NAIFA-Florida

NAIFA/CF December 15, 2022 Luncheon Meeting
2022-12-15 11:30 - 13:00 (America/New_York) | The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL, 32789
NOTE THE REVISED DATE AND LOCATION FOR THE DECEMBER MEETING ONLY!
NAIFA Central Florida Monthly Meeting
December is always a fun meeting. This is when we raffle items to raise funds for The Russell Home For Atypical Children
But we had to change the date and the location because Dubsdread has some high minimums for Food & Beverage for all December meetings. So we will be at The Azalea Lodge at Mead Gardens, 1300 S Denning Dr, Winter Park, FL 32789.
Here is a link to Google map:
https://www.google.com/maps/dir//Mead+Botanical+Garden,+1300+S+Denning+Dr,+Winter+Park,+FL+32789/@28.5781692,-81.3735103,14z/data=!4m9!4m8!1m0!1m5!1m1!1s0x88e7700a7a610ef9:0x7d6c949fb27cded4!2m2!1d-81.3582944!2d28.5842464!3e0
MEETING INFORMATION
Topic: The Russell Home Raffle
11:30 am – 1:00 pm on Tuesday, December 15. 2022
The Azalea Lodge At Mead Gardens
1300 S Denning Dr, Winter Park, FL 32789
The Russell Home
The Russell Home was the first non-profit institution in the country for brain-damaged children. Today you would find quietly hanging in the home a dusty occupational license dated Nov. 13, 1951, when Mrs. Russell opened her home to the first child to “see if it would work out.” Since then, the home has opened its doors to hundreds of youngsters, sometimes after hearing pleas from desperate parents, and in more than one instance, finding them just left on the doorstep.
The physical home consists of a nursery, dormitory wing, playrooms, living room areas, kitchen and large laundry room. The nursery, done up in bright colors with many posters and stuffed animals, is cheerful for the children. However, if your are ever fortunate enough to visit, bring plenty of tissue as you will find before the end of your visit you will not have a dry eye. The love that is in this home, expressed through the eyes, sounds, and smiles from the children will make you count your blessings for the simple things in life.
The Russell Home is also a proud member of the Florida Association of Christian Child Caring Agencies. For more information on this organization, please go to https://russellhome.org/#:~:text=The%20Russell%20Home%20for%20Atypical,%EE%80%B0
NEEDS LIST
The Russell Home always needs supplies for their facilities. Please review this list and bring some items to the meeting. We will collect them and get them delivered to The Russell Home after the meeting.
https://russellhome.org/wp-content/uploads/2022/07/Needs-list-7-2-22.pdf
PLEASE BRING ITEMS TO THE MEETING THAT WE CAN RAFFLE OFF!!!
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

Webinar- 4 Life Insurance Opportunities You May Have Missed
2022-12-08 14:00 - 15:00 | ZOOM
4 Life Insurance Opportunities You May Have Missed
Ryan Mattern, Modern Life
Brandon Parry, Modern Life
Thursday, December 8
2 pm eastern

While many advisors are well-equipped to help their clients evaluate their life insurance needs, some scenarios may call for outside-of-the-box solutions.
Life insurance experts Ryan Mattern and Brandon Parry will walk attendees through four conversations where life insurance is commonly overlooked but can still play an important role in helping advisors secure their clients’ futures.
Attendees will get a hands-on lesson on how they can help their clients today – from business owners to high-net-worth individuals – using life insurance strategies.

This webinar is brought to you by

NAIFA-Broward Fundraiser for JAFCO
2022-12-07 18:00 - 21:00 | American Social – Las Olas, 721 E Las Olas Blvd, Fort Lauderdale, FL
ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED
American Social – Las Olas
721 E Las Olas Blvd
Fort Lauderdale, FL
Join us for Happy Hour!

