Practice Management Resources

Whether you’re a life insurance agent or financial advisor, a multiline agent or health insurance and employee benefits specialist, NAIFA offers the innovative services and programming you need to build your business and advance your career.  We do it with the finest education and training in the business and the best advice on how to sell, market, and manage your practice.

NAIFA Member Webinars

Free monthly webinars featuring timely information and training on topics of interest in practice specialties including life insurance and annuities, health and employee benefits, multiline, financial advising and investments, and practice management.

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NAIFA Virtual Library

Free, members-only access to a myriad of sales support resources that will help you grow and succeed in your business—whether you’re a new advisor or agent or an experienced producer.

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Million Dollar Roundtable (MDRT) – Mentoring Program

An opportunity for an experienced MDRT member to provide counseling, guidance, and encouragement to help an aspirant reach MDRT-level production and membership. Producers are matched based on their varying levels of experience and talent to lead the aspirant to long-term career success, and the mentor to continued and/or greater success and personal satisfaction.

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Advisor Today Articles & Podcasts

Insight from industry experts on a wide range of topics—including sales, marketing, prospecting, and practice management—from NAIFA’s award-winning bi-monthly magazine

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NAIFA SmartBrief

Daily news hand-picked for you, the insurance and financial services professional, and delivered to your inbox.  Sources include the Wall Street Journal, the New York Times, the Financial Times, and numerous others.

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