Unlimited Tech Support Help Desk Service
As a NAIFA member, you get special members only discounted pricing on the InfoSafe Certification program. This industry leading compliance management system makes it easy and affordable for agencies and independent professionals to protect against a data breach, and to meet the complex compliance requirements of virtually all federal, state and industry regulation for safeguarding customer information, including HIPAA-HITECH, PCI-DSS, GLBA, Red Flags Rule, NIST CSF, ISO 27001 and SOC2.
Junxure Cloud® is an industry-focused CRM that supports enhanced productivity and client relationships through innovative technology including a broad range of advisor-specific capabilities and powerful workflow automation tools. ClientView, a custom portal offering, provides an integrated wealth reporting, document management and digital service platform for your firm.
NAIFA members can save up to 20% off the everyday public web price of Lenovo’s product line. Take advantage of great deals on everything you need for your office and home, including all laptops, tablets, desktops, all-in-ones, workstations, servers, and accessories. This includes savings on a variety of top products, including the award winning ThinkPad notebooks
NAIFA Virtual Library
NAIFA members have exclusive, free and unlimited access to this extensive library filled resources to support financial advisors and insurance agents.