NAIFA-Florida Virtual Board Installation and Awards Ceremony
2022-12-06 16:00 - 17:00 | ZOOM
All NAIFA-Florida members are invited to attend the association’s virtual installation of the 2023 Board of Directors and Annual Awards Ceremony, Tuesday, Dec. 6 at 4:00 p.m. ET. These events are very important to the life of the association and it’s a time of celebration not only of our new leaders, but it’s also a time of well-deserved recognition of our award winners for 2022.
Past NAIFA-Tampa Bay President Jeff Chernoff, MS, LUTCF, LACP will serve as NAIF-Florida President in 2023 and lead the Board as it carries out the association’s Mission next year. Congratulations to Maureen Kirschhofer, CLU, ChFC who will be President-Elect, and Cheryl Canzanella-Lewis who will serve as Vice President.
The Installation part of the program will be conducted by NAIFA-Florida’s own Bryon Holz, CLU, ChFC, LUTCF, LACP who will be President of NAIFA in 2023. During the Annual Awards Ceremony, the association’s top award winners will be honored. Again, this is a time to celebrate the association and we encourage all members (and non-members) to attend. The event will last approximately one hour and is open to all. Please join us!! Here is the Zoom link:
Topic: Board Installation and Awards
Time: Dec 6, 2022 04:00 PM Eastern Time (US and Canada)

Registration not required! Simply join the zoom link below on December 6 at 4:00 PM.

Join Zoom Meeting
https://us02web.zoom.us/j/9351425169

Meeting ID: 935 142 5169
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Meeting ID: 935 142 5169

Jeff Chernoff, 2023 NAIFA-Florida President

NAIFA Tampa Bay November-Planning for LTC
2022-11-30 11:30 - 13:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
NAIFA Tampa Bay November Luncheon

Planning for LTC w/ Carroll Golden
Planning for LTC
Hosted by Carroll Golden
November is Long Term Care Awareness Month!
Join NAIFA Tampa Bay Wednesday, November 30th as we welcome Carroll Golden to discuss Long Term Care.

Presented By: Carroll Golden

Proudly Sponsored By:
Chris Bruser
Mutual of Omaha Reverse Mortgage
Visit his Website Here

Wednesday, November 30, 2022
11:30 AM – 1:00 PM
Brio Italian Grill, 2223 N Westshore Blvd, Tampa, FL 33607
Registration
GUEST – $30.00
MEMBER – $20.00

Holiday Office Closure
2022-11-23 - 2022-11-25 | FL
The NAIFA-Florida office will close at noon on Wednesday, Nov. 23 and remain closed until Monday, Nov. 28th in observation of Thanksgiving.

2022-11-17 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
PROTECTING VULNERABLE ADULTS
A presentation by William A. O’Leary, JD, LL.M (Tax) Attorney

Attendees will learn facts about:
Freezing Assets by Advisors
Determining Legal Capacity
Determining Undue Influence
Power of Attorneys vs. Trust – Which is Better

LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, November 14th.
No refunds for cancellations less than 48 hours prior to the event.

NAIFA/CF November Luncheon
2022-11-17 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the November monthly luncheon.
Note the meeting is one week early due to the Thanksgiving holiday.
PRESENTATION: How A Survivorship Standby Trust Allows For Control and Flexibility During A Client’s Lifetime
Jason Graham, MBA, LACP
Columbus Life Insurance Company
Regional Vice President, Florida
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, November 17, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

Study Group Meeting
2022-11-16 18:00 - 20:00 | Anthony’s Coal Fired Pizza & Wings, 512 North Pine Island Road, Plantation, FL, 33324
STUDY GROUP MEETING
November 16th, 2022 @ 6:00PM
Unique case study of various topics of insurance lines of
business presented in open format and group learning.
$10 member/ $15 non-member
ALL THE PIZZA YOU CAN EAT!
TOPIC:
New and Growing Business Challenges

Date:
Wednesday, November 16, 2022

Time:
6:00 PM

Location:
Anthony’s Coal Fired Pizza & Wings
512 North Pine Island Road
Plantation, FL 33324
Yoni Markoff, PA
Biography
Register Here:
Member Registration
Non-Member Registration

National Leadership Conference
2022-11-13 - 2022-11-15 | Omni Shoreham, 2500 Calvert Street NW, Washington DC, 20008
We Look Forward to Celebrating Together
The National Leadership Conference is NAIFA’s annual business meeting, volunteer leadership training conference, and membership awards event to recognize the best of the best within NAIFA Nation.
The purpose of the National Leadership Conference is to optimize how we work together so that we are the number one association in the United States for financial services professionals
November 13-15, 2022
Omni Shoreham
2500 Calvert Street, NW
Washington, D.C..
The common theme for the National Leadership Conference sessions is to expand our brand. Whether you are the incoming President, the Grassroots or PAC Chair, or the Membership Chair—all of our roles need to have brand amplification at the heart of how you will lead.
There’s only one way we can do this and that is together. By moving as one NAIFA we can take on the legislative and political challenges that are coming our way, as well as show how powerful we are in our ability to rapidly mobilize at the state and federal levels.

