National Association of Insurance and Financial Advisors

What National Association of Insurance and Financial Advisors does

NAIFA New Mexico is the New Mexico state chapter of the National Association of Insurance and Financial Advisors, a nonprofit professional membership association founded nationally in 1954 and headquartered at 1070 S. Bosque Loop, Bosque Farms, NM. The chapter operates with approximately 32 employees and serves insurance agents, financial advisors, and their associates across the state, focusing on life insurance and annuities, health insurance and employee benefits, multiline insurance, and financial advising/investments. Its mission, per its own website, is "Empowering financial professionals and consumers through world-class advocacy and education."

The chapter's product surface is membership-driven rather than technology-driven. Core offerings include professional membership (sold and renewed via the national NAIFA portal at belong.naifa.org), advocacy and political action committee representation (IFAPAC), the Young Advisors Team (YAT) and Leadership In Life Institute (LILI) professional development programs, online continuing-education courses delivered through a Kaplan partnership, a weekly podcast and video series, blog content, a Find an Advisor public directory, and an annual state convention co-hosted with NABIP NM. No proprietary technology platform or software product is operated by the chapter; digital presence is built on Wix, and the national membership infrastructure is provided by NAIFA National.

Revenue mechanics are limited and primarily event-driven: the chapter monetizes its annual state convention through a tiered sponsorship program ranging from a $250 booth to a $3,500 Gold sponsorship, with intermediate Silver ($2,500), Bronze ($1,500), Breakfast/Lunch ($500), and Table ($350) tiers. Membership dues are collected at the national level and are not disclosed on the chapter site. No enterprise customers, SaaS contracts, or technology licensing revenue are present.

Name

National Association of Insurance and Financial Advisors

Legal name

NAIFA New Mexico

Website

https://naifanewmexico.org

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

NAIFA New Mexico is the New Mexico chapter of a national nonprofit professional association serving insurance agents and financial advisors. It delivers advocacy (IFAPAC), professional development (YAT, LILI, Kaplan online training), networking, and content, with revenue primarily from convention sponsorships.

Ownership category

akta.pro rank

Headquarters

HQ city

Bosque Farms

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Sponsorship of Annual State Convention: NAIFA New Mexico raises funds through tiered sponsorship packages for its annual state convention, with tiers ranging from $250 (booth) to $3,500 (gold sponsor). Sponsors receive speaking slots, logo placement, attendee list access, booth space, and tickets. This is a one-time event-based revenue stream.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

NAIFA New Mexico is a state chapter of the National Association of Insurance and Financial Advisors that delivers professional membership services to insurance agents and financial advisors. It sells annual memberships that bundle advocacy representation through IFAPAC, continuing education via Kaplan-powered online training, leadership development through YAT and LILI programs, networking through monthly meetings and an annual state convention, and directory visibility via the Find an Advisor tool.

Product overview

NAIFA New Mexico is a professional membership association serving insurance agents and financial advisors, not a technology product company. The organization offers a suite of member services including advocacy (IFAPAC), professional development programs (YAT, LILI, online training through Kaplan), content platforms (podcasts, blogs, videos), and member networking events. The core offering is membership-based access to resources, advocacy representation, and professional development, with supplementary tools including a Find an Advisor directory and annual state conventions. No integrated software platform or SaaS product is offered.

Differentiator

Problem solved

Functional benefit

Brands

• IFAPAC: Advocacy and political action committee component of NAIFA New Mexico
• YAT (Young Advisors Team)
• LILI (Leadership In Life Institute)

Products and services

• Professional Membership Paid annual membership providing insurance agents and financial advisors in New Mexico with advocacy representation (IFAPAC), continuing education, networking access, and member directory visibility. Memberships are administered through the national belong.naifa.org portal.
• Annual State Convention Sponsorships Tiered sponsorship packages for the NAIFA NM and NABIP NM Annual State Convention, ranging from a $250 booth up to a $3,500 Gold Sponsor package, offering speaking slots, logo placement, booth space, attendee list access, and event tickets to industry partners and member firms.
• Online Training via Kaplan Continuing-education online courses delivered through a partnership with Kaplan, providing members with professional development content and industry training required for insurance and financial advisor licensing and certifications.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• National Association of Insurance and Financial Advisors (NAIFA National)coreStrategic or Co-development PartnerNAIFA New Mexico is a state chapter of the National Association of Insurance and Financial Advisors. The national organization provides the membership platform (belong.naifa.org), national events calendar, advocacy framework (IFAPAC), online training resources, and brand identity. The state chapter operates autonomously for local advocacy, events, and member services.

Scale indicators1 record

Recent moves5 records

Expansion highlights6 records

Direct peers

• Financial Planning Association (FPA): Professional association serving financial planners with continuing education, advocacy, and chapter-based community; comparable mission and member persona to NAIFA NM but oriented more toward CFP-designated planners.
• GAMA International: Provides leadership, management, and training resources to financial advisors and insurance agents globally; directly overlaps NAIFA's professional development, training, and career-advancement mission for the same target persona.
• Million Dollar Round Table (MDRT): Premier association of top-performing financial professionals with overlapping membership in the insurance and financial advisory community; comparable membership model (dues-based, networking, advocacy, recognition) but skewed toward higher-production advisors.
• NABIP (National Association of Benefits and Insurance Professionals): Trade association for health insurance and benefits professionals with state chapters; co-hosts the annual NM state convention with NAIFA NM and competes for overlapping members across the insurance and financial advisor community.
• Society of Financial Service Professionals (SFSP): Professional association for financial service practitioners across insurance, planning, and wealth management; offers continuing education, advocacy, and local chapters that overlap with NAIFA's member base and value proposition.

Broad incumbents

• NAIFA National: The national parent organization that provides the brand, membership platform (belong.naifa.org), advocacy framework, and online training backbone for NAIFA New Mexico and its other 700+ chapters; comparable in mission and offering structure but operates at nationwide scale.

Others

• American Council of Life Insurers (ACLI): Trade association representing life insurance carriers; adjacent rather than directly competing since it represents companies rather than individual advisors, but engages on the same legislative and regulatory issues NAIFA NM advocates on for its members.
• National Association of Insurance Commissioners (NAIC): Regulatory body that sets model insurance regulations and is the subject of NAIFA's advocacy work; not a peer association but a key counterparty whose decisions directly affect NAIFA NM's members and the chapter's policy relevance.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/NaifaNewMexico
• LinkedInlinkedin.com/company/naifanm
• Instagraminstagram.com/naifanewmexico

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about National Association of Insurance and Financial Advisors