Choose a Plan

Silver

Membership

Free Plan
Free access to group health insurance, marketing resources, M&A and more.

Gold

Membership

$25/month
annual commitment
Access to all featured benefits.

See What's Included

Silver

Gold

Marketing
Worth Leading Advisors
First 30 days free. Gain exposure through high authority content platforms; from print magazine, to newsletters, to social media channels.
Advisor Websites and Marketing Solutions
Free Digital Marketing Assessment, 25% Off Select Subscriptions and Reduced Setup Fees
TIFIN Wealth
Enable two TIFIN Wealth solutions and get the third one free.
InsurTech Express Bookshelf
Promote Your Book
Life Happens Pro
20% Off for NAIFA Members
Linq Digital Business Cards
15% discount on all purchases
Personally Branded Magazines
65% Discount
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.
Complimentary Website Setup
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
Marketing Automation for Financial Advisors
20% 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
Enable two TIFIN Wealth solutions and get the third one free.
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
Orion Advisor Technology
Get discounted pricing on Orion Advisor Technology. Discounts applicable only to new Orion customers.
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.
LegalShield Affordable Legal Services
30% Off Legal Advice & Plans
Ryan Insurance Group Plans
Special Pricing for NAIFA Members
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)
BILL Spend & Expense
Free software. Plus, exclusive deal to match points and cashback perks on other credit cards.
Free Tax Savings Analysis
Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks
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.
Orion Advisor Technology
Get discounted pricing on Orion Advisor Technology. Discounts applicable only to new Orion customers.
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
Retirement 401ks Made Easy
Exclusive 401k Access & Rates
BenefitHub Discount Marketplace
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
Investment
Retirement 401ks Made Easy
Exclusive 401k Access & Rates
TIFIN Wealth
Enable two TIFIN Wealth solutions and get the third one free.
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.
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.
BenefitHub Discount Marketplace
Save over $5,328 on deals from thousands of leading brands, and get 2-20% cashback.
Free Tax Savings Analysis
Complimentary Tax Analysis ($199 value) + Free 30-Day Trial of ClientBooks
Streamlined Alternative Investments
No Cost To Members
Complimentary Website Setup
Complimentary website ($6000 value) | 25% off hosting fee | $0 cost for the first 2 months
Employee Benefits
Retirement 401ks Made Easy
Exclusive 401k Access & Rates
Popular
Worth Leading Advisors
First 30 days free. Gain exposure through high authority content platforms; from print magazine, to newsletters, to social media channels.