Holiday Office Closure
2022-11-11 | FL
The NAIFA-Florida office will be closed in observation of Veteran’s Day.

Gainesville Members Pop-Up Social, Nov. 10, Harry’s Seafood Bar-Grill
2022-11-10 17:00 - 19:00 | Harry’s Seafood Bar and Grill, 110 SE 1st St, Gainesville, FL, 32601
IMPORTANT UPDATE

TO: NAIFA Members in Gainesville / Alachua County area
FROM: NAIFA-Florida CEO Tom Ashley

Unfortunately, due to the likelihood of Hurricane Nicole causing havoc by Thursday evening, we’re going to have to cancel our scheduled Pop-Up Social which was to be at Harry’s Seafood Bar and
Grill (110 SE 1st Street) in Gainesville ….
We promise to reschedule & will send you another notice when we have a new date …. Thanks for your understanding & please stay safe!!

Tom Ashley, CEO
NAIFA-Florida

Join your fellow NAIFA members from the Gainesville region for a very informal time of networking and drinks at Harry’s Seafood Bar and Grill – on Thursday, Nov. 10 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!

WHEN: Thursday, Nov. 10, 5:00 p.m.

WHERE: Harry’s Seafood Bar and Grill, 110 SE 1st St., Gainesville

QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sarasota -- Pop-Up Social
2022-11-09 17:00 - 18:00 | Glory Days Grill, 8253 Cooper Creek Blvd, Sarasota, FL, 34201
IMPORTANT UPDATE

TO: NAIFA Members in Gainesville / Alachua County area
FROM: NAIFA-Florida CEO Tom Ashley
Unfortunately, due to the likelihood of Hurricane Nicole causing havoc by Thursday evening, we’re going to have to cancel our scheduled Pop-Up Social which was to be at Harry’s Seafood Bar and
Grill (110 SE 1st Street) in Gainesville ….
We promise to reschedule & will send you another notice when we have a new date …. Thanks for your understanding & please stay safe!!

Tom Ashley, CEO
NAIFA-Florida

Join your fellow NAIFA members from the Sarasota region for a very informal time of networking and drinks at Glory Days Grill (Sarasota) on Wednesday, Nov. 9 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!

WHEN: Wednesday, Nov. 9, 5:00 p.m.
WHERE: Glory Days Grill, 8253 Cooper Creek Blvd., Sarasota (at University Pkwy. and I-75)
QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

Sponsored by:

New Port Richey: Pop-Up Social, Nov. 8, The Social
2022-11-08 17:00 - 19:00 | The Social, 5650 Main St, New Port Richey, FL, 34652
Join your fellow NAIFA members from the Pasco-Hernando area for a very informal time of networking and drinks at The Social (rooftop) in New Port Richey – on Tuesday, Nov. 8 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!

WHEN: Tuesday, Nov. 8, 5:00 p.m.

WHERE: The Social, 5650 Main St., New Port Richey

QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

See you there!!

Protecting Vulnerable Adults
2022-11-02 08:00 - 17:00 | FL
CHAPTER LUNCHEON & ANNUAL MEETING
November 17, 2022
11:30AM – 1:00PM

PROTECTING VULNERABLE ADULTS
A presentation by William A. O’Leary, JD, LL.M (Tax) Attorney
Attendees will learn facts about:
Freezing Assets by Advisors
Determining Legal Capacity
Determining Undue Influence
Power of Attorneys vs. Trust – Which is Better
LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, November 14th.

No refunds for cancellations less than 48 hours prior to the event.

Don't Be Scared of Long-Term Care
2022-10-31 09:00 - 17:00 | ZOOM
Monday, October 31
9 am to 5 pm eastern

We’re kicking off Long-Term Care Awareness Month early to take the opportunity of Halloween to get the message out that you don’t need to be scared of long-term care conversations!
NAIFA’s Limited & Extended Care Planning (LECP) Center is holding a free, day-long virtual program of interactive sessions from industry leaders who will address the scariest of topics in the long-term care arena.

