Membership Benefits: Belong, Connect & Grow!

Belonging to NAILBA, the voice of independent insurance brokerage distribution, provides you with the information and resources you need to advance your career, grow your business, and enhance your quality of service.

Case ManagerNEW Member Benefit:
NAILBA Case Manager Certification Program

The NAILBA Case Manager Certification Program helps train and develop new and existing case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module. Learn more about a significant discount for NAILBA members HERE

NIC Benefit
NEW Member Benefit:

NAILBA•Connect Subscription

NAILBA has partnered with Network Insured Connect to offer a multi-carrier, in force data & policy service platform to help you grow your business. NAILBA members receive FREE access!

Your NAILBA•Connect subscription will provide you with access to in force data from multiple Carriers and the ability to view your current Book of Business. Learn more HERENOTE: NIC Activate is part of your NAILBA membership fees. In order to take advantage of this special offer you need to have your membership fees paid and the Set Up process completed by February 15, 2021. 

Thought Leadership 2.0
NEW Member Benefit:
Thought Leadership and Business Practices Initiative 2.0

The 2020 Thought Leadership and Business Practices Initiative continues to redefine NAILBA’s value for Brokerage General Agencies (BGA). This platform has been developed to help mature BGAs and NextGen leaders overcome historical sticking points and navigate potential opportunities.

Your NAILBA membership dues are invested in you. We strive to provide the highest quality benefits and services possible. In many cases, participation in just one of these benefit programs will recoup your annual membership fee. We understand and appreciate the value of your dollars spent on membership and work hard to provide you the best service, products and programs.

If you have any questions about any NAILBA benefits, service programs or membership, please contact us at 703.884.1525 or via email.

BELONG: Innovative Resources and Tools

As a NAILBA member, you’ll get unlimited access to our vast members-only resources, tools and content such as white papers, best practices, and research reports written by the most respected names in the industry. Resources include:
  • Member-Only Content & Resources: Agency employees can explore the hundreds of the latest articles and research by topic, including white papers and best practices, plus a soon-to-be developed archive.

  • NAILBA University: Your agency team needs professional development. NAILBA Membership delivers it. Member have access to Agency Practices Workbook, Agent Training Series, Attending Physician Study, BGA Contracts Manual, BGA Employee Training Series, Brokerage Desk Reference, Field Underwriting Guide and the Recruitment Practices Workbook.

  • Legal Webinars: Each quarter, NAILBA will host a free member webinar with an attorney from our partner, Norris McLaughlin & Marcus. These webinars will include 30-minute presentations followed by Q&A with an attorney who specializes in that practice area. This advice can keep you from having to contact your legal counsel, saving you hundreds or thousands of dollars. There is no cost to participate in these webinars and they are open to all staff of NAILBA member agencies. Each webinar will last approximately 45-60 mins. Each webinar will be recorded and available on demand.

  • NAILBA Now e-Newsletter: Featuring in-depth, members-only content on the latest developments in the life brokerage space, fixed annuities, NAILBA news and notes, etc.

  • Perspectives: The premier publication of NAILBA, exploring the issues affecting wholesale brokerage agencies. Perspectives reaches the principals from 90 percent of the nation's leading brokerage agencies and marketing organizations plus the key decision makers from providers of life insurance, annuities, health insurance, impaired risk, LTCI, life settlement, and reinsurance; and leaders of today’s top technology companies.

CONNECT: Discover the “Hallway Magic” of powerful NAILBA Networking both online and in-person.

  • Annual Meeting: The NAILBA Annual Meeting is the largest gathering of independent life brokerage agencies. From Member Agency C-Suite Executives and staff (Case Managers, Admin, Operations, etc.) to carrier executives and senior leadership teams to 100+ sponsors and exhibitors who provide BGA products and services, this gathering is where the brokerage industry meets. It is where relationships are built. It is where business gets done! Past keynote speakers have been U. S. Presidents, 4-Star military generals, Fortune 500 Corporate Executives, Award Winning Media Personalities, Sports Legends and Leadership Specialists. Learn from the best and brightest from a broad cross-section of industries, interacting and networking with industry leaders. Attendees can also roll up their sleeves and participate in 20+ accredited workshops with life and annuity experts.

  • NAILBA Network: One of the more popular features of NAILBA membership is the ability of NAILBA members to ask industry specific questions and get real time responses from their colleagues around the country. NAILBA participants enjoy the unparalleled ability to post both the easy and hard questions to some of the best insurance experts in the nation. This community, which also functions as a virtual community of people doing the same type of work, is a boon for new agency staff as well as the most seasoned insurance professionals.

  • Advocacy: Through our long-term relationships with our allied associations and direct relationships with specific key policy makers, your voice will be heard when issues affecting the life insurance profession and business community are debated in the state and federal legislatures or through the regulatory process.

