--- title: NAIFA and Customers Bank Announce Educational Partnership description: NAIFA Welcomes Super-Community Customers Bank into its Expanding Partnership Program to offer benefits and thought leadership to financial advisors. image: https://at.naifa.org/hubfs/customers%20bank%202021/Customers%20Bank%20Logo%20for%20Blog%20Post-1000x620px.png --- [![ApexNLC_banner2-1](https://at.naifa.org/hs-fs/hubfs/ApexNLC_banner2-1.jpg?width=728&height=73&name=ApexNLC_banner2-1.jpg)](https://apex.naifa.org/) [![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=960&height=146&name=Advisor%20Today%20Logo%20-%20White@960.png) ](https://at.naifa.org/) [![Join NAIFA](https://no-cache.hubspot.com/cta/default/2635471/19793afe-5adf-4f28-b999-9dd4527de76b.png)](https://cta-redirect.hubspot.com/cta/redirect/2635471/19793afe-5adf-4f28-b999-9dd4527de76b) [**](https://at.naifa.org/naifa-and-customers-bank-announce-partnership#tmpmodule_1614584860767204) ** ![Lifesaver Beach-1](https://at.naifa.org/hs-fs/hubfs/Lifesaver%20Beach-1.jpeg?width=1400&height=799&name=Lifesaver%20Beach-1.jpeg) #### **NAIFA Members Provide Financial Security** ###### 2 min read ## [NAIFA and Customers Bank Announce Educational Partnership](https://at.naifa.org/naifa-and-customers-bank-announce-partnership) By [NAIFA](https://at.naifa.org/author/naifa) on 6/15/21 2:45 PM ###### Topics: [Press Release](https://at.naifa.org/topic/press-release) [Business Performance Center](https://at.naifa.org/topic/business-performance-center) ![](https://at.naifa.org/hubfs/customers%20bank%202021/Customers%20Bank%20Logo%20for%20Blog%20Post-1000x620px.png) NAIFA and [Customers Bank](https://www.customersbank.com/) have completed an educational partnership agreement to advance thought leadership and consumer education and promote professional cooperation between the two associations. Under the partnership, Customers Bank will provide content for NAIFA blog posts as well as articles for [NAIFA’s *Advisor Today*](https://at.naifa.org/). NAIFA and Customers Bank will work together to give broader access for financial professionals and consumers to Customers Bank content in areas where the organizations’ interests overlap.  “NAIFA is excited to partner with Customers Bank to allow our members access to another great resource that they can extend to their clientele,” stated Suzanne Carawan, VP, Marketing & Communications. “NAIFA is always working to provide members with new ways to provide better service to their clients and build more innovative and lucrative practices. Partnering with Customers Bank and raising awareness of their offerings to our members provides additional opportunities to innovate their practice.” Customers Bank will provide information and materials valuable to insurance and financial professionals via blog posts to NAIFA’s Business Performance Center and a dedicated webpage within NAIFA’s Membership website portal. Customers Bank will present a session during the NAIFA Business Performance Center’s 2022 Impact Week, and thought leaders from the association will be listed as Subject Matter Experts on the [Business Performance Center ](https://bpc.naifa.org/blog)site.  “We are looking forward to this partnership with NAIFA as it directly supports Customers Bank’s mission and vision to be a leader in the industry and help our customers exceed.”  [Sam Sidhu](https://www.customersbank.com/about/corporate-leaders/sam-sidhu/), Incoming President and Chief Executive Officer, Customers Bank “Customers Bank and NAIFA have shared values and are committed to delivering exceptional results with a positive attitude."  ABOUT NAIFA: The [National Association of Insurance and Financial Advisors](https://belong.naifa.org/) is the preeminent membership association for the multigenerational community of financial professionals in the United States. NAIFA members subscribe to a strong [Code of Ethics](https://belong.naifa.org/code-of-ethics) and represent a full spectrum of financial services practice specialties. They work with families and businesses to help Americans improve financial literacy and achieve financial security. NAIFA provides producers a national community for advocacy, education, and networking along with awards, publications, and leadership opportunities to allow NAIFA members to differentiate themselves in the marketplace. NAIFA has 53 state and territorial chapters and 35 large metropolitan local chapters. NAIFA members in every congressional district advocate on behalf of producers and consumers at the state, interstate, and federal levels.   ABOUT CUSTOMERS BANK: Customers Bank, a subsidiary of Customers Bancorp, Inc. (NYSE:CUBI) a bank holding company, is a full-service super-community bank with assets of approximately $18.8 billion on March 31, 2021. A member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation, Customers Bank is an equal opportunity lender that provides a range of banking and lending services to small and medium-sized businesses, professionals, individuals, and families. Services and products are available wherever permitted by law through digital-first apps, online portals, and a network of offices and branches.  # TOPIC LIST : - [Member Spotlight (186)](https://at.naifa.org/tag/member-spotlight) - [Press Release (161)](https://at.naifa.org/tag/press-release) - [Podcast (97)](https://at.naifa.org/tag/podcast) - [Advisor Today (87)](https://at.naifa.org/tag/advisor-today) - [Loyal Member Profile (83)](https://at.naifa.org/tag/loyal-member-profile) - [Leaders (65)](https://at.naifa.org/tag/leaders) - [Life Insurance & Annuities (63)](https://at.naifa.org/tag/life-insurance-annuities) - [Awards (56)](https://at.naifa.org/tag/awards) - [Insurance (54)](https://at.naifa.org/tag/insurance) - [New Member Profile (54)](https://at.naifa.org/tag/new-member-profile) - [Potential Partners for Advisors (54)](https://at.naifa.org/tag/potential-partners-for-advisors) - [Financial Planning (41)](https://at.naifa.org/tag/financial-planning) - [Webinar (40)](https://at.naifa.org/tag/webinar) - [Diversity (35)](https://at.naifa.org/tag/diversity) - [Grow Your Business (35)](https://at.naifa.org/tag/grow-your-business) - [Business Performance Center (34)](https://at.naifa.org/tag/business-performance-center) - [Long-Term Care (32)](https://at.naifa.org/tag/long-term-care) - [Members (32)](https://at.naifa.org/tag/members) - [Advocacy (30)](https://at.naifa.org/tag/advocacy) - [Membership (28)](https://at.naifa.org/tag/membership) - [Medicare (27)](https://at.naifa.org/tag/medicare) - [#NAIFAProud (26)](https://at.naifa.org/tag/naifaproud) - [Professional Development (26)](https://at.naifa.org/tag/professional-development) - [NAIFA Partner (25)](https://at.naifa.org/tag/naifa-partner) - [Loyal Member (24)](https://at.naifa.org/tag/loyal-member) - [Limited & Extended Care Planning Center (23)](https://at.naifa.org/tag/limited-extended-care-planning-center) - [NAIFA 100% Agency (23)](https://at.naifa.org/tag/naifa-100-agency) - [Talent Development Center (23)](https://at.naifa.org/tag/talent-development-center) - [LACP (20)](https://at.naifa.org/tag/lacp) - [Federal Advocacy (19)](https://at.naifa.org/tag/federal-advocacy) - [Life Happens (19)](https://at.naifa.org/tag/life-happens) - [NAIFA CEO Executive Summary (19)](https://at.naifa.org/tag/naifa-ceo-executive-summary) - [Retirement Planning (19)](https://at.naifa.org/tag/retirement-planning) - [Financial Literacy (15)](https://at.naifa.org/tag/financial-literacy) - [Leadership (14)](https://at.naifa.org/tag/leadership) - [Marketing (14)](https://at.naifa.org/tag/marketing) - [NAIFA