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 purpose of the National Association of Insurance and Financial Advisors-Pennsylvania is to enhance the ability of members to provide financial security for their clients, through appropriate legislative action, continuing education, professional skills development of agents and others engaged in insurance and related financial services, 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 70,000 members nationwide, you can find a NAIFA member almost anywhere.

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

News & Events

 

  

Our third billboard is up!

The third billboard in NAIFA-Pennsylvania's external marketing campaign is up! The billboard along Interstate 81 near Dickson City joins those already placed along Interstate 81, just a few yards before Exit 72 (Paxtonia/Linglestown), outside of Harrisburg, and along Interstate 78 eastbound near Hamburg. Members are being asked to contribute a minimum of $20 to support a statewide billboard campaign that asks "Is your insurance agent or financial advisor a member?." This voluntary assessment, along with some selected town meetings, local proclamations for life insurance awareness month and greater awareness of our Keystone Foundation will greatly increase NAIFA-PA's visibility with the general public and the industry. Click on the button below to make your contribution toward this campaign!

 

 

NAIFA and AHIA Organizing National Lobby Day on July 15

It's crunch time for healthcare reform. Beginning this week and likely extending though late July, reforming the health care system and the health insurance structure that supports it will be front and center in Congress. Central to the debate for NAIFA members marketing health insurance is the question whether agents will continue to play a central role in the delivery of health insurance to businesses and individuals.

For NAIFA’s members marketing life insurance and annuities, the question is whether taxes involving life insurance and annuities will be used to help pay for any new health care and insurance structure.

All NAIFA and AHIA members are encouraged to participate in a July 15 Congressional fly-in to present their case directly with their representatives in Congress. For details, please go to www.naifa.org/flyin.

For those who are unable to travel to Washington, NAIFA urges you to contact your elected representative and ask him or her to:

- Only support health reform legislation that preserves the valued role agents play in the system.

- Oppose creation of a new government-run insurance plan.

- Ensure that consumers have access to the guidance and expertise of a licensed professional health insurance agent.

For additional talking points and suggestions on contacting your representative, CLICK HERE.

 

NAIFA Convention Early Registration Ends July 2

"Brilliant" is the theme of the 2009 NAIFA Convention and Career Conference, September 12-16 at the Orlando World Center Marriott Resort. This year's convention will feature twice as many educational sessions as previous conventions, as well as networking events and top speakers. To learn more and to register, CLICK HERE.

To order your official NAIFA-PA convention shirt, CLICK HERE.

 

Join NAIFA for FREE Grassroots Advocacy Training - July 10 in Radnor

NAIFA's grassroots advocacy network is one of the association's greatest strengths. Learn more about how you can be more effective in the political process. All NAIFA members are invited to a FREE grassroots advocacy training, 9-11:30 AM July 10 at Lincoln Financial Group in Radnor. For details and registration information, CLICK HERE.

Chris Noth Is the 2009 Life Insurance Awareness Month Celebrity Spokesman!

Chris Noth, an actor best known for his leading roles on Sex and the City and Law & Order, has been named the 2009 Life Insurance Awareness Month celebrity spokesman. The LIFE Foundation is gearing up for the annual Life Insurance Awareness Month observance in September. Noth's father and grandfather were agents for Prudential. Noth's father died in a car accident, leaving Noth's mother to raise three boys on her own. The father's life insurance coverage helped to maintain the family's standard of living and help put the children through college. For more details on Life Insurance Awareness Month and how you can get involved, go to http://lifehappens.org/liam/.

 

See the "NAIFA Membership Coach" on YouTube!

NAIFA's "Membership Coach" stars in this video that tells the NAIFA story and why you should belong. CLICK HERE to view the NAIFA videos on YouTube!

 

New Customized NAIFA Member Logos Now Available

NAIFA members can now add a NAIFA "Member of NAIFA since (year)" logo to their stationery, website, business card, etc. Available in print and web formats, as well as in black and white or color, the logos can be quickly downloaded from NAIFA's Communications Corner Toolbox (member log-in required).

 

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.

