Membership

BELONG TO YOUR PROFESSIONAL ASSOCIATION

Belonging to your professional association establishes you as an individual who is committed to your career as a financial services professional. Through your membership, you will join a national network of performance-driven professionals who proudly adhere to a Code of Ethics, proudly engage in the democratic process to protect their businesses, and continuously seek self-development opportunities through education and servant leadership programs.

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.We understand that the first few years establishing your practice are challenging. NAIFA provides a ramp-up period in membership fees so that you don’t have to wait to join until you’re established to join your professional association. While NAIFA has accelerator programs for young advisors, individuals join NAIFA throughout the lifecycle of their career due to our advocacy & education programs that span practice areas and demographics. NAIFA is a multi-generational association that includes everyone who is invested in the financial security of Americans and chooses to belong.

In addition to membership categories for those practicing in regulated professions, NAIFA also offers membership categories for the following financial security professionals:






OPPORTUNITIES AT THE STATE LEVEL

NAIFA-Rhode Island ties you in to advocacy on legislative and regulatory issues in Providence  that impact your business, your clients, and our industry. NAIFA Rhode Island holds an Annual Charitable Golf Tournament allowing members to network while supporting a worthwhile cause.  Your state chapter offers 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:

  • Periodic webinar/virtual meeting on current topics
  • CE Programs
  • Legislative Updates
  • Charitable Golf Outing
  • Annual Meeting

 

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

Value of NAIFA

CONTACT NAIFA RI

Bryan D. Becotte
President
401-432-8852

Jonathan P. Matrullo, MBA, LUTCF, LACP
Membership Chair
401-432-8808