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NAIFA-California 2023 Prospectus

Jan.1, 2023 - Dec. 31, 2023





Message from the President

Dear Prospective Sponsor,

I personally invite you to invest in a sponsorship package with the California Chapter of the National Association of Insurance and Financial Advisors. For over 70 years, the NAIFA California Chapter has provided quality training, social, and advocacy events to our members. Our board works tirelessly to bring top notch speakers locally to our events. Our events provide our members and sponsors with an opportunity to network and to learn about hot topics within the industry.

This past year has been anything but ordinary. Just like many other companies, we had to pivot to continue to be able to provide quality events for our members during these tough times. In 2022 we serviced over 250 unique members and nonmembers representing 100+ companies. Over 50% of our attendees were agents/producers. Even more interesting is that over 20% of our attendees were owners/decision makers. 

We continue to revamp our sponsorship package to include additional sponsorship opportunities so that our sponsors have customizable options to better fit their needs.  If you have any questions, please feel free to contact me at info@naifacalifornia.org 

Thank you,

Marc Bregman

e3 Logo 3



October 5-6
Humphreys Half Moon Inn
2300 Shelter Island Dr. | San Diego, CA | 92106

Save the date to join us as we come back together in person for NAIFA-California's Career Advancement Conference, E3, to EMPOWER, ENGAGE, and EXPLORE.

This year's conference is focused on growing your business, increasing your productivity, and how you will emerge out of the pandemic better than ever. 


Jan 26, 2023 - 11:00 AM - 2:00 PM PST

NAIFA-Orange County is back! It’s been a couple years since we all got together and we are looking forward to bringing everyone back into a room for a fun filled event of advocacy, networking and education. Come enjoy lunch and two great presentations from seasoned professionals in the industry. Catch up with old and new friends. We look forward to seeing you there.


Feb. 22, 2023

NAIFA-California is bringing together leading thought leaders in the field of advanced planning for business owners for a day of high-impact presentations, workshops, exhibitors and networking. Topics include planning for business owners, business succession planning, life insurance strategies for business owners, employee stock ownership plans, exit strategies and more.


March 28-29, 2023

Every year, at the beginning of the California legislative session, NAIFA-California members gather in Sacramento for our annual Day on the Hill.
The Day on the Hill is a time for all NAIFA-California members to get involved with advocacy to protect our industry and clients. The State Legislature makes decisions about the products and services you offer that may dramatically impact you and your clients. Without your participation in the political process, they will be making these decisions in a vacuum. Make your voice heard at the California State Capitol. Learn about current legislative affairs affecting the insurance industry and your business. Visit your state legislators and let them know how their decisions affect you and your clients!


Jun 23, 2023 - 11:00 AM - 3:00 PM PST
More Details to Come
Platinum (e3 and Premier) Gold (e3 and Premier) Silver (e3 and Premier) 4 Premier Events Booth Booth Only (Premier Events)
Sponsorship Price Jan.1, 2023 - Dec. 31, 2023 1 Available
$ 10,000
$ 6

$ 5,000
$ 7

$ 2,500
$ 29

$ 1,000
$ 79

$ 350
$ 99
30 Min e3 Presentation
Logo on Blog Page
Sponsor supplied blog post promoting event with company logo
Lead Reports of Attendees
List of conference attendees sent to sponsor
Blog Posts
Logo on Registration Page
Logo on registration page and registration emails.
Logo in Promo Emails
Company logo on all event emails sent to attendees, including follow-up
Marketing Collateral Distribution
NAIFA-CA will distribute your company digital flyers or brochures in an event follow up email.
Social Media Posts
Logo/Name listed on Sponsorship Page
Logo on Website
Booth & 4 Complimentary Registrations
Booth & 3 Complimentary Registrations
Booth & 2 Complimentary Registrations
Booth & 1 Complimentary Registration
Thank You to Our Sponsors Board
This is a great place to add a bit of extra information about the feature.
Photo Booth Back Drop
Large Square Banner with California and Sponsor Logo as a backdrop for attendees to take pictures in front of. Props for pictures to be provided.
Virtual Breakout Sessions (Two 30 Minute Sessions)
Ability to deliver two virtual sessions to attendees throughout the year.
Virtual Breakout Sessions (Two 50 Minute Sessions)
Ability to deliver two virtual sessions to attendees throughout the year.
Networking Reception Sponsor
Exclusive sponsor for reception following the event.
Event Lanyards
10% off Registration Fee