Member Discounts

Discounts on products and services for NAPFA members. We've divided the available discounts into several main categories, just click the links below for more information.  When you contact one of these firms, just say, "Yes, I belong to NAPFA" to receive the product or service discount.

MEMBER INSURANCE BENEFITS


SOFTWARE
INDUSTRY PUBLICATIONS
COMPLIANCE SERVICES
INSURANCE PRODUCTS

OTHER PRODUCT AND SERVICE PROVIDERS

SOFTWARE
Broadridge

College Aid Pro

Collegiate Funding Solutions
PayForED -Student Loan and College Funding - 3 in 1 Software Suite
ExecPlan
Express

Holistiplan
i365
Income Solutions 
IPS AdvisorPro

MessengeWatcher
Money GuidePro
Morningstar
Money Tree Software

MyRepChat
Omyen Corp
Pocket Risk 
PreciseFP
Riskalyze

Tolerisk

INDUSTRY PUBLICATIONS
Bob Veres Inside Information
DST - OPUS Online Publication Utility System
Strangers in Paradise - Jim Grubman
Wiley

COMPLIANCE SERVICES
FIN Compliance
Registered Investment Adviser's Compliance Survival Toolkit
Foreside
Stark and Stark

INSURANCE

MAGA Limited
Markel Cambridge Alliance
Ryan Insurance Strategy Consultants
Long Term Care Physicians Mutual

OTHER PRODUCTS and SERVICE PROVIDERS
Aaron Solutions

Behavioral Finance Network
GuideVine
Hello My Name Is, LLC

Life Goes on Roadmap
Lightbulb Press
The National Underwriter
ShazzleMail
ShareFile
ReminderMEDIA
Ruby Receptionists
TimeTrade 

If you know of a provider that may be willing to offer similar discounts to our membership, please contact Membership at 1.800.366.2732 or membership@napfa.org

Disclaimer
We are grateful to each of the service providers for offering discounts as a benefit to NAPFA Members. However, it should be understood that NAPFA does not undertake the responsibility of performing due diligence on individual providers. Also, inclusion in the following list does not constitute an endorsement by NAPFA. Members should perform their own due diligence on any products or services which they use or recommend.