Founded by American insurance agents in 1890 and still protecting American financial professionals in 2023. NAIFA members are advisors who focus first and foremost on client care. Satisfaction comes from providing guidance to families who are seeking financial wellness. A NAIFA advisor is a person who continuously strives to improve and gives back to the local community, what we refer to as MainStreetUSA.
NAIFA advisors are the closest to the consumer. Our membership is made up of all sorts of advisors that practice at the kitchen table, at local coffee shops, in board rooms, and in offices that bear their names on the shingle. Advisors seek out NAIFA to surround themselves with like-minded people, to further their professional development, and to increase their professionalism in their practice, advocacy efforts & community involvement.
Our NAIFA community spans all 50 states and US territories. Despite the diversity found in the type of work that our members are doing, the characteristics of those who join NAIFA are the same.
NAIFA has a lobbyist in every state and a member in every Congressional district. In 2023, 43 states held legislative days in their respective capitols and met with their state officials. During NAIFA's 10th Annual Congressional Conference, more than 500 members held meetings with over 300 federal legislative offices on Capitol Hill. NAIFA combines and leverages the power of our individual members to protect our clients no matter where they may reside.
NAIFA members share one vision which is to ensure that the clients we serve achieve financial security. We know we can best work towards this vision by banding together in one community that strengthens and reinforces our commitment to one another and the American dream. NAIFA is a community of people who love what they do, they are impassioned by helping people get on the path to a strong financial future. When you become a member of NAIFA you become part of a network of inclusive agents and advisors.
Very few associations operate with a code of ethics, and almost none include a best interest statement. Our members ascribe to our code of ethics which states they put their clients' best interests ahead of their own. We have a concept that we call NAIFA Citizenship. This means that our members operate with the highest integrity, they are very proud of helping Americans achieve their dreams, they are involved in the United States' legislative process, and they are actively engaged in our association at the local, state, and national levels.
We can support your learning journey from the moment you start in the business through the day you retire. One of the biggest values that NAIFA brings you is a network of like-minded professionals who can help keep you motivated and challenge you to be your best self. NAIFA is here to help market you and find ways for you to leverage NAIFA into your unique brand.
This category is for individuals who support financial service professionals such as financal coaches, home office employees, and professors.
This category is for individuals that work in agencies and firms to support producing members. Administrative professionals can hold limited volunteer roles, but receive all the benefits of membership.
Student members must be enrolled in a high school, university, college, or graduate program seeking a diploma or degree and do not hold a license/are not actively producing in financial services.
NAIFA’s five Centers of Excellence take a customized approach to deliver unique and relevant information to today’s advisors. Each Center is focused on a specific insurance and finance subject area and offers blogs, webinars, and provides members access to subject matter experts.