  • Committees: One of the most valuable benefits of membership in NAILBA is the opportunity to participate on one or more of the Association's committees. Serving on a NAILBA committee furthers your professional development by providing leadership experience, expanding your professional network, and strengthening your ties within the specialty. What's more, NAILBA committee members are directly involved in identifying new opportunities, guiding projects, and offering their you will have a direct hand in helping us achieve our goals.

  • Preferred Partners Network: NAILBA maintains strong working relationships with industry service providers and encourages the support of these industry associates.

GROW: We support our members at every stage of their careers and provide them with an ever-growing list of discounted products, services and opportunities.

  • Errors & Omission Insurance: On average, NAILBA Members can save up to 15% off their E & O Insurance. This exclusive program is a competitively priced, comprehensive E & O program specifically tailored to you, the life insurance agent. No longer do you need to subject yourself to the confines of group sponsored E & O programs. See the BGA Promo flyer HERE, Independent Agent flyer HERE.

  • StickyClient Online Marketing Tool: Introducing a revolutionary new way to communicate with your clients and prospects - using video text messages, video emails, and video courses. NAILBA members receive an exclusive discount! View our exclusive rates HERE. 

  • Constant Contact Email Marketing: NAILBA has partnered with Constant Contact to offer exclusive pricing! NAILBA members receive an additional 10% off the standard prepay discounts. That is 20% off six months, or 25% off the full year. Pre-payment is required for these member exclusive savings. Click here to start today! If you are already a Constant Contact customer and would like to apply these discounts to your account, please email your username to [email protected]

  • UPS Savings Program: Members now have access to new and improved flat pricing with savings of 50% on Domestic Next Day / Deferred, 30% on Ground Commercial / Residential and up to 50% on additional services.  In addition, members can take advantage of UPS Smart Pickup® service for free. Open a new account, or if you are already taking advantage of our UPS savings program, re-enroll and apply the new discounts to your existing account HERE or call 1-800-MEMBERS (1-800-636-2377), M-F 8 a.m. – 5 p.m., ET.

  • Brokerage Agency Cyber CoverageCRC and Gallagher have teamed up with At-Bay to provide NAILBA agents with Cyber coverage that goes beyond the basics. This partnership will provide NAILBA agents with cutting edge coverage that includes an exclusive amendatory endorsement, ensuring that your agency has exceptional coverage when you need it most. Learn more HERE.

  • Lenovo Technology Savings ProgramNAILBA has teamed up with Lenovo, a global leader in the PC marketplace, to offer discounts on its entire line of reliable, high-quality, secure and easy-to-use technology products and services. Members save up to 30% off the everyday public web price of Lenovo laptops, tablets, desktops, all-in-ones, workstations, servers, and accessories. Members also receive free ground shipping on all web orders and can take advantage of monthly limited-time special offers. Learn more HERE

  • Agent Recruiting Network: NAILBA has partnered with Agent Recruiting Network to help members target and recruit independent Insurance agents and advisors on a national, regional, state by state and local basis. Member agencies receive FREE directory listing and discounted pricing on email marketing, telemarketing, voice mail messages and Facebook advertising. ARN will also make a donation to the NAILBA Charitable Foundation with your name on it, 10% of your purchase, every time you make a purchase!

  • National Purchasing Partners (NPP): Through NPP, NAILBA Members receive discounted rates on essential products and services from prominent industry companies, including Verizon, Staples and Expedia.

  • Brooks Brothers: All NAILBA members have the opportunity to enroll for the Brooks Brothers Corporate Membership Card. This benefit was initiated to provide you with enjoyable incentives and great savings when shopping for your wardrobe needs. As a Brooks Brothers Corporate Member, you will receive an everyday 15% savings on regular priced merchandise. Your Brooks Brothers Corporate Membership benefit is valid at all Brooks Brothers U.S. and Canadian stores, by phone and online at You will be prompted to enter the following information to validate your affiliation with NAILBA: Organization ID #: 11923 Pin Code #: 13948
  • The American College of Financial Services: With courses designed for busy working advisors, The American College of Financial Services is the nation’s only accredited nonprofit dedicated to the financial services profession. Degrees and designations from The College are universally recognized as representing the highest standard in expertise and financial services education. More than 20 percent of financial advisors working in the U.S. today have received an education through The American College of Financial Services. NAILBA members receive a tuition reduction on course enrollments for many designation programs at The College. NAILBA members should log-in into the Member Resources page to read more on this exclusive NAILBA opportunity.

  • Ruby Receptionist: Virtual Receptionists & Call Center. Ruby's one-of-a-kind technology coupled with our professional and friendly receptionists offers prompt, personalized service with every call answered live—so you never miss a beat. As a NAILBA member, you’ll receive 5% off your monthly plan!