The National Association of Insurance and Financial Advisors (NAIFA) is the largest professional association dedicated to the protection and advancement of insurance and financial advisors nationwide.
The NAIFA Endorsed E&O Program with CalSurance Associates and Aspen Insurance Company delivers high quality Errors & Omissions Insurance Coverage along with the added benefits that come with NAIFA membership. In addition to comprehensive E&O Coverage, the NAIFA Endorsed E&O Program provides members with newsletters, monthly risk management tips & training, and value added coverage extensions. All benefits are offered in one program with competitive pricing, coverage, and service.
NAIFA Endorsed E&O Program Coverage Highlights:
• Competitive Pricing
• Top Rated Carrier
• Multiple Limit and Deductible Options
• Prior Acts Coverage
• Professional Services (Basic Coverage includes Life, Accident & Health, Disability, Long Term Care and fixed & variable annuities)
• Optional Coverages for Mutual Funds, Financial Products, P&C
• Extended Reporting Period/Tail Coverage
• Risk Management Tips
• Newsletter Education
• Quick online application option
• Proof of Insurance Reprint Link
• Knowledgeable Customer Care team
• Complimentary Coverage Additions
Added Value Coverage Extensions:
• Reimbursement of Expenses Coverage
• Disciplinary Proceedings Coverage
• Spousal Coverage
• Pre-Claims Assistance Coverage
• Subpoena Compliance Coverage
• Mediation/Deductible Credit Coverage
• Public Relations Extension
• Privacy Breach Coverage
NAIFA Membership Benefits:
• NAIFA’s Advisor Today bi-monthly magazine, website and podcasts – features ideas and insights from industry experts on a wide range of topics including product knowledge, sales, marketing, prospecting, and practice management.
• NAIFA SmartBrief – a daily e-mail newsletter providing insurance and financial advising professionals a quick, two-minute read that will help keep you up-to-date with the latest news and trends in the industry. News stories are meticulously picked for content and delivered straight to your inbox.
• NAIFA Virtual Library – a repository of online sales tools and resources including fact finders, concept pages, specimen documents and client presentations.
• NAIFA ClientCast® by RealWealth® – free monthly professionally produced podcasts that agents can use to educate, motivate and inspire clients and prospects. Also includes free monthly training webinars for agents and advisors on sales ideas and best practices to help you grow your business.
• NAIFA Webinar Series – monthly events feature timely information and training on topics of interest including government relations, practice management, sales, prospecting, and marketing.
• NAIFA Online Seminar Series – 24/7 access to online training on such topics as succession planning, hiring an assistant, and thriving in the first three years in the business. Also includes downloadable materials to supplement the web content.
• NAIFA Insurance and Financial Services Professional Resource Guide – connecting NAIFA member’s to the products and services they use daily.
• The Value Pitch Process ™ – A four-step process for re-designing your elevator pitch.
Start enjoying the protection of E&O insurance and the advantages of NAIFA membership today!
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