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THE VALUE TO YOU

Make more money by working smarter through sales tips & mentoring

Build your partner network of advisors with complementary services

Build your centers of influence & personal/professional brand

Increase your enjoyment & pride in your business by giving back to your clients, community & country

Contact NAIFA MA

Joshua O’Gara, CLU, ChFC, CFP
NAIFA MA President
josh@ogarafg.com
(617) 794-0477

Beth Valente, CLU, CFBS, CLTC
NAIFA MA Membership Chair
BValente@MassMutual.com
(860) 817-6625

 

BELONG TO YOUR PROFESSIONAL ASSOCIATION

Belonging to your professional association sets you apart from the competition by ascribing to a Code of Ethics, voluntarily investing & participating in a performance-driven networking group, and serving your industry through advocacy and community service.

Your fee is based on the number of years in the industry as a producer. One fee provides you membership at the local or affiliate level, state level and national association. Take advantage of programs & networking at all three levels for one fee.

 

Additionally, if you have 3+ years as a producer, you can take advantage of our introductory rate of $30/month for the first year. Your fees will then graduate up in subsequent years.

Additionally, NAIFA offers an Associate Member category. Associate members receive many of the same benefits of membership but are limited in the ability to hold certain leadership roles.

NAIFA-Massachusetts ties you into advocacy on legislative and regulatory issues in Beacon Hill that impact your business, your clients, and our industry. Our NAIFA Massachusetts members are active in their communities and volunteer at various charitable organizations, and we provide professional development programming that qualifies for CE credit and puts you in a network with peers who are close to home.  Our Top Programs include:

  • CE Programs
  • 4 Under 40
  • Legislative Breakfasts
  • Legislative Updates
  • Day-on-the-Hill
  • Annual Meeting
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  • Contact Us

@ 2022 National Association of Financial Advisors of Massachusetts
2400 Post Road, Warwick, RI 02886
Phone: (617) 402-5001
Email: hello@naifama.org

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