Northwest Florida Affiliate Call
ZOOMWe’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…
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Latest Past Events
Members Only – Coaches Circle with Dan Finley: Attracting Referrals
ZOOMThursday, July 11, 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…
Ambiguities in Per Capita Distributions: Navigating Complexities in Estate Planning & Life Insurance
ZOOMTHURSDAY, JULY 11, 2024 12:00 PM EASTERN Per stirpes and per capita options are commonly used by clients planning multigenerational assets transfers, including both probate and nonprobate assets. This article…