National Association of Insurance and Financial Advisors-Florida
Erin Wood, CFP®, CRPC, FBS Carson Group Senior Vice President, Financial Planning Dani Kehoe DBK Consulting Principal Jayne Fitzgerald NAIFA Director, Government Relations January 26, 2023 11 am eastern Passage of the Registered Index-Linked Annuities (RILA) Act and the SECURE Act 2.0 as part of the 2023 Omnibus Appropriations bill greatly benefits consumers as well as the insurance financial professionals who…
Jamie Sarno National Sales Director for Ancillary Products Aetna Tuesday, February 7, 2023 2 pm eastern When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time…
Joe Templin, MEC, CEC, CAP, ChFC, CLU Co-Founder & President The Intro Machine Wednesday, February 8, 2023 12 pm eastern Joe Templin is a Human Kaizen Expert and won an International martial arts championship while keeping 5+ appointments per day and serving NAIFA. Join NAIFA Coaches Circle leader Joe Templin as he teaches you how to…
February 14, 2023 11:00 AM EST It's I Love NAIFA Month and Valentine's Day is the perfect day to come together and share all there is to love about being a member. And part of that means being sure you are fully utilizing everything your membership entails. Do you know all the benefits included with…
Kari Gillenwater Founder & CEO Gillenwater Consulting Group Thursday, February 16 2 pm eastern However, assessing, hiring, and retaining the right people for your team isn't always the easiest thing to accomplish. Kari Gillenwater will share proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done…
Get to the "YES!" - How to Increase Trust, Connection, and Likeability in 3 Minutes or Less Deidre Van Nest Crazy Good Talks Founder Thursday, March 16, 2023 2 pm eastern Do you want to deepen relationships with current clients and quickly win new business? Do you have your sights set on retaining assets across…
Thursday, March 30 9 am - 5 pm eastern Join 5,000+ financial advisors, RIAs, Wealth Managers, CFPs®, for a day of complimentary virtual training from the Top 1% in the industry. This all-day (LIVE) event will feature some of the industry’s top names – including Jeremiah Desmarais, Tom Hegna, Christopher Gandy, LACP, Brian Haney, Brock…
Citizens Update Webinar is Thursday, March 30 at 10:00 a.m. EST We’ll cover: Legislative Changes Roof Replacement Eligibility Citizens New Business Eligibility 20% renewal on Clearinghouse 4/1/23 Hot Topics To register, click here: https://us02web.zoom.us/j/9351425169
TUESDAY, APRIL 4, 2023 12 PM EASTERN Join us for the Q2 "State of NAIFA" 2023 webinar featuring: Bryon Holz, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, NAIFA SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They…
Eryka Morehead Collaborative Planning Group, Inc. Robert Fenby Penn Mutual Warren McGuire NFP Howard Sharfman Thursday, April 20 2 pm eastern At the next NAIFA Live, hear from some of the best young industry talents and get a peek into their unique business concepts. You will be inspired by their stories and learn to implement…