National Association of Insurance and Financial Advisors - Fresno

About Us

The most important thing is to define your goals

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Relevant Reading

Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s oldest and largest associations representing the interests of insurance and financial professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors. 





The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

vision statement

The Role of the Agent

 

Everyone knows they should have a sound financial plan, but what does that really mean and how do you go about getting one? Think of a financial plan as a roadmap for your finances. You know where you want to go. You want a comfortable lifestyle. You'd like your kids to have an excellent education. You want to maintain a nice standard of living in retirement. Maybe you want to leave an inheritance to the important people in your life. But how do you get there? To achieve these life goals, you need a plan that will help you accomplish three simple objectives:


1. Guard against financial uncertainty

2. Grow your investments

3. Manage your retirement and estate


To define your goals and understand how these objectives fit together with the help of a NAIFA member.  Click HERE to find a NAIFA member near you.

CONTACT US


P.O. Box 3624 Pinedale CA 93650 US(559) 916-2432

jeri@naifafresno.org


mission statement