National Association of Insurance and Financial Advisors-Florida
Gary Weber AccuPoint Solutions Wednesday, April 26 12 pm eastern Whether you're a small firm or large, the same best practices hold true for maximizing your ROI when using data to brand, market, recruit, analyze, or update your CRM. Hear Gary Weber, Founder and CEO of Business Performance Center partner AccuPoint Solutions, discuss his experiences from over…
John Boothman iLife Technologies Tuesday, May 9 12 pm eastern At this webinar, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind in the digital age. John Boothman will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and…
Jamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP Carson Group Robert K. Kirkland, JD, LLM Kirkland Woods & Martinsen LLP Brandon Buckingham, JD, LLM Prudential Retirement and Life Distribution Tuesday, May 9 12 - 3 pm eastern The SECURE Act brought a sea change in planning for the disposition of retirement…
The Rosenthal Agency, Inc. is a proud sponsor of NAIFA Florida's upcoming 4 CE-Hours Life and Health CE Class "2023 Law and Ethics Update for Life and Health Advisors" This is a State of Florida Required Course for Compliance Class is open to Members and Non-Members of NAIFA CLICK HERE TO REGISTER TODAY!" “2023 Law…
Alison Susko VP of Community, Asset-Map Mike Hemmert Chief Sales Officer, Asset-Map Thursday, May 18 12 pm eastern NAIFA and Asset-Map have teamed up to show how they're enabling financial professionals like you to lead with advice. See how in 15 minutes or less, you can put the most critical information about your clients'…
Toby Kominek, CLTC Sr. National Sales Manager, LifeSecure Wednesday, May 31 12 pm eastern LifeSecure’s accident, critical illness, and hospital indemnity products have incredible value as stand-alone products, but they also work well together when paired with health insurance. Find out how they can provide a whole health solution for your clients, but also offer…
Ross Jordan, CPCU Account Executive, CalSurance Thursday, June 1 2 pm eastern Join Ross Jordan of NAIFA partner CalSurance Associates for the next Business Performance Center webinar as he discusses the current Errors & Omissions (E&O) environment for financial professionals. At this webinar, he will review recent claim trends, share what you should be doing to protect your business,…
Schyler Adams Director, Advanced Strategies & Planning Platforms Allianz Tuesday, June 13 2 pm eastern Join the next Advisor Today webinar as Allianz explores strategies for how you can diversify your income during retirement. Schyler Adams, Director of Advanced Strategies & Planning Platforms, will share advanced concepts to help hedge against and offset the potential increase of taxes and inflation…
Bruno Nicoletti Founder & CEO, Hummingbird Wednesday, June 14 12 pm eastern LinkedIn is a great place to prospect for potential clients, but it can be hard to come up with an effective strategy and process to get those potential prospects to book a call. During this webinar, Hummingbird's CEO Bruno Nicoletti, will reveal his…
Andrew Holt Government Relations & Grassroots Manager, NAIFA Thursday, June 15 2 PM EASTERN June's NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It…