CORPORATE PARTNERSHIP PROGRAM
WELCOME!
Thank you for considering a Corporate Partnership with NAIFA-Florida! As the largest and most powerful professional association for life & health / financial advisors in Florida, we’re excited to present this partnership opportunity to you. Below, you’ll find that we offer several different options for affiliating with NAIFA-Florida and our nearly 3,000 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 3,000 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 19 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 un-ethical 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, 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
PACKAGE CONTAINS:
SILVER LEVEL — $5,000
PACKAGE CONTAINS:
BRONZE LEVEL — $2,500
PACKAGE CONTAINS:
Questions? Contact Tom Ashley, NAIFA-Florida CEO at (850) 422-1701 or tom.ashley@naifa-florida.org
2016 ANNUAL CONFERENCE SPONSORSHIP OPPORTUNITIES
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Exhibit Booth Space Exhibits will be open for two days — Friday’s Financial Advisors Sales Symposium and Saturday’s NAIFA-Florida Annual Conference. 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 registrations: $199 ea.) Before April 1, 2017 — $1,395
After April 1, 2017 — $1,695
Thursday – Association Leadership Conference (ALC)
Open Rate
Exhibitor / Sponsor
* Association Leadership Conference (state & local leaders) (full day)
$1,500
$950
* Lunch – Association Leadership Conference
$1,000
$650
* Welcome Cocktail Reception with Past State Presidents
$1,000
$650
Friday – Financial Advisors Sales Symposium
Open Rate
Exhibitor / Sponsor
* Continental Breakfast
$750
$500
* Main Platform Speaker (twice) Simon Rielly
$1,500
$950
* Main Platform Speaker Joe Jordan
$1,000
$650
* Morning Refreshment Break
$1,000
$650
* Lunch
$1,500
$950
* Main Platform Speaker Cliff Karthauser
$1,000
$650
* Main Platform Real Life Story Bryan Hughes
$750
$500
* Breakout Sessions (4)
$500 ea.
$375 ea.
* Afternoon Refreshment Break
$1,000
$650
* Evening Reception
$1,500
$950
* Young Agents Team (YAT) Social
$750
$500
Saturday – Annual Conference
Open Rate
Exhibitor / Sponsor
* Main Platform Speaker NAIFA President Paul Dougherty
$1,000
$650
* Morning Refreshment Break
$750
$500
* Continuing Education Classes (4)
$500 ea.
$375 ea.
* Awards / LILI Graduation Luncheon
$1,000
$650
* Main Platform Speaker NAIFA-Florida Lobbyist Tim Meenan
$1,000
$650
* Afternoon Refreshment Break
$750
$500
* President’s Cocktail Reception
$1,000
$650
* President’s Banquet (Top Advisor of the Year Award)
$1,500
$950
Additional Add-On Sponsorship Opportunities
Open Rate
Exhibitor / Sponsor
* Conference Program Guide (incl. full-page, color ad. Logo on cover.)
$750
$500
* Full Page Color Ad in Onsite Conference Program Guide
$500
$375
* Name Badges & Lanyards
$1000
$650
* ½ Page Color Ad in Onsite Conference Program Guide
$425
$325
* ¼ Page Color Ad in Onsite Conference Program Guide
$375
$275
Questions? Contact Tom Ashley, NAIFA-Florida CEO at (850) 422-1701 or tom.ashley@naifa-florida.org
