NAIFA Greater Philadelphia

NAIFA Greater Philadelphia NAIFA GP represents insurance and financial advisors in the Philadelphia area, regardless of the products they sell or the focus of their practice.

09/02/2026

NAIFA membership provides the foundation for advisors to thrive well into perpetuity. The premise is simple: if you're going to be a professional, you need to be a member of your professional association. NAIFA is THE professional association for financial advisors. This is especially critical for new and young advisors, as access to a strong mentor base can be a defining factor in determining longevity in the industry.

Becoming a member of NAIFA puts you in direct connection with peers of all levels of experience who want to help you find your footing and flourish. Learn more by visiting https://hubs.ly/Q04wpMX70.

NAIFA-Texas members Joseph Orr and Ian Escalante represented NAIFA at The Brokerage Inc. 2027 Kick-Off Series in El Paso...
09/02/2026

NAIFA-Texas members Joseph Orr and Ian Escalante represented NAIFA at The Brokerage Inc. 2027 Kick-Off Series in El Paso. NAIFA looks forward to meeting more agents in San Antonio, Houston, Corpus Christi, Rio Grande Valley and Dallas/Fort Worth later this month as the kick-off series continues!

NAIFA members are advantaged via prime access to key professional designations that strengthen their efficacy and fortif...
08/31/2026

NAIFA members are advantaged via prime access to key professional designations that strengthen their efficacy and fortify credibility to Main Street. NAIFA is the sole owner of the Life Underwriter Training Council Fellow (LUTCF), critical for developing key prospecting, selling, and project management skills, as well as a provider of the Life & Annuities Certified Professional (LACP) designation, key for advisors in the life and annuities space. Additionally, becoming a NAIFA member grants access to the most comprehensive webinar and industry education calendar on the market.

Join NAIFA today and solidify seamless and easily accessible education programming that will serve as a companion to your career as an advisor for life. Learn more be visiting https://hubs.ly/Q04vYd0H0.

NAIFA gives advisors the platform to advocate on behalf of what is best for the clients they serve. In order to be the b...
08/28/2026

NAIFA gives advisors the platform to advocate on behalf of what is best for the clients they serve. In order to be the best service provider you can be, becoming a member of a community that keeps you at the forefront of industry changes, education, and impactful legislation is critical. Current members can attest to the good that NAIFA does with respect to representing the goodwill of the industry as a whole.

Become a member today and play an active role in supporting the well-being of financial services. Visit https://hubs.ly/Q04vyfqb0 to learn more.

08/26/2026

Becoming a NAIFA member can be more than the acquisition of CE credits, and marketing and resource tools. It can also provide an infusion of life; an invigoration of passion for being in the industry that may be needed during times when you've hit a lull and can benefit most from being around motivated and forward-thinking advisors. Proximity to ideas, positivity, and innovative concepts, among other things, is an aspect of intrinsic fulfillment that comes along with being a NAIFA member that is difficult to quantify.

Rest assured, the value is understood when you're in position to reap the benefit. Join NAIFA today and gain that family and community. Learn more by visiting https://hubs.ly/Q04vj4WJ0.

From the NAIFA Quality Award (NQA), to 4 Under 40 and the Young Advisor Team Leader of the Year Award, NAIFA provides th...
08/25/2026

From the NAIFA Quality Award (NQA), to 4 Under 40 and the Young Advisor Team Leader of the Year Award, NAIFA provides the perfect opportunities for its members to show proof of their proficiency and industry successes via awards and distinctions that convey credibility, trust, and quality of service. Above all else, consumers are seeking peace of mind from their financial advisor.

Becoming a NAIFA member creates a natural pathway for being able to deliver that peace of mind by gaining access to the industry's gold standard for advisor awards and honors. Learn more by visiting https://hubs.ly/Q04vg5gZ0.

NAIFA members make a difference. Civic duty and a sense of civic responsibility are cornerstones of our legislative proc...
08/21/2026

NAIFA members make a difference. Civic duty and a sense of civic responsibility are cornerstones of our legislative process, and NAIFA members - more than members of any other professional association - are impassioned by the legislative process as it pertains to the industry and are actively involved in impacting the policies that directly impact Americans.

When you become a NAIFA member, you become more than just an advisor. You also become a beacon of trust and comfort for those seeking your services and expertise. Be the trusted advisor that consumers in the market are seeking. Join NAIFA today. https://hubs.ly/Q04sgbcr0

08/19/2026

A member for 22 years, Betsy Pate, LACP, LUTCF, RICP, attests to the value of young advisors becoming members of NAIFA and how it assists with one's early career trajectory. Starting out as an advisor can be daunting, but being a NAIFA member eases some of that burden by putting you in direct proximity to other advisors of varying degrees of experience, allowing you to glean their knowledge, expertise, industry insight, sales and prospecting strategies, and more.

What's more, it places you within a supportive community where you can form lifelong friendships. NAIFA membership simultaneously achieves advisors' intrinsic need for belonging and their need for a viable resource for career growth. Learn more about membership and join by visiting https://hubs.ly/Q04sg7ls0.

Hold court directly with policymakers on Capitol Hill and play a direct role in shaping the present and future of financ...
08/17/2026

Hold court directly with policymakers on Capitol Hill and play a direct role in shaping the present and future of financial services when you become a NAIFA member. NAIFA is tops when it comes to its advocacy arm, and members frequently site advocacy as a primary reason why they place such a high valuation on their NAIFA membership.

Your ability to provide service and instill trust with those whom you serve is directly impacted by what happens on Capitol Hill, so you cannot afford to sit on the sidelines and not have a say in legislation that impacts you. Join NAIFA and have your say. It means something. It yields something. Become a member today: https://hubs.ly/Q04s8SBc0.

With membership to NAIFA comes the opportunity to be a part of a community; a community of advisors that provides a reso...
08/14/2026

With membership to NAIFA comes the opportunity to be a part of a community; a community of advisors that provides a resource for sharing ideas and use-cases that can directly impact your practice, processes, and operations. NAIFA members often call joining NAIFA buying insurance for your business, and this sentiment is all-the-more palpable when you are able to seek counsel from others in your position through coaching, mentorship, or a simple phone call, in order to build the foundation for what you do as well as set the stage for future generations and the overall future of financial services.

We all experience an intrinsic yearning for community and belonging. Beyond the marketing resources, CE and professional development offerings, and advocacy opportunities, NAIFA fulfills the intrinsic need for community for advisors. Find out more by heading over to https://hubs.ly/Q04s7lpb0.

Address

Lafayette Hill, PA
19444

Website

Alerts

Be the first to know and let us send you an email when NAIFA Greater Philadelphia posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Organization

Send a message to NAIFA Greater Philadelphia:

Shortcuts

Share

Category