“NAIFA-Arizona is an Arizona nonprofit association representing nearly 700 licensed life, health, and property/ casualty insurance agents through its seven-member local associations located throughout the state. The individuals who are members of NAIFA-Arizona local associations are primarily licensed insurance agents. A majority of these insurance agents are also NASD licensed registered representatives and some are also registered with the SEC or Arizona as investment advisers. It is important when seeking advice on the purchase of insurance and other financial products that you understand which licenses your agent or advisor holds, and how he or she is regulated. Ask your agent or advisor about this if it is not clear to you.”
The Arizona Association of Insurance and Financial Advisors, founded in 1957, is comprised of seven locals representing some 1,000 individual members. Each local has its own elected board of directors that works toward meeting the member’s professional needs.
Our Cause (why we exist) NAIFA-Arizona helps its members through the power of education, networking, and legislative protection.
Our Value (what we do) NAIFA-Arizona connects ideas and people to inspire professional achievement.
Our Promise (how we serve our members) NAIFA-Arizona provides leadership opportunities, state advocacy, and program experiences to assist in making the member more successful.
Our Guarantee – NAIFA-Arizona will work diligently to make the membership experience valuable.
The mission of the NAIFA-Arizona is to assist our local associations in sustaining and improving the business environment, in promoting professionalism and enhancing the public image of their members.
As part of the National Association of Insurance and Financial Advisors federation, the NAIFA-Arizona subscribes to the following:
NAIFA – National Association of Insurance & Financial Advisors Code of Ethics:
Preamble: Those engaged in offering insurance and other related financial services occupy the unique position of liaison between the purchasers and the suppliers of insurance and closely related financial products. Inherent in this role is the combination of professional duty to the client and to the company as well. Ethical balance is required to avoid any conflict between these two obligations. Therefore,
I Believe It To Be My Responsibility:
To hold my profession in high esteem and strive to enhance its prestige.
To fulfill the needs of my clients to the best of my ability.
To maintain my clients confidences.
To render exemplary service to my clients and their beneficiaries.
To adhere to professional standards of conduct in helping my clients to protect insurable obligations and attain their financial security objectives.
To present accurately and honestly all facts essential to my clients decisions.
To perfect my skills and increase my knowledge through continuing education.
To conduct my business in such a way that my example might help raise the professional standards of those in my profession.
To keep informed with respect to applicable laws and regulations and to observe them in the practice of my profession.
To cooperate with others whose services are constructively related to meeting the needs of my clients.