The NAIFA – New York State was one of the first insurance associations in the nation to represent the consumer as “friends of the court” in a number of cases which secured the exemption of cash values, dividends and annuity payments from the claims of creditors, and protected policy proceeds for named beneficiaries.
We are dedicated to insuring that only the most competent, qualified and ethical insurance and financial service practitioners serve the public interest by providing guidance, information and advice to the consumer on issues that affect their financial security and protection. This includes a role in both actively promoting the principles of sound insurance, financial and estate planning, and in also promoting legislation and regulation that is in the best interests of the consuming public and the professional practitioners who serve those interests.
Our members are continuing a 91 year tradition of upholding the highest ethics of their profession, and take pride in assisting their clients in making important financial decisions on issues ranging from asset management, growth of net worth, employee benefits, retirement and elder planning, life, health, long term care and disability insurance planning, Medicare, Medicaid, college funding, and business, succession and legacy planning.
The organization is a progressive and innovative provider of legislative advocacy, professional development and training, and state mandated pre-licensing and continuing education programs that are offered in cooperation with The Alliance of Insurance & Financial Professionals, Inc. and the Center For Financial Studies. It also actively supports and promotes the conferment of all industry designations through its various national affiliates.
The NAIFA – New York State also provides marketing, promotion and public relations support for industry professionals, and, in cooperation with The Alliance of Insurance & Financial Professionals, Inc., is actively involved in outreach programs with consumer groups, colleges and universities, the media, legislators and regulators.
Successful professionals in the financial services industry are disciplined, ambitious and highly motivated individuals, who are providing financial services and security to their clients. Generally, individuals who succeed in this industry have demonstrated a successful pattern in academics, sports, community involvement, charitable volunteer groups or other previous career pursuits.
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