Welcome to NAIFA-Pennsylvania!


Welcome to the National Association of Insurance and Financial Advisors-Pennsylvania: The premier organization offering education, networking opportunities and advocacy to those who provide life and health insurance and related financial services in Pennsylvania. NAIFA-PA gives you Connections That Count! The mission of NAIFA-Pennsylvania (NAIFA-PA) is to enhance the ability of its members to provide financial security for their clients, through appropriate legislative action and professional development, as well as to provide the necessary support to develop and maintain strong locals.


Special Thanks To Our Convention Sponsors

We would like to say a special "Thank You," to the following Convention Sponsors:



Columbus Life Insurance Company

Security 1 Lending

First Catholic Slovak Ladies Association


Mark Your Calendars

NAIFA-Pittsburgh Financial FourUm, don't the the premier gathering of financial professionals in Western Pennsylvania, Oct. 16, 2014, Hilton Garden Inn, Southpointe, Canonsburg, PA. Keynote speaker is nationally know IRA expert Ed Slott. For more info, see:

NAIFA Pittsburgh Financial FourUm


NAIFA-PA PAC Training and Board of Directors Meeting, Oct 5 and 6, Sheraton Four Points, Chambersburg, PA.


NAIFA-PA Membership Summit, Oct 19 and 20, Sheraton Harrisburg-Hershey.



Our phone number is 717-234-2523

(The 800 number is no longer in service).

Find an Advisor

Having a sound financial plan requires knowing which insurance and investments products to buy. But there are literally tens of thousands of insurance policies, stocks, bonds, mutual funds, annuities, etc. from which to choose. That's where NAIFA can help. With more than 50,000 members nationwide, you can find a NAIFA member almost anywhere.

To find a NAIFA member advisor near you, click here.


A message from Eric Weinberg, LUTCF, RFC, 2013-2014 NAIFA-PA President:


Thank you for visiting the NAIFA-Pennsylvania website. It our goal to provide you with the resources and knowledge of who we are, what we do to serve our clients more effectively, where we stand on the issues, when we have events going on all around the state, why you should join NAIFA and how we can help you elevate your practice to the next level.


There has never been a more important time in history than now for you to become a member of your professional association.  I could go on for hours with my why’s….but there’s a reason why you stopped by our website to learn more about our great association.  NAIFA means many different things to different people.  For some advocacy is the most important benefit and for others its professional development.  That’s the most important conversation to me…what we can provide to you and how we can help you. 


Please take a few moments and look around our website…our hope is we can spark your interest in this great association.  I’d invite you to reach out to me personally to have a more in-depth conversation because I believe connections and relationships are vital in order for his organization to best serve the needs of its members.




News and Events

What's Happening in NAIFA-PA's local associations?

Go to the Continuing Education Calendar to find out!


Download the 2012-2013 NAIFA-Pennsylvania Leadership Directory

Click here





NAIFA-PA Past President Doug Trainer (right) and NAIFA-PA President David Barrist (left) met PA Gov. Tom Corbett at an event prior to NAIFA-PA Day on the Hill in Harrisburg. About 40 NAIFA-PA members traveled to the State Capitol to meet with their legislators during the annual Day on the Hill on October 2.



Have You Contributed to IFAPAC?

The Insurance and Financial Advisors Political Action Committee (IFAPAC) is a term used to describe collectively the PAC sponsored by NAIFA at the federal level and the PACs sponsored by each state association. In the last election cycle, the national IFAPAC and the 50 state IFAPACs contributed approximately $1.1 million to federal and state candidates and committees. Learn more about IFAPAC and how you can contribute by clicking here.

See the 2011 IFAPAC-Pennsylvania Annual Report here.

Get off the Bench and Get into the Game! IFAPAC has launched a special promotion aimed at increasing the percentage of NAIFA members who contribute to IFAPAC. Learn more by clicking here.

Risk Management Seminar - Now Available Online

NAIFA and CalSurance have created a new FREE online risk management course that is directly available to members. By taking the course, members save 10% off their policy for three years. Click here for more information and to register.


Wanted: Political Contacts!

NAIFA-Pennsylvania is looking for members to serve as political contacts for our elected representatives in Harrisburg and Washington. Please help your professional association in its grassroots advocacy efforts! To download a Political Contact Form, CLICK HERE.


THANK YOU to Our 2011-2012 New Member Sponsors

During the 2011-2012 membership year, 34 NAIFA-PA members sponsored new members. NAIFA-PA thanks you for your efforts on behalf of membership! To see the list of those who sponsored new members, CLICK HERE.


Age 40 or younger? In the business less than 5 years? YAT is for you!

The mission of NAIFA's Young Advisors Team (YAT) is to SOW the value of membership with new and young advisors, so they are empowered to SURVIVE their first years in the business, to GROW into involved NAIFA members and become successful advisors who THRIVE in the industry and our association. Learn more by clicking here. Learn more about member benefits available to Young Advisors by clicking here.

Join the NAIFA-Pennsylvania YAT group on Facebook! CLICK HERE to join.



Sircon has partnered with NAIFA-Pennsylvania to simplify your workday Learn More...


Check out our Virtual University! 360 Training has teamed up with NAIFA-PA to bring you online classes when you need them - 24/7. Click here for the latest list of course offerings.

Insurance & Financial Advisor brings you articles of interest in region-specific editions. Learn more by clicking here.



E&O Program


NAIFA's endorsed Professional Liability Insurance Program is available exclusively to NAIFA members by CalSurance Associates, a division of Brown & Brown of California Inc. CalSurance welcomes new and returning NAIFA E&O program participants.

CLICK HERE for all the program details and to apply online.

Take the Online Risk Management Seminar! NAIFA and CalSurance have created a new FREE online risk management course that is directly available to members. By taking the course, members save 10% off their policy for three years. Click here for more information and to register.


UPS Savings Program

Save up to 30% on UPS shipping!

NAIFA-PA members can save up to 30% off UPS Express air, international and ground shipments. That's a significant savings over FedEx published rates! NAIFA-PA members can save:

  • Up to 30% on UPS Next Day Air and Worldwide Express services
  • Up to 30% on UPS 2nd Day Air, 3 Day Select and Worldwide Expedited services
  • Up to 16% on UPS Ground services

Enroll today!


Insurance licensing solutions for Pennsylvania from Kaplan Financial Education. Prepare for the insurance licensing exam using Kaplan Financial Education's licensing materials. State-specific options to prepare you for your exam, including:

  • Customized study plan
  • Easy-to-use materials
  • Competitive pricing

Test yourself with thousands of online practice questions and solutions. Discover your strengths and weaknesses on specific topics.

For ordering details, CLICK HERE.


NAIFA sales, prospecting and marketing tools

NAIFA members can take advantage of special rates to obtain the tools they need to enhance their business success! Learn more by clicking HERE.