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 50,000 members nationwide, you can find a NAIFA member almost anywhere.

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

News & Events

Important News from the PA Insurance Department Regarding Licensing

March 1 is the date when Pennsylvania license renewal dates officially move to birth month expiration for insurance producers, limited lines producers and title agents. To accommodate this conversion, the availability of Pennsylvania’s electronic services through Sircon, Sircon Compliance Express (Sircon for Carriers) and NIPR will be affected. Services will be unavailable from 4:30 AM March 1 until 7 AM March 2. The department strongly suggests anyone needing to process a license renewal, producer appointments or terminations or other e-transaction by March 1, 2010 to process that transaction before that date. 

NAIFA Talking Points on Health Reform

As leadership in both the House and Senate work to finalize a health reform bill to bring to the House and Senate floors, it is important that the talking points set forth in the document linked here be made to all lawmakers by NAIFA-PA members. Those talking points include: reducing medical loss ratio requirements; supporting NAIC uniform medical loss ratio definitions; supporting state-based exchanges; maintaining existing antitrust laws, and supporting the role of the agent.

Watch and Read NAIFA's Response to Keith Olbermann

NAIFA has responded to the October 7 "Countdown with Keith Olbermann" show that included a segment on corporate-owned life insurance (COLI). To see Olbermann's broadcast, CLICK HERE.To read the complete response from NAIFA, CLICK HERE. To view a video response from NAIFA President Tom Currey, CLICK HERE.

How Did Your Congressman Vote on Health Care Reform?

CLICK HERE to find out how each member of the House of Representatives voted on Health Care Reform.

Nominate Someone for a 2010 NAIFA-PA Award

In May, NAIFA-Pennsylvania will present its VIP (Very Important Pennsylvanian) Award and Humanitarian Award. The VIP Award is presented to the NAIFA-PA member who serves as the "unsung hero" in his or her local association. The Humanitarian Award is presented to an individual (not a member) in recognition of outstanding service in his or her community. Deadline for submitting nominations is  April 1. Get all the award criteria and information on how to submit a nomination by CLICKING HERE.

JOIN US - 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 as we "Chart a Course for Success." CLICK HERE for all the details and to download the registration form. OR CLICK HERE for online registration!

Our keynote speaker will be Neal Petersen, author of the book: "Journey of a Hope Merchant."  Petersen, a native of South Africa, sailed his 40-foot home-built boat in the 1999 "Around Alone," a 27,000-mile around the world boat race. He was the subject of a PBS documentary, "No Barriers, The Story of Neal Petersen." Petersen was a speaker at the 2008 Million Dollar Round Table convention. CLICK HERE to see highlights of his presentation.

As a special feature, attendees can "sail away" to the sounds of Tom Watt "The Buffettman" and his Fruitcakes Band, a Jimmy Buffett tribute act that will perform during the mountain clambake on Monday, May 17.

The convention also will include a grassroots advocacy training session, sales ideas, a Young Advisors Team program, Local Success Planning, an exhibit show, golf and more! 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 learn more.

Thank you to our Platinum Sponsor, Penn Mutual and our Bronze Sponsor, Jackson National! Thank you to our Platinum Media Sponsor, Insurance & Financial Advisor.

Be a sponsor! We have a number of exhibiting and sponsoring opportunities available, many at reduced "Recession Special" prices. To learn more, CLICK HERE.

Nominate a Student for the 2010 Keystone Foundation Scholarship

Each spring, the Keystone Foundation offers an undergraduate scholarship to an outstanding graduate of a Pennsylvania high school. The scholarship amount is $1,000, and it is renewable for each of four years. Your local association is strongly urged to nominate a deserving student for this scholarship. Deadline for receiving completed applications in the NAIFA-PA office is April 1. Learn more, and download all the forms by CLICKING HERE.

Local Association Membership Benchmark Achievers

Congratulations to the NAIFA-Pennsylvania local associations who achieved their membership benchmark of 50% of goal by December 31, 2009. They are: Altoona Area, Crawford, Cumberland Valley, Erie, Lehigh Valley, North Central PA and North East PA.

Congratulations to NAIFA-PA's 2009 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 2009! To read the list, CLICK HERE.

Congratulations to NAIFA Industry Award Recipients

NAIFA Industry Awards recognize NAIFA members for excellence as indicated by quality service and sales achievement. NAIFA members who reach these levels of achievement win more than an award, they attain recognition that distinguishes them as an outstanding professional.The program includes the National Quality Award, the National Sales Achievement Award and the National Multi-Line Sales Award. To see the list of 2009 award recipients from Pennsylvania, CLICK HERE.

Leadership in Life Institute Seeks Applicants

NAIFA-PA members are encouraged to apply for the 2010 Leadership in Life Institute (LILI). LILI is an opportunity to train future leaders for the NAIFA federation while helping each participant to grow emotionally, spiritually, intellectually and professionally. Learn more by CLICKING HERE to download the curriculum flyer. Download an application form by clicking HERE. Read more about LILI by clicking here to access the LILI section of our website.

Congratulations to the 2008-2009 Jack E. Bobo Award of Excellence Winners!

Congratulations to NAIFA-Greater Harrisburg and NAIFA Tri-County for winning the 2008-2009 Jack E. Bobo Award of Excellence. The award is given annually to state and local associations within the NAIFA federation who excel in the areas of member benefits, advocacy/government relations, professional development, membership, and governance.

THANK YOU to Our 2008-2009 New Member Sponsors

During the 2008-2009 membership year, 87 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.

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.

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.

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

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.