Become a Member

NAIFA Vermont Membership

  • Go to naifa.org

  • Click on “join” in blue font at the top of the page

  • Complete the application using the Vermont Association #506140

 

Dues are $509/year or $43.42/month ($402 to National of which $321 is tax deductible, $80 to State of which $58 is tax deductible, $27 to Local)

Please contact Tim Cope, NAIFA VT Membership Chair, at tcope@nfp.com or 802.657.4714 or NAIFA National at 877.866.2432 if you have any questions.

 

NAIFA Membership Plan Benefits

NAIFA is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice. NAIFA is your professional association, and its focus is to protect your business, help you grow your business and promote ethical business conduct.

Protect your Business

  • IFAPC - The Insurance and Financial Advisors Political Action Committee (IFAPAC) describes collectively the PAC sponsored by NAIFA at the federal level and the PACs sponsored by each state association. Each PAC is a fund that supports the campaigns of candidates for public office to help them understand issues important to insurance agents and financial advisors.

  • State Issues and Positions – Building Vermont legislative relationships, Meetings with the Commissioner, Resource to Legislatures and Commission

  • Federal Issues and Positions – Opportunities to meet and be a resource for our Legislature, Lobbying, Meeting with delegates and administration, Research bills, Partner to make bills favorable for our industry.

 

Grow your Business

  • Education – Local meetings, Annual Conference, CE Credits, National Practice Resources and Professional Development, Industry Certifications

  • Recognition – National Quality Award, Vermont Past President recognition, Professional Designations such as LUTC and LILI (Leadership In Life Institute)

  • Connection – With industry peers and other advisors to partner with them and/or learn from them, Build trust between advisors

  • Preferred Provider Discounts – Rental Car, Copytalk, Hotels, Clothing, UPS (Estimated savings of an average of $300 per year)

 

Promote Ethical Business Conduct

  • Code of Ethics

    PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:

    • To help maintain my clients’ confidences and protect their right to privacy.

    • To work diligently to satisfy the needs of my clients.

    • To present, accurately and honestly, all facts essential to my clients’ financial decisions.

    • To render timely and proper service to my clients and ultimately their beneficiaries.

    • To continually enhance professionalism by developing my skills and increasing my knowledge through education.

    • To obey the letter and spirit of all laws and regulations which govern my profession.

    • To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.

    • To cooperate with others whose services best promote the interests of my clients.

    • To protect the financial interests of my clients, their financial products and my profession, through political advocacy