation underway that affects your practice each month.

Programs

Special Webinars: NAIFA members receive members-only debriefs with key staff and leaders on topics that require action by the membership.
Committees: Only NAIFA members can serve on Government Relations, IFAPAC, and Grassroots Committees at the state and national levels. Committees set the direction as to what issues NAIFA will tackle.

Events

Congressional Conference: NAIFA’s annual fly-in to Washington, D.C., called Congressional Conference, is crucial to our grassroots advocacy strategy. The event brings insurance and financial professionals together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry.

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Educate.

Educate

Programs

NAIFA Live: NAIFA's monthly membership meeting that features a top speaker on a sales & marketing topic. The series is only open to members.
Diversity, Equity & Inclusion (DEI) Impact Week: DEI is a key component to NAIFA's 2025 Strategic Plan. This Impact Week brings participants an awareness of and in opportunities in underserved markets. In addition, topics focused on diversifying the industry are also covered. The DEI Council governs the speakers and only NAIFA members can serve on the Council.
Business Performance Center: This event is your one-stop shop for practice management. Whether you want to learn about new opportunities to partner with experts on complex cases or want to find new ways to grow your book of business, this event has you covered.
Limited & Extended Care Planning Center: The Center covers a range of topics within the long-term care space and seeks to bring together industry experts to provide feedback to both NAIFA's Government Relations team, as well as serve as a resource to advisors. Only NAIFA members can submit to the blog publication.

CE Credits

WebCE: NAIFA has partnered with WebCE to bring continuing education to you in an easy-to-digest format. The wide-ranging course catalog includes CE, as well as covers firm element training and a special unit on DEI. NAIFA members receive a discount and access to specific courses.

Events

APEX: NAIFA's Professional Development event is held in late summer/early fall each year. The 2022 conference will be in Phoenix, Arizona.

Publications

Advisor Today Blog & Magazine is the digital platform that focuses on the lifestyle and work of NAIFA advisors. NAIFA's AT Blog provides practical information, sales ideas, resources, and business strategies for industry professionals. Members also receive a print edition of the magazine several times per year.

Certifications & Designations

LACP (Life & Annuities Certified Professional) is intended primarily to be a benefit to the public, in selecting or employing members of the insurance and financial advisor profession, as well as a benefit to members of the insurance and financial advisor profession itself, in providing benchmarking and criteria for the services those professionals provide to the public.
LUTCF (Life Underwriter Training Council Fellow) is often considered the first designation any insurance professional should earn and has delivered value to more than 70,000 professionals since 1984. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.

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Differentiate

Volunteer Leadership

Volunteer Leaders: NAIFA members have the opportunity to serve their association in micro-volunteer roles such as social media, speak, write, and hold chair positions such as Treasurer, Membership, and President of local or state chapters to ascend to serving at the national level on the Board of Trustees.
Committee Involvement: NAIFA members can serve in a wide variety of committee roles based on their areas of interest. Committee work is at the local, state, and national levels.
Leadership in Life Institute (LILI): LILI is a six-month leadership development program devoted to advancing your personal growth and professional success. The first classes were held in 2000 and more than 2200 NAIFA members are considered alumni of this program.

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.
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 a young advisor’s commitment to NAIFA.
Diversity Champion of the Year: This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession.

Personal Recognition

Find an Advisor Consumer Search: Only NAIFA members are listed in the search directory that is advertised to consumers. We are proud of our members that ascribe to our Code of Ethics.
Consumer Thought Leadership: Only NAIFA members can contribute to our consumer-facing blog and serve as speakers on our consumer webinar series.
NAIFA Speakers Bureau: We created a directory 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.

