Engagement
Members have different needs and motives. If their needs are met, they are more likely to stay if:
- They feel valued.
- The programming opportunities are valuable, relevant and are meeting their career development needs.
- They receive recognition for their efforts and achievements.
- There is a sense of belonging and community.
- It fulfills an internally-oriented individual to do the right thing.
Throughout the year, NAIFA provides members with numerous opportunities for engagement at every level.
Member Benefits Webinars – Gives members a deep dive on all the benefits of membership. The webinar is given by the subject matter expert and available for on-demand review.
Programming, Events and Professional Development – Provide quality value programming at the National and Chapter levels, virtually and in-person, for the benefit of members.
Governmental Relations – Engage members in advocacy efforts and programming to build their loyalty to the industry’s cause.
Talent Development Center – Provide opportunities through the Talent Development Center for members to distinguish themselves through professional affiliations and credentials.
- YAT Program – Create more programming through the YAT program to better engage members.
- Diversity Program – Create more programming through the Diversity & Inclusion task force to engage members and recruit more sponsor dollars.
LUTCF and LACP – Provide opportunities for members to distinguish themselves with professional certifications (LUTCF and LACP).
4 Under 40 – NAIFA annually recognizes four individuals under 40 who are making a name for themselves in our industry. Chapters are encouraged to adopt this at the State and Local level as well.
Chapter Programming – Engage members at the State and Local level to facilitate networking and relationship building.
Micro-Volunteering – Provide opportunities for people to volunteer, meet people and become an active contributor so they can see the impact and value of membership.
Partners
Life Happens – Life Happens' mission is to inspire the public to take personal financial responsibility through the ownership of life insurance and related products. NAIFA members can grow their business, meet more customers and close more sales with Life Happens Pro.
AARP BankSafe – The BankSafe Initiative helps the financial industry better meet consumers’ financial needs and safeguard their assets. Previously created for employees of banks and credit unions, AARP has adapted the program to agents and advisors, understanding that we're often the first line of protection to spot financial exploitation and adhere to the highest code of ethics.
Affinity Discount Partners – Through the NAIFA Preferred Provider Program, NAIFA members are eligible for a variety of member discounts. NAIFA selectively partners with companies to provide financial advisors and insurance agents access to discounts on products and services to enhance their business and promote top line growth.
Education Partners – Partners currently include NAIFA ClientCast, Fairway Mortgage and LegacyLock.
