Welcome to NAIFA-Pennsylvania

Welcome to the National Association of Insurance and Financial Advisors-Pennsylvania: The premier organization offering education, networking opportunities and advocacy to those who provide life and health insurance and related financial services in Pennsylvania. NAIFA-PA gives you Connections That Count! The mission of NAIFA-Pennsylvania (NAIFA-PA) is to enhance the ability of its members to provide financial security for their clients, through appropriate legislative action and professional development, as well as to provide the necessary support to develop and maintain strong locals.

Find an Advisor

Having a sound financial plan requires knowing which insurance and investments products to buy. But there are literally tens of thousands of insurance policies, stocks, bonds, mutual funds, annuities, etc. from which to choose. That's where NAIFA can help. With more than 50,000 members nationwide, you can find a NAIFA member almost anywhere.

To find a NAIFA member advisor near you, click here.

 

Learn more about how NAIFA-Pennsylvania membership benefits your practice, your career and your clients! Check out this video:

 

A message from NAIFA-PA 2011-2012 President Jason Muskey:

My message and theme for this year is “Back to the Basics.” I plan on increasing awareness and bringing to the attention of all members the great amount of resources and benefits provided to you by NAIFA that I believe we do not currently realize we have. Read more...

News & Events

Save the Date - NAIFA-Pennsylvania Annual Convention - May 21-22, 2012

Join NAIFA-Pennsylvania at The Inn at Pocono Manor for two days of education and networking! NEW this year - educational tracks for multiline, Million Dollar Round Table, and practice management. Program details coming soon! Be a sponsor! To download exhibit and sponsorship information, click here.

Nominate Someone for a 2012 NAIFA-Pennsylvania Award!

NAIFA-PA is seeking nominees for the Scott D. Jackson VIP (Very Important Pennsylvanian) Award and for the 2012 Humanitarian Award. The VIP Award is presented to the NAIFA-PA member who is the "unsung hero," working behind the scenes of his or her local association. The Humanitarian Award is presented to someone who is helping others in the community. The awards will be presented at the NAIFA-PA Annual Convention on May 21. Deadline for receiving nominations is April 1. Click here for details.

NAIFA-Pittsburgh's Legislative Luncheon on KDKA-TV

NAIFA-Pittsburgh's 2012 Legislative Luncheon received coverage on KDKA-TV. Click here to see video!

 

Congratulations to NAIFA-Tri-County - Recipient of the 2010-2011 Jack E. Bobo Award of Excellence

Congratulations to NAIFA-Tri-County for receiving the 2010-2011 Jack E. Bobo Award of Excellence from NAIFA. The award is given each year to state and local associations who excel in the areas of member benefits, advocacy, membership and governance. Tri-County was named a Silver Achiever in the Bobo Award competition.

 

Congratulations to 2011 NAIFA Quality Award Recipients

NAIFA's Quality Award program recognizes those professionals who seek to maintain high standards in the insurance-based financial services industry. To see the list of 2011 recipients from Pennsylvania, click here.

 

Congratulations to NAIFA-PA 2010-2011 Membership Benchmark Achiever

Congratulations to NAIFA-Tri-County for hitting 100% of its membership benchmark number for 2010-2011.

In the News:

NAIFA-PA member Seth Walizer was featured in an article in the Allentown Morning Call, in which he announced he is seeking election to the Pennsylvania State University Board of Trustees. Click here to read the article.

Wanted: Political Contacts!

NAIFA-Pennsylvania is looking for members to serve as political contacts for our elected representatives in Harrisburg and Washington. Please help your professional association in its grassroots advocacy efforts! To download a Political Contact Form, CLICK HERE.

 

Congratulations to NAIFA-PA Local Association Achievement Award Winners!

The following NAIFA-PA local associations were honored with the 2009-2010 Association Achievement Awards for their outstanding efforts in the areas of membership, advocacy, member benefits, governance and professional development. They are: Greater Harrisburg, Lehigh Valley, North East PA, Reading and Pittsburgh.

Congratulations to NAIFA-PA's 2011 Million Dollar Round Table members

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 31,500 members, or less than 1 percent, of the world's life insurance and financial services professionals from 464 companies in more than 80 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business. Congratulations to those NAIFA-Pennsylvania members who achieved MDRT status in 2011! To read the list, CLICK HERE.

 

THANK YOU to Our 2010-2011 New Member Sponsors

During the 2010-2011 membership year, 42 NAIFA-PA members sponsored new members. NAIFA-PA thanks you for your efforts on behalf of membership! To see the list of those who sponsored new members, CLICK HERE.

 

Have You Contributed to IFAPAC?

The Insurance and Financial Advisors Political Action Committee (IFAPAC) is a term used to describe collectively the PAC sponsored by NAIFA at the federal level and the PACs sponsored by each state association. In the last election cycle, the national IFAPAC and the 50 state IFAPACs contributed approximately $2.5 million to federal and state candidates and committees. Learn more about IFAPAC and how you can contribute by clicking here.

 

Age 40 or younger? In the business less than 5 years? YAT is for you!

The mission of NAIFA's Young Advisors Team (YAT) is to SOW the value of membership with new and young advisors, so they are empowered to SURVIVE their first years in the business, to GROW into involved NAIFA members and become successful advisors who THRIVE in the industry and our association. Learn more by clicking here. Learn more about member benefits available to Young Advisors by clicking here.

Join the NAIFA-Pennsylvania YAT group on Facebook! CLICK HERE to join.

 

 

 

 

 

 

Sircon has partnered with NAIFA-Pennsylvania to simplify your workday Learn More...

 

As the preferred energy supplier of NAIFA-PA, Energy Plus™ offers members a unique program that includes Cash Back on your home or business electric bills.

CLICK HERE

or call 877-232-7052 and mention Offer Code “NAIFA-PA-5026” to learn more.

Check out our Virtual University! 360 Training has teamed up with NAIFA-PA to bring you online classes when you need them - 24/7. Click here for the latest list of course offerings.

Insurance & Financial Advisor brings you articles of interest in region-specific editions. Learn more by clicking here.

 

New NAIFA-Endorsed

E&O Program

Took Effect January 1, 2011

On January 1, 2011, the Professional Liability Insurance Program endorsed by NAIFA became 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.

CLICK HERE for all the program details.

CLICK HERE to apply online.

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UPS Savings Program

Save up to 30% on UPS shipping!

NAIFA-PA members can save up to 30% off UPS Express air, international and ground shipments. That's a significant savings over FedEx published rates! NAIFA-PA members can save:

  • Up to 30% on UPS Next Day Air and Worldwide Express services
  • Up to 30% on UPS 2nd Day Air, 3 Day Select and Worldwide Expedited services
  • Up to 16% on UPS Ground services

Use promo code NER178 to enroll today!

Insurance licensing solutions for Pennsylvania from Kaplan Financial Education. Prepare for the insurance licensing exam using Kaplan Financial Education's licensing materials. State-specific options to prepare you for your exam, including:

  • Customized study plan
  • Easy-to-use materials
  • Competitive pricing

Test yourself with thousands of online practice questions and solutions. Discover your strengths and weaknesses on specific topics.

For ordering details, CLICK HERE.

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NAIFA sales, prospecting and marketing tools

NAIFA members can take advantage of special rates to obtain the tools they need to enhance their business success! Learn more by clicking HERE.