National Association of Insurance and Financial Advisors-Florida
Buy-Sell Planning after Connelly TUESDAY, JULY 16, 2024 12 PM EASTERN The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more than ever, effective buy-sell planning requires well-written legal documents, deep knowledge of income and estate tax implications, and practical experience with a wide range of…
WEDNESDAY, JULY 17, 2024 12 PM EASTERN Financial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a favorable basis. They also tell us their current marketing efforts produce an inconsistent flow of new clients. This creates concern for how they will grow…
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. To facilitate this discussion, NAIFA-Florida Leadership is hosting a series of Zoom…
THURSDAY, JULY 18, 2024 12 PM EASTERN Artificial Intelligence and its potential impact has been compared to that of the printing press and electricity. What impact does AI truly have on your business and your future? Join us for a fascinating and highly entertaining discussion with Kenneth Leibow, Founder and Chief Executive Officer at InsurTech…
NAIFA-New York invites all NAIFA-Florida dual licensed members to attend this very important webinar! JULY 22, 2024 10:00 - 11:00 AM EST In follow-up to the NAIFA-New York webinar held jointly with NYS DFS to educate NAIFA members on their cybersecurity compliance requirements, the DFS has issued a new “cheat sheet” document to guide independent…
Citizens Update Webinar – on July 24, 2024, 10:00 a.m. New Business Process & Underwriting Tips Servicing the Policy & Underwriting Tips Accounting Review & Reminders myAgency Renewals & Dashboards Zoom Register in advance for this meeting: After registering, you will receive a confirmation email containing information about…
Wednesday, July 24, 2024 2 pm eastern Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA's advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big…
Thursday, July 25, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. Login to the members portal to register for this Member’s Only…
FRIDAY, JULY 26, 2024 12 PM EASTERN Each month, members will discuss and review a featured book to help you grow personally and professionally. Lead from the Outside By: Stacey Abrams NAIFA Facilitator: Trish May Stacey Abrams argues that knowing your own passion is the key to success, regardless of the scale or target. From…
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members. To facilitate this discussion, NAIFA-Florida Leadership is hosting a series of Zoom…