National Association of Insurance and Financial Advisors-Florida
NAIFA Central Florida Invites You To Join Us At Hour Glass Brewing for a Pop Up Social. NAIFA/CF has formed a Meet Up Group and our second Pop Up Social June 8th. If you missed the first Pop Up, you definitely want to make it to this one. Who: All of us + significant others and…
Mark Massey Vice President SMA Services, Inc. Monte Harrick Managing Director, Los Angeles Office Fulcrum Partners Sam Robert Vice President - Retirement Fulcrum Partners Troy Branch, JD, CLU, ChFC 2nd Vice President, Advanced Solutions & Design Ameritas June 9th, 2022 1 PM MST NAIFA-FSP is proud to announce the return of the in-person Advanced…
A Professional Association of Insurance and Financial Advisors FIRST STEPS, LAST STEPS: LTC SOLUTIONS CE Hybrid meeting (in-person and via zoom ) on June 15th, 2022 Course Authority: CE0240 Course Description: This one-hour continuing education course provides a practical overview of long-term care solutions for health insurance agents. Topics include types of care, the odds…
Premium Financing-Revealing the Secrets of This Powerful Wealth Protection Tool Anthony S. Martinelli, CLU, CBEC Wealth Advisor Co-Founder Bob Bagonis Trivitum Private Wealth Strategies, LLC Founding Partner Thursday, June 16th 2 pm eastern Your high net-worth clients and business owners rely on you. Have you considered incorporating premium financing into your estate planning services?…
NAIFA Central Florida Invites You To Join Us for the June monthly luncheon. We will offer a panel discussion on Disability. Our featured speakers are Bob Herman, CLU of Principal Financial Group and Chad Ourso of Asteya World as well as two members of NAIFA-Central Florida who will "tell their story" of disability situations with clients.…
Join us at Terra Gaucha Brazilian Steakhouse Chapter Meeting Thursday June 23 The Dorothy L. Huckill Financial Literacy Act Shannon Italia, MBA Junior Achievement Of North Florida President Join NAIFA members and their guest as we review the details of SB 1054“Financial Literacy Instruction in Public Schools”, passed the Florida Senate and House unanimously. …
Thursday Event — POSTPONED We regret to inform you that the IFAPAC Trivia & Happy Hour Event at Wild Rover Brewing Co. on Thursday, June 23rd has been postponed. We will be announcing a new date for the event soon and look forward to having each of our NAIFA Tampa joining us for this fundraiser…
The NAIFA-Florida office will be closed in observation of Independence Day.
Are you looking for great ideas, new ways to sell, or new ways to work smarter that will help grow your business? Then the NAIFA-Florida Financial Advisors Sales Symposium is for you! Mark your calendar and join us July 14-15, 2022 at the Reunion Resort, Orlando. Conference Highlights: World Class Keynote Speakers—Check back for the…
Luke Acree President, ReminderMedia THURSDAY, JULY 14 1 PM EASTERN Why is client relationship marketing important? Learn how to avoid the cycle of chasing new clients from ReminderMedia President and Advisor Today contributor Luke Acree. This webinar will help you: Discover how top companies create raving fans Learn what type of content to send to…