Member Benefits
Why Should I Join NAIFA-Greater Metro Region?
NAIFA is the only organization in the world that does it all for the financial services professional: We educate...we motivate...AND we advocate.
When you join NAIFA your interests and the interests of your clients are protected in Washington, D.C. and Albany.
GOVERNMENT RELATIONS AND LEGISLATIVE ADVOCACY
The cornerstone of NYCAIFA membership! For less than a dollar a day, a member has “business insurance”.
NYCAIFA’S/NAIFA’s local, state, and national lobbying efforts allow us to retain and grow our businesses by proactively protecting our interests.
Keeping the tax free build up of life insurance cash values or annuity products intact and fighting to maintain the tax free income of death benefits are just two examples where NYCAIFA refuses to allow some beaurocrat with the mere stroke of a pen to change the way we protect the interests of our clients and run our businesses.
SALES IDEAS AND RESOURCES
Monthly Magazine - Advisor Today and the local monthely The Bulletin - Filled with business building and sales ideas that an advisor at any level can incorporate into his/her practice.
NAIFA Website - Online resources that provides networking opportunities, sales tools, business ideas, and client management tools.
EDUCATION & TRAINING
Continuing Education – In conjunction with the Center For Financial Studies, the NAIFA-Geater Metro Region provides quality CE education at a discount to AIFA members.The best instructors and the most up to date curriculum - all offered to members at the most competitive market prices.
Professional Development Programs – Top notch conferences, seminars, and expositions that allow the financial professional to better service their clients.
MEMBER DISCOUNTS AND BENEFITS
E & O Insurance - NAIFA provides substantially discounted professional liability protection…a must in your own business. Click here for more information on E&O insurance.
NAIFA Affinity Program - NAIFA offers exclusive discounts and value-added benefits for NAIFA members.
NETWORKING & BUSINESS SUPPORT
Local Meetings - Here, financial professionals have numerous opportunities to rub shoulders with and pick the brains of their peers. No matter what business you are in, you can meet someone who does the same kind of business, or is in the same market that can assist you in taking your practice to the next level.
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