Upcoming Local and Regional Events

Mark your calendar and plan to attend one of these events:

  • The 87th annual Quinter G. Colebank, CLU, Sales Congress and Financial “Four”um will be held October 8 at the Hilton Garden Inn Southpointe, Canonsburg. Look forward to multiple keynote speakers including an evening presentation from Dr. Paul Friday, nine breakout sessions including a Political Roundtable discussion, Jack DeWald from the LIFE Foundation, and Matt Steck from Greenlee Partners. This all-day event is co-hosted by NAIFA-Pittsburgh, the Estate Planning Council of Pittsburgh, the Pittsburgh chapter of the Financial Planning Association and the Pittsburgh chapter of the Society of Financial Service Professionals. The event will be held from 8 AM to 5 PM with a special evening speaker from 7-9 PM. Sponsors and volunteers are needed! For details, click here.
  • NAIFA-Greater Philadelphia will hold Financial Services Super Day on October 14 at the Marriott Philadelphia West in Conshohocken. Details coming soon!
  • The third annual South Central Regional Sales Symposium will be held October 26 at the Eden Resort, Lancaster. Keynote speaker will be Joe Jordan, MetLife senior vice president, who will speak on "Living a Life of Significance." Breakout sessions also will be held. Additional program details coming! Thank you to Gold Sponsors, Professional Insurance Services, Allstate and Portamedic, and Silver Sponsors, Exam One and Mowery Associates. For sponsorship information, click here.
  • The second annual Eastern Regional Sales Caravan will be held October 27 at the Holiday Inn Lehigh Valley, Allentown. Details coming soon!

 

SAVE THE DATE - 2010 NAIFA-PA Annual Convention in Seven Springs

Mark your calendar for May 17-18, 2010, and plan to join NAIFA-PA at Seven Springs Mountain Resort. Seven Springs has renovated its hotel facility since our last visit there, and they have added more facilities and activities, including a full-service spa! Go to www.7springs.com to see more. Convention details coming soon!

NAIFA-PA Health Insurance Program Is Expanding

The plan will now be offered through Highmark. This will enable us to offer health insurance coverage to members in the 29 counties of Western Pennsylvania in addition to those in a 21-county area of Central Pennsylvania and the Lehigh Valley. As you may or may not know, participation in the Agents Health Plan by members helps reduce the dues we need to charge because of the revenue generated from this valuable member benefit program. NAIFA-PA members, their families and their employees are eligible to participate in this plan. For more information, click here.

 

NAIFA Teams with Eliminate ID Theft to Offer Members Identity Theft Protection

Eliminate ID Theft, the trusted source for identity protection and credit-monitoring services, has teamed with NAIFA to provide members with Eliminate ID Theft’s protection and credit-monitoring services.

NAIFA Members may now take advantage of the following services:

  • Detection services that provide clients with e-mail alerts to inform them about critical changes to their credit report
  • Unlimited access to customers’ triple bureau credit report providing for daily credit pulls without affecting the credit score
  • All three credit scores; credit restoration and recovery from fraud
  • Identity theft reimbursement coverage of up to $25,000 provided by Travelers Property and Casualty
  • Free Panda antivirus & antispyware software
  • Online encrypted data storage provided by MyESafeDepositBox

NAIFA Members receive a discount on individual monthly and yearly plans as well as discounts on individual/spouse plans. For more information: Call the NAIFA Professional Development Department at (877) 866-2432 or sign up at www.eliminateidtheft.com/naifa.

Advertisement:

To learn more about our sponsor, Allstate, CLICK HERE.

 

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

 

Did you know that as a NAIFA member, you can get valuable Errors & Omissions coverage through the NAIFA-endorsed Professional Liability Insurance Program?

Go to www.naifainsurance.com and use the rate indicator to get an estimated premium by answering six simple questions - the whole process takes less than a minute. You can choose the right amount of coverage to fit your needs. In addition, new coverage options are available for fee based financial planning and RIA activities, 529 plans, life settlements and life settlement referrals. Additionally, policyholders may access a free 2-hour legal consultation regarding risk management and potential claim issues. For details, go to www.naifainsurance.com.

Brought to you by

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Thank you to the sponsors of the 2009 NAIFA-PA Annual Convention

Platinum Sponsor

Prudential Financial

Silver  Sponsor

Allstate

Bronze Sponsors

Colonial Life

Jackson National

See more from the convention by clicking on the PHOTO GALLERY