Proud (14)](https://at.naifa.org/tag/naifa-proud) - [Retirement (14)](https://at.naifa.org/tag/retirement) - [Apex (13)](https://at.naifa.org/tag/apex) - [COVID-19 (13)](https://at.naifa.org/tag/covid-19) - [Certifications & Designations (13)](https://at.naifa.org/tag/certifications-designations) - [Prospecting (13)](https://at.naifa.org/tag/prospecting) - [#MemberBenefits (12)](https://at.naifa.org/tag/memberbenefits) - [Legislation & Regulations (12)](https://at.naifa.org/tag/legislation-regulations) - [Sales & Marketing (12)](https://at.naifa.org/tag/sales-marketing) - [Technology (12)](https://at.naifa.org/tag/technology) - [Ethics (11)](https://at.naifa.org/tag/ethics) - [FSP (11)](https://at.naifa.org/tag/fsp) - [FinTech (11)](https://at.naifa.org/tag/fintech) - [Grassroots (11)](https://at.naifa.org/tag/grassroots) - [Group & Employee Benefits (11)](https://at.naifa.org/tag/group-employee-benefits) - [Research/Trends (11)](https://at.naifa.org/tag/research-trends) - [Running Your Practice (11)](https://at.naifa.org/tag/running-your-practice) - [Health Care (10)](https://at.naifa.org/tag/health-care) - [Life Insurance Awareness Month (10)](https://at.naifa.org/tag/life-insurance-awareness-month) - [Advanced Planning (9)](https://at.naifa.org/tag/advanced-planning) - [Planning in Advance (9)](https://at.naifa.org/tag/planning-in-advance) - [Reverse Mortgages (9)](https://at.naifa.org/tag/reverse-mortgages) - [Technology Tools (9)](https://at.naifa.org/tag/technology-tools) - [Practice Management (8)](https://at.naifa.org/tag/practice-management) - [Producer Sales & Marketing (8)](https://at.naifa.org/tag/producer-sales-marketing) - [Benefits (7)](https://at.naifa.org/tag/benefits) - [Disability Insurance (7)](https://at.naifa.org/tag/disability-insurance) - [Limited Care (7)](https://at.naifa.org/tag/limited-care) - [Protect Your Business (7)](https://at.naifa.org/tag/protect-your-business) - [Sales (7)](https://at.naifa.org/tag/sales) - [Advocacy Partnerships (6)](https://at.naifa.org/tag/advocacy-partnerships) - [Congressional Conference (6)](https://at.naifa.org/tag/congressional-conference) - [DOL (6)](https://at.naifa.org/tag/dol) - [Financial Security (6)](https://at.naifa.org/tag/financial-security) - [IFAPAC (6)](https://at.naifa.org/tag/ifapac) - [Industry News (6)](https://at.naifa.org/tag/industry-news) - [Long-Term Care Insurance (6)](https://at.naifa.org/tag/long-term-care-insurance) - [Annuity Awareness Month (5)](https://at.naifa.org/tag/annuity-awareness-month) - [Disability Income Insurance (5)](https://at.naifa.org/tag/disability-income-insurance) - [Life Annuity Certified Professional (LACP) Program (5)](https://at.naifa.org/tag/life-annuity-certified-professional-lacp-program) - [Loan (5)](https://at.naifa.org/tag/loan) - [Message From the CEO (5)](https://at.naifa.org/tag/message-from-the-ceo) - [4 Under 40 (4)](https://at.naifa.org/tag/4-under-40) - [Congress (4)](https://at.naifa.org/tag/congress) - [Disability Insurance Awareness Month (4)](https://at.naifa.org/tag/disability-insurance-awareness-month) - [Extended Care (4)](https://at.naifa.org/tag/extended-care) - [Financial Wellness (4)](https://at.naifa.org/tag/financial-wellness) - [Help Protect Our Families (4)](https://at.naifa.org/tag/help-protect-our-families) - [Knowledge Centers (4)](https://at.naifa.org/tag/knowledge-centers) - [Medicare Part D (4)](https://at.naifa.org/tag/medicare-part-d) - [NAIFA Foundation (4)](https://at.naifa.org/tag/naifa-foundation) - [Retirement Plans (4)](https://at.naifa.org/tag/retirement-plans) - [Small Business (4)](https://at.naifa.org/tag/small-business) - [Social Media Marketing (4)](https://at.naifa.org/tag/social-media-marketing) - [Taxes (4)](https://at.naifa.org/tag/taxes) - [2025 Strategic