National Association of Insurance and Financial Advisors-Florida
Mark Massey Vice President SMA Services, Inc. Monte Harrick Managing Director, Los Angeles Office Fulcrum Partners Sam Robert Vice President - Retirement Fulcrum Partners Troy Branch, JD, CLU, ChFC 2nd Vice President, Advanced Solutions & Design Ameritas June 9th, 2022 1 PM MST NAIFA-FSP is proud to announce the return of the in-person Advanced…
A Professional Association of Insurance and Financial Advisors FIRST STEPS, LAST STEPS: LTC SOLUTIONS CE Hybrid meeting (in-person and via zoom ) on June 15th, 2022 Course Authority: CE0240 Course Description: This one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care, the odds…
NAIFA Central Florida Invites You To Join Us for the June monthly luncheon. We will offer a panel discussion on Disability. Our featured speakers are Bob Herman, CLU of Principal Financial Group and Chad Ourso of Asteya World as well as two members of NAIFA-Central Florida who will "tell their story" of disability situations with clients.…
Join us at Terra Gaucha Brazilian Steakhouse Chapter Meeting Thursday June 23 The Dorothy L. Huckill Financial Literacy Act Shannon Italia, MBA Junior Achievement Of North Florida President Join NAIFA members and their guest as we review the details of SB 1054“Financial Literacy Instruction in Public Schools”, passed the Florida Senate and House unanimously. …
Are you looking for great ideas, new ways to sell, or new ways to work smarter that will help grow your business? Then the NAIFA-Florida Financial Advisors Sales Symposium is for you! Mark your calendar and join us July 14-15, 2022 at the Reunion Resort, Orlando. Conference Highlights: World Class Keynote Speakers—Check back for the…
NAIFA Tampa Bay July Zoom Program Navigating Human Resource Issues in a Post-COVID World Learn about the challenges of managing remote employees, complexities of working remotely & other HR issues! Join NAIFA Tampa Bay Virtually on Wednesday, July 27th as we welcome Board Certified Labor & Employment Lawyer Joan M. Vecchioli. Topics to Include: Liability of…
It's the Race to the Top. This event is for the American advisor that is always focused on increasing performance to increase production. It's about how fast can you get to the top of your potential. Apex isn't for product training, doesn't contain irrelevant breakout sessions or competing sessions that force you to choose and…
NAIFA Ocala Affiliate is partnering with One America to discuss trends in Longterm Care. This meeting is being hosted and sponsored by The Windsor of Ocala (Assisted Living Facility) November 16, 2022 11:30 AM - 1:00 PM 2650 SE 18th Ave, Ocala, FL 34471 No charge as lunch is being provided by the facility.…
A Professional Association of Insurance and Financial Advisors The Future of Property Insurance in Florida Hybrid meeting (in-person and via zoom) on August 17th, 2022 Presenters: Tim Meenan, NAIFA-Florida Lobbyist, Lee Gorodetsky, Vice President Marketing and Sales - US Assurance, Dan Daley – Florida State Representative Join us for an important meeting to learn about…
NAIFA-Ocala Affiliate Presents: FIRST STEPS, LAST STEPS: LTC SOLUTIONS CE In Person Meeting September 15th, 2022 Course Authority: CE0240 Course Description: This one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care, the odds of needing LTC, how to protect a client's investment portfolio,…