NAIFA-Florida Launches Membership Marketing Initiative
The NAIFA-Florida leadership team is so excited about all the awesome benefits NAIFA offers they created a special landing page to share with the financial services community. The landing page…
Four Local Associations Win NAIFA Honors
Congratulations to four local associations in Florida for winning the 2018 Jack E. Bobo Award for Association Excellence!! The winners are: NAIFA-North Suncoast (Platinum) NAIFA-Ocala (Platinum) NAIFA-Tampa (Platinum) NAIFA-Central Florida…
Series 6 and 7 Exam Changes Coming!
Don’t forget! On October 1, 2018, FINRA will be changing the requirements for the Series 6 and 7 exams. Candidates will be required to pass the SIE exam as well…
What Is The Big Deal About Advocacy?
Joseph Chalom, CLU, RICP, LUTCF, LACP, NAIFA-Florida President-Elect What Is The Big Deal About Advocacy? Most readers of this publication are well acquainted that NAIFA’s core mission is political advocacy.…
Citizens’ Agent Bulletins for May 2018
Did You Miss Important Information from Citizens? Bulletins Recap: May 2018 Citizens emails its appointed agents and their agency principals with important bulletins regularly. In case you missed them, below…
Gainesville’s Howard Rosenblatt to be Honored as “Financial Advisor of the Year” by NAIFA-Florida
Howard Rosenblatt, JD, CLU, ChFC, LUTCF, AEP, a member of NAIFA-Gainesville, is to be honored with NAIFA-Florida’s C.G. Snead / J.F. Bryan, III Memorial Award for Outstanding Service, recognizing him…
Local President Profile: Tim Holladay, CLU, CASL, LUTCF, JD – NAIFA-North Suncoast
Tim Holladay, CLU, CASL, LUTCF, JD was born in Alabama and educated in Atlanta, GA where he graduated from Georgia State University with a BA and Woodrow Wilson Law School…
Citizens’ Agent Bulletins for March 2018
Did You Miss Important Information from Citizens? Bulletins Recap: March 2018 Citizens emails its appointed agents and their agency principals with important bulletins regularly. In case you missed them, below…
Two NAIFA-Florida Locals Win IFAPAC Award
Two local associations in Florida have won top IFAPAC awards for 2017: NAIFA-North Suncoast and NAIFA-Daytona Beach. Winning the “Tribute to Excellence” Award, which is the highest-level award a local…
10 Year MDRT Top of the Table Advisor Curtis Cloke Presents:
10 Year MDRT Top of the Table Advisor Curtis Cloke Presents: The Holy Grail of Retirement: How to increase income while taking key risks off the table. The retirement arena…