FAIFA’s strength is its membership. All insurance and financial advisors in Florida who hold themselves out to the general public as professionals are encouraged to join.
Full membership in the Florida Association of Insurance and Financial Advisors is open to licensed Florida insurance agents on an application basis, who are willing to subscribe to our professional Code of Ethics. Associate memberships are available to those are not insurance agents but are affiliated with the insurance industry. Since we a part of a federation, members join a local AIFA association, one of 31 around the state, and by virtue of joining a local automatically become members of FAIFA and NAIFA (National Association of Insurance and Financial Advisors). For more information on an AIFA local association near you, see contact list below.
There are 3 ways to join:
1) Apply online -- (CLICK HERE)
2) Request an application -- (CLICK HERE)
3) Contact a local association – (CLICK HERE)
Need Help? Call (850) 422-1701 ask for Tracy or Email: Shimansky@faifa.org
Still not sure whether to join?
As a member you demonstrate your professionalism in the financial services arena -- the number one reason, according to surveys, members join the association. Are you a professional? Your membership in FAIFA and NAIFA permits you access to incredible resources which can help you achieve your professional goals:
1) Legislative and regulatory advocacy in Tallahassee and Washington. We’re the only professional association protecting your business environment and your career as an insurance and financial advisor. And we keep you informed through weekly (during Florida’s Legislative session), monthly, and quarterly members-only publications
2) Add to your bottom line by taking advantage of upcoming meetings, seminars, and continuing education classes.
3) Visit the member-only section on NAIFA’s web site (www.naifa.org for content that’s designed to address your practice specialty area.
4) Build your business with access to archived articles in NAIFA’s Advisor Today magazine, with features on products, services, and motivation. As a NAIFA member, you can search the archives to find comprehensive articles on life and health insurance, financial advising, tax issues, various aspects of running and growing your insurance and financial services business, and technology. Search www.advisortoday.com.
5) The Life and Health Foundation for Education (LIFE) hastools to empower clients with the knowledge needed to make informed insurance decisions, and stress the value insurance agents and financial advisors bring to the planning process.NAIFA members receive a discount on all LIFE materials. Visit www.life-line.org.
6) NAIFA has the practice resources for you and your business.Client Marketing Systems, Inc. has been the leader in client and investment management software since 1985. NAIFA members save $100 off the list price of Advisors Assistant.www.advisorsassistant.com
7) Do you need a professional presence on the web? Financial Visions offers more than fifty templates with articles, financial calculators, newsletters, reports and quotes — everything you need to present your professional services and qualifications 24 hours a day, 7 days a week. Cost for NAIFA members, just $39.95 a month. Visitwww.naifawebsites.com