NAIFA: Helps Grow Your Business
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NAIFA Virtual Library (Free With Membership)

This program is the single most comprehensive, user-friendly online resource tool for a financial advisor or insurance agent regardless of his/her practice specialty, distribution channel or career level. NAIFA members have free, unlimited access to this extensive library filled with fact finders, concept pages, business tips and tools, client presentations, tax tables and specimen documents.

NAIFA's Advisor Today (Free With Membership)

NAIFA's Advisor Today is an award-winning bi-monthly magazine and the leading source of news and information for insurance and financial advisors. Advisor Today articles and podcasts feature insights from industry experts on a wide range of topics, including sales, marketing, prospecting and practice management. Access even more content, more often, on the AT blog: 

NAIFA ClientCast® by RealWealth® (Free With Membership)

This client web marketing and referral tool is a monthly podcast designed to educate, inspire and motivate your clients to implement strategies and solutions with you as their insurance professional. Topics include life, health, long term care, disability and critical illness insurance.

Errors and Omissions (E&O)

Coverage with CalSurance The NAIFA-endorsed Professional Liability Insurance Program is made available exclusively to NAIFA Members by CalSurance Associates, a division of Brown & Brown of California, Inc.

Value Pitch Process™ (FREE With Membership)

The Value Pitch Process is an online video training program designed with features unique to NAIFA members that employs a four-step process to help you identify, refine and build your “elevator speech.”

NAIFA State and Local Events

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 of information, including legislative updates, announcements of new NAIFA services, and presentations by members and invited guests.

NAIFA Quality Award

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to the exceptional. The NAIFA Quality Award reflects all the varied practice specialties of our industry with a singular mark recognized by all, and is the mark of distinction to be recognized by not just your colleagues, but by your clients and business partners.

Young Advisors Team (YAT) (Free With Membership)

NAIFA’s Young Advisors Team (YAT) is for members who are 40 years of age and under or within their first five years in the industry. Learn how to grow your business, take advantage of NAIFA’s first-rate sales and skills training and receive discounts on a wide range of professional resources. For more information click HERE.

Preferred Providers: Leverage NAIFA’s Strength on Behalf of Your Business

NAIFA members are eligible for discounts on products, services and insurance programs selected to enhance your business and contribute directly to your bottom line. The discounts outlined below can more than offset the cost of membership, so take advantage today! For more information click HERE.

NAIFA Monthly Webinar Series (Free With Membership)

Members-only monthly webinars featuring timely information and training on topics of interest, including, sales, prospecting and marketing.

NAIFA Online CE with RegEd

NAIFA and industry-leading online CE provider, RegEd, offer members 24/7 access to hundreds of quality courses at specially negotiated rates. This includes firm element,PACE, ClearCertcertified LTC partnership training, free annuity training through the RegEd and IRI Annuity Training Platform and State Insurance CE programs. Pricing includes options for individual courses and unlimited access – far below listed rates.

NAIFA Online Seminar Series (Free With Membership)

The NAIFA Online Seminar Series features training and information programs on various topics important to running your business and enhancing your success, including practice management, sales, marketing, and prospecting, each with specific content for every career stage. These video based programs are further enhanced by downloadable print materials and resources.

NAIFA Leadership in Life Institute (LILI)

The NAIFA Leadership in Life Institute (LILI) is devoted to advancing business practices, professional skills and personal growth. Through this six-month leadership program, NAIFA members tackle leadership and personal-development thinking, business planning, work/life balance, and professional networking, just to name a few.

NAIFA Career Conference and Annual Meeting

Each year NAIFA members from across the nation gather to enhance their professional development, connect with colleagues, tend to the governance of your association and support the advocacy and political action work that is protecting your industry. 

NAIFA Professional Resource Guide (Free With Membership)

The products and services NAIFA members rely on are at your fingertips through the NAIFA Professional Resource Guide. Office and business solutions, financial and marketing services, and more.

The One Page Business Plan®

An efficient and effective step-by-step process that will help you develop an actionable business plan to take your practice to the next level. This powerful tool includes valuable tips, templates, and examples specifically for agents and advisors. Available in either a workbook/CD package or online version and offered to NAIFA members at a special discount.

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613