NAIFA - Michigan - Who Is a NAIFA Member?NAIFA members are advisors that focus first and foremost on client care. Satisfaction comes from providing guidance to families who are seeking financial wellness. A NAIFA advisor is a person who continuously strives to improve and gives back to the local community, or what we refer to as MainStreetUSA.NAIFA advisors are the closest to the consumer. Our membership is made up of all sorts of advisors that practice at the kitchen table, at local coffee shops, in board rooms and in offices that bear their name on the shingle. Advisors seek out NAIFA to surround themselves with like-minded people, to further their professional development and to increase their professionalism in their practice, advocacy efforts & community involvement.Our NAIFA community spans all 50 states and US territories. Despite the diversity found in the type of work that our members are doing, the characteristics of who joins NAIFA are the same. NAIFA Membersvalue personal leadership & have typically held leadership roles throughout their life in school, sports & the communitywholly support the American values of life, liberty & the pursuit of happinessvalue the democratic process and actively understand the power of their voice & voteare dedicated and determined to create unique solutions that are optimal for each clientpassionately pursue personal & professional excellence NAIFA Members IncludeInsurance Agents/Advisors (Captive & Independent)Financial Advisors & Financial PlannersInvestment AdvisorsBroker/ DealersMultiline AgentsHealth Insurance and Employee Benefits SpecialistsOwners of AgenciesStaff of Carrier CorporationsIndependent Marketing OrganizationsDownload Our Membership Overview (PDF)

SCOTT EMBREE, LACP

PRESIDENT

2023

NAIFA - Michigan

ph: 517-668-3960
alt: 517-331-0488
naifamichigan@yahoo.com

Who Is a NAIFA Member?

NAIFA members are advisors that focus first and foremost on client care. Satisfaction comes from providing guidance to families who are seeking financial wellness. A NAIFA advisor is a person who continuously strives to improve and gives back to the local community, or what we refer to as MainStreetUSA.

NAIFA advisors are the closest to the consumer. Our membership is made up of all sorts of advisors that practice at the kitchen table, at local coffee shops, in board rooms and in offices that bear their name on the shingle. Advisors seek out NAIFA to surround themselves with like-minded people, to further their professional development and to increase their professionalism in their practice, advocacy efforts & community involvement.

Our NAIFA community spans all 50 states and US territories. Despite the diversity found in the type of work that our members are doing, the characteristics of who joins NAIFA are the same.

NAIFA Members

value personal leadership & have typically held leadership roles throughout their life in school, sports & the community
wholly support the American values of life, liberty & the pursuit of happiness
value the democratic process and actively understand the power of their voice & vote
are dedicated and determined to create unique solutions that are optimal for each client
passionately pursue personal & professional excellence

NAIFA Members Include

Insurance Agents/Advisors (Captive & Independent)
Financial Advisors & Financial Planners
Investment Advisors
Broker/ Dealers
Multiline Agents
Health Insurance and Employee Benefits Specialists
Owners of Agencies
Staff of Carrier Corporations
Independent Marketing Organizations

Download Our Membership Overview (PDF)

Why is NAIFA-Michigan important to our state?

NAIFA-Michigan members are committed to our state's future! Our members have made a commitment to be informed about the legislative environment and its impact on the financial future of our state's citizens. NAIFA-Michigan members are part of a grassroots effort to educate legislators and protect our financial future. Our members believe in and adhere to a high standard of business ethics. NAIFA-Michigan members continually improve their business and professional skills to help keep up-to-date on industry trends and the best products to meet the needs of Michigan consumers.

Why are Advisors important?

While there are many tools available to guide you and Michigan consumers, working with a professional advisor can be beneficial. NAIFA-Michigan members follow a code of ethics that guides their advice. Accredited designations such as CLU, ChFC, LUTCF and CFP® indicate that the advisor is committed to professional education to benefit clients. The best advisor will listen carefully to their clients’ needs and goals before making recommendations

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NAIFA - Michigan

ph: 517-668-3960
alt: 517-331-0488
naifamichigan@yahoo.com