National Association of Insurance and Financial Advisors-Florida
September 12th 12:00 pm eastern Join us for a Town Hall meeting to discuss the pending merger of NAIFA, the Society of FSP, and Life Happens. Appearing to report on the merger and answer questions will be: Bryon Holz, NAIFA President Tom Cothron, NAIFA President-Elect Lawrence Holzberg, NAIFA Immediate Past President Brock Jolly, NAIFA Treasurer…
September 14th 3:00 pm eastern Join us for a Town Hall meeting to discuss the pending merger of NAIFA, the Society of FSP, and Life Happens. Appearing to report on the merger and answer questions will be: Bryon Holz, NAIFA President Tom Cothron, NAIFA President-Elect Lawrence Holzberg, NAIFA Immediate Past President Brock Jolly, NAIFA Treasurer…
“2023 Law and Ethics Update for Life and Health Advisors – Webinar” (on Zoom) Wednesday, September 20, 2023 – 10:00 AM to 2:00 PM ET Instructor: Matthew Campbell COURSE INFORMATION This 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of…
Joey Davenport President and Co-Founder of Hoopis Performance Network September 21, 2023 2:00 PM EST September's NAIFA Live is exclusive to NAIFA members to give them an opportunity to hear from Joey Davenport about practicing professional and personal growth and how to achieve unimaginable success. Joey will be focusing on empowering financial professionals to become…
September 28, 2023 12-3 pm eastern NAIFA and the Society of FSP bring you this webinar on the provisions of the Tax Cuts and Jobs Act of 2017 (TCJA) that sunset at the end of 2025. The panel will examine the planning opportunities these changes present and also explore the best ways to talk to…
TUESDAY, OCTOBER 3, 2023 12 PM EASTERN Join us for the Q4 "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…
"A Conversation with Tim Meenan” – Oct. 10 on Zoom Grab your favorite afternoon beverage and join us on Zoom for “A Conversation with Tim Meenan” – Tuesday, Oct. 10 at 4:00 p.m. ET. Hosted by NAIFA-Florida’s Advocacy Committee, this one-hour event will feature an update from Tim on several legislative and regulatory issues important…
NAIFA Membership Vote October 12th 12:00 pm eastern Are you ready to be a part of history? NAIFA agent & advisor members in good standing, have the right to exercise their vote to approve the recommendation of the Board of Trustees that NAIFA and the Society of Financial Service Professionals merge together to operate as…
David O'Malley President & CEO | Penn Mutual Howard Sharfman Senior Managing Director | NFP Solutions October 19, 2023 2 pm eastern This month's NAIFA Live features a discussion between David O'Malley, Penn Mutual's President and CEO, and Howard Sharfman, Senior Managing Director at NFP Solutions, on the 2024 industry outlook. O'Malley, ascending to CEO…
IUL for Business Owners as an Edge in a Competitive Employee Marketplace Jordan Skog, J.D., CLU, ChFC, CFP Allianz https://at.naifa.org/leveragingiul October 27th 12:00 pm eastern According to recent survey data, business owners are continuing to face challenges with successfully transitioning their small- and mid-size businesses, and also with attracting, retaining, and motivating the key employees…