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)…

3. NAIFA Helps You Grow Your Business
NAIFA offers more than 50 professional programs and products to enhance skills and provide value-added business services.
NAIFA Protects Your Business
Your products and your business are at risk now more than ever. NAIFA membership is the best insurance you can buy to protect your business.
NAIFA Promotes the 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.
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.

4. Professional Development: Increase Your Knowledge Base and Improve Your Skills
NAIFA Online CE with RegEd
NAIFA Monthly Webinar Series – Free With Membership
NAIFA Leadership in Life Institute (LILI)
NAIFA Career Conference and Annual Meeting
Professional Designations Including NAIFA’s LUTCF – available only to NAIFA members.
Let’s look at a few ways NAIFA helps you grow your business.
NAIFA’s professional development programs improve your knowledge and skills with offerings such as (read list)
(Note to presenter: Do you have a personal experience to share about your use of one of these products?)

5. 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.

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.
NAIFA helps you make the most of your business with practice resources, like the virtual library and professional resource guide. (Share personal experience…)

7. NAIFA’s Advisor Today
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 features articles and podcasts featuring insights from industry experts on topics including sales, marketing, prospecting and practice management.
Access even more content, more often, on the AT blog:
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.

8. NAIFA’s Advisor Today
One of AT’s most popular features is the annual Four under Forty award, which recognizes advisors who achieve excellence in their profession before or by the age of 40.

9. “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: )

10. 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.

11. NAIFA’s Young Advisor Team: Networking with the Best
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.

12. “NAIFA introduces me to the best professionals in my area
“NAIFA introduces me to the best professionals in my area. I look forward to the education, camaraderie and
ethical standards our association offers. I have not only created many business relationships, but friendships
as well.”
Anna Marie Downs
Superior, WI
NAIFA Member Since 2007
If you are under 40 or just starting out in the business, you need to join the Young Advisors Team, or YAT.
(option to read quote)

13. NAIFA State and Local Events
The NAIFA Federation comprises more than 600 state and local associations which offer the following benefits:
Opportunity to participate in meetings and events for networking and professional development
States and locals are a great source of information for 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.

14. 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.

15. NAIFA Protects Your Business
At the federal level
NAIFA’s government relations staff monitors federal legislation and regulations and mobilizes resources to achieve the most favorable outcome for the industry.
At the state level
NAIFA’s state associations work with NAIFA’s national government relations department to positively impact state legislation and regulation.
Join NAIFA, and you’ll be joining other advisors in speaking to State and Federal legislators with one, clear voice.
NAIAF protects your business at the state and federal level by monitoring the issues and mobilizing resources to achieve the best outcome for you and your clients.
Join NAIFA, and you’ll be joining other advisors in speaking to State and Federal legislators with one, clear voice.

16. 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.

17. Advisors Political Involvement Committee
You may have never run for public office.
You might not know much about politics.
But with NAIFA’s Advisors Political Involvement Committee (APIC), you can still make a
difference.
Each year, NAIFA lobbying staff work with members to maximize NAIFA’s impact with lawmakers. Members participating in APIC
training events in Washington, DC are prepped with the background
they need before going to Capitol Hill to meet with their federal representatives.
You may have never run for public office. You might not know much about politics. But with NAIFA’s Advisors Political Involvement Committee, or APIC, you can still make a difference.
Through APIC, you can influence how Congress votes on legislation important to insurance and financial services professionals. You can get involved in a number of ways. The level of involvement is up to you.
Each year, NAIFA lobbying staff work with members to maximize NAIFA’s impact with lawmakers. Members participating in APIC training events in Washington, DC are prepped with the background
they need before going to Capitol Hill to meet with their federal representatives.

18. Insurance and Financial Advisors Political Action Committee (IFAPAC)
NAIFA’s Political Action Committee is one
of the largest PACs in the insurance industry.
and ranks among the top percent of the 4,600 PACs registered with the Federal Election Commission.
During the 2012 election cycle, IFAPAC disbursed $1.6 million to more than 300 U.S. House and U.S. Senate candidates and other political committees.
NAIFA’s Political Action Committee is one of the largest PACs in the insurance industry and ranks among the top percent of the 4,600 PACs registered with the Federal Election Commission.

19. 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

20. NAIFA Makes A Difference In Washington
“It’s absolutely critical for NAIFA members to interact in their community and with their elected officials. Nothing makes a stronger impression on an elected official than hearing from their constituents directly about challenges and concerns that they deeply understand.”
- Rep. Carolyn Maloney (D-New York)
It’s very important for NAIFA members to develop a relationship built on mutual trust with a member of Congress, because many of the issues we cover are very complicated, certainly tax and insurance issues.”
- Rep. Charles Boustany (R-Louisiana)
It’s important that all members of NAIFA get involved and not take anything for granted. Certainly, I appreciate hearing from NAIFA.”
- Rep. Adrian Smith (R-Nebraska)
Here’s what a few of our members have to say about their experiences with NAIFA’s Day on the Hill events. (paraphrase above)

21. NAIFA Government Relations Members-Only Communications
GovTalk is a monthly summary of federal and state legislative matters that impact the business of NAIFA members.
GovTalk Update reports on breaking legislative and regulatory matters that potentially affect your bottom line.
GovAlert is your notice that URGENT NAIFA member action is needed on legislative or regulatory issues that affect you.
NAIFABlog.com provides timely analysis, context and commentary on important issues shaping the industry. The blog also is a place to present the role of the agent and the
services they provide, and it covers newsworthy happenings within the association. Read it every day to stay on top of industry issues and news.
NAIFA’s advocacy communications products help our members understand the legislative and regulatory environment. We keep you informed with regular correspondence through these e-publications.

22. 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

23. NAIFA, founded in 1890, is the oldest and most accomplished association in the industry
NAIFA founded the following organizations, further strengthening our industry throughout the past 120 years:
The American College – 1927
Million Dollar Round Table (MDRT) – 1927
Life Underwriter Training Council (LUTC) – 1947
GAMA – 1951
Association for Advanced Life Underwriting (AALU) – 1957
Association of Health Insurance Agents (AHIA) – 1990
Life Happens (Charter Member) – 1994
Leadership in Life Institute (LILI) – 2000
NAIFA will soon celebrate it’s 125th anniversary. We were founded in 1890 and we are the oldest and most accomplished association in the industry.

24. 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!

25. 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
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