National Association of Insurance and Financial Advisors

 

Policies Held by NAIFA Oregon

Event Cancellation and Refund Policy
If you need to cancel your registration to an event, we must receive your request in writing, or by email. You must send your written notice of cancellation, via e-mail, to office@naifaoregon.org or via postal mail to:

NAIFA Oregon
P.O.Box 2881
Salem, OR 97308


All cancellations include a $10 processing fee that cannot be waived.

Cancellation requests received more than one (1) month before an event will be fully refunded, less a $10 processing fee.
Cancellation requests received less than one (1) month before an event, but more than one (1) week before an event will be refunded 50% of the actual registration fee paid, less a $10 processing fee.
Cancellation requests received less than one (1) week before an event will not be refunded. No refunds for cancellations, partial attendance or no-shows.

Late cancellation requests or other requests for refunds due to family emergencies or medical issues only will be considered on a case-by-case basis, with no guarantee of any refund.

All cancellations and refunds will be processed in the same manner as original payment: if paid by credit card the refund will be issued to the card on record, generally within one (1) week of the request. Payments made by check will be refunded as a check and may take up to 30 days to process.



Inclement Weather Policy

NAIFA Oregon rarely cancels or postpones events due to inclement weather. On days where it becomes necessary to postpone or cancel an event for inclement weather, a decision will be made by the Executive Committee, and all attendees will be notified by the email used to register for the event, and on the registration web page for the specific event. The absence of these notifications explicitly implies that an event has not been cancelled for inclement weather.

The decision to cancel an event for inclement weather will rest solely on the executive committee of NAIFA Oregon. The inability of a majority of registrants to attend an event will be the primary, but not sole, determining factor in the decision to cancel an event. Due to the inaccuracy of weather forecasts, and the nature of deteriorating weather conditions, NAIFA Oregon reserves the right to cancel or postpone an event due to inclement weather at any point prior to the event, or after an event has begun.

If an event is cancelled for inclement weather, all meeting registrants will be given the option to attend a rescheduled event at no additional cost, or to receive a credit from NAIFA Oregon which may be used within twelve (12) months for another NAIFA Oregon event. To receive a credit for an event that has been cancelled for inclement weather, please send an email that includes your name, your NPN number, and the name of the cancelled event to office@naifaoregon.org within fourteen (14) days of the cancelled event. Once processed, you will receive an emailed certificate with direction for redemption. 

Refunds will not be made for any non-attending registrant, regardless of the severity of weather, if a majority of registered meeting attendees are present at the event.



Returned Check Policy
If any checks are returned for insufficient funds, NAIFA Oregon will charge a $25 fee, in addition to any amount the association is charged by the financial institution that returned the check. NAIFA Oregon reserves the right to refuse to honor future checks submitted by violators.




NAIFA Policy on Recruiting and Association Activities

The official activities of NAIFA and its state and local associations shall not be used as a forum or means for individual members to actively or directly recruit other members to their companies or agencies (i.e., proselytizing). Association time and resources must focus on NAIFA’s mission to advocate for a positive legislative and regulatory environment, enhance business and professional skills and promote the ethical conduct of our members. Proselytizing is not consistent with this mission and is not appropriate association business. This policy shall not be construed to interfere with an individual member’s freedom to recruit others on their own time, in connection with their own business affairs, apart from association activities. This policy also shall not be construed to preclude company or agency advertising, exhibits or sponsorships in connection with association publications or activities. Adopted by the NAIFA Board of Trustees on March 17, 2005. From the Keep It Legal Association Guide, page 20. Click here to review the complete guide 


Address: PO Box 2881, Salem, OR 97308 ● Phone: 503-371-7457 ● Fax: 503-585-8547 ● Email: Office@naifaoregon.org

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