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
