Upcoming Events

September 2018 Professional Development Luncheon

September 25, 2018
11:00 AM CDT - 1:00 PM CDT

Join Us For A Mind Adventure!

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Fall State CE Video-conference

October 10, 2018
9:00 AM CDT - 4:00 PM CDT

Earn up to six-hours of credit at the State CE Day!

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Preferred Provider Program

As a NAIFA Member, you are eligible for discounts on products and services that can enhance your business success and increase your bottom line, including E&O insurance, credit card services, customized websites, and office product savings. By participating in one or more of these Preferred Provider programs, NAIFA members can often more than recoup their membership investment. When contacting the NAIFA Preferred Providers for more information, please don’t forget to mention you are a NAIFA Member.


Select the business service that best fits your needs.

Business Management

Copytalk – Mobile dictation and transcribe service
Smarsh Financial Visions Website – Customizable websites
Horsesmouth – Daily online service

Client Management, Sales & Marketing Tools

Advisors Assistant – Contract, insurance and portfolio management software 
Basic Guru
 – Increase employee retention, keep employers compliant and communicate benefit information 
Simplified Training Solutions  Training and communications materials, including HIPAA
TASC  Top of the line services and products for your clients

Business Services

Bank of America – NAIFA credit cards, CDs, money markets
Brooks Brothers –Save 15% on men's and women's wardrobe needs - online and in-store 
FedEx –NAIFA Members Save BIG on FedEx® Shipping and Business Services
HP – Exclusive Savings on Hewlett-Packard Business Products
JoS. A. Bank – 20% Discount with JoS A. Bank Corporate Credit Card
Mozy – Simple, Automatic Secure Online Backup 
Staples – Discounted Office Products Program 
TMobile  Wireless discounts and promotional savings
UPS – Special shipping savings

Insurance Programs

AmeriCard – Discount program for dental, vision and pharmacy
Errors and Omissions (E&O) Coverage
 – New program with CalSurance 
Kelsey National – Disability insurance

Travel Discounts

TNT Vacations – “Fun in the Sun” resort destinations throughout Bermuda, Caribbean, Bermuda, Mexico, Dominican Republic and Costa Rica 
Go Ahead Tours
 – Provides fascinating sightseeing tour packages to the most interesting destinations around the world at an unbeatable price/value 
CruisesOnly – Best price guarantee with America’s largest cruise agency 
Wyndham Hotels and Resorts – Save an additional 20% on the best available rate at Ramada, Wingate, Hawthorne Suites, Days Inn, Super 8, Travelodge, Howard Johnson, Knights Inn, Microtel Inns and Suites and Baymont Inn and Suites
Motel 6– Save 10% on your stay when you book online 
Red Roof Inn– Save 15% at all Red Roof Inn locations
Orlando Vacation– Discounts on Disney vacations, including home rentals, hotels, park tickets to Disney and more
Endless Vacation Rentals by Wyndham – Save an additional 10% on the best available rate
Avis – Save 25% on car rentals worldwide
Budget – Save 25% on car rentals worldwide


*The discounts offered by NAIFA's Preferred Provider program are additional benefits of NAIFA membership. NAIFA does not necessarily endorse or guarantee the quality or applicability of the products and/or services of its partners. Users of these products and/or services do so at their sole discretion and NAIFA assumes no responsibility for them.