On this page you will find everything that you will need as a membership chair. If there is anything that you feel should be added or if you have questions please contact Tom Ashley or Diana Shipley at 850-422-1701.
Membership Applications and Dues Information
- Standard Membership —
- $56 per month (includes $1 fee).
- Join online at www.naifa.org/join
- Click the “Membership” tab at the top; then click “Why Join NAIFA”; then see amazing(!!) webpage which outlines the reasons an advisors should join; at the bottom of the last paragraph, click “join online”.
- New Producers (only) —
- “10-20-30” Step-up membership dues:
— $10 per month if they join within their first year of production (they may have been licensed for five years, but in another capacity – they still get to join for $10 per month if in their first year of production, for example).
— $20 per month, second year in production,
— $30 per month third year, $40 per month fourth year,
— $56 per month (full Dues) fifth year. - See the New Producers 10-20-30-flyer (PDF) on how to join – second page (different links). Feel free to use this flyer & distribute to all, but if photocopying/printing, please use a good-quality color printer and quality paper. Professionalism counts.
- “10-20-30” Step-up membership dues:
- Retired Status Dues (for lapsed, retired members only) –
- NAIFA established a monthly rate of $33.50 for those agents who are retired and their membership dues have lapsed. NAIFA considers this a “win-back” campaign – to be used only for those members who have already lapsed and they’re retired. It is not to be used to covert current members to a discounted dues rate – so please do not advertise. So this is a great way to get retired members back onto our roles when you’re conducting your monthly lapse calls!
- Here’s the criteria:
— Must be 65 or older
— Must no longer be actively pursuing new business
— Must have previously been a dues-paying NAIFA member for ten (10) years or more - The only way the lapsed, retired member can get this retired rate is for you, or the lapsed-retired member, to call the NAIFA Member Service Center at 703-770-8100. Or contact Diana Shipley in the NAIFA-Florida office & she can handle it for you (see her contact info below).
Corporate Partner Program
- October 26, 2018: Leader Debrief: Corporate Partner Program
- Partner Special Rate Pages for Joining NAIFA:
Membership Recruitment Materials
- Phone Script: New Member Prospect & Lapses
- Phone Script: Thank you for being a member
- Phone Script-Voicemail: Thank you for being a member
- NAIFA Membership Sample Phone-a-thon Script
- “Your Story” Recruitment Tool
- 5 Minute Membership Pitch
- Top 10 Reasons why NAIFA Membership is Important (PDF)
Membership Sales System
- NAIFA Membership Sales System
- Discovery Form
- Prospecting Solutions: NAIFA Sales Prospecting Flyer
- Sales Solutions: NAIFA Sales Flyer
- Time Management: NAIFA Sales Time Flyer
Membership Day Resources
Agency Presentations
DFS 2-15 Agent Prospect Lists (Excel Files)
Access the DFS Prospect Lists by clicking here.***
***Attention Local Leaders- Please contact Diana Shipley at diana.shipley@naifa-florida.org for access to this page.***