• A Conversation with Tim Meenan – Zoom Advocacy Update

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    "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

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    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…

  • Members Only: NAIFA Live-Looking Forward to 2024: A CEO Perspective

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    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…

  • NAIFA-Broward- NAIFA Live Watch Party

    1847 Financial 1 North Federal Highway, Suite 201, Boca Raton, FL

    . Join us on October 19, 2023, at 2 PM Eastern for an exclusive NAIFA Live event featuring David O'Malley, President and CEO of Penn Mutual, and Howard Sharfman, Senior Managing Director at NFP Solutions. In this session, moderated by Howard, David will share his CEO perspective on the industry outlook for 2024.   About…

  • Tampa Bay Lightning Game and Tailgate

    Thunderzone at Amalie Arena 401 Channelside Drive, Tampa, FL

    October 19, 2023 Doors Open at 6:00 pm Game 7:00 pm ~ 9:30 pm Join your fellow NAIFA-Tampa Bay members for Tailgating in the Thunderzone prior to the Lightning Game on October 19th! Network with fellow NAIFA Members and watch the Tampa Bay Lightning take on the Vancouver Canucks. Members: $30.00 | Non-Members: $50.00 *…

  • Apex East

    NAIFA Headquarters Building 1000 Wilson Blvd, Arlington, VA

    October 24, 2023 Launched in 2022, NAIFA's Apex conference is designed to be a pure-play sales summit for producers and those in the financial services industry. The Apex design brings together producers with other industry professionals in estate planning law, accounting, technology, performance coaching, wellness, and more to create a dynamic event to take you…

  • NAIFA NE FL Luncheon – Legislative Updates

    Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd., Jacksonville, FL

    October 26, 2023 11:30AM - 1:30PM Dan Olson is a Government Consultant responsible for lobbying the executive and legislative branches on behalf of the Firm’s clients. Dan served fifteen years in Florida’s executive agencies, working in multiple high-profile leadership roles, and three Governor’s administrations. He has extensive experience in Florida’s heavily regulated industries, including alcohol, gaming, tourism, and tobacco.…

  • NAIFA-Central FL Luncheon

    Dubsdread Golf Course 549 W Par Street, Orlando, FL

    NAIFA Central Florida Invites You To Join Us for the October monthly luncheon. SPEAKER Bryon A. Holz, CLU, ChFC, CASL, LUTCF NAIFA National President TOPIC The State Of NAIFA MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, October 26, 2023 Dubsdread Event Center 549 W. Par Street Orlando, FL Cost: Member of NAIFA  In Person …

  • Webinar – IUL for Business Owners as an Edge in a Competitive Employee Marketplace

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    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…

  • Don’t Be Scared of Long-Term Care

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    October 31, 2023 12-3 PM EASTERN We're kicking off Long-Term Care Awareness Month a day early. NAIFA's Limited & Extended Care Planning (LECP) Center is holding a free virtual program of interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena. Top members of the LECP Center and Advisory…