About Us

NAIFA-Ohio Mission Statement:
The mission of the National Association of Insurance and Financial Advisors-Ohio is to improve the business environment, enhance the professional skills and promote the ethical conduct of agents and others engaged in insurance and related financial services who assist the public in achieving financial security and independence. 

NAIFA-Ohio Code of Regulations - Click here 

NAIFA-Ohio History Statement: 
Organized 1911 - Incorporated December 18, 1934
Code of Regulations Adopted June 28, 1935
Revised and Reprinted with Name Change May 12, 1999

In June 1911, Mr. W.A.R. Bruehl, then President of the Cincinnati Life Underwriters Association, suggested the formation of a "joint committee representing every association in the State of Ohio." The purpose of such a committee was to cooperate with the various associations in this State on matters of education and legislation. 

This joint committee was formed, and from the records, was apparently called, "Executive Council of Life Underwriters Associations of Ohio." This was in the fall of 1911, so we might definitely say the Ohio Association had its inception at that time. 

We have found from a later report, February 1915 that a meeting was held in Columbus, Ohio, and a quotation is given from one paragraph of their then-adopted constitution. "As this committee is composed of members of local associations who are members of the National Association of Life Underwriters, its acts shall conform to the Constitution and Bylaws of the Ohio Association of Life Underwriters, and it shall cooperate with it and the local associations of the State to promote the progress and usefulness of the Association in the State of Ohio." 

With revisions and changes, this organization carried on until 1922. On January 20 of that year at a meeting in Columbus, Ohio, a new Constitution was adopted and subscribed to by representatives from ten Ohio associations. The official name became "The Ohio Association of Life Underwriters." The Constitution adopted at that time was later used as a model for several other state associations. A few slight amendments were made on June 27, 1933. 

On December 18, 1934, Articles of Incorporation were granted by the Secretary of State. The suffix "Inc." was added to the official name. A "Code of Regulations" was adopted on June 28, 1935. Amendments and revisions were adopted on May 10, 1957; May 22, 1964; May 27, 1969; May 25, 1971; May 30, 1973; May 13, 1975; May 11, 1976; May 25, 1997; May 4, 1993 and May 12, 1999.