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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210616T090000
DTEND;TZID=America/New_York:20210616T100000
DTSTAMP:20260406T155431
CREATED:20210503T153503Z
LAST-MODIFIED:20210503T153858Z
UID:29870-1623834000-1623837600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Virtual Meeting
DESCRIPTION:Wednesday\, June 16th\, 2021\n9:00 – 10:00 AM VIA ZOOM\nAVOID “THINK IT OVERS” WITH SOFIA RODRIGUEZ!\n \nCLICK FOR MORE ABOUT SOFIA RODRIGUEZ \nProbably hasn’t happened to you\, but you’re likely aware that prospects have no problem taking your presentation and then\, almost magically\, disappearing from the planet Earth. Prospects believe it’s okay to lie to a salesperson and still enjoy the fruits of heaven\, it’s true. But you can’t get mad at someone for doing something you didn’t tell them they couldn’t do. \n  \nJoin Sofia Rodriguez of Sandler Training Miami for Avoid “Think It Overs\,” an energetic session where we’ll discuss the best way to overcome stalls and objections\, which is to avoid them in the first place. \n  \nIf this has happened to you (or a friend) you’ll learn: \n\nHow to rid your pipeline of people who won’t make a decision\nHow to stop having adversarial interactions with prospects\nHow to get positive results on a regular basis\n\nADVANCE REGISTRATION IS REQUIRED \nNO CHARGE for NAIFA Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n \nCLICK HERE TO REGISTER ONLINE \nMEETING SPONSORED BY: \n \nSandler Training\, Miami\n5000 SW 75th Ave\, Suite 203\, Miami\, FL\, 33155\nC: (305) 965-5800 ~ O: (305) 631-2205\nwww.absolute.sandler.com \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-virtual-meeting-2/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210615T120000
DTEND;TZID=America/New_York:20210615T160000
DTSTAMP:20260406T155431
CREATED:20210504T173801Z
LAST-MODIFIED:20210504T173801Z
UID:29917-1623758400-1623772800@studymanuals.naifa-florida.org
SUMMARY:CLTC Master Class
DESCRIPTION:CLTC Master Class\nJune 8\, 15\, 22 & 29 | 12-4 pm eastern\nJoin Bill Comfort\, CSA\, CLTC\, for the upcoming CLTC Master Class. The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. \n\nNAIFA members are able to redeem the following discounts for the June 2021 CLTC Master Class: \n\n$850 with promo code NAIFA621$ if registered before May 21.\n$900 with promo code  NAIFA621 if registered after May 21.
URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-14/
LOCATION:ZOOM
CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Professional Development,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210610T153000
DTEND;TZID=America/New_York:20210611T163000
DTSTAMP:20260406T155431
CREATED:20210106T164307Z
LAST-MODIFIED:20210608T184514Z
UID:28084-1623339000-1623429000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Chapter Services - Membership Chairs Meeting
DESCRIPTION:Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details.  \n If you are not a Membership Chair\, and are interested in attending\, please email leadership@naifa.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-chapter-services-chapter-leaders-meeting-5/
LOCATION:ZOOM
CATEGORIES:Conference,Membership,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210610T130000
DTEND;TZID=America/New_York:20210610T140000
DTSTAMP:20260406T155431
CREATED:20210519T125107Z
LAST-MODIFIED:20210519T125107Z
UID:30134-1623330000-1623333600@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:  \nJune 10th and 24th | 1 pm eastern \n  \nInvite a non-member to join this month’s Advisor Ambassador Program. This free\, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership. \nHelp others experience NAIFA by inviting them to attend the Advisor Ambassador program. \n 
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-10/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210609T140000
DTEND;TZID=America/New_York:20210609T150000
DTSTAMP:20260406T155431
CREATED:20210504T175054Z
LAST-MODIFIED:20210601T174430Z
UID:29923-1623247200-1623250800@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Leveraging FinTech
DESCRIPTION:  \n   \nNAIFA Live: Leveraging FinTech\nJeremy Hallett\nQuotacy\, Inc.\, Founder & CEO\nCEO\, Hallett Financial Group\nWednesday\, June 9th\n2 pm eastern\n\nDuring the presentation you will learn definitions of key common terms and concepts and how they apply to the insurance industry. You will be introduced to new ideas\, carriers and products teasing into the insurance market to which we all need to pay attention. You will also learn how insurtechs are offering a different value to consumers even with the current advantage held by legacy carriers. \n \n\n  \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/naifa-live-leveraging-fintech/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210609T083000
DTEND;TZID=America/New_York:20210609T130000
DTSTAMP:20260406T155431
CREATED:20210416T193820Z
LAST-MODIFIED:20210416T194447Z
UID:29655-1623227400-1623243600@studymanuals.naifa-florida.org
SUMMARY:LTCi Refresher Course Webcast
DESCRIPTION:National Association of Insurance and Financial Advisors \nLTCi Refresher Course Webcast\nLTC INSURANCE AND THE FL PARTNERSHIP PROGRAM: NAIC 4-HR REFRESHER COURSE-WEBCAST – ID# 113605 / Offering# 1141941 / 2-18 L&H\n \n approved.\n4 hr Refresher Course is required every 2 years after taking the initial 8 hr LTC Certification Course for all agents discussing LTC insurance with clients in Florida. \n  \n\n\nJUNE 9\, 2021 | 8:30 AM LOGIN | 9 AM – 1 PM CE\nJOINT EVENT WITH FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU) – LIMITED REGISTRATIONS\n\n\n \nMICHAEL TELLER\, CLTC\, CSA\nCENTER FOR LONG TERM CARE PLANNING\nWORK PHONE: (561) 272-0720 ‖ E-mail: mteller@avaplans.com\nMICHAEL IS A MEMBER OF THE LONG TERM CARE ADVISORY COMMITTEE FOR THE NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU) AND SERVES AS THE PROFESSIONAL DEVELOPMENT CHAIR FOR THE FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU). MICHAEL IS A FREQUENT SPEAKER FOR FLORIDA INSURANCE AGENT AND CPA CONTINUING EDUCATION COURSES WHERE HE IS KNOWN FOR MAKING CLASSES LIVELY\, FUN AND INSPIRING. HE IS AUTHOR AND INSTRUCTOR OF THE 8 HOUR NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS LONG TERM CARE CERTIFICATION COURSE\, THE 4-HOUR REFRESHER COURSE\, AND THE ANNUAL 5-HOUR FLORIDA LAW & ETHICS COURSE. MICHAEL GRADUATED FROM THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON WITH A B.A. DEGREE IN ECONOMICS AND FINANCE. HE LIVES IN BOCA RATON\, FLORIDA. WHEN HE’S NOT TALKING INSURANCE\, HE’S WORKING IN HIS GARDEN OR ORGANIZING COMMUNITY DRUM EVENTS IN DELRAY BEACH AND AROUND SOUTH FLORIDA. \n\n\nPRICE: $30/ A MEMBER OF NAIFA or $49/ NON–MEMBER OF NAIFA  \nREGISTER: WWW.NAIFA–PALMBEACHES.ORG / ??S 561-588-5444  \nWEBINAR DETAILS & PARTICIPANT RESPONSIBILITIES \n\n\n\nPARTICIPANT MUST PRE-REGISTER/PAY. CUT OFF: JUNE 8\, 2021 – 5 PM (NO EXCEPTIONS)\nZOOM PRESENTATION. CAN PARTICIPATE VIA PHONE CONFERENCE CALL.\nREGISTRANT WILL RECEIVE VIA EMAIL LOGIN/ID + HANDOUTS FOR PRESENTATION & DETAILS 3 DAYS PRIOR TO EVENT + DAY BEFORE EVENT WITH UPDATES IF ANY\nMUST BE LOGGED-IN BEFORE 9 AM! CANNOT GIVE CREDIT IF LATE LOG-IN.\nBE AWARE: INSTRUCTOR WILL BE USING CODE WORDS/PHRASES RANDOMLY THROUGHOUT THE CE DURING EACH SECTION AS AN ATTENDEE VERIFICATION SYSTEM. THESE WORDS WILL NEED TO BE PUT ON ACKNOWLEDGEMENT FORM AS PROOF OF ATTENDANCE.\n\n\n\nNAIFA -PALM BEACHES – NAIFA–PALMBEACHES.ORG – NAIFA-PALMBEACHES@ATT.NET – 561-588-5444 – TEXT: 561-315-9267
URL:https://studymanuals.naifa-florida.org/event/ltci-refresher-course-webcast-2/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210608T120000
DTEND;TZID=America/New_York:20210608T160000
DTSTAMP:20260406T155431
CREATED:20210504T173456Z
LAST-MODIFIED:20210504T173629Z
UID:29914-1623153600-1623168000@studymanuals.naifa-florida.org
SUMMARY:CLTC Master Class
DESCRIPTION:CLTC Master Class\nJune 8\, 15\, 22 & 29 | 12-4 pm eastern\nJoin Bill Comfort\, CSA\, CLTC\, for the upcoming CLTC Master Class. The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients. \n\nNAIFA members are able to redeem the following discounts for the June 2021 CLTC Master Class: \n\n$850 with promo code NAIFA621$ if registered before May 21.\n$900 with promo code  NAIFA621 if registered after May 21.