Programs

Young Advisors Team (YAT): A YAT is defined as someone 40 years of age or younger, or in their first 5 years of the business. Career-changers who are older than 40 qualify and some NAIFA members will want to be included in YAT events and consider themselves what we call “YAT at Heart.” While any member can attend and enjoy YAT events, only a true YAT is eligible to qualify for the YAT of the Year award.
Diversity, Equity & Inclusion (DEI) Council: The Diversity, Equity & Inclusion Council's (DEI) mission is to be the industry expert on diversity, equity and inclusion by having a diverse membership that serves the population by promoting an environment of multiculturalism, equity and inclusion and provides the tools and resources to work with various people groups. The council seeks to accomplish its purpose and mission via an advisory group of volunteers who provide guidance, advice, and support to diversity initiatives that will in turn create the cultural shifts as outlined in NAIFA’s 2025 Strategic Plan. The Diversity, Equity and Inclusion Council is housed in our Talent Development Center.
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 twice each year. Topics range from understanding the industry, pre-licensing information, and internship opportunities.

Special Discounts & Access

EveryIncome offers personalized financial education and financial management tools directly for consumers or as a customizable, private-label package for financial professionals to give to their clients and prospects. As a member of NAIFA, you get free, instant access to these financial wellness and education tools
AARP BankSafe: AARP chose NAIFA as one of its distribution partners for their BankSafe program that teaches advisors how to spot financial exploitation and adhere to the highest code of ethics. NAIFA members receive this training as a benefit.
Career Center: Job seekers and employers can take advantage of NAIFA's Career Center.
Discounts from Affinity Partners bring our members discounts on various insurance programs, technology discounts to Zoom and Lenovo, and multiple travel discounts from various companies.

Advocate

Training

Grassroots Training: NAIFA is proud to have the largest grassroots program in the financial services industry. Very few people have an in-depth understanding of how bills become law, how regulations are developed and enacted, and how leaders actually become elected. If you can relate to this description, then NAIFA's Grassroots Engagement Training Series course is for you.
The three-part series will take you from the fundamentals of advocacy and step
you through an at-your-own pace series to allow you to graduate to advanced concepts and develop skills that you can put into action with confidence.

Publications

Advocacy in Action Blog
GovTalk: Every member receives an in-depth analysis of policy and legislation underway that affects your practice each month.

Programs

Special Webinars: NAIFA members receive members-only debriefs with key staff and leaders on topics that require action by the membership.
Committees: Only NAIFA members can serve on Government Relations, IFAPAC, and Grassroots Committees at the state and national levels. Committees set the direction as to what issues NAIFA will tackle.

Events

Congressional Conference: NAIFA’s annual fly-in to Washington, D.C., called Congressional Conference, is crucial to our grassroots advocacy strategy. The event brings insurance and financial professionals together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry.

Educate

Programs

NAIFA Live: NAIFA's monthly membership meeting that features a top speaker on a sales & marketing topic. The series is only open to members.
Diversity, Equity & Inclusion (DEI) Impact Week: DEI is a key component to NAIFA's 2025 Strategic Plan. This Impact Week brings participants an awareness of and in opportunities in underserved markets. In addition, topics focused on diversifying the industry are also covered. The DEI Council governs the speakers and only NAIFA members can serve on the Council.
Business Performance Center: This event is your one-stop shop for practice management. Whether you want to learn about new opportunities to partner with experts on complex cases or want to find new ways to grow your book of business, this event has you covered.
Limited & Extended Care Planning Center: The Center covers a range of topics within the long-term care space and seeks to bring together industry experts to provide feedback to both NAIFA's Government Relations team, as well as serve as a resource to advisors. Only NAIFA members can submit to the blog publication.

CE Credits

WebCE: NAIFA has partnered with WebCE to bring continuing education to you in an easy-to-digest format. The wide-ranging course catalog includes CE, as well as covers firm element training and a special unit on DEI. NAIFA members receive a discount and access to specific courses.

Events

Apex: NAIFA's annual Professional Development event is held in late summer/early fall each year. The 2022 conference will be in Phoenix, Arizona.

Publications

Advisor Today Blog & Magazine is the digital platform that focuses on the lifestyle and work of NAIFA advisors. NAIFA's AT Blog provides practical information, sales ideas, resources, and business strategies for industry professionals. Members also receive a print edition of the magazine several times per year.

