Welcome to the NAIFA and Gateway Financial Advisors Partner Portal!

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 130 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.

 

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Shane Westhoelter 

OSJ Cambridge Investment Research, Inc.

Gateway Financial Advisors, Inc., CEO/Founder

NAIFA California Immediate Past President

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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. Even during the national stay at home order and quarantine, NAIFA is here as a resource. Receive timely NAIFA advocacy and legislative updates, find educational resources that can help you boost your practice to the next level. Register for distance learning opportunities including weekly Town Hall webinars and NAIFA Impact Week! 

Weekly Town Hall Series
 

Working For Mainstreet Advisors

 

 

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.