URL:https://studymanuals.naifa-florida.org/event/cltc-master-class-13/
LOCATION:ZOOM
CATEGORIES:Designation Training,Limited & Extended Care Planning Center,Members Only,Professional Development,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210603T140000
DTEND;TZID=America/New_York:20210603T150000
DTSTAMP:20260406T155431
CREATED:20210421T184434Z
LAST-MODIFIED:20210421T184609Z
UID:29730-1622728800-1622732400@studymanuals.naifa-florida.org
SUMMARY:Cost Drivers of the Florida Homeowners Market – Webinar
DESCRIPTION:June 3\, 2021\n2:00 – 3:00 pm\, ET\nZOOM \n \nCraig Duncan\, ChFC President of NAIFA-Florida   \nThis one-hour CE class is designed to educate general lines (P&C) agents on how to communicate with their policyholders the reasons for rapid rate increases in the Florida homeowner market. Included will be discussion on reinsurance markets\, the impact of the CAT Fund on the re-insurance market\, increases in litigation\, and fraudulent claims activity. (NOTE:  This is the same CE class taught on Tuesday\, April 20\, 2021. Attendees of the April 20 class will not receive CE credit for taking the class again on June 3.) Moderator is Craig Duncan\, ChFC\, President of NAIFA-Florida. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for General Lines (P&C) licensees. Intermediate level. Florida DFS Course #116550\, Offering 1142348. Provider #654\, NAIFA-Florida.) \nThe class will be free for NAIFA members\, $15 for non-members.
URL:https://studymanuals.naifa-florida.org/event/cost-drivers-of-the-florida-homeowners-market-webinar-2/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Professional Development,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210602T140000
DTEND;TZID=America/New_York:20210602T150000
DTSTAMP:20260406T155431
CREATED:20210518T195540Z
LAST-MODIFIED:20210518T195540Z
UID:30123-1622642400-1622646000@studymanuals.naifa-florida.org
SUMMARY:Cracking the Complexity of the Coverage Gap: A Conversation with Three Career Agents
DESCRIPTION:Wednesday\, June 2nd | 2 pm eastern\nThis is the fourth virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients. \nIn this session\, attendees will hear from three career agents – NAIFA-NY VP of Government Relations\, Paul Sciacca\, who is a Financial Services Professional with Pinnacle Strategies\, Inc.; Glenn Crawford\, CDFA\, a Financial Services Professional at Signature Resources; and Dedicated New York Life Agent\, Vanessa Bucklin\, MBA\, CLU. \nNAIFA contributes this webinar as a collaborative effort to close the coverage gap that is part of the Help Protect Our Families campaign.
URL:https://studymanuals.naifa-florida.org/event/cracking-the-complexity-of-the-coverage-gap-a-conversation-with-three-career-agents/
LOCATION:ZOOM
CATEGORIES:Members Only,Talent Development Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210528T111500
DTEND;TZID=America/New_York:20210528T133000
DTSTAMP:20260406T155431
CREATED:20210505T134741Z
LAST-MODIFIED:20210505T135322Z
UID:29950-1622200500-1622208600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Central Florida 2 Hours CE Class
DESCRIPTION:NAIFA Central Florida\nTwo Hours CE Class\nNAIFA-CF is pleased to offer a two hours CE class on Friday\, May 28\, from 11:15 am to 1:30 pm.\nTOPIC: Why Disability Income – Virtual Class Course #117625 Course Offering #1142735\nInstructor: Michael Aun\, FIC\, LUTCF\, CSP®\, CPAE Speaker Hall of Fame® \n  \nFrom 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm. \nCOST\nNAIFA Members – Free\nNon-Members $15 \nClick the link below to register for the ZOOM call. You MUST register to participate.  The link to Zoom will be provided in your registration confirmation email.  If you do not receive a confirmation email immediately after registering\, please check your spam folder.  A reminder email will be sent the morning of the class \nFriday\, May 28\, 2021\n11:15 am to 1:30 pm\nYour location
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-2-hours-ce-class/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T130000
DTEND;TZID=America/New_York:20210527T140000
DTSTAMP:20260406T155431
CREATED:20210504T160126Z
LAST-MODIFIED:20210504T160126Z
UID:29906-1622120400-1622124000@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:At NAIFA\, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. \nThat’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with NAIFA membership. \nRegister for the class and access our video archive featuring our NAIFA Advisor Ambassadors. After hearing some of their advice and industry insight\, join us for a live discussion after each session and hear from the Ambassadors themselves! \n  \nNew Program in 2021\nOur 2021 offerings will feature 2 live sessions with access to watch any of our archived sessions as well.\n \nMay 13\nMay 27
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-9/
CATEGORIES:Advisor Ambassador Program,Membership,New Members,Non-Members,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210527T113000
DTEND;TZID=America/New_York:20210527T130000
DTSTAMP:20260406T155431
CREATED:20210504T170851Z
LAST-MODIFIED:20210504T170851Z
UID:29909-1622115000-1622120400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Central Florida Monthly Meeting
DESCRIPTION:NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!\nJoin members of NAIFA-CF and other Central Florida industry professionals for the May 2021 luncheon at our NEW VENUE\, Hannibal’s On The Square\, Winter Park.  NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!\nMEETING INFORMATION\n11:30 am – 1:00 pm on Thursday\, May 27\, 2021   \nEither from your home or in person at Hannibal’s On The Square\n511 W New England Ave\, Winter Park\, FL \nCost:\nMember of NAIFA In Person At Hannibal’s $20.00\nNon-Members In Person At Hannibal’s $25.00\nInvited and First-Time Guests – FREE \nMembers Via ZOOM – FREE\nNon-Members Via ZOOM – Also FREE \nYou must register to attend! \nSPEAKER \n\n\nMICHAEL MCBATH\nMichael Strickler McBath is an American businessman\, former professional American football player\, and part-owner\, of the Orlando Predators of the Arena Football League. He is a former president of the NFL Retired Players Association. McBath is currently a senior vice president with Union Bank of Switzerland.\n________________________________________________________ \nOn the registration form\, you will be asked to select one the following three entrees:\nBeef Crepe With Mushrooms\, red wine and demi glace\nBlackened Grouper with Grand Marnier Sauce\nSauteed Chicken Breast with Blue Cheese Sauce \n \n\nNote that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email\, please check your junk folder.
