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Financial Security Resources

Providing Financial Security
is What We Do

Our NAIFA members are the financial advisors and insurance agents who stand ready to help and support you, your family & American businesses. We're here to give you a practical plan to achieve financial stability.


Frequently Asked Questions

  • When Should I Call my Agent or Advisor?

    NAIFA members often have regular appointments to check in with clients, reassess their situations, and determine adjustments to financial plans are needed. Long-term plans that account for clients’ goals and risk tolerance, among other factors, should account for market volatility and unexpected events. Consumers should feel free to contact financial professionals with questions about their insurance coverage, if they need help with a claim, if they have questions or concerns about their long-term financial plans, or if they simply seek reassurance that they remain on the right track. Depending on local conditions, some agents and advisors are no longer conducting in-person meetings. They can, however, help clients and consumers over the phone or via email. A growing number also have implemented video conferencing and remote meeting technologies.

  • Where Can I Go for Information on Scams?

    A great resource is StaySafeOnline from the National Cyber Security Alliance. Here are other articles that can help: