Leaders Center Programs/Professional Development Continuing Education Awards YAT Home

NAIFA-California
1451 River Park Drive

Suite 175

Sacramento, CA 
95815-4520

(916) 646-8600
FAX (916) 646-8130
office@naifacalifornia.org

 

 

 

 

  National Association of Insurance and Financial Advisors-California

 

  Connections That Count

Awards
Includes State and National Awards

Leadership In Life Institute (LILI)

Membership Chair Toolbox

Programs & Professional Development Chair Toolbox

Young Advisors Team (YAT) Toolbox
Need help managing member records? 
What about finally having a local website?
 Time to try Codewriters, a web-based association services software developed for NAIFA and it’s local associations.  All functions of the system are designed to be administered by non technical association executives or leaders.  If you have the ability to use a computer and to access the Internet using a web browser - you can do this!  Above all, the system is designed to be easy.

Cost dependant on size of local association. 
There is a 60 day free trial period for all new activations.

Member Record Management
Keeps updated contact information for all members and accurate track of their dues, volunteer, and meeting activity.  Run rosters based on paid-through dates and other criteria that can be easily selected.

Administrative Tools
Share database information with NAIFA-National, so that within 48 hours of anyone updating the member's record, the local, state and national levels have the same information.  Send group emails to all members or members of specific categories.  Submit dues payments and Officer and Committee Chair reporting.

Website Package
Completely customizable!  Conduct surveys and polls, post leadership rosters, Calendar of Events and use online Event Registration.
 

Our Sponsors

A special thank you to the following sponsors for their continued support!

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