URL:https://studymanuals.naifa-florida.org/event/naifa-central-florida-monthly-meeting-7/
LOCATION:Hannibal’s On The Square\, 511 W New England Ave\, Winter Park\, FL\, 32789
CATEGORIES:Chapter Event,In Person Event,Networking,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Central Florida":MAILTO:paula@naifacf.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210526T090000
DTEND;TZID=America/New_York:20210526T100000
DTSTAMP:20260406T155431
CREATED:20210503T151245Z
LAST-MODIFIED:20210503T151245Z
UID:29867-1622019600-1622023200@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Broward Zoom Study Group
DESCRIPTION:“Life Insurance and Estate Planning” \n  \n \nPresented by Yoni Markoff\, PA\, NAIFA-Broward Study Group Chair \n\nWednesday\, May 26th\, 2021 ~ 9:00 AM  \n\nFREE TO ALL. RSVP TO YONI: \n\nPhone: 786-463-4463 ~ Email: yoni@markhoffpa.com  \n\nRegistration should include name\, company\, phone number\, email address\, and NAIFA local.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-zoom-study-group/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Open to Members & Non-Members,Study Group,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210525T130000
DTEND;TZID=America/New_York:20210526T180000
DTSTAMP:20260406T155431
CREATED:20210412T130351Z
LAST-MODIFIED:20210412T183043Z
UID:29551-1621947600-1622052000@studymanuals.naifa-florida.org
SUMMARY:NAIFA Congressional Conference
DESCRIPTION:Reserve Your Spot for  2021 Congressional Conference | May 25-26\nNAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses\, clients\, consumers\, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues\, best practices for conducting congressional meetings\, and tips for developing impactful long-term relationships with legislators. \nDue to COVID-19 protocols\, the 2021 Congressional Conference will be an entirely virtual event. This in no way diminishes its impact. The event\, as always\, features meetings with members of Congress and their offices. The only difference is that these discussions will be online rather than in-person. \nMay 25: 1:00PM – 6:30pm\nMay 26: 8:00 – 6:00pm \nA full agenda can be found when you click to reserve your spot below!
URL:https://studymanuals.naifa-florida.org/event/naifa-congressional-conference/
LOCATION:ZOOM
CATEGORIES:Legislative Event,PAC Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210524T150000
DTEND;TZID=America/New_York:20210524T160000
DTSTAMP:20260406T155431
CREATED:20210519T142859Z
LAST-MODIFIED:20210519T142859Z
UID:30145-1621868400-1621872000@studymanuals.naifa-florida.org
SUMMARY:Citizens Alert – OIR Approves 3 Companies to NR or Cancel
DESCRIPTION:  \nCitizens Property issued an Alert on Monday\, May 17 which addresses the recent approval by the OIR of three companies to non-renew or cancel selected Personal Lines policies. The companies are: Gulfstream Property and Casualty Insurance Company; Southern Fidelity Insurance Company; and Universal Insurance Company of North America. (See below for the complete Citizens Alert.) \nCarl Rockman\, VP of Agent and Market Services with Citizens will be available by Zoom Monday\, May 24 at 3:00 p.m. ET to address coverage issues and answer questions for agents who represent any of the three companies and who have policyholders who received notification of nonrenewal or cancellation but also have open claims or litigation. (See bottom of this message for the link to join the Zoom call.) \n(Click here for complete Citizens Alert) \nAgents\, members and non-members alike\, may join the Zoom call. Here is the link: \nTopic: Citizens Alert — Securing Coverage for 3 Companies\nTime: May 24\, 2021 03:00 PM Eastern Time (US and Canada) \nJoin Zoom Meeting\nhttps://us02web.zoom.us/j/9351425169 \nMeeting ID: 935 142 5169\nOne tap mobile\n+13017158592\,\,9351425169# US (Washington DC)\n+13126266799\,\,9351425169# US (Chicago) \nDial by your location\n+1 301 715 8592 US (Washington DC)\n+1 312 626 6799 US (Chicago)\nMeeting ID: 935 142 5169
URL:https://studymanuals.naifa-florida.org/event/citizens-alert-oir-approves-3-companies-to-nr-or-cancel/
LOCATION:ZOOM
CATEGORIES:Citizens,Open to Members & Non-Members,Training Event,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T120000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260406T155431
CREATED:20210413T130823Z
LAST-MODIFIED:20210413T130823Z
UID:29590-1621512000-1621515600@studymanuals.naifa-florida.org
SUMMARY:Continuing Education- Draft a Plan to Help Protect Business Owners
