Membership

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Connections that Count

NAIFA-Florida’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.

With more than 42,000 members, NAIFA is the largest financial services membership association in the United States. With approximately 3,000 members, NAIFA-Florida is one of the largest state associations within that Federation. NAIFA is a federation of 700 state and local associations all striving for the same common goal: to protect your livelihood and your clients’ financial security. Join today and get the power of NAIFA behind you!

Just as you connect your clients to the services they need, NAIFA connects you to the resources you need to be successful. We are your voice on Capitol Hill and in Tallahassee, fighting for a positive legislative and regulatory environment for insurance and financial professionals. We provide professional development and networking opportunities that help your business grow. NAIFA communications — in print and online — enhance your understanding of the industry.


Benefits of Membership

The NAIFA Professional Development System was been created to provide NAIFA members, at every stage of their career, with the resources they need to succeed! NAIFA’s rich array of professional programs and products are designed to enhance member’s knowledge and skills, provide value-added business services, and create critical networking and mentoring opportunities—when, where and how you want them!

Connections That Count
Just as you connect your clients to the services they need, NAIFA connects you to the resources you need to be successful. We are your voice on Capitol Hill and in your backyard, fighting for a positive legislative and regulatory environment for insurance and financial professionals. We provide education and networking opportunities that help your business grow. NAIFA communications — in print and online — enhance your understanding of the industry.

With more than 58,000 members, NAIFA is the largest financial services membership association in the United States. NAIFA is a federation of 700 state and local association all striving for the same common goal: to protect your livelihood and your clients’ financial security. Join today and get the power of NAIFA behind you!

Professional Development in Florida
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). 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
As of January 1, 2011, the Professional Liability Insurance Program endorsed by NAIFA is made available exclusively to NAIFA Members by CalSurance Associates, a division of Brown & Brown of California, Inc. CalSurance welcomes new and returning NAIFA E&O program participants. NAIFA opted for this change because it promises to bring improved policy coverage, added services, a fresh underwriting perspective and expanded program marketing to reach our members.

New Coverage Extensions! Reimbursement of Expenses Coverage Extension up to $500 per day (maximum $5,000 each claim, each Named Insured). Disciplinary Proceedings Coverage Extension up to $50,000 for reasonable attorney fees and costs incurred responding to a “Disciplinary Proceeding” Spousal Coverage . Lists your spouse as an “insured” at no additional charge. Subpoena Compliance Coverage Extension up to $15,000 for Attorney Fees and Costs in Connection with document production or representation in giving sworn testimony. Privacy Breach Coverage up to $25,000 coverage for claims involving loss, theft or unauthorized disclosure of Personal Information as defined. There’s much more! Look for the NAIFA Logo. If your renewal doesn’t include the NAIFA logo, it is not the NAIFA endorsed program. Visit www.naifaeo.com for more information, and/or contact the NAIFA team at CalSurance Associates (888) 833-2304 for additional details.

Workers Compensation Insurance
Dividends just for NAIFA-Florida 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 or to obtain a quote, call Southeastern Insurers at (800) 225-2401, ex 205.

Discounted Office Products Program
NAIFA and Staples Advantage® have joined together to offer NAIFA members a discounted office program. This program allows NAIFA members to maximize their buying power and save money! NAIFA members apply for the program via StaplesLink.com, an online ordering solution offering live pricing, shopping lists, immediate access to over 30,000 products and more! As part of this program, you’ll also receive the following perks:

  • Free Shipping on all orders (all orders placed must be over $75)
  • Customer Appreciation Shopping Days – additional discount for all of your employees on their personal purchases at any Staples retail store each quarter
  • Easy online return process
  • Dedicated account manager
  • Value-added service

Sign up today and mention you are NAIFA Member. Within a few days you’ll receive a confirmation email from StaplesLink.com. For in store shopping, NAIFA Members may register their credit card by filling out this form. You will receive the NAIFA pricing unless the retail cost is less. Your card should be activated and ready to use in any Staples location the next business day.

Want more information regarding member benefits? Call the NAIFA-Florida office at (850) 422-1701 or visit the Member Benefits section of the NAIFA Web site.

Member Testimonials Join Now! Membership Application (PDF)