NAIFA-Tampa Bay "Legacy of Hope" Golf Tournament
2022-10-28 | Bardmoor Golf Course, 8001 Cumberland Rd, Seminole, FL, 33777
34th Annual Golf Charity Classic

The Legacy of Hope Charity Golf Classic (formally Golf for Kids) is proud to partner with Folds of Honor as our newly chosen 501(c) (3) charity.
Our plan is to rotate annually between premier golf locations in both Pinellas and Hillsborough, while continuing to raise the bar for this newly transformed tournament. Join us for a fun day of golf and prizes to help support Folds of Honor and NAIFA Tampa Bay so we can continue to create legacies and inspire hope for families around the Bay.
They Fought for our Freedom. Now Play for their Legacy.
Friday, October 28th
7:00 AM – Registration, Continental Breakfast & Bloody Mary Bar
8:00 AM – Shotgun Start with Complimentary Beer, Water & Gatorade During Play
1:00 PM – Banquet Luncheon & Awards, including Military Tribute, Raffle Items & Silent Auction

Early Bird: Player $150
Early Bird: Foursome $550
Click HERE to Register

NAIFA/CF October Luncheon
2022-10-27 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the October monthly luncheon.
WELCOME BACK FROM THE SUMMER OFF FOR NAIFA/CENTRAL FLORIDA. We are so sorry Hurricane Ian caused us to cancel the September luncheon. Hopefully you made it through that storm with no damage.
October’s meeting is our legislative luncheon. We have invited several legislators and to-date we can confirm the attendance of:

Rachel Saunders Plakon, Candidate For Member of the
Florida House of Representatives – District 36 – Republican

Tim Meenan (or his number 1) from Meenan Law, Tallahassee
Lobbyist for NAIFA-FL

Representative David Smith, District 28, and Candidate for
Re-Election as a Member of the Florida House of Representatives – District 38 – Republican
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, October 27, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

NAIFA-Northeast FL Luncheon
2022-10-27 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
OUR NEXT LUNCHEON
IMPACTS of INCOME on HEALTH INSURANCE

Andrew Gardner

OCTOBER 27, 2022
11:30AM – 1:00PM
RSVP today and make plans to join us on October 27th.
LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, June 20th.

No refunds for cancellations less than 48 hours prior to the event.

The Reverse Mortgage Loan Helped Our Retirement Plan, and It Can Help Yours, Too!
2022-10-26 21:00 - 22:00 | ZOOM
Thursday, October 26
9 pm eastern

Hear from clients of Fairway Independent Mortgage Corporation that have closed on their own reverse mortgage and how it improved their retirement.

How to Grow Your Life Insurance Business by Adopting eCommerce Practices
2022-10-26 12:00 - 13:00 | ZOOM
John Boothman
Strategic Distribution & Partnerships at iLife Technologies

Thursday, October 26
12 pm eastern

Join this Digital Marketing and eCommerce webinar to explore the opportunities available to grow your Life Insurance business in the rapidly growing online marketing space.
Consumers buy an ever-increasing amount of products online – where does Life Insurance fit in? Agents can now participate in eCommerce! Learn how to create your own solution and own your digital space.

The Webinar is bought you by

Daytona Bch Members: Pop-Up Social, Oct. 20, Halifax Yacht Club
2022-10-20 17:00 - 19:00 | Halifax Yacht Club, 331 S. Beach St, Daytona Beach, Florida, 32114
Join your fellow NAIFA members from the Daytona Beach region for a very informal time of networking and drinks at the Halifax River Yacht Club – on Thursday, Oct. 20 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!

WHEN: Thursday, Oct. 20, 5:00 p.m.

WHERE: Halifax River Yacht Club, 331 S. Beach St., Daytona Beach

QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

See you there!!

Life Settlements: A Product and Industry Update
2022-10-18 12:00 - 13:00 | ZOOM
Ashleigh Hammad
Director of Sales

Scott Kirby
Managing Partner

Tuesday, October 18, 2022
12 PM EASTERN

In “Life Settlements: A Product Industry Update,” you will be guided through a market discussion of the latest pricing, underwriting, and submission trends in the Life Settlement industry, and how Advisors and their clients can benefit from Policy Valuations and Audit.