DESCRIPTION:“Draft a Plan to Help Protect Business Owners”\n(CE – 1 Hour – Health)\nThursday\, May 20 – Noon to 1:00 p.m. ET\n  \n \nby Steve Saladino \n\nThis one-hour course examines the different solutions business owners can use to protect themselves and their business from the threat of a disability. Health insurance advisers will learn the objectives and benefits of each of the solutions (Individual Disability Income\, Overhead Expense\, Business Loan Protection\, Disability Buy-Out and Key Person) and how they may be able to work together to help give the business owner a greater level of protection.  (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for 2-40 health licensees. Intermediate level. Florida DFS Course #114614\, Offering 72269. Provider #415\, Principal Mutual Life Insurance Company.)   \n\nMembers:   No charge\nNon-Members:  $15. \nTo register\, click here:  https://naifacf.wufoo.com/forms/za1ih2d0vejxo6/
URL:https://studymanuals.naifa-florida.org/event/continuing-education-draft-a-plan-to-help-protect-business-owners/
LOCATION:ZOOM
CATEGORIES:Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T113000
DTEND;TZID=America/New_York:20210520T130000
DTSTAMP:20260406T155431
CREATED:20210421T132811Z
LAST-MODIFIED:20210421T132811Z
UID:29719-1621510200-1621515600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Northeast Florida Chapter Meeting- Live
DESCRIPTION:Impact of Estate Planning under the Biden Administration\nMay 20\, 2021\n11:30 AM-1:00 PM EASTERN \nLOCATION:\nBonefish Grill\n10950 San Jose Boulevard\nJacksonville\, FL  32223 \n\n\nWilliam A. O’Leary\, JD\, LL.M (Tax) Attorney\nLegacy Planning Law Group.\nBill’s Bio \n\nBasic Estate Planning tips\nUnderstanding the implications and tax law changes\nImportance of Estate Planning\n\nCLICK HERE TO REGISTER!  \n\nVirtual attendees register here to receive log in credentials. 
URL:https://studymanuals.naifa-florida.org/event/naifa-northeast-florida-chapter-meeting-live/
LOCATION:Bonefish Grill\, 10950 San Jose Boulevard\, Jacksonville\, FL\, 32223
CATEGORIES:Chapter Event,In Person Event,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210520T083000
DTEND;TZID=America/New_York:20210520T100000
DTSTAMP:20260406T155431
CREATED:20210506T132338Z
LAST-MODIFIED:20210506T132513Z
UID:29964-1621499400-1621504800@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Palm Beaches - How to Calculate Provisional Taxes on Social Security
DESCRIPTION:Thursday\, May 20\, 2021\nHow to Calculate Provisional Taxes on Social Security\nVirtual Presentation – 8:30 am/Login + Networking – 9 am Presentation\n  \nMatthew J Oliver\, CPA\nMatthew J Oliver\, CPA\, PLLC\n(772) 486-0311 (C)       561-802-7362\nmatt.oliver@mjocpa.com \nServing small business and individuals’ tax planning\, compliance and business advisory needs. \n  \nMatt practices public accounting as owner of Matthew J\, Oliver CPA\, PLLC. With more than 10 years of experience in taxation\, he provides a wide-range of strategic consulting and compliance services to affluent and successful entrepreneurs and multi-generational families\, He stays informed of prevailing tax policy and is developing a highly scalable\, distributed service delivery model. \nAs a graduate of the University of Florida\, Matt started his career in the West Palm Beach area employed by two firms who have since been acquired by BDO USA\, LLP. He has spent the last six years employed by Caler\, Donten\, Levine\, Cohen\, Porter & Veil\, P.A.\, identified as a top 300 accounting firm by Inside Public Accounting\, There he championed engagements for a few major clients of the firms’ multi-family office operations\, He holds expertise in the following disciplines: \n\nAcquisition\, development\, and disposition of real estate holdings\,\nTax planning for closely-held corporations and partnerships\,\nComplex\, income tax\, estate and gift tax\, and financial planning for ultra-high­ net-worth individuals and multi-generational families\,\nAlternative investment structuring and tax compliance\,\n\nHow to Calculate Provisional Taxes on Social Security \nWhat is Provisional Income for Social Security \nHow to Calculate Provisional Income \nWhen is an Individual Eligible for Provisional Payments \nWhen is an Individual NOT Eligible for Provisional Payments Policy on Provisional Payment \nStart and End Dates Medicaid \nSuspension/Terminating Events Procedure on Provisional Payment \nInitiating Provisional \nAdjusting/Terminating Provisional Payments How are the Social Security Benefits Taxed \nWhat is maximum Social Security Tax in 2021 Strategies to Reduce Taxes on Social Security \n\nRegister HERE                 (2 steps if non-member)          Pay HERE (non NAIFA member)\nTime:\n8:30 am – login/networking\n9:00 am -Provisional Taxes\n10:00 am-Meeting Ends \nCost:\n$10 – Non NAIFA member \nNAIFA member …...\nVoluntary donation appreciated to help defer cost of event.\nClick on Pay Now non-member link. Thank you \nCheck payable:\nNAIFA- Palm Beaches\n1217 Lake Geneva Dr\nLake Worth\, FL 33461\n561-588-5444\nnaifa-palmbeaches@att.net \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-palm-beaches-how-to-calculate-provisional-taxes-on-social-security/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Networking,Open to Members & Non-Members,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T140000
