History-Mission-Vision

National Association of Insurance and Financial Advisors

Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

NAIFA Members Are

Insurance Agents

Financial Advisors

Multiline Agents

Health Insurance and Employee Benefits Specialists

Both Captive and Independent Advisors

New to the Business, Industry Leaders and Everyone in Between

NAIFA Minnesota Mission Statement

NAIFA-Minnesota empowers its members and their clients as it advocates for a positive legislative and regulatory environment, enhance business and professional skills, actively engages its members, and promotes our profession through the establishment of ethical standards.

NAIFA Minnesota Vision Statement

The National Association of Insurance and Financial Advisors – Minnesota protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.

NAIFA Code of Ethics

PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:

To help maintain my clients’ confidences and protect their right to privacy.

To work diligently to satisfy the needs of my clients by acting in their best interest.

To present, accurately and honestly, all facts essential to my clients’ financial

To render timely and proper service to my clients and ultimately their

To continually enhance professionalism by developing my skills and increasing my knowledge through

To obey the letter and spirit of all laws and regulations which govern my profession.

To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.

To cooperate with others whose services best promote the interests of my clients.

To protect the financial interests of my clients, their financial products and my profession, through political advocacy.

Adopted: September, 1918
Latest Revision: July, 2019, NAIFA Board of Trustees