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 1,400 individual 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 1,400 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 six large local chapters and two smaller affiliates around the state. Many of the local chapters conduct regular member meetings designed to provide networking, education, training, and motivation to its members. These local chapters 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 advisors 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 advisors. The major outcome of that meeting was the formation of the National Association of Life Underwriters (NALU) – now NAIFA (National Association of Insurance and Financial Advisors). 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. In 2015, Tom Ashley – a former advisor (life and health, and property-casualty) was named CEO after serving as a Vice President on staff since 1994.

CORPORATE PARTNERSHIP PACKAGES

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GOLD LEVEL — $7,500
PACKAGE CONTAINS:

  • Full Sponsor recognition at all NAIFA-Florida events, the association’s two signature events: the statewide Financial Advisors Sales Symposium (summer), and the annual Legislative Day on the Hill (winter/spring) in Tallahassee.
  • Brief promotion of your company and its products and services on the main platform of the Financial Advisors Sales Symposium and the Legislative Day on the Hill.
  • Complimentary Exhibit Booth Space at the Sales Symposium and Legislative Day on the Hill.
  • Proprietary access to dates and times of local chapter meetings.
  • Three (3) complimentary registrations to the NAIFA-Florida Financial Advisors Sales Symposium.
  • One full-page color advertisement in the Program Guide at the Financial Advisors Sales Symposium.
  • Your corporate logo featured in materials distributed to attendees at the Financial Advisors Sales Symposium.
  • 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 six local chapters or two local affiliates.
  • Formal press release sent to all local leaders announcing your company as a Gold Corporate Partner.
  • Announcement in NAIFA-Florida publications announcing your company as a Gold Corporate Partner.
  • A one-year media package to include:
    • Your company logo in the NAIFA-Florida virtual E-Journal newsletter sent monthly to all members around the state.
    • Your company logo on the NAIFA-Florida website, Facebook and LinkedIn social media pages.
    • Your company logo on all electronic broadcast messages sent to members and non-members.

SILVER LEVEL — $5,000
PACKAGE CONTAINS:

  • Full Sponsor recognition at all NAIFA-Florida events, the association’s two signature events: the statewide Financial Advisors Sale Symposium (summer), and the annual Legislative Day on the Hill (winter/spring) in Tallahassee.
  • Brief promotion of your company and its products and services on the main platform of the Financial Advisors Sales Symposium and the Legislative Day on the Hill.
  • Complimentary Exhibit Booth Space at the Sales Symposium and Legislative Day on the Hill.
  • Proprietary access to dates and times of local chapter meetings.
  • Two (2) complimentary registrations to the NAIFA-Florida Financial Advisors Sales Symposium.
  • One half-page color advertisement in the Program Guide at the Financial Advisors Sales Symposium.
  • Your corporate logo featured in materials distributed to attendees at the Financial Advisors Sales Symposium.
  • One (1) 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 six local chapters or two local affiliates.
  • Formal press release sent to all Local leaders announcing your company as our Silver Corporate Partner.
  • A one-year media package to include:
    a) Your company logo in the NAIFA-Florida virtual E-Journal newsletter sent monthly to all members around the state.
    b) Your company logo on the NAIFA-Florida website, Facebook and LinkedIn social media pages.
    c) Your company logo on all electronic broadcast messages sent to members and non-members.

BRONZE LEVEL — $2,500
PACKAGE CONTAINS:

  • Full Sponsor recognition at all NAIFA-Florida events, the association’s two signature events: the statewide Financial Advisors Sales Symposium (summer), and the annual Legislative Day on the Hill (winter/spring) in Tallahassee.
  • Complimentary Exhibit Booth Space at the Sales Symposium and Legislative Day on the Hill.
  • One complimentary (1) registration to the NAIFA-Florida Financial Advisors Sales Symposium.
  • One quarter-page color advertisement in the Program Guide at the Financial Advisors Sales Symposium.
  • Your corporate logo featured in materials distributed to attendees at the Financial Advisors Sales Symposium.
  • Formal press release sent to all Local leaders announcing your company as our Bronze Corporate Partner.
  • A one-year media package to include:
    a) Your company logo on the NAIFA-Florida website, Facebook and LinkedIn social media pages.
    b) Your company logo on all electronic broadcast messages sent to members and non-members.

QUESTIONS? CONTACT:

Zachary Levin, NAIFA-Florida Chapter Executive at (703) 770-8418 or zlevin@naifa.org