NAPFA GROUP INSURANCE
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    • LONG TERM DISABILITY
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    • TERM LIFE INSURANCE
    • DENTAL INSURANCE
    • VISION INSURANCE
    • Cyber Liability
    • E&O Insurance
    • BUSINESS OVERHEAD EXPENSE
    • HAVE DISABILITY COVERAGE?
  • DEFINITION OF INCOME
  • Terms of Use
GROUP INSURANCE PLANS DESIGNED FOR NAPFA MEMBERS AND THEIR EMPLOYEES 

Welcome to the National Association of Personal Financial Advisors group insurance benefits website, created to help make your enrollment decision as effortless as possible. Thank you for your interest in this curated suite of NAPFA member insurance benefits. You can now choose from a suite of insurance plans to fit the needs of your business, employees, and family.

Ryan Insurance Strategy Consultants, a Gallagher Company

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NAPFA GROUP BENEFITS HANDBOOK DOWNLOAD 

MEMBER AND EMPLOYEE ANNUAL OPEN ENROLLMENT! 
FEBRUARY 1-28, 2026

Guaranteed Issue Group STD/LTD Plans "A" and "B"
Simplified Issue Group Life up to $50,000 and 
Group Business Overhead Expense (BOE) up to $6,000
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GROUP LONG TERM DISABILITY
Protect your most valuable asset - your paycheck!
GROUP term Life and Ad&D
​A competitivly-priced solution to your insurance needs.
group short term disability
Pays a weekly benefit if out of work due to a disability.
group vision insurance
Regular eye exams help to identify health issues early on.* 
business overhead expense
Group dental insurance
Group Insurance Designed for Member Business Owner to keep the business up and running should you become disabled and unable to work.
Get the protection you need in maintaining your oral health.
​DENTAL AND VISION INSURANCE: Enrollment Available Now. ​
Auto and home insurance
Save time and money on Auto and Home insurance quotes from top carriers.
FREQUENTLY ASKED QUESTIONS

ALREADY ENROLLED IN STD/LTD? ​UPDATE YOUR EARNINGS AND BENEFITS
​If you are already enrolled in the STD and/or LTD coverage, you should update your income annually.  
CLICK HERE 
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RIA E&O AND CYBER INSURANCE FOR NAPFA MEMBERS THROUGH
NAPA PREMIER
Errors and Omissions insurance​ helps protect the RIA, RIA owner(s) and RIA representatives if a claim states you made a mistake or forgot to do something important that causes financial harm to a client.
Errors & Omissions insurance program
This Cyber Liability and Data Breach Insurance program provides RIA owners and independent financial advisers with coverage to help protect against the financial burden created by a data breach. *Source: U.S. National Cyber Security Alliance
cyber liability & data breach insurance


INDIVIDUAL AND GROUP MEDICAL PLANS FOR MEMBERS AND THEIR EMPLOYEES

NAPFA GROUP MEDICAL PLANs
Creative health plans for employers and their employees.

INDIVIDUAL LIFE, LONG TERM CARE, & INCOME REPLACEMENT

Do you or your clients need individual Life, Disability, or Long Term Care Insurance?  Our relationship with the Gallagher family allows us greater access to an array of carriers, products, and specialty services, in addition to leveraging a team of consultants and product experts. Please contact Jodi Foreman or Theresa Klewsaat or visit our website and complete an RFP (Request for a Proposal).

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If you need ballpark quotes in less than 60 seconds, our advisors love the AdvisorTermQuotes.com tool.
Jodi Foreman
Account Executive Life and Disability Specialist
O:  800-796-0909, opt.3 D: 303-683-1939
[email protected]
​​​​Theresa A. Klewsaat
Account Executive Life and Long Term Care Specialists
O: 800-796-0909, opt4 D: 832-616-3476
[email protected]

CUSTOMER SERVICE PORTAL

Visit our customer service portal to view your policy information, update your personal information, change the bank account used to pay your premiums and update your monthly earnings for your disability policy(s). Once on the customer service portal homepage, click the red button to download the user guide and information on how to register. If you have additional service and/or administrative questions you can call the customer service center at: (866)809-3899 or email the customer service center at: [email protected]. The customer service center fax number is: (816)-968-0660.

Nothing in these materials is intended to be advice for any particular situation or individual. Like most insurance policies, insurance policies offered by MetLife and its affiliates contain certain exclusions, exceptions, reductions, limitations, waiting periods and terms for keeping them in force. Please contact your plan administrator for costs and complete details.
MetLife Vision benefits are underwritten by Metropolitan Life Insurance Company, New York, NY. Certain claims and network administration services are provided through Vision Service Plan (VSP), Rancho Cordova, CA. VSP is not affiliated with Metropolitan Life Insurance Company or its affiliates.
2024 MetLife Services and Solutions, LLC L1024044144[exp1026][All States][DC,GU,MP,PR,VI]



Gallagher Global Privacy Notice | Gallagher USA (ajg.com)

*Heiting, OD, Gary, Vision Screenings vs. Eye Exams: Why Are Eye Exams Important?, All About Vision, April 2018, https://www.allaboutvision.com/eye-exam/importance.htm.
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Hours

M-F: 8:30am - 5pm CST


Phone

678-248-5081

Contact: Becca Locke

[email protected]

  • Home
  • ABOUT US
  • CONTACT US
  • Services
    • LONG TERM DISABILITY
    • SHORT TERM DISABILITY
    • TERM LIFE INSURANCE
    • DENTAL INSURANCE
    • VISION INSURANCE
    • Cyber Liability
    • E&O Insurance
    • BUSINESS OVERHEAD EXPENSE
    • HAVE DISABILITY COVERAGE?
  • DEFINITION OF INCOME
  • Terms of Use