The Webinar is bought you by

Free Virtual 1-Hour CE – Estate Planning
2022-10-18 12:00 - 13:00 | ZOOM
NAIFA-Florida members are invited to participate in a virtual one-hour Florida DFS approved CE class – “Estate & Legacy Planning: How to Keep Your Family Out of Court” – on Tuesday, Oct. 18 at Noon ET.
You’re Going To Learn about…

How to prevent your minor kids from being taken by Child Protective Services if you never made it home.
How to protect your adult children’s inheritance from being taken in a divorce, lawsuit, or bankruptcy.
How to never let your family get trapped in court for years, paying thousands just to get the assets you left them.

Will vs. Trust – which one will your family need when something happens to you.

CE Instructor:
Elliott Feldman, esq. MBA
Estate Planning Attorney
Elliott Feldman Law Group

This CE Webinar Has Been
Approved By The Florida Department of Financial Services For:
1.0 hr. of CE 9900 – Generic Life/Health and Variable
(DFS COURSE ID #: 120047)

To register, go to: https://efeldmanlaw.live/florida

Data Diving: Understanding and Maximizing Your Most Important Asset
2022-10-13 12:00 - 13:00 | ZOOM
Gary Weber
Founder & CEO at AccuPoint Solutions
Thursday, October 13
12 pm eastern

Join NAIFA Business Performance Center partner AccuPoint Solutions for a data-driven demonstration. This webinar will discuss how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and data analytics efforts.

The webinar is brought to you by

Members ONLY: NAIFA Live
2022-10-13 08:00 - 17:00 | ZOOM
Winning Through Empathy Based Listening
Eric Maddox
Thursday, October 20
2 pm eastern

In 2003, Staff Sergeant and interrogator, Eric Maddox collected the intelligence which led to the exact location and capture of Saddam Hussein using his Empathy Based Listening technique.
Empathy Based Listening is one of the most powerful tools you will discover for business communication. When applied it will lead to deeper trust, understanding and connections in all your conversations.

2022 Law and Ethics Update for Life and Health Advisors – Webinar
2022-10-12 13:00 - 17:00 | ZOOM
4-Hour Life & Health – (Required) Law and Ethics

“2022 Law and Ethics Update for Life and Health Advisors – Webinar”

Wednesday, October 12, 2022 – 1:00 to 5:00 ET
(on Zoom)

Instructor:
Matt Campbell

COURSE INFORMATION
This 4-hour virtual (Zoom) course complies with the DFS requirement that all life and health insurance advisors are required to have
four hours (previously five hours) of continuing education on the subject of law and ethics in each two-year CE compliance period.

Course ID: 122941 ~ Course Offering: 1166783 ~ Hours – Four (4)
Course Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV

COST TO ATTEND
$30 – Members
$40 – Non-Members

REGISTRATION
Please note that as soon as you register, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link.

(REGISTER HERE)

Uncovering Mirror Loan Opportunities
2022-10-12 11:30 - 13:00 | FL
NAIFA Ocala is hosting a special Advanced Sales Concept presented by Prudential.
Topic: “Uncovering Mirrored Loan Opportunities”
Sponsored exclusively by The Rosenthal Agency
Date: Wed Oct 12th
Time: 11:30 AM -1:00 PM
Location: Molly Maguire’s
17 SW First Ave
Ocala, FL 34471
Cost: $25
RSVP: Kelli 352-361-1420
In person meeting only-not a virtual event.

Sponsored by:

Sarasota-area Members: Pop-Up Social, Nov. 9, Glory Days Grill
2022-10-12 08:00 - 17:00 | Glory Days Grill, 8253 Cooper Creek Blvd, Sarasota, FL, 34201
Join your fellow NAIFA members from the Sarasota region for a very informal time of networking and drinks at Glory Days Grill (Sarasota) on Wednesday, Nov. 9 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to bring one or more fellow advisors. Members and non-members alike are welcome!!

WHEN: Wednesday, Nov. 9, 5:00 p.m.

WHERE: Glory Days Grill, 8253 Cooper Creek Blvd., Sarasota (at University Pkwy. and I-75)

QUESTIONS? Contact Tom Ashley at tom.ashley@naifa-florida.org

See you there!!

Q4 State of NAIFA
2022-10-06 12:00 - 13:00 | ZOOM
Thursday, October 6
12 pm eastern

Join us for the Q4 State of NAIFA 2022 webinar featuring:

Larry Holzberg, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, 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 will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