Plan (3)](https://at.naifa.org/tag/2025-strategic-plan) - [Annuity Best Interest (3)](https://at.naifa.org/tag/annuity-best-interest) - [CRM (3)](https://at.naifa.org/tag/crm) - [Continuing Education (3)](https://at.naifa.org/tag/continuing-education) - [Diverse Markets (3)](https://at.naifa.org/tag/diverse-markets) - [Fiduciary (3)](https://at.naifa.org/tag/fiduciary) - [Financial Security Champion (3)](https://at.naifa.org/tag/financial-security-champion) - [Journal of Financial Service Professionals (3)](https://at.naifa.org/tag/journal-of-financial-service-professionals) - [LIMRA (3)](https://at.naifa.org/tag/limra) - [Lifestyle Planning (3)](https://at.naifa.org/tag/lifestyle-planning) - [New York (3)](https://at.naifa.org/tag/new-york) - [Referrals (3)](https://at.naifa.org/tag/referrals) - [Social Media (3)](https://at.naifa.org/tag/social-media) - [State Advocacy (3)](https://at.naifa.org/tag/state-advocacy) - [Women (3)](https://at.naifa.org/tag/women) - [401(k) (2)](https://at.naifa.org/tag/401k) - [Careers in Financial Services (2)](https://at.naifa.org/tag/careers-in-financial-services) - [Colorado (2)](https://at.naifa.org/tag/colorado) - [Compliance (2)](https://at.naifa.org/tag/compliance) - [Consumers (2)](https://at.naifa.org/tag/consumers) - [DIAM (2)](https://at.naifa.org/tag/diam) - [Estate Planning (2)](https://at.naifa.org/tag/estate-planning) - [Finance (2)](https://at.naifa.org/tag/finance) - [Future Leaders (2)](https://at.naifa.org/tag/future-leaders) - [Get Out the Vote (2)](https://at.naifa.org/tag/get-out-the-vote) - [LILI (2)](https://at.naifa.org/tag/lili) - [Lead Generation (2)](https://at.naifa.org/tag/lead-generation) - [Medicaid (2)](https://at.naifa.org/tag/medicaid) - [NAIFA CEO (2)](https://at.naifa.org/tag/naifa-ceo) - [NAIFA Quality Award (2)](https://at.naifa.org/tag/naifa-quality-award) - [NLC (2)](https://at.naifa.org/tag/nlc) - [Networking (2)](https://at.naifa.org/tag/networking) - [Regulation Best Interest (2)](https://at.naifa.org/tag/regulation-best-interest) - [SECURE 2.0 (2)](https://at.naifa.org/tag/secure-2-0) - [Savings (2)](https://at.naifa.org/tag/savings) - [Social Security (2)](https://at.naifa.org/tag/social-security) - [Standard of Care & Consumer Protection (2)](https://at.naifa.org/tag/standard-of-care-consumer-protection) - [Tax Reform (2)](https://at.naifa.org/tag/tax-reform) - [WIFS (2)](https://at.naifa.org/tag/wifs) - [YAT (2)](https://at.naifa.org/tag/yat) - [American College (1)](https://at.naifa.org/tag/american-college) - [Artificial Intelligence (1)](https://at.naifa.org/tag/artificial-intelligence) - [Asset-Map (1)](https://at.naifa.org/tag/asset-map) - [Benefits of a Financial Advisor (1)](https://at.naifa.org/tag/benefits-of-a-financial-advisor) - [Books (1)](https://at.naifa.org/tag/books) - [Connecticut (1)](https://at.naifa.org/tag/connecticut) - [Data Security (1)](https://at.naifa.org/tag/data-security) - [Differentiate (1)](https://at.naifa.org/tag/differentiate) - [Education (1)](https://at.naifa.org/tag/education) - [Hall of Fame (1)](https://at.naifa.org/tag/hall-of-fame) - [Industry Leadership Board (1)](https://at.naifa.org/tag/industry-leadership-board) - [Investing (1)](https://at.naifa.org/tag/investing) - [LTC (1)](https://at.naifa.org/tag/ltc) - [LUTCF (1)](https://at.naifa.org/tag/lutcf) - [Legacy Planning Tools (1)](https://at.naifa.org/tag/legacy-planning-tools) - [Legislative Day (1)](https://at.naifa.org/tag/legislative-day) - [Lifetime Healthcare Center (1)](https://at.naifa.org/tag/lifetime-healthcare-center) - [LinkedIn (1)](https://at.naifa.org/tag/linkedin) - [MembershipPays (1)](https://at.naifa.org/tag/membershippays) - [Missouri (1)](https://at.naifa.org/tag/missouri) - [NAIFA Cares (1)](https://at.naifa.org/tag/naifa-cares) - [NAIFA Live (1)](https://at.naifa.org/tag/naifa-live) - [NAIFA Texas (1)](https://at.naifa.org/tag/naifa-texas) - [NAIFA-NJ (1)](https://at.naifa.org/tag/naifa-nj) - [NAIFA-Texas State Conference (1)](https://at.naifa.org/tag/naifa-texas-state-conference) - [New Jersey (1)](https://at.naifa.org/tag/new-jersey) - [Property & Casualty Insurance (1)](https://at.naifa.org/tag/property-casualty-insurance) - [Succession Planning (1)](https://at.naifa.org/tag/succession-planning) - [Tax Savings (1)](https://at.naifa.org/tag/tax-savings) - [Washington (1)](https://at.naifa.org/tag/washington) - [White House (1)](https://at.naifa.org/tag/white-house) - [caregiving (1)](https://at.naifa.org/tag/caregiving) ###### [** Previous Post](https://at.naifa.org/naifa-past-president-mac-mcmanigal-has-passed-away) [![Mac McManigal](https://at.naifa.org/hubfs/Mac%20McManigal-1.jpeg) ](https://at.naifa.org/naifa-past-president-mac-mcmanigal-has-passed-away) ###### [NAIFA Past President Mac McManigal Has Passed Away](https://at.naifa.org/naifa-past-president-mac-mcmanigal-has-passed-away) ###### [Next Post **](https://at.naifa.org/primary-financial-advisors-are-all-in-on-naifa-and-serving-clients-financial-needs) [![Primary Financial](https://at.naifa.org/hubfs/Primary%20Financial2.png) ](https://at.naifa.org/primary-financial-advisors-are-all-in-on-naifa-and-serving-clients-financial-needs) ###### [Primary Financial Advisors Are All-In on NAIFA and Serving Clients’ Financial Needs](https://at.naifa.org/primary-financial-advisors-are-all-in-on-naifa-and-serving-clients-financial-needs) ### Featured ### SUBSCRIBE FOR UPDATES [![Protectors 26 AT Email Ad](https://at.naifa.org/hs-fs/hubfs/Protectors%2026%20AT%20Email%20Ad.jpg?width=300&name=Protectors%2026%20AT%20Email%20Ad.jpg "Protectors 26 AT Email Ad")](https://protectorsvegas.com/naifa-members-application-form/) [![SmartBrief_300x250 1](https://at.naifa.org/hs-fs/hubfs/SmartBrief_300x250%201.jpg?width=300&height=250&name=SmartBrief_300x250%201.jpg)](https://newsletter.smartbrief.com/rest/sign-up/1B9B5596-EBB7-4357-9B50-65DD16397CA5?campaign=in_brief_signup_link&utm_term=D96C1425-2F28-47CC-9E9B-FB9E456B88C9&lrh=51c7fd0f9173ffaf55efb9b109a62d5bbc209db51e753fd38ecfc35896895051&utm_campaign=0DBD8B9A-57E5-42B0-85B5-0D35ACB5185C&utm_content=D24E8B0F-40C1-4E7B-B274-1BFEFC183644&utm_source=brief)   [![Tax Talk Graphic - email tower (300 x 600 px)](https://at.naifa.org/hs-fs/hubfs/Tax%20Talk%20Graphic%20-%20email%20tower%20(300%20x%20600%20px).png?width=300&height=600&name=Tax%20Talk%20Graphic%20-%20email%20tower%20(300%20x%20600%20px).png)](https://advocacy.naifa.org/tax-talk)   ### Sign up for updates ##### Recent News [**](https://www.facebook.com/NAIFANational) [**](https://twitter.com/naifa) [**](https://www.instagram.com/onenaifa/) [**](https://www.linkedin.com/company/naifa) [**](https://www.youtube.com/user/naifavideo) [**](https://soundcloud.com/naifaproud) [![Advisor Today Logo - White@960](https://at.naifa.org/hs-fs/hubfs/Advisor%20Today%20Logo%20-%20White@960.png?width=368&height=56&name=Advisor%20Today%20Logo%20-%20White@960.png "Advisor Today Logo - White@960")](http://naifa.org) Copyright © 2022 NAIFA ** ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "NAIFA", "url" : "https://at.naifa.org/author/naifa" }, "dateModified" : "2021-06-15T20:58:46.858Z", "datePublished" : "2021-06-15T18:45:00.000Z", "headline" : "NAIFA and Customers Bank Announce Educational Partnership", "image" : [ "https://at.naifa.org/hubfs/customers%20bank%202021/Customers%20Bank%20Logo%20for%20Blog%20Post-1000x620px.png" ], "mainEntityOfPage" : { "@id" : "https://at.naifa.org/naifa-and-customers-bank-announce-partnership", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://at.naifa.org/hubfs/New%20NAIFA-3.png" }, "name" : "NAIFA" } } ```