Strategic Partners

Beginning January 1, 2011, the Professional Liability  Insurance  Program endorsed  by NAIFA will be made available  exclusively to NAIFA Members through CalSurance Associates, a division of Brown & Brown of California, Inc. AON and its carrier New Hampshire Insurance Company are NO LONGER ENDORSED by NAIFA.  CalSurance welcomes new and returning NAIFA E & O program  participants!

• NAIFA opted for this change because it aims to bring improved  policy  coverage, added services, a fresh underwriting perspective and  expanded  program marketing to reach our members.
• 2011 Renewal Announcement
• Click here for  more information on renewals after 12/31/2010
• Click here for FAQs  regarding transition to CalSurance
• Questions  can be directed at the CalSurance Associates (888) 833-2304 for  additional details

(800) 824-8742 or (608) 779-8301

Visit Kaplan Financial Education for
Insurance Licensing Solutions for California Members
10% OFF Retail Price
for NAIFA-California Members
www.kfeducation.com/portal
Portal Code: NAIFA CA

NAIFA’s Preferred Provider Program

Business Management
Copytalk – Mobile dictation and transcribe service
Smarsh Financial Visions Website – Customizable websites
Horsesmouth – Daily online service

Client Management, Sales & Marketing Tools
Advisors Assistant – Contract, insurance and portfolio management software
Basic Guru – Increase employee retention, keep employers compliant and communicate benefit information
Simplified Training Solutions – Training and communications materials, including HIPAA
Standard and Poors – Customized electronic newsletter service
TASC – Top of the line services and products for your clients

Business Services
Bank of America – NAIFA credit cards, CDs, money markets
Brooks Brothers –Save 15% on men’s and women’s wardrobe needs – online and in-store
Eliminate ID Theft – Protect and monitor your credit
FedEx –NAIFA Members Save BIG on FedEx® Shipping and Business Services
HP – Exclusive Savings on Hewlett-Packard Business Products
JoS. A. Bank – 20% Discount with JoS A. Bank Corporate Credit Card
Mozy – Simple, Automatic Secure Online Backup
Staples – Discounted Office Products Program
TMobile – Wireless discounts and promotional savings
UPS – Special shipping savings

Insurance Programs
CalSurance Errors and Omissions (E&O) Coverage – New program with CalSurance
Health Proponent – Healthcare information, advocacy and assistance program
Kelsey National – Disability insurance

*The discounts offered by NAIFA’s Preferred Provider program are additional benefits of NAIFA membership. NAIFA does not necessarily endorse or guarantee the quality or applicability of the products and/or services of its partners. Users of these products and/or services do so at their sole discretion and NAIFA assumes no responsibility for them.