1. Hello and welcome to (state the event).
(Introduce yourself to the group. Tell a bit about yourself: how long you have been in the business, how you got started and where your office is located).
Insert the following or REMOVE THIS TEXT BOX before presentation: presenter’s name event location date

2. Health Insurance and Employee Benefits Specialists
NAIFA Members are:
Insurance Agents
Financial Advisors
Multiline Agents
Health Insurance and Employee Benefits Specialists
Both Captive and Independent Advisors
New to the Business, Industry Leaders and Everyone in Between
It pays to be a member of NAIFA.
NAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. NAIFA members are (read list)…
NAIFA is your professional association that helps you grow your business with professional programs and products that will work for you;
NAIFA protects your business with advocacy efforts that guard against legislative and regulatory threats on Capitol Hill;
and NAIFA promotes ethical business conduct by adhering to the highest standards in the industry.

3. Professional Designations
The NAIFA LUTCF stands for Life Underwriter Training Council Fellow, a longstanding industry designation. Successful insurance and financial services careers are deeply rooted in product knowledge and effective sales skills. The new NAIFA LUTCF curriculum, developed in partnership with the College for Financial Planning, combines product-focused education with hands-on sales training to help newer advisors thrive in a competitive industry.
In addition, NAIFA membership includes substantial discounts to the industry’s leading educational institutions:
College for Financial Planning (CFFP): 15% discount for NAIFA members.
American Institute of CPCU (AICPCU): 20% discount on AICPCU print study materials for the 11 courses leading to the CPCU designation.
America’s Health Insurance Plans (AHIP): 20% discount on AHIP courses leading to multiple health-related designations and a 33% discount on Medicare Advantage and Part D prescription drug plan training.
Professional designations signal a commitment to your career while representing accomplishment and expertise within the insurance and financial services community.
The NAIFA LUTCF designation, which dates back to 1984, is being re-launched with a new curriculum and new partner, the College for Financial Planning. In September 2014, program details will be announced including the new course curriculum, program completion requirements, class scheduling, pricing and moderator recruitment. Registration opens in January 2015 and classes begin in July 2015.

4. Advisor 2020 The Forces and Opportunities Shaping the Financial Services Advisor of the Future
Sponsored by NAIFA and published by the GAMA Foundation
Features two research studies:
Study One focuses on the Market and the Future
Study Two focuses on the Advisor of the Future
Available on the NAIFA Marketplace at
Half-day workshops available nationwide
Advisor 2020: The Forces and Opportunities Shaping the Financial Services Advisor of the Future” is a book published by the GAMA Foundation and sponsored by NAIFA. It is comprised of two studies—one that focuses on the “Market and the Future” and the other that focuses on the ”Advisor of the Future”.  According to the findings, among the market drivers that will shape advisors’ practices in the future are: baby boomers, new generations and the underserved middle market, and the changing business environment. The six change drivers for 2020 are: practice development in a diverse economy; the shifting needs of consumers and advisors; technology for powerful sales and service; managing privacy and security in the networked age; advanced tools and insights for advisors and consumers; and shifting business models that redefine the industry.
The book is available on the NAIFA Marketplace and a half-day workshop where the findings will be presented and which will include activities to help participants incorporate them into their practices will debut at the NAIFA 2014 Career Conference and Annual Meeting.

5. NAIFA’s Advisor Today
Advisor Today is an award-winning bimonthly magazine that is considered one of NAIFA’s most valued benefits. It’s available in print and on advisortoday.com. Be sure to check out the AT blog for new content posted every week with the latest information on sales, marketing, prospecting and practice management.

6. Practice Resources: Make the Most of Your Business
E&O Insurance – from CalSurance
NAIFA SmartBrief – Free With Membership
NAIFA ClientCast® by Real Wealth® - Free With Membership
Life Happens – free and discounted client-centric promotions
Million Dollar Marketing System
The One Page Business Plan®
NAIFA’s Preferred Providers – discounts on business services, travel – everything you need to run your business.

