Helping Your Business Build Success

Develop Your Path to Greatness

At NAIFA – Oklahoma, our business is helping your business succeed.  Whether you need help with business planning, practice resources, back office support or need to up your game to a higher-level, we’ve got programs and services you need to make your business rock.

NAIFA – Oklahoma, in conjunction with our national office, is the only organization serving and representing insurance and financial advisors regardless of the products they sell or the focus of their practice.  NAIFA is your professional association, and its focus is to help you protect your business, help you grow your business and promote ethical business conduct.


John Carroll – Loyal Member        Since 2012

Professional Services

We offer a variety of professional services that help you achieve your business goals. Do you need help with building a comprehensive business plan to stay on track? What about one-on-one mentoring to take your career to the next level?  We’ve got that.

Shelly Burroughs – Loyal Member Since 2017

Comprehensive Practice Resources

Our dynamic programs cover businesses in a variety of stages and sizes. Whether you’re just starting out, have too many hats as a SME owner, need high-level professional coaching or need marketing tips that fit your schedule, our programs fit the bill.



Amazing Results

Where do we deliver the most? With our Young Advisors Team (YAT).  When you are new to a profession, it helps to have a little extra help to get you started.  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.