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Index of Resources

Catch the Deep Dive Into Resources Webinar

NAIFA's Membership Staff members take you through an overview of some of the content available from NAIFA headquarters to help NAIFA grow.

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Membership

Quick Links:

Growing Membership

NAIFA Join Page (with benefits)

Quick Join Link

Quick Renew Link

Membership Scripts

Current List of Members Who Haven't Renewed (1-90 days past expiration date)

Membership Chair Landing Page

  • Updated Membership Committee Structure
  • Latest Membership Chair Newsletter
  • 2024 Membership Team: Who to Contact

New! Five Quick Things to Amplify NAIFA's Brand

New! Membership Materials for In-Person Chapter Events

New! Activity Tracker for Group Presentations

Updated! Membership Promise Presentation

Membership Best Practices

State Membership Chair Job Description

Download Membership Sell Sheets/Request a Custom Sell Sheet

New! Request a Customized "Why I Belong" flyer

Download 100% Agency Overview Sell Sheet

Download Financial Security Champion Overview Sell Sheet

 Membership Lifecycle Procedures

Instructions to Run Chapter Membership Reports

Access the New York Life Corporate Application

Benefits of Belonging/Why Join

Refer a New Member to NAIFA

Refer a Group to NAIFA

Upcoming Events Open to Everyone

NAIFA 2030 Strategic Plan

NAIFA Code of Ethics

List of State & Local Chapters' Websites

 

Chapter Resources

Official NAIFA Logo & Usage

Positioning & Voice

NAIFA Writing Guidelines

Instructions to Run Chapter Membership Reports

Advocate, Educate, Differentiate Materials

Membership Certificates

State-Specific Welcome New Member Social Media Graphics

State-Specific Happy Anniversary Social Media Graphics

State-Specific 4 Under 40 Graphics

State-Specific Blog & Social Media Graphics

State-Specific YAT Leader of the Year logos

State Logos

Local Chapter Logos

State PowerPoint Templates

Standard Deck for Walk-In Slides/Break Slides

New! Membership Materials for In-Person Chapter Events

Download Pinning Ceremony Script

Order NAIFA pins

Request a NAIFA Trustee at Your Meeting

In Memoriam Best Practices

 

Recognition & Engagement

2024 Top Recruiters

Triangle Team Members

Hard Hat Award Winners

Press Release Templates

NAIFA Member Logo & Amplifying Our Brand

Find a Financial Professional (Directory)

Find a Financial Professional FAQ

Overachieve in Life Submission

NAIFA Awards

I Love NAIFA Month Materials (February)

New Member Orientation Sign-Up

Volunteer Opportunities

 

Benefits

Access NAIFA Marketplace

Upcoming Events for Members

Be Spotlighted by NAIFA in AT Blog

Update Your Public Profile 
Use the email address associated with your NAIFA membership to log in

Advisor Ambassador Accelerator Academy

MentorLoop

Life Happens Resources

Book Club

P&C Study Group

Dan Finley Coaching Sessions

Wake Up Wednesdays with Marques

Journal for Financial Service Professionals

Resource Center

NAIFA Live

Life Underwriter Training Council Fellow (LUTCF)

Leadership in Life Institute (LILI)

Life & Annuities Certified Professional (LACP)