2019 partners

Mission Statement

The National Association of Insurance and Financial Advisors of Vermont provides leadership in sustaining and improving the business environment for those engaged in life underwriting and financial services. The mission is advanced through legislative involvement, community involvement, professional development, and organizational assistance to support the growth and development of the local life underwriter associations and its members.

Our priorities are:

  • Education (professional development/sales ideas)

  • Legislation (government relations and advocacy)

  • Reputation (community involvement and public relations)

  • The grassroots power of our membership is our greatest asset.

  • We will pursue the highest standards of ethics, excellence, and professionalism.

  • We will conduct operations on a financially sound basis and be financially self-sufficient in all that we do.

  • * Our primary focus is to serve agents engaged in insurance-based financial services.

Upcoming Meetings

Jun 20

June Member Meeting

Financial Planning in 2019

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Jul 10

July Member Volunteering Opportunity

Ronald McDonald House/Time TBD

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Jul 18

July Member Meeting

Practice Management Tips from Local Professionals

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Aug 22

August Member Meeting

Wealth Management Focusing Forward

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Sep 19

September Member Meeting

Life, Disability and Long Term Care Insurance

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Nov 21

November Member Meeting, President's Lunch

Honoring Presidents from the Past and Present

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Dec 5