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 Magazines - 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, and business ideas as well as access to the most successful advisors in the world.
Online Idea Exchange - Gives the member the ability to share ideas with advisors from all over the country. Advisors can get help with tough cases, get competitive information, and share prospecting ideas at the click of a mouse!
E-Tips - A periodic e-mail from NYCAIFA/NAIFA with some of the most innovative and successful sales ideas.
EDUCATION & TRAINING
Continuing Education – In conjunction with the NY Center For Financial Studies, the NYCAIFA provides substantially discounted quality CE education that helps advisors “sharpen the axe” and retool for future success; 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
NYCAIFA Local Meetings - Here, financial professionals have numerous opportunities to rub shoulders with and pick the brains of the most successful advisors in the world. 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.
Multi-line - With over 40% of NAIFA’s membership selling Property and Casualty insurance, our Multi-line Task Force exists to provide these members with the necessary resources, sales ideas, and networking opportunities to succeed and also provides the tools to more effectively cross sell life and health products.
Independents - For those financial professionals without the benefit of a home office or staff resources, NAIFA acts as the link to the financial services industry.