DTEND;TZID=America/New_York:20210519T150000
DTSTAMP:20260406T155431
CREATED:20210503T195017Z
LAST-MODIFIED:20210503T195152Z
UID:29889-1621432800-1621436400@studymanuals.naifa-florida.org
SUMMARY:How to be the Mayor of Your Financial Town
DESCRIPTION:  \nR.J. Kelly\, CLU\, ChFC\, IAR\, CAP\, RICP\, MSFS\, AEP\, CEPA\nWealth Legacy Group\nFounder and Chief Visionary Officer\nStephen Kagawa\nThe Pacific Bridge Companies\nCEO\nWednesday\, May 19th\n2 pm eastern\n\nThis online event is for any agent or advisor who is seeking to leverage their relationships within their circles to achieve greater ROI. \nOur prospecting experts will provide you with examples and tactics that you can implement immediately to put you in your own Mayors’ seat. \n\nCLICK HERE FOR MORE INFORMATION \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/how-to-be-the-mayor-of-your-financial-town/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T110000
DTEND;TZID=America/New_York:20210519T120000
DTSTAMP:20260406T155431
CREATED:20210504T171810Z
LAST-MODIFIED:20210504T172142Z
UID:29911-1621422000-1621425600@studymanuals.naifa-florida.org
SUMMARY:NAIFA-Miami Dade CE- “Social Security: The Choice of a Lifetime”
DESCRIPTION:SPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS!\nPresented by Nationwide\n“Social Security: The Choice of a Lifetime” \nWednesday\, May 19\, 2021 \n11:00 AM – 12:00 PM EDT \n1-hour of FL state insurance and/or CFP\, PACE\, CIMA and CPE credit \nHosted by: David Smitherman \nInstructed by: Tim O’Mara \nThe decision on when and how to file for Social Security is one of the most important financial decisions clients make in their lifetimes. Social Security is also one of the most complex decisions clients face. Clients expect their financial advisors to help them with guidance on making their Social Security decisions. To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions. \nNO CHARGE FOR NAIFA MIAMI DADE MEMBERS! \nTo receive CE credit: \nRegister at least 24-hours prior using your license and national producer number \nLog in at least 10 minutes prior to the start time as late arrivals cannot receive credit \nActively attend the entire event for the full hour \n\nCLICK HERE FOR COMPLETE DETAILS AND REGISTRATION!
URL:https://studymanuals.naifa-florida.org/event/naifa-miami-dade-ce-social-security-the-choice-of-a-lifetime/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Virtual
ORGANIZER;CN="NAIFA-Miami Dade":MAILTO:naifamiamidadeinfo@gmail.com
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T103000
DTEND;TZID=America/New_York:20210519T180000
DTSTAMP:20260406T155431
CREATED:20210503T195643Z
LAST-MODIFIED:20210503T195643Z
UID:29892-1621420200-1621447200@studymanuals.naifa-florida.org
SUMMARY:The Rebuilding American Retirement Summit
DESCRIPTION:      \nSuzanne Carawan\nNAIFA\nV.P.\, Marketing & Communications\nBrock Jolly\, CFP\, CLU\, LACP\, ChFC\, CLTC\, CASL\, RICP\nVeritas Financial\nNAIFA Treasurer\nChristopher S. Barnthouse\, MBA\, CLTC\nCheryl Canzanella\, LUTCF\, CLU\, ChNSC\n\nWednesday\, May 19th\n10:30 AM – 6:00 PM EASTERN\n\nNAIFA is a proud to support Fairway in their first financial advisor summit. The day will be filled with industry experts sharing their insights on how to improve how retirement is done in America!  There is no cost to participate in this event featuring some of today’s top retirement experts. \nBe sure to catch NAIFA’s session\, “Hidden Threats to a Secure Retirement” from 4-4:45 pm eastern.  A solid retirement plan can be completely thrown off track if a single generational viewpoint is used. A multigenerational planner is always looking to ensure clients have adequately included their children and their parents in the plan to build in real life and mitigate risk. Three hidden risks to a secure retirement include special needs children\, college planning\, and limited\, extended and long term care needs. Hear from a panel of experts as to the risks and how to partner with experts to handle the complexity of needs in a multigenerational financial retirement plan. \n\nMORE \n \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/the-rebuilding-american-retirement-summit/
CATEGORIES:Conference,Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210519T090000
DTEND;TZID=America/New_York:20210519T111500
DTSTAMP:20260406T155431
CREATED:20210323T141958Z
LAST-MODIFIED:20210505T193959Z
UID:29312-1621414800-1621422900@studymanuals.naifa-florida.org
SUMMARY:Legislative Update on issues that affect you with our Lobbyist Tim Meenan followed by 1 hour CE on Disability Buysell
