Awards & Scholarships
Awards Apply for the National Quality AwardYou have until May 31, 2019, to submit your application for NAIFA’s NQA. Earn this mark of distinction (and tell the world!) how you stand…
The Latest from Washington Retirement Savings: SECURE Act Moving
Retirement Savings: SECURE Act Moving by Dani Kehoe, Counsel to NAIFA It was a busy week last week, and the first part of this week will be busy, too. Here’s…
Citizens Proof of Repair Training Webinars – Available by Replay
Citizensis now offering their two “Proof of Repair” requirements training webinars andprocess for Hurricane Irma claims – by way of replay on their website. Propertyagents can go to the Citizens…
Will Robo Advisors Replace Financial Advisors?
The Kaplan team recently attended the think2perform Evolution of the Financial Advisory Practice conference in Minneapolis to learn more about key issues in financial advising. One major topic of focus…
NAIFA-Florida’s Howard Rosenblatt to Receive Pro Bono Award in Supreme Court Ceremony Feb. 7
NAIFA-Florida’s Howard Rosenblatt, JD, CLU, ChFC, LUTCF, JD of Gainesville, is one of 22 lawyers who will be recognized for their work on behalf of low-income and disadvantaged clients at…
NAIFA-Jax Exec Selected as NAIFA’s Top Exec for 2018
Congratulations to Cherri Coombs Ohmer, Association Executive for NAIFA-Jacksonville, for being selected as the winner of NAIFA’s C. Carney Smith Award for Excellence for 2018! The award honors the top…
The College Funding Conundrum: Back to School – 529 Plans and 529 Plan Alternatives
The College Funding Conundrum: Back to School – 529 Plans and 529 Plan Alternatives Date/Time: September 25 from 3:00 PM to 4:00 PM EDT For millions of American families, paying…
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…