Text Box: National Association of Insurance and Financial Advisors-California

Text Box: Your Success Is Our Bottom Line

Mission Statement

 

To advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

 

Guiding Principles
 

We Value...

  

n      Protecting the role of the insurance agent and financial
advisor in the delivery of insurance and financial services

n      Assisting local associations in reaching their goals and priorities

n      Educating and protecting the financial interests of the consumer

n      Promoting, upholding, and maintaining a high standard of ethical conduct

n      Advancing the image of the insurance agent, financial advisor and the financial services industry

n      Promoting and developing current and future local leaders

n      Assisting members in growing their businesses

 

Long Range Goals

 

n      SUPPORT THE LOCALS

n      IMPROVE AND EXPAND COMMUNICATIONS

n      IMPROVE FINANCIAL STABILITY

n      SEEK DIVERSITY AND MEMBERSHIP GROWTH

n      PROVIDE CONTINUOUS LEADERSHIP DEVELOPMENT

n      ENHANCE AND PROMOTE A STRONG ASSOCIATION IMAGE THROUGH BRANDING

n      CONTINUE TO ADVANCE MEMBER BENEFITS

n      ENHANCE LEGISLATIVE INVOLVEMENT

n      MAKE THE ANNUAL MEETING THE ENVY OF THE INDUSTRY

n      PROMOTE AND SUPPORT STRATEGIC ALLIANCES

 

 

 

AdvocacyMember BenefitsWhy Join?Leaders CenterAbout NAIFA-California
Board of Trustees
 & Committee Chairs

Past Presidents
 Staff
 Vision & Mission
 Code of Ethics
 History

News & Events 
Consumer Information