DESCRIPTION:NAIFA-Broward Virtual Meeting\nWednesday\, May 19th\, 2021\n9:00 am – 11:15 am\n \nOur May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative Events and the many issues that affect us\, with guest Rep. Dan Daley and another legislator\, with time for questions. Immediately followed by 1-Hour Disability Insurance CE Class\, moderated by Michele Friedlander\, RHU\, REBC: \nDI Buy Sell Agreement & Funding \nCourse # Florida 113962\, Offering ID # 1142469 \n\nCLICK FOR MORE ABOUT: \nTIM MEENAN  ~  REP. DAN DALEY  ~  MICHELE FRIEDLANDER \nFREE for Members\, $10.00 for Non-Members. \nZoom link / invite will be sent before the meeting.  \n \nCLICK HERE TO REGISTER TODAY! \nFor more information\, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-broward-virtual-meeting-3/
LOCATION:ZOOM
CATEGORIES:Chapter Event,Continuing Education,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Broward":MAILTO:admin@naifa-broward.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210518T140000
DTEND;TZID=America/New_York:20210518T150000
DTSTAMP:20260406T155431
CREATED:20210503T194555Z
LAST-MODIFIED:20210503T194555Z
UID:29887-1621346400-1621350000@studymanuals.naifa-florida.org
SUMMARY:Tax Trends: Eight New Proposals Advisors Shouldn’t Ignore
DESCRIPTION:Judi Carsrud\nNAIFA\nAVP\, Government Relations\nMaeghan Gale\nNAIFA\nPolicy Director\n\nTuesday\, May 18th\n2 pm eastern\n\nIn this 1 hour webinar\, NAIFA’s AVP of Government Relations\, Judi Carsrud\, and NAIFA’s Policy Director\, Maeghan Gale\, explore eight of the most significant tax proposals facing advisors and their clients. \n\nMORE \n  \nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/tax-trends-eight-new-proposals-advisors-shouldnt-ignore/
LOCATION:ZOOM
CATEGORIES:Legislative Event,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210514T140000
DTEND;TZID=America/New_York:20210514T150000
DTSTAMP:20260406T155431
CREATED:20210106T164242Z
LAST-MODIFIED:20210106T170131Z
UID:28082-1621000800-1621004400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Chapter Services - Membership Chairs Meeting
DESCRIPTION:Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details.  \n If you are not a Membership Chair\, and are interested in attending\, please email leadership@naifa.org.
URL:https://studymanuals.naifa-florida.org/event/naifa-chapter-services-chapter-leaders-meeting-4/
LOCATION:ZOOM
CATEGORIES:Conference Call,Membership,Monthly Leader Webinar,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210513T130000
DTEND;TZID=America/New_York:20210513T140000
DTSTAMP:20260406T155431
CREATED:20210504T155517Z
LAST-MODIFIED:20210504T155517Z
UID:29904-1620910800-1620914400@studymanuals.naifa-florida.org
SUMMARY:Advisor Ambassador Program
DESCRIPTION:At NAIFA\, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. \nThat’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with NAIFA membership. \nRegister for the class and access our video archive featuring our NAIFA Advisor Ambassadors. After hearing some of their advice and industry insight\, join us for a live discussion after each session and hear from the Ambassadors themselves! \n  \nNew Program in 2021\nOur 2021 offerings will feature 2 live sessions with access to watch any of our archived sessions as well.\n \nMay 13\nMay 27
URL:https://studymanuals.naifa-florida.org/event/advisor-ambassador-program-8/
LOCATION:ZOOM
CATEGORIES:Advisor Ambassador Program,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210512T140000
DTEND;TZID=America/New_York:20210512T150000
DTSTAMP:20260406T155431
CREATED:20210106T192426Z
LAST-MODIFIED:20210412T182012Z
UID:28125-1620828000-1620831600@studymanuals.naifa-florida.org
SUMMARY:Members Only: NAIFA Live - How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time
DESCRIPTION:NAIFA Live\nHow to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time\nWednesday\, May 12th | 2 pm eastern\nBeing able to market effectively online is a simple but different process that hinges on credibility\, shifts\, and simple structure that Terrance will cover in this presentation\, giving advisors the steps to have a recession- and pandemic-proof process to be happier\, healthier\, and more successful. \n 
URL:https://studymanuals.naifa-florida.org/event/naifa-live-5/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210511T140000
DTEND;TZID=America/New_York:20210511T150000
DTSTAMP:20260406T155431
CREATED:20210503T193207Z
LAST-MODIFIED:20210503T193207Z
UID:29885-1620741600-1620745200@studymanuals.naifa-florida.org
SUMMARY:Q2 State of NAIFA
DESCRIPTION:Tom Michel\nNAIFA National\, President\nKevin Mayeux\nNAIFA National\, CEO\nDiane Boyle\nNAIFA National\, SVP Government Relations\nTuesday\, May 11th\n2 pm eastern \n\nJoin us for our Q2 “State of NAIFA” of 2021 webinar.
