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NAIFA Selects Junxure as a Partner CRM Provider for Its 43,000 Members

RALEIGH, N.C., Feb. 29, 2016 /PRNewswire/ — Junxure (, an industry-leading CRM solutions and technology firm for financial advisors, today announced its partnership with the National Association of Insurance and Financial Advisors (NAIFA), which represents the interests of insurance professionals and financial advisors through legislative and regulatory advocacy and ongoing education.

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From NAIFA's ongoing efforts to protect, promote, and educate its members to Junxure's long-standing position in the advisor technology sector as an industry leader and innovator, both firms have campaigned tirelessly for the benefits of advisors. As part of this partnership, NAIFA members receive affiliation benefits and discounts on Junxure Cloud CRM.

"NAIFA's activist role as a voice for its members mirrors Junxure's commitment to serving our customers," said Greg Friedman, President of Junxure. "Our alliance with NAIFA aligns our shared goals of offering financial service professionals the best in class CRM technology that empower them to exceed their clients' expectations."

"NAIFA is excited to provide our members with this special offer on Junxure Cloud CRM," said NAIFA CEO Kevin Mayeux. "Technology is playing an ever-larger role in the ways insurance and financial advisors develop and maintain relationships with their clients, and this partnership will ensure NAIFA members have preferred access to Junxure's leading-edge solutions."

NAIFA members interested in learning more about this partnership should contact the Junxure team at 866.986.9873, opt. 2. For more information, visit or follow Junxure at

About Junxure
Junxure was established in 2001 by Ken Golding and Greg Friedman, MS, CFP®, a financial advisor who developed the initial Junxure software to help him streamline operations at his growing firm. Today, Junxure is an industry leader of advisor technology and practice management solutions with more than 12,000 active users and a client retention rate of 96%. Greg Friedman serves as both President of Junxure as well as President of Private Ocean, one of the West Coast's most innovative wealth management firms. The inspiration for Junxure consulting, training and software comes from Mr. Friedman's day-to-day experience running his practice and helping his clients achieve their personal financial goals. For more information, please visit

Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation's oldest and largest associations representing the interests of insurance professionals from every congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. For more information, please visit


Greg Friedman