Welcome to the NAIFA and Gateway Financial Advisors Partner Portal!

Stronger Together

Gateway Financial Advisors and the National Association of Insurance and Financial Advisors wanted to make it easier for current NAIFA members, and prospective NAIFA members to get all the important information from around the industry. Receive timely NAIFA advocacy and legislative updates, find educational resources that can help you boost your practice to the next level, and register for the Congressional Conference and the Performance + Purpose Conference! 


From the Desk of Shane Westhoelter

Throughout my career in the insurance and financial industry, NAIFA has been my support system of empowerment, education, and networking. My relationship with NAIFA has helped me, my business and my staff to grow and meet the needs of our clients. I hope to share the resources NAIFA can offer to advance the careers of others in the independent advisor community so they can enjoy the same success. For 128 years NAIFA has represented the needs of the financial advisor regardless of the size or focus of their practice. I encourage you to join and see the benefits for yourself.



Shane Westhoelter 

OSJ Cambridge Investment Research, Inc.

Gateway Financial Advisors, Inc., CEO/Founder

NAIFA California Immediate Past President

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Free Resources for All Advisors

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members. As part of our mission, we offer free resources that we encourage all advisors to use:

  • NAIFA SmartBrief: The smarter way to stay on top of the insurance and financial advising industry.
    • Created by SmartBrief, a business news publisher, in partnership with NAIFA.
    • A daily snapshot of what interests insurance professionals with news from The New York Times, The Wall Street Journal, and other leading sources.
    • Summaries of what matters to you, written by expert editors to save you time and keep you informed and prepared.

    Sign Up for SmartBrief
  • NAIFA Solution Center: Curated content targeted to the advisor new to the industry and featuring content that focuses on special interest topics & populations

Sign Up for SmartBrief


Protecting Our Financial Future: NAIFA's Advocacy Efforts

NAIFA is the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice.

NAIFA Take 3 Video Series - NAIFA Advocacy Pays off in DOL Win


NAIFA's Special Interest Groups 

NAIFA offers several special interest groups to focus on specific topics or support specific populations within the membership. Special interest groups include:

  • Young Advisor Team (YAT): NAIFA's Young Advisors Team (YAT) is for members who are 40 years of age and under or within their first five years in the industry. YAT was created to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry.
  • Diversity & Inclusion Task Force:  The task force was put together to focus on the changing advisor population and how NAIFA can not only support, but lead the industry in promoting a more diverse and inclusive advisor population. The D&I task force hosts special events and a webinar series with notable speakers.
  • Women Advisory Group: The emerging group originated by a few NAIFA women getting together to want to discuss specific issues and has grown into a community with its own content and events.


NAIFA's Publications

NAIFA provides thought leadership to the industry through participation in industry events, our online magazine, research and blogs.