Certifications & Designations

LACP (Life & Annuities Certified Professional) is intended primarily to be a benefit to the public, in selecting or employing members of the insurance and financial advisor profession, as well as a benefit to members of the insurance and financial advisor profession itself, in providing benchmarking and criteria for the services those professionals provide to the public.
LUTCF (Life Underwriter Training Council Fellow) is often considered the first designation any insurance professional should earn and has delivered value to more than 70,000 professionals since 1984. You gain fundamental, yet critical prospecting, selling, and practice management skills, along with a thorough working knowledge of life and multi-line products and services.

Differentiate

Volunteer Leadership

Volunteer Leaders: NAIFA members have the opportunity to serve their association in micro-volunteer roles such as social media, speak, write, and hold chair positions such as Treasurer, Membership, and President of local or state chapters to ascend to serving at the national level on the Board of Trustees.
Committee Involvement: NAIFA members can serve in a wide variety of committee roles based on their areas of interest. Committee work is at the local, state, and national levels.
Leadership in Life Institute (LILI): LILI is a six-month leadership development program devoted to advancing your personal growth and professional success. The first classes were held in 2000 and more than 2200 NAIFA members are considered alumni of this program.

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.
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 a young advisor’s commitment to NAIFA.
Diversity Champion of the Year: This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession.

Personal Recognition

Find an Advisor Consumer Search: Only NAIFA members are listed in the search directory that is advertised to consumers. We are proud of our members that ascribe to our Code of Ethics.
Consumer Thought Leadership: Only NAIFA members can contribute to our consumer-facing blog and serve as speakers on our consumer webinar series.
NAIFA Speakers Bureau: We created a directory 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.

Programs

Young Advisors Team (YAT): A YAT is defined as someone 40 years of age or younger, or in their first 5 years of the business. Career-changers who are older than 40 qualify and some NAIFA members will want to be included in YAT events and consider themselves what we call “YAT at Heart.” While any member can attend and enjoy YAT events, only a true YAT is eligible to qualify for the YAT of the Year award.
Diversity, Equity & Inclusion (DEI) Council: The Diversity, Equity & Inclusion Council's (DEI) mission is to be the industry expert on diversity, equity and inclusion by having a diverse membership that serves the population by promoting an environment of multiculturalism, equity and inclusion and provides the tools and resources to work with various people groups. The council seeks to accomplish its purpose and mission via an advisory group of volunteers who provide guidance, advice, and support to diversity initiatives that will in turn create the cultural shifts as outlined in NAIFA’s 2025 Strategic Plan. The Diversity, Equity and Inclusion Council is housed in our Talent Development Center.
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 twice each year. Topics range from understanding the industry, pre-licensing information, and internship opportunities.

Special Discounts & Access

EveryIncome offers personalized financial education and financial management tools directly for consumers or as a customizable, private-label package for financial professionals to give to their clients and prospects. As a member of NAIFA, you get free, instant access to these financial wellness and education tools
AARP BankSafe: AARP chose NAIFA as one of its distribution partners for their BankSafe program that teaches advisors how to spot financial exploitation and adhere to the highest code of ethics. NAIFA members receive this training as a benefit.
Career Center: Job seekers and employers can take advantage of NAIFA's Career Center.
Discounts from Affinity Partners bring our members discounts on various insurance programs, technology discounts to Zoom and Lenovo, and multiple travel discounts from various companies.

Group Membership

100% agency logo1

NAIFA offers a special program for agencies and firms that have every producer as an active member of NAIFA. 100% Agency participants receive special promotion and are publicly acknowledged on NAIFA's consumer website, financialsecurity.org.

NAIFA's Financial Security Champion program allows companies and large firms to belong to NAIFA under a group membership structure. Benefits include special promotion and publicity for the organization are publicly acknowledged on NAIFA's consumer website, financialsecurity.org.

Contact Us to Explore How We Can Work with Your Group

Financial Security Champions

Krause Financial Services

WestPoint Financial Group

100% Agencies

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Classic Insurance & Financial Services

Summit Financial Group

Lifetime Financial Group

Westbilt Financial Group

Wise Medicare

Egan Lynch Financial Group