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  • Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients

    ZOOM

    Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP Professor Of Taxation, The American College Of Financial Services Director, Center For Retirement Income Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation FRIDAY, APRIL 29TH | 2 PM EASTERN Errors of Omission: When you must talk about reverse mortgages in retirement planning. Today,…

  • Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients

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    Simon Reilly Coach, Speaker, Author, Leading Advisor Tuesday, MAY 17TH 1 PM EASTERN A significant percentage of financial advisors do not have a meaningful relationship with their clients' adult children. Limiting beliefs include; "It's too challenging and time-consuming to create meaningful relationships with my client's adult children." Why are these results happening? Join Simon for…

  • NAIFA-Central FL CE Class – Disability: What We Need To Know

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    NAIFA Central Florida One Hour CE Class NAIFA-CF is pleased to offer a one hour CE class on Friday, May 27, 2022 from 11:30 am to 12:30 pm. TOPIC: Disability: What We Need To Know - Webinar Course #121120 Course Offering #1162387 Course Authority 2-40 Health, Approved for 1 HR of CE Course Level: Intermediate Provider ID…

  • NAIFA-Broward: First Steps, Last Steps: LTC Solutions (1 HR CE)

    Fort Lauderdale Country Club 415 E. Country Club Circle, Plantation, FL

    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 Live- Members Only

    Webinar

    Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool   Anthony S. Martinelli, CLU, CBEC Wealth Advisor Co-Founder Bob Bagonis Trivitum Private Wealth Strategies, LLC Founding Partner Thursday, June 16th 2 pm eastern Your high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services?…

  • NAIFA/CF May Luncheon

    Dubsdread Golf Course 549 W Par Street, Orlando, FL

    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.…

  • The 3 Step Marketing Plan to Turn Clients into Raving Fans that Refer and Never Leave

    Webinar

    Luke Acree President, ReminderMedia THURSDAY, JULY 14 1 PM EASTERN Why is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree. This webinar will help you: Discover how top companies create raving fans Learn what type of content to send to…

  • Citizens Update Webinar

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          Citizens Update Webinar is Wednesday, July 20 at 10:00 a.m. ET.   We’ll cover: Market Update Hot Topics Underwriting Tips Understanding Citizens Systems Q&A To register, click here:  https://us02web.zoom.us/meeting/register/tZEkd-Gurj8vH9EBMaBcK-cnGQGRxs_B94Qn

  • NAIFA Live: Member Only

    Webinar

    From US Army Airborne to Managing Director – How NAIFA Drove My Journey to the Top Steve Saladino Managing Director Principal Financial Group Thursday, July 21st 2 pm eastern Former NAIFA Trustee and managing director with Principal Financial Group, Steve Saladino, is a prime example of doing the hard things well, the things that will…

  • Navigating HR Issues In a Post-COVID World Webinar

    ZOOM

      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…