URL:https://studymanuals.naifa-florida.org/event/q2-state-of-naifa/
LOCATION:ZOOM
CATEGORIES:Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210506T140000
DTEND;TZID=America/New_York:20210506T150000
DTSTAMP:20260406T155431
CREATED:20210503T182134Z
LAST-MODIFIED:20210504T152008Z
UID:29883-1620309600-1620313200@studymanuals.naifa-florida.org
SUMMARY:Cracking the Complexity of the Coverage Gap: The Art of Conversation Complexity of the Coverage Gap
DESCRIPTION:Aprilyn Chavez Geissler\, LACP\nGateway Insurance Group\, Inc.\nFirst Executive V.P.  \nBrian H. Ashe\, CLU\, LACP\nEquitable Advisors\nFinancial Professional\nMarcus T. Henderson\, Sr.\, RFP\, AIF\, MRFC\nHenderson Financial Group\, Inc.\nPresident/Chief Executive Officer\n\nThursday\, May 6th\n2 pm eastern\n\nThis is the third virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients. NAIFA contributes this webinar as a collaborative effort to close the coverage gap that is part of the Help Protect Our Families campaign. \nIn this session\, attendees will be able to discuss the importance of educating and engaging clients in the discussion\, discover the “three A’s” of active listening and review how to have courageous conversations immediately followed by interactive breakout sessions by practice focus area that provide a deeper dive into the topics discussed in the main room. \n\n \n  \n\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/cracking-the-cracking-the-complexity-of-the-coverage-gap-the-art-of-conversation-complexity-of-the-coverage-gap-the-art-of-conversation/
LOCATION:ZOOM
CATEGORIES:Talent Development Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210505T140000
DTEND;TZID=America/New_York:20210505T150000
DTSTAMP:20260406T155431
CREATED:20210315T135313Z
LAST-MODIFIED:20210315T135313Z
UID:29213-1620223200-1620226800@studymanuals.naifa-florida.org
SUMMARY:Tax Planning with Home Equity
DESCRIPTION:Tax Planning with Home Equity\nHarlan Accola\, CRMP\nFairway Independent Mortgage Corporation\nNational Reverse Mortgage Director\nMay 5\, 2021\n2 pm eastern \n\nJoin industry leader\, Harlan Accola\, CRMP\,  for this one-hour discussion on tax planning with home equity. \n\nMORE\nThe webinar is brought to you by
URL:https://studymanuals.naifa-florida.org/event/tax-planning-with-home-equity/
LOCATION:ZOOM
CATEGORIES:Business Performance Center,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210504T110000
DTEND;TZID=America/New_York:20210504T120000
DTSTAMP:20260406T155431
CREATED:20210415T161601Z
LAST-MODIFIED:20210419T160443Z
UID:29635-1620126000-1620129600@studymanuals.naifa-florida.org
SUMMARY:Continuing Education: Health Insurance: The Federal No-Surprise Act
DESCRIPTION:“Health Insurance: The Federal No-Surprise Act — Webinar” (CE – 1 Hour – Health)\nTuesday\, May 4 – 11:00 a.m. to Noon\, ET\n \nby Craig Rodrigue \nBig changes are coming in the world of health insurance! This one-hour course reviews recent changes to health insurance\, health care\, and subsidies as a result of passage of the 2021 Federal Stimulus Package. Also includes ten changes in the industry as a result of executive orders. Changes reviewed include: new mandates\, hospital transparency\, and certain mandatory commission disclosures. Advisors and consumers need to be aware of all of these changes\, which are effective 1/1/22. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for health licensees. Intermediate level. Florida DFS Course #117339\, Offering 1142037. Provider #654\, NAIFA-Florida.)   \nMembers: No charge    \nNon-Members:  $15 \nTo register\, click here:https://naifacf.wufoo.com/forms/z1pvg56j0sxfgej/
URL:https://studymanuals.naifa-florida.org/event/continuing-education-health-insurance-the-federal-no-surprise-act/
LOCATION:ZOOM
CATEGORIES:Continuing Education,New Members,Non-Members,Open to Members & Non-Members,Virtual
ORGANIZER;CN="NAIFA-Florida":MAILTO:admin@naifa-florida.org
END:VEVENT
END:VCALENDAR