Miami Dade Affiliate Call
We’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…
10 events found.
Events
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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…
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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…
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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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Webinar: Buy-Sell Planning after Connelly
ZOOMBuy-Sell Planning after Connelly TUESDAY, JULY 16, 2024 12 PM EASTERN The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more…
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Pension Risk Transfer: Open the Door to New Client Opportunities
ZOOMWEDNESDAY, JULY 17, 2024 12 PM EASTERN Financial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a…
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Ocala 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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NAIFA-Broward Legislative Meeting
Colony West Golf Club 6850 NW 88th Ave, Tamarac, FLThe Future of Property Insurance in Florida Tim Meenan, P.A. NAIFA-Florida Lobbyist Thursday, July 18th, 2024 11:00 am The View at Colony West Golf & Country Club Conference Room…
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Members Only – NAIFA Live: Fintech, AI, and the Future of Insurance
ZOOMTHURSDAY, JULY 18, 2024 12 PM EASTERN Artificial Intelligence and its potential impact has been compared to that of the printing press and electricity. What impact does AI truly have…
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Webinar – NYS DFS Provides Guidance Doc to Comply with Cybersecurity Compliance Requirements
ZOOMNAIFA-New York invites all NAIFA-Florida dual licensed members to attend this very important webinar! JULY 22, 2024 10:00 - 11:00 AM EST In follow-up to the NAIFA-New York webinar held…