7. “NAIFA provides members with the tools they need to succeed in our industry. The best practices I’ve learned from NAIFA help me tremendously in assisting my clients in their financial goals. And Advisor Today is worth its weight in gold. I’ve used sales ideas from AT to close business.”
Jeffery Hill
Little Rock, AR
NAIFA Member Since 2009
We hear from many advisors who put AT’s content to good use, especially articles that present new ideas in sales and marketing. (Jeffrey Hill has this to say: )

8. NAIFA’s Young Advisor Team
NAIFA’s Young Advisors Team (YAT) is dedicated to serving the needs of the organization’s next generation of members. Through customized education, opportunities to network and work with a mentor, practice resources and unwavering advocacy support, NAIFA’s YAT program ensures you have the tools to build a solid foundation for a successful career.
When you’re new to a profession, you deserve a little extra help to get you started. That’s why NAIFA started its Young Advisors Team. As part of YAT, you not only enjoy all of the benefits NAIFA offers, but you also have access to several services designed only for those early in their career – and all for no additional cost.
The YAT’s receive customized education and other resources to ensure that young advisors have the tools to build a solid foundation for a successful career.

9. NAIFA State and Local Events
The NAIFA Federation is comprised of more than 600 state and local associations.
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.
Whether a young advisor or long-time member, NAIFA offers major networking opportunities. With more than 600 state and local associations in the Federation, members may participate in meetings and events to share ideas and form business alliances, and gain access to other professional development programs.

10. NAIFA Protects Your Business
Your products and your business are at risk, now more than ever. NAIFA’s unparalleled advocacy efforts are your best career insurance.
Only NAIFA protects your business at both the Federal and State level.
Only NAIFA represents insurance and financial advisors regardless of the products they sell or the focus of their practice.
Only NAIFA advocates on behalf of all of your clients and their financial future.
Did you know?
100% of tax-writing committee Members of Congress have at least one NAIFA member contact.
100% of Congress has a NAIFA constituent member active in NAIFA’s political involvement program.
How does NAIFA protect your business? Our products and businesses are at risk from legislative and regulatory threats on Capitol Hill. There are several issues on our agenda, including comprehensive tax and healthcare reform, and financial services regulatory reform. NAIFA’s advocacy effort is your best career insurance.
NAIFA is uniquely positioned. In fact, 100% of Congress has a NAIFA constituent member active in NAIFA’s political involvement program. Not many organizations or companies can make that claim.

11. Lisa Laliberte, CLU, ChFC, CASL Lewiston, ME NAIFA Member Since 1997
“NAIFA gives me the opportunity to interact with legislators on the state and federal level. The amount I pay for my NAIFA membership is not in proportion to what I receive – in advocacy work alone.”
Lisa Laliberte, CLU, ChFC, CASL
Lewiston, ME
NAIFA Member Since 1997
As a NAIFA member, you will have the opportunity to interact with decision makers. Let your voice be heard! Now is the time to get involved and tell our story.

12. NAIFA Congressional Conference May 24-25, 2016
Every Spring, NAIFA members converge on Capitol Hill to educate Congress about our products. Join us for the 2016 Congressional Conference and tell our industry’s story in one, clear voice. For details, visit
When you join NAIFA, you’re joining your industry in speaking to legislators in one, clear voice. The NAIFA Congressional Conference is the opportunity for NAIFA members to advocate for the issues important to our industry, to learn how government impacts your business and to grow relationships with elected officials and other NAIFA members across the country.
Join us in Washington on May 24-25

13. NAIFA Promotes the Ethical Conduct of Our Members
Current and future clients deserve an advisor who is a member
of NAIFA. All NAIFA members adhere to the high standard of
business ethics put forth in the NAIFA Code of Ethics.
See the NAIFA Code of Ethics:
The third part of NAIFA’s value proposition is to promote ethical conduct of our members.
Consumers know working with a NAIFA member means working with professionals who adhere to the highest standards in the industry. Our code of ethics is posted at naifa.org/about/ethics

14. The Bottom Line: NAIFA Members Make More Money
Southern Farm Bureau Life Insurance Company compared 1st year direct commissions, renewal direct commissions and bonuses for the year 2012:
NAIFA Members earn 83% more than non-members!
NAIFA helps you grow your business, helps protect your business and promotes ethical business conduct. What else is in it for you as a member? NAIFA members make more money.
At least four companies have studied the production levels of their agents who are NAIFA members, and all concluded that NAIFA members earn significantly more than non-members!

15. Go to www.NAIFA.org/MembershipPays
NAIFA provides the resources you need to succeed – at every stage of your career. If you haven’t taken advantage of these benefits in the past, now’s the time.
NAIFA provides the resources you need to succeed – at every stage of your career. If you haven’t taken advantage of these benefits in the past, now’s the time.
Join today at naifa.org/MembershipPays.org
Go to
or call