CORPORATE PARTNERSHIP PROGRAM
WELCOME!
Thank you for considering a Corporate Partnership with NAIFA-Florida! As the largest and most powerful professional association for financial advisors in Florida, we’re excited to present this partnership opportunity to you. In the following pages, you’ll find that we offer several different options for affiliating with NAIFA-Florida and our nearly 2,100 members. If your business could grow and benefit from exposure to the top financial advisors in Florida, then our Corporate Partnership Program is the place to start! We hope you’ll join us, so we both can enjoy a rewarding and mutually-beneficial relationship!
WHO WE ARE
NAIFA–Florida is the premier professional association in the state of Florida representing insurance and financial advisors! Our nearly 2,100 members across the state are licensed and appointed advisors who use their extensive knowledge, skills and experience to provide invaluable products, guidance and service to millions of Floridians!
NAIFA-Florida consists of 18 local associations around the state. Many of the local associations conduct regular member meetings designed to provide networking, education, training, and motivation to its members. These local associations regularly work with industry providers and educators to introduce top notch products, practice enhancements and sales skills to our members.
The NAIFA-Florida staff, headquartered in Tallahassee, and the members of the NAIFA-Florida Board of Directors oversee the entire Florida operation. Throughout the year NAIFA-Florida provides advocacy, governance, and professional development support to its members.
HISTORY
In July 1890, at the Parker House Hotel in Boston, a small group of agents came together in the middle of Boston’s summer heat to deal with critical issues such as taxation of life insurance products and the unethical practice of rebating commissions by some insurance agents. The major outcome of that meeting was the formation of the National Association of Life Underwriters (NALU) – now NAIFA. Soon after the formation of the national association, state and local associations began to form around the country.
In response to the growing national association, NAIFA-Florida (as it is now known) was formed in 1932 and was administered by volunteer leaders. Stan Stone was hired in 1958 to become its first association executive and run operations from an office in Tampa. In 1973, Jim Fogarty, formerly with Florida’s Department of Insurance, was hired as the association’s first lobbyist to represent our members on critical issues such as product taxation, regulatory and licensing issues, national health insurance and ERISA. In 1994, former Florida legislator Herb Morgan was made CEO and lobbyist from NAIFA-Florida’s new office in Tallahassee, where the headquarters continues to support the mission and goals of NAIFA-Florida.
CORPORATE PARTNERSHIP PACKAGES
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GOLD LEVEL — $7,500 *Full Sponsor recognition at all NAIFA-Florida events, the association’s two signature events: the Annual Career Conference (summer), and the annual Legislative Day On the Hill (winter/spring). *Brief promotion of your company and its products and services on the main platform of the Annual Conference and the Legislative Day on the Hill. *Complimentary Exhibit Booth Space at the Annual Conference and Legislative Day on the Hill. *Complimentary VIP seating at the exclusive President’s Reception and Banquet, held at the Annual Conference. The President’s Banquet honors the “Outstanding Advisor of the Year” – the association’s highest award! *Placards with your corporate logo on all tables at the President’s Banquet. *Opportunity to present and/or participate in NAIFA-Florida sponsored Educational Sessions at the Annual Conference. *Proprietary access to dates and times of local associations meetings. *Three (3) complimentary registrations to the NAIFA-Florida Annual Conference, including VIP parking. *One full-page color advertisement in Annual Convention Program Guide (onsite). *Your corporate logo featured in all Annual Conference materials distributed to attendees. *Two (2) NAIFA one-year memberships, providing full password-protected access to hundreds of advisor-related sales and product resources on the NAIFA website. Also, education sessions, corporate discounts, webinars, the latest news from Washington and Tallahassee regarding legislation. Membership also includes membership in one of the 18 local associations. *Formal press release sent to all Local Association leaders announcing your company as our Gold Corporate Partner. *Inclusion in the NAIFA-Florida Speakers Bureau, providing opportunities for education or product presentations to Local Associations. *A one-year media package to include:
PACKAGE CONTAINS:
SILVER LEVEL — $5,000 *Full Sponsor recognition at all NAIFA-Florida events, the association’s two signature events: the Annual Career Conference (summer), and the annual Legislative Day On the Hill (winter/spring). *Brief promotion of your company and its products and services on the main platform of the Annual Conference and the Legislative Day on the Hill. *Complimentary Exhibit Booth Space at the Annual Conference and Legislative Day on the Hill. *Opportunity to present and/or participate in NAIFA-Florida sponsored Educational Sessions at the Annual Conference. *Proprietary access to dates and times of local associations meetings. *Two (2) complimentary registrations to the NAIFA-Florida Annual Conference, including VIP parking. *One half-page color advertisement in Annual Convention Program Guide (onsite). *Your corporate logo featured in all Annual Conference materials distributed to attendees. *One (1) NAIFA one-year membership, providing full password-protected access to hundreds of advisor-related sales and product resources in the NAIFA website. Also, education sessions, corporate discounts, webinars, the latest news from Washington and Tallahassee regarding legislation. Membership also includes membership in one of the 18 local associations. *Formal press release sent to all Local Association leaders announcing your company as our Silver Corporate Partner. *A one-year media package to include:
PACKAGE CONTAINS:
BRONZE LEVEL — $2,500 *Full Sponsor recognition at all NAIFA-Florida events, the association’s two signature events: the Annual Career Conference (summer), and the annual Legislative Day On the Hill (winter/spring). *Complimentary Exhibit Booth Space at the Annual Conference and Legislative Day on the Hill. *One complimentary (1) registration to the NAIFA-Florida Annual Conference, including VIP parking. *One quarter-page color advertisement in the Annual Convention Program Guide (onsite). *Your corporate logo featured in all Annual Conference materials distributed to attendees. *Formal press release sent to all Local Association leaders announcing your company as our Bronze Corporate Partner. *A one-year media package to include:
PACKAGE CONTAINS:
Questions? Contact Tom Ashley, NAIFA-Florida CEO at (850) 422-1701 or tom.ashley@naifa-florida.org
ADDITIONAL ADD-ON SPONSORSHIP OPPORTUNITIES
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Wednesday
Open Rate
Exhibitor / Sponsor
* Welcome Cocktail Reception
$750
$550
Thursday – Annual Conference
Open Rate
Exhibitor / Sponsor
* Main Platform Speaker NAIFA President
$500
$350
* Morning Refreshment Break
$500
$350
* Continuing Education Classes (4)
$350 ea.
$250 ea.
* Main Platform Speaker NAIFA-Florida Lobbyist Tim Meenan
$500
$350
* Afternoon Refreshment Break
$500
$350
* President’s Cocktail Reception
$750
$550
* President’s Banquet (Installation/Top Advisor of the Year Award)
$750
$550
Friday – Financial Advisors Sales Symposium
Open Rate
Exhibitor / Sponsor
* Continental Breakfast
$500
$350
* Main Platform Speaker
$1,000
$650
* Main Platform Speaker
$1,000
$650
* Morning Refreshment Break
$500
$350
* Lunch
$1,000
$650
* Main Platform Speaker
$1,000
$650
* Main Platform Speaker
$1000
$650
* Breakout Sessions (4)
$350 ea.
$250 ea.
* Afternoon Refreshment Break
$500
$350
* Evening Reception
$1,000
$750
* Young Agents Team (YAT) Social
$500
$350
* Conference Program Guide (incl. full-page, color ad. Logo on cover.)
$600
$450
* Name badges & lanyards
$750
$550
* Full Page Color Ad in Onsite Conference Program Guide
$450
$350
* ½ Page Color Ad in Onsite Conference Program Guide
$350
$275
* ¼ Page Color Ad in Onsite Conference Program Guide
$250
$175
Exhibits will be open for two days – Thursday’s NAIFA-Florida Annual Conference and Friday’s Financial Advisors Sales Symposium. Tabletop and/or custom booth displays systems permitted. “Pipe & drape” will be not be provided. Limited number of spaces available. See above for reduced rates for Exhibitor (add-on) sponsorships. Includes (1) full registration. (Extra booth reps: $199 ea.) Before Dec. 31, 2017 — $1,195 Before March 1, 2018 — $1,395 After March 1, 2018 — $1,595
Questions? Contact Tom Ashley, NAIFA-Florida CEO at (850) 422-1701 or tom.ashley@naifa-florida.org
