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1 Insert the following or REMOVE THIS TEXT BOX before presentation: presenter’s name event location date

2 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

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.

4 Professional Development: Increase Your Knowledge Base and Improve Your Skills NAIFA Online CE with RegEd NAIFA Online Seminar Series – Free With Membership 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.

5 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

6 Practice Resources: Make the Most of Your Business NAIFA Virtual Library – Free With Membership E&O Insurance – from CalSurance NAIFA SmartBrief – Free With Membership NAIFA ClientCast® by Real Wealth® - Free With Membership Career Activity Management (CAM)® System – 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’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:

8 NAIFA’s Advisor Today

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

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: o Study One focuses on the Market and the Future o Study Two focuses on the Advisor of the Future Available on the NAIFA Marketplace at Half-day workshops available nationwide

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.

12 “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

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

14 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. 98% of Congress has a NAIFA constituent member active in NAIFA’s political involvement program. NAIFA Protects Your Business

15 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. NAIFA Protects Your Business

16 “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

17 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. Advisors Political Involvement Committee

18 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. Insurance and Financial Advisors Political Action Committee (IFAPAC)

19 NAIFA Congressional Conference May 19-20, 2015 Every Spring, NAIFA members converge on Capitol Hill to educate Congress about our products. Join us for the 2015 Congressional Conference and tell our industry’s story in one, clear voice. For details, visit

20 We’re not experts on everything, so it is very, very helpful for NAIFA members to come and talk to us about what they do, who their clients are and the difference [life insurance] makes in their lives.” - Rep. Allyson Schwartz (D-Pennsylvania) 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) NAIFA Makes A Difference In Washington

21 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. 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 Government Relations Members-Only Communications

22 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: NAIFA Promotes the Ethical Conduct of Our Members

23 NAIFA, founded in 1890, is the oldest and most accomplished association in the industry 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 founded the following organizations, further strengthening our industry throughout the past 120 years:

24 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! The Bottom Line: NAIFA Members Make More Money

25 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. Go to or call 877-866-2432

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