As a NAIFA Member, you are eligible for discounts on products and services that can enhance your business success and increase your bottom line, including E&O insurance, credit card services, customized websites, financial newsletters and office product savings. By participating in one or more of these programs, NAIFA members can often more than recoup their membership investment. When contacting the NAIFA Preferred Providers for more information, please don’t forget to mention you are a NAIFA Member!
Click here to download the new NAIFA Preferred Provider One-Pager PDF 

Business/ Practice Management Tools Mobile Dictation Service that Enhances Your Business, Increases Your Compliance Designed specifically for the insurance and financial services industry, Copytalk's Mobile Scribe is a mobile dictation service that allows you to document client meetings faster and easier than ever before. For less than the cost of a daily cup of coffee, you can spend less time on paperwork and more time serving your clients and growing your business. For more information, go to www.copytalk.com/NAIFA or call 1-866-267-9825. Don’t forget to identify yourself as a NAIFA Member and ask how you can receive a free month of service. To download a Copytalk postcard click here. Website Design that's Comprehensive, Customizable and Compliant In today's world, you need a professional presence on the web in order to grow your business and serve your clients effectively and proficiently. Financial Visions provides the most comprehensive, affordable website service available to the insurance and financial services industry. For more information, go to www.naifawebsites.com or call 800-593-9228. When calling, be certain to identify yourself as a NAIFA Member. Click here to download the Financial Visions brochure. How Advisors Succeed — Every Day Horsesmouth is a daily, online service that helps financial advisors succeed by getting more clients and growing their businesses. Once you sign up, you will receive action-oriented, how-to features everyday from leading experts and successful advisors, showing you exactly what to do to have an immediate, positive impact on your business. You will also gain access to a growing database of more than 3,000 articles on sales, marketing, business development, practice management, financial planning and investing. Try it for free for 90 days! Click here to sign up for your free trial Or for more information, call 888-33-MOUTH and tell Horsesmouth you're a NAIFA Member Client Management Tools Sales Tools Advysis, formerly Kettley Publishing, offers NAIFA Members a discount on the popular software program, Back Room Technician. The Back Room Technician, Sales Edition, is a fully-integrated, seamless program that does the work of several sales support programs. With over 600 easy-to-understand reports, including high-resolution illustrations, diagrams, and graphs, in addition to a number of powerful simple-input calculators, the BRT/SE has become the tool of choice for over 65,000 financial planning professionals and many Fortune 100 financial services organizations. For more information, go to: www.advisys.com/ho/?app=NAIFA&page=prod To download the new Advysis brochure, click here. Car Rentals

Insurance Programs The NAIFA Professional Liability Program, with coverage underwritten by New Hampshire Insurance Company, a member of American Insurance Group, Inc. (AIG), now offers new coverage options and lower rates to NAIFA members who are insured in the program. The NAIFA-endorsed Professional Liability Insurance Program now offers new coverage options for: Fee-Based Financial Planning and RIA Activities 529 Plans Life Settlement and Life Settlement Referrals Use the rate indicator to get a quick estimate on the cost for this valuable coverage by answering just a few quick questions. http://www.naifainsurance.com/indicator/ Click here to download the new Aon brochure. Disability Insurance to Safeguard Your Most Important Asset Your Income NAIFA has teamed with Kelsey National to offer the NAIFA Advantage Plus Group Disability Income Insurance Protection Plan – a quality product with excellent features and competitive rates to protect your income and the income of your spouse. Rates will vary based upon your age, monthly benefit desired, and benefit period. For more information, go to www.kelsey.com/naifa or call 800-366-5656, option 3. Click here to download the Kelsey National brochure. Office Supplies Best Value" Pricing on Essential Office Products to Improve Your Bottom Line NAIFA and Office Depot – the world's largest office products distributor – have come together to offer a member benefit that will improve your bottom line by providing average savings of 30% off the standard list price of thousands of Office Depot items. NAIFA members receive exclusive NAIFA "Best Value" pricing on a wide range of office essentials, including pens, paper, ink cartridges, toner and file folders. Taking care of business has never been easier. Click here to start saving on your office needs today. Credit Card Program Full financial suite of products available Everyday life has its own rewards. Bank of America offers NAIFA members a suite of financial products including the new and improved Bank of America MasterCard, which offers no annual fee and a low APR. NAIFA members can earn and redeem points for cash, travel, merchandise, and gift certificates through the WorldPoints® Platinum Plus® travel rewards program. For more information about the various financial products available to you from Bank of America, call 800-932-2775. Don’t forget to identify yourself as a NAIFA Member Shipping Services Up to 25% off of DHL’s full suite of shipping services. As a member of NAIFA, you are eligible to receive discounts of up to 25% off of DHL’s full suite of shipping services. Over the course of a year, that can add up to significant savings. No matter what your shipping need is, DHL has a solution: Next Day, 2nd Day & Ground delivery services.  International express service to more than 225 countries and territories Dedicated customer support at 1-800-MEMBERS Click here to download the DHL brochure