NAIFA-Florida

Members Only: NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results.
2021-04-14 14:00 - 15:00 (America/New_York) | ZOOM
NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results.
Scott Welle
Outperform the Norm
#1 Best Selling Author and Founder
April 14, 2021
2 pm eastern

Today’s competition is brutal and numbers drive everything. The pressure to perform can be suffocating. What are you doing to stay ahead and keep from burning out? Join Scott Welle, #1 Best Selling Author and Founder of Outperform The Norm, as he shares the peak performance strategies used by high achievers and elite athletes to take your “game” to the next level.

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The webinar is brought to you by

2021 Intercompany Long Term Care Insurance Conference (ILTCI)
2021-04-12 08:00 - 17:00
2021 Intercompany Long Term Care Insurance Conference (ILTCI)
Tuesdays & Thursdays, April 13-29 | 12-4 pm eastern

If you are involved in the long term and extended care industry in any way you won’t want to miss this event! In these unprecedented times we need new and evolving plans more than ever. For our clients, for consumers, and for our industry.
Don’t miss NAIFA’s session! Tune in on April 27th at 12 pm eastern for NAIFA-Los Angeles President Glenn Crawford and NAIFA VP of Marketing & Communications Suzanne Carawan, presenting “Using Data to Enhance Sales and Secure Customer Relationships.” Carroll Golden, Executive Director of NAIFA’s Limited & Extended Care Planning Center, will moderate the session.

NAIFA Chapter Services - Membership Chairs Meeting
2021-04-09 14:00 - 15:00, 2021-03-12 14:00 - 15:00 | ZOOM
Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details.
If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org.

CE: Social Security & Medicare …. Understanding the Benefits Webinar
2021-04-01 08:30 - 10:30 | ZOOM
April 1, 2021
8:30 am to 10:30 am
Social Security & Medicare …. Understanding the Benefits Webinar
Instructor: Scott Rosen, LUTCF (Instructor ID: 739112)
Cost:FREE
Virtual
2 hrs FL Insurance CE, 2 hrs CPE, 2 hrs PACE
Florida: 92491 Florida Course Offering ID: 1140147
MassMutual Life Insurance Company Provider #84
RSVP Directly to Scott: ScottR@cfnsfl.com

Members Only: Women, Vulnerable in Retirement: Addressing their Needs with Housing Wealth
2021-03-31 14:00 - 15:00 | ZOOM
Shelley Giordano
Mutual of Omaha Mortgage
Director of Enterprise Integration
March 31, 2021
2 pm eastern

This session will focus on the us of the RM effect on women with relation to things like divorce, caregiving, income replacement, etc.
Registration:
In the members portal, under the Calendar heading, select Upcoming Events.

The webinar is brought to you by

NAIFA-Tampa Virtual Meeting - ACHIEVE YOUR GOALS FASTER...
2021-03-31 11:30 - 13:00 | ZOOM
ACHIEVE YOUR GOALS FASTER AND EASIER BY CREATING DAILY ROUTINES TO REPROGRAM YOUR MIND

It’s not just a number’s game, it’s an energetic game.
Join business and mindset coach, Ralph Mazzuoccolo as he shares his secret to winning the day and winning more business. Ralph started in the financial industry and then went on to build his own business and create a top performing sales team.
You will learn:

How to maximize the two most important times of your day.
How to turn your autopilot into intentional habits to become a top producer.
How your mind works and how to make it work for you.

“Monday was a prime example of how starting the day right can change everything. I ended up scheduling 9 appointments because everything was slowed down and centered.” – Nelson S.
WEDNESDAY – MARCH 31, 2021 AT 11:30 AM
PROVIDED FREE AS A BENEFIT FROM NAIFA TAMPA BAY
SPEAKER BIO
Ralph started as a financial advisor in 2008 with MassMutual, during one of the worst economic recessions and he made it to one of the top agents. He qualified for multiple Quota Buster trips and Top 5 for Spring Lives Competition.
In 2014, he made the switch over to private banking. That’s when he learned new principles, a new way of thinking, and although he still worked hard…success came easier. He had ZERO experience in banking, and within two years, he rose to the Top 10 out of over 130+ in his position.
In 2017, he started a network marketing business, and he grew it to a 6 figure income by teaching his team the same principles and techniques he used. His team is among the Top 100 out of over 450,000 teams in the network for the last three years.
Now he teaches financial advisors the same life-changing principles, techniques, and mindsets to help them take their business to where they WANT it to be.

NAIFA/CF Virtual CE Class - 2 Hours
2021-03-26 11:15 - 13:30 | ZOOM
NAIFA Central Florida
Two Hours CE Class
NAIFA-CF is pleased to offer a two hours CE class on Friday, March 26, 2021 from 11:15 am to 1:30 pm.
TOPIC: Reasons To Consider Long Term Care – Virtual Class Course #116914 Course Offering #1140309
Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame®
From 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm.
COST
NAIFA Members – Free
Non-Members $15
Click the link below to register for the ZOOM call. You MUST register to participate. The link to Zoom will be provided in your registration confirmation email. If you do not receive a confirmation email immediately after registering, please check your spam folder. A reminder email will be sent the morning of the class.
_________________________
Friday, March 26, 2021
11:15 am to 1:30 pm
Your location
_________________________

CLTC Master Class
2021-03-25 12:00 - 16:00, 2021-03-18 08:00 - 17:00, 2021-03-11 12:00 - 16:00, 2021-03-03 12:00 - 16:00 | ZOOM
CLTC Master Class
Nancy Dykeman
LTCI Partners, LLC
MARCH 3, 11, 18 & 25
12-4 PM EASTERN

The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients.
NAIFA members receive a discount to attend CLTC Course

The webinar is brought to you by

Advisor Ambassador Program
2021-03-25 12:00 - 13:00, 2021-03-11 12:00 - 13:00 | ZOOM
Thursday, March 11th and 25th | 12 pm eastern

Invite a non-member to join this month’s Advisor Ambassador Program. This free, award-winning advisor development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership.

Our March speakers are John Hansbrough, LACP and Jeff Chernoff, LUTCF, LACP. John will speak on business planning, marketing and branding. Jeff will focus on creating a niche market.

Let others experience NAIFA by inviting them to attend the Advisor Ambassador program.

NAIFA Central Florida Monthly Meeting
2021-03-25 11:30 - 13:00 | Hannibal’s On The Square, 511 W New England Ave, Winter Park, FL, 32789
Join members of NAIFA-CF and other Central Florida industry professionals for the March 2021 luncheon at our NEW VENUE, Hannibal’s On The Square, Winter Park. NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, March 25, 2021
Either from your home or in person at Hannibal’s On The Square
511 W New England Ave, Winter Park, FL
Cost:
Member of NAIFA In Person At Hannibal’s $15.00
Non-Members In Person At Hannibal’s $20.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend!
SPEAKER

CRAIG DUNCAN
Craig has been a State Farm agent for 34 years. In 2004 he was appointed to the Citizen’s Property Insurance Task Force by then Florida CFO Tom Gallagher to help redesign Citizen’s and meet the growing complaints as a result of claims from the 2004 hurricane season. He served as the State Government Relations Chair for NAIFA-Florida from 2008-2012. In 2014 he was recognized by NAIFA-Florida with the coveted Herb Morgan award for political involvement and service to the association. He currently serves as NAIFA-Florida President.
He was the founder and first chairman of the Committee of Florida Agents, a political action committee. He still serves as a Governor for the organization. He currently serves on the Citizen’s Agents Advisory Council as well as the State Farm Processes and Technology Council. He has also has qualified for the Million Dollar Round Table, State Farm’s Chairman’s Circle and State Farm’s Ambassador Travel.
He’s married to wife Barbara and has three children and three grandchildren.
Craig is an avid hunter and enjoys shooting sports, travel, ATV riding and fine hand rolled cigars. When time permits, he and his wife love to spend time at their home in the North Carolina Mountains, especially with their family.
TOPIC
Review Of The Legislative Agenda And Where Our Bills Are as well as General Information On NAIFA-FL Goals For 2021.
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On the registration form, you will be asked to select one the the following three entrees:
Chicken Crepe- sautéed chicken and mushroom with a Demi glaze white wine cream sauce
Grouper Provençale with sautéed onions, tomatoes, garlic and parsley with a white wine sauce
Pork tenderloin with a country Dijon mustard sauce

Note that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email, please check your junk folder.

CORPORATE SPONSOR HIGHLIGHT

CHARLES D. WILDER, Esquire
Estate Planning and Legacy Law Center
151 Lookout Place, Maitland, FL 32751
407-647-PLAN (7526) <> (www.wilder-law.com)
Charles D. Wilder (“Chuck”), Board Certified by The Florida Bar in Wills, Trusts and Estates, of the Estate Planning and Legacy Law Center, has offices located at 151 Lookout Place, Maitland, Florida. He proudly sponsors NAIFA-Central Florida, not only contributing his time, effort and money but assisting with our Board and Continuing Education.
Chuck graduated from Nova Southeastern University Center for the Study of Law, cum laude, in January 1980, and the University of Florida with a Master of Laws in Taxation in June 1981 in the top 25% of his class.
For the past thirty-nine years Chuck’s practice has consisted of values-based planning, helping clients in the areas of wills, trusts, estate planning, probate and guardianship matters. Chuck has been awarded the highest rating (AV) given by the Martindale-Hubbell Law Directory. He is currently a member of WealthCounsel, a nationwide organization of estate planning attorneys and ElderCounsel, a nationwide organization of elder law practioners.
He was recently listed in the Top 100 Attorneys in the country in the December 2005 issue of Worth magazine and Orlando Magazine recognized him as one Central Florida’s Best Lawyers for over 15 years. Chuck has also been listed in Best Attorneys in Florida, Best Attorneys in America, Who’s Who in America, Who’s Who in American Law, Super Lawyers and the Guide to Florida Lawyers.
He is a past chairman of the Estate, Guardianship and Trust Committee of the Orange County Bar Association. Chuck was an At-Large member on the Executive Council of the Real Property, Probate and Trust Law Section of The Florida Bar for over 20 years. Chuck was also admitted to the Bar of the United States Supreme Court.

Citizens Update Webinar – General Lines agents
2021-03-25 11:00 - 12:00 | ZOOM
Mark your calendars now for a free, one-hour informational webinar presented by Citizens Property Insurance Corp. (“CITIZENS”) and hosted by NAIFA-Florida.

The webinar will be held Thursday, March 25 beginning at 11:00 a.m. (ET). It’s open to all team members in your agency and there’s no charge!

Citizens will moderate the webinar and discuss the following topics:

Citizens Market Update
COVID-19 Underwriting Exceptions
New Features for PolicyCenter and myAgency
Tips for Home Closings
Q&A

Zoom link to register: https://us02web.zoom.us/meeting/register/tZ0uc–rqjIrHtIGpOy0pw3Ynk-e_SJQg7d1

Business Performance Center Impact Week
2021-03-23 - 2021-03-25 | ZOOM
Business Performance Center Impact Week

March 23-25 | 12-4 pm eastern, each day

Join us for the inaugural Impact Week for NAIFA’s Business Performance Center. Whether you want to learn about new opportunities to partner with experts on complex cases, or want to find new ways to grow your book of business in 2021, our line-up of expert speakers has you covered.

NAIFA Northeast FL - YAT Panel
2021-03-18 11:30 - 13:00 | ZOOM
YOUNG LEADERS SHARING BEST PRACTICE TIPS
CHAPTER MEETING
MARCH 18, 2021
11:30 AM-1:00 PM EASTERN

A diversified group of young professionals
Success as a young advisor
Tips and Best Practice Ideas
Panel moderated by Chapter President Matt Campbell
Attend via Zoom free

CLICK HERE TO REGISTER!

NAIFA-Palm Beaches - Biden's Proposed Tax Changes Webinar
2021-03-18 08:30 - 22:00 | ZOOM
Thursday, March 18, 2021
Biden’s Proposed Tax Changes
8:30 am
Login + Networking
8:45 am
Short Business Presentation
9:00 am – 10:00 am
Michelle L. Owens,
JD, CLU, CEBS, CAMS
Advances Market Specialist at Mutual of Omaha Insurance Company
Michelle Owens is an Advances Markets Specialist at Mutual of Omaha Insurance Company focusing on life insurance sales concepts for business owners, as well as individual planning. Michelle received her law degree from the University of Nebraska Lincoln in 1994. Her activities at Mural include training and case consultation with insurance producers involving diverse topics including social security, retirement income, estate and business planning. She has been employed with Mutual of Omaha for 27 years, working in various areas of the company, supporting Law Division, Retirement Plans Division, Government Affairs, and Mutual of Ohama Bank prior to joining the Advanced Markets team.
Review of new Administration and ability to make tax law changes
Review of current and proposed tax law for Estate Planning/Gifting
Review of current and proposed tax law for Capital Gains
Review of current and proposed tax law for Business Owners
Case study discussion for High Net Worth Clients
Introduction of life insurance to help reduce potential tax liability risk
Click here to Register
(new type of registration form which is still under construction)
Zoom Login will be emailed to you on Monday, March 15, 2021

Donations appreciated to help defer cost of event. Click on donation link when registering.
Donation Voluntary for Members
$10.00 for Non-NAIFA Members

OR

Check payable
NAIFA-Palm Beaches
1217 Lake Geneva Dr
Lake Worth, FL 33464
(561) 588-5444
naifa-palmbeaches@att.net

Thank you Mutual of Omaha Insurance Company / Southern Florida – Caribbean

Sam E. Abdullah
Sales Director/Financial Advisor
Mutual of Omaha Advisors
P: 561-752-3004 Ext 311
C: 561-670-6395
sam.abdullah@mutualofomaha.com
www.mutualofomaha.com

NAIFA Florida IFAPAC Tips and Sips
2021-03-17 17:00 - 18:00 | ZOOM
NOTE: This event is for NAIFA members only, due to
Political Committee fundraising restrictions.

Join NAIFA-Florida in this one-hour virtual “Happy Hour” event to help raise funds for the Political Committee!
NAIFA-Florida Political Committee Chair, Taylor Collins, will host this event and be joined by the following guest speakers:

Jeffrey Chernoff, MS, LUTCF, LACP.

Tim Holladay, CLU, CASL, LUTCF
Tim Holladay has had a lifelong love for history graduating with a B.A. from Ga. State University majoring in History. He also holds a Juris Doctorate degree.
Tim worked for Eastman Kodak for seven years before beginning his career with State Farm in 1976, where he currently owns an agency in New Port Richey.
Tim’s love for politics began in college, where he was Junior and Senior Class President, Secretary of State, President of the Interfraternity Council and President of his fraternity. Tim also served as a student advisor to Governor Jimmy Carter. He currently serves as a citizens advisor to Congressman Bilirakis and was appointed chair of the Florida Elections Commission by Governor Rick Scott, where he served for four years. Prior to that, Tim served for four years on the Pasco County Citizen’s Advisory Committee.
His insurance Agency won the West Pasco Business of the Year award and he has served on the Boards of Boys & Girls Clubs and the Suncoast YMCA. Tim is a past President of the National Association of Insurance and Financial Advisors of Florida, Seven Springs Rotary, Tampa Bay Georgia Bulldog Club, and was Vice President of 1st Call for Help. He was sponsor and coach for the West Pasco Little League and Girls Softball teams and has served as a mentor in Take Stock in Children.
He has been married to Raylene for 41 years, has 2 daughters, 5 grandchildren and 9 great grandchildren

Taylor Collins, CEBS, CLU, RHU

Learn about some of the contractual nuances of a disability insurance contract that will give you a leg up over the competition.
Taylor Collins owns Professional Benefits, an independent agency focused on executive benefits across the country. She has 14 years of experience working alongside her father a 50-year insurance veteran. She maintains her CLU, RHU, and Certified Employee Benefits Specialist designations

You are invited to a Zoom webinar.
When: Mar 17, 2021 05:00 PM Eastern Time (US and Canada)
Topic: St. Patrick's Day Tips and Sips
Register in advance for this webinar:
https://us02web.zoom.us/webinar/register/WN_Fz542–dQ_mudAmtytV4hg
After registering, you will receive a confirmation email containing information about joining the webinar.

IFAPAC Disclaimer
Contributions to IFAPAC are voluntary and are used to contribute to campaigns of candidates for elected office.
Your contributions will be divided between your state chapter’s IFAPAC and IFAPAC National, if you have directed NAIFA to do so.
You have the right to refuse to contribute without reprisal. Corporate contributions to IFAPAC’s political fund are prohibited.
Contributions to IFAPAC are not deductible for federal income tax purposes.

NAIFA-Broward - "SENSE-ational Client Service"
2021-03-17 09:00 - 22:00 | ZOOM
REGISTER TODAY!
NAIFA-Broward Virtual Meeting!
Wednesday, March 17th, 2021
9:00 am – 10:00 am via Zoom
Featured Speaker:
Bryon A. Holz, CLU, ChFC, LUTCF, CASL, LACP

“SENSE-ational Client Service”
Bryon Holz will share his unique and powerful client and prospect engagement strategies, utilizing the full palette of senses. Learn how improved connections and strengthened brand messaging can cut through modern media clutter, resulting in more informed, more satisfied, longer-lasting client relationships. Don’t miss this long-time NAIFA leader’s SENSE-ational presentation, Bryon’s Best!
CLICK FOR MORE ABOUT BRYON
Motivation
Sales/Practice Management Ideas for our Current Environment
Update on NAIFA National
ADVANCE REGISTRATION IS REQUIRED
FREE for Members, $10.00 for Non-Members.
Zoom link / invite will be sent before the meeting.

CLICK HERE TO REGISTER TODAY!
For more information, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

Health Management for Wealth Management
2021-03-11 11:30 - 13:00 | ZOOM
“Health Management for Wealth Management”
(Hosted by NAIFA-Ocala, a local affiliate of NAIFA)
Thursday, March 11 – 11:30 a.m. to 1:00 p.m. ET – on Zoom
All members of NAIFA-Florida are invited to join John Lazo and Mary Donavan of CSI – Caregiver Services for an informational presentation on how to address the needs of older clients who are in need of ongoing health care. When assisting your clients with their financial and investment needs, the issue of health management in later years should certainly be a part of the discussion. Learn how to advise your clients regarding different levels of health care services and options available to them. (NOTE: This professional development class is not approved for Florida DFS continuing education credit.)

COST: Free to members and non-members alike

LOG-ON INFORMATION (ZOOM):
Topic: “Health Management for Wealth Management”
Time: Mar 11, 2021 11:30 AM Eastern Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/9351425169
Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Washington DC)
+13126266799,,9351425169# US (Chicago)
Dial by your location
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
Meeting ID: 935 142 5169

Members Only: NAIFA Live - CPA Partnering Perspectives
2021-03-10 14:00 - 15:00 | ZOOM
CPA Partnering Perspectives
Wednesday, March 10th | 2 pm eastern
Join us for our monthly membership meeting where we’ll hear from Phil Raymond, MBA, CLU, ChFC, CLF, CFEd, Founder of MarketAccessAdvisor, about the hows, what, and why of successful value based, marketing driven partnership business models.

NAIFA Central Florida - Two Hours CE Class
2021-02-26 11:15 - 13:30 | ZOOM
NAIFA Central Florida
Two Hours CE Class
NAIFA-CF is pleased to offer a two hours CE class on Friday, February 26, 2021 from 11:15 am to 1:30 pm.
TOPIC: Annuities – The Miracle Of Guaranteed Income – Virtual Class Course #116486 Course Offering #1138983
Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame®
From 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm.
COST
NAIFA Members – Free
Non-Members $15
Click the link below to register for the ZOOM call. You MUST register to participate. The link to Zoom will be provided in your registration confirmation email. If you do not receive a confirmation email immediately after registering, please check your spam folder. A reminder email will be sent the morning of the class.