See What's Included
Silver | Gold |
| Marketing | ||
| Advisor Websites and Marketing Solutions Free Digital Marketing Assessment, 15% Off Subscriptions and Reduced Setup Fees | ||
| TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | ||
| Branded Magazines & Postcards 65% Discount | ||
| InsurTech Express Bookshelf Promote Your Book | ||
| Life Happens Pro 20% Off for NAIFA Members | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| TE+A Marketing Agency Save over $500 on marketing services, brand development and more. | ||
| Turnkey Public Relations for Advisors Receive up to 2 extra media placements at no charge. | ||
| White Glove Pay only for performance – attendees or appointments. No upfront costs. | ||
| CPA Site Solutions Website Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months | ||
| Educational Marketing Systems for Financial Advisors Save 30% on License Agreement | ||
| Snappy Kraken Marketing Automation 15% off one-time setup fee and monthly license fee | ||
| Compliance | ||
| AARP BankSafe Training Free for NAIFA Members | ||
| Total HIPAA Compliance Member Discount | ||
| WebCE Discounts for NAIFA Members | ||
| Compliance Strategy & Technology Solutions Save 20% or More | ||
| Technology | ||
| TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | ||
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | ||
| CopyTalk Special Pricing for NAIFA Members | ||
| GE Appliances Store Members-Only Discounts | ||
| Life Happens Pro 20% Off for NAIFA Members | ||
| QuickBooks Accounting Software Save 30% for 12 months | ||
| ROL Advisor 10% Discount on All Plans | ||
| Redtail CRM for Financial Advisors Start a 30 day free trial or connect your existing account to get 25% off. | ||
| Client Intelligence Platform 15% discount | ||
| Trendrating 15% Discount Off List Price of Standard & Premium Versions | ||
| Compliance Strategy & Technology Solutions Save 20% or More | ||
| Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | ||
| Lenovo Member Savings | ||
| Nitrogen Growth Platform Save 10% on Nitrogen - only applicable to new customers. | ||
| Insurance | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| CalSurance Receive comprehensive coverage at a competitive price. | ||
| Group Insurance Plans Special Pricing for NAIFA Members | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| M&A | ||
| Fast and Simple Business Financing Enjoy Discounted Rates | ||
| Back Office | ||
| Paychex Group Health Insurance Save 35% on group health insurance, free EPLI and 401(k) | ||
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| GE Appliances Store Members-Only Discounts | ||
| LegalShield Affordable Legal Services 30% Off Legal Advice & Plans | ||
| Linq Digital Business Cards 15% discount on all purchases | ||
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | ||
| QuickBooks Accounting Software Save 30% for 12 months | ||
| Redtail CRM for Financial Advisors Start a 30 day free trial or connect your existing account to get 25% off. | ||
| Total Administrative Services Corporation Member Discount | ||
| UPS Savings Account Save up to 50% on your shipping needs. | ||
| Digital Signature & Doc Management Software Extended 30-day free trial plus 50% discount for your first year | ||
| Lenovo Member Savings | ||
| Outsourced CFO & Accounting Services Savings up to 20% | ||
| Lifestyle | ||
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | ||
| Office Depot Savings Program Save Up to 55% On Supplies and Technology | ||
| TravNow $500 Membership Card | ||
| Turo Car Rental 35% less than traditional companies and options for drivers under the age of 25 | ||
| Winestyr Wine Club Get $40 Off Your First Club Shipment | ||
| Brooks Brothers 15% Discount | ||
| Investment | ||
| TIFIN Wealth Free for firms managing under $100M AUM. 20% discount for firms managing above. | ||
| Advise “Held Away” 401k Accounts Exclusive discounts on both "Starter" and "Professional" plans. | ||
| Streamlined Alternative Investments No Cost To Members | ||
| LifeYield 20% off retail pricing. | ||
| Nitrogen Growth Platform Save 10% on Nitrogen - only applicable to new customers. | ||
| Weekly Market Commentary Videos 25% Discount ($300 Annual Savings) | ||
| Lending | ||
| Small Business Lending Free application and will not affect your credit score. | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Fast and Simple Business Financing Enjoy Discounted Rates | ||
| Complimentary | ||
| Small Business Lending Free application and will not affect your credit score. | ||
| 1-800 Accountant Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks | ||
| AARP BankSafe Training Free for NAIFA Members | ||
| BILL Spend & Expense Free software. Plus, exclusive deal to match points and cashback perks on other credit cards. | ||
| Discount & Reward Platform Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback. | ||
| Streamlined Alternative Investments No Cost To Members | ||
| CPA Site Solutions Website Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months | ||