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NAIFA Submits Formal Comments to SEC on Fiduciary Study Individual and Joint Comments Submitted

In comments submitted today to the Securities and Exchange Commission on the issues surrounding the Commission’s forthcoming study on the standards of care governing broker-dealers and investment advisers, the National Association of Insurance and Financial Advisors said its members have a history of serving their clients “ethically and in their best interests (to) ensure a vigorous level of investor protection that rivals any new standards that may be put in place.”


NAIC Recognizes the Role of the Agent (NAIFA Blog)

We couldn't agree more. Let's hope that Washington listens.


NAIC Recognizes the Role of the Agent

We couldn't agree more. Let's hope that Washington listens.



NAIFA Members Tell the SEC How a Fiduciary Standard Would Impact Them and Their Clients

The comment period ends August 30. If you want your voice to be heard, please add your comments soon!



Home / About Us / Who We Serve / Resources / Bottom Line Benefits for Members

Bottom Line Benefits for Members

  • Lobbying staff in Tallahassee to protect your career before the House, the Senate, the Governor’s office, and the Department of Financial Services (DFS). Click here for more information concerning our Legislative/Advocacy efforts.
  • Lobbying staff in Washington to protect your career before the House, the Senate, and the White House.
  • Professional Development: Florida-required Continuing Education (live classes around the state, and online), online securities courses, Certified Financial Planner ® courses, LUTCF (Life Underwriters Training Council Fellow designation), FSS (Financial Services Specialist designation), and LILI (Leadership in Life Institute). Click here for more information or click here for a list of dates and locations of classes held around the state and and registration information. Discounts on online CE. Members are eligible for a 10% discount on registration fees for online courses through WebCE, click here for more information and a list of courses.
  • Errors and Omissions (E&O) Insurance: Up to $2 million is available to members at very competitive rates with a variety of coverage limits and deductibles to fit your needs and your budget. Endorsements available for financial products & services, property-casualty, sub-agents for commission overrides, others. Available through NAIFA (AON). Call toll-free (800) 247-3448 for a no-obligation quote or click here to get a quick cost estimate. You must must be a member to apply for coverage, however. (NOTE: Receive a 10% discount on your premium for 3 years (assuming you’re claims free) when you take FAIFA’s 3-hour E&O CE class (you also get Florida CE credit!) periodically held statewide.
  • Workers Compensation Insurance with dividends just for FAIFA members thru BC/BS Opta Comp Program. Each member owned business is eligible to participate in a dividend program based on the group's overall performance and combined loss ratios. For more information click here or to obtain a quote, click here or call Southeastern Insurers at (800) 225-2401, ex 205.
  • Office Depot Discounts: Save from 5% to 84% on office supplies. (NOTE: Depending on how much you spend on office supplies each year, this one could save you the cost of your membership dues!!). To sign up for a store purchasing card which you present at checkout, or for more information, click here
  • Your Own Website at Discounted Rates: Your business deserves a professional and affordable presence on the web! Generate leads, maximize your referrals. It’s easier than you think! For more information, click here.
  • UPS: Is your express mail costing you a fortune? Get discounts on overnight deliveries. To sign up and begin receiving your discounts, call UPS at (800) 325-7000 and be sure to mention you are a FAIFA member to receive your discounted rates.
  • The Omnia Group: Find the right person for the job from now on. The Omnia Profile® will help you sort through the employee interview process as you decide which applicant to hire. Members are eligible for one complimentary profile ($150 value) to evaluate the tool. For more information, call Sean Neumayer at The Omnia Group at (800) 525-7117, ex 1242.

Want more information regarding member benefits? Contact Karleen Petersen at (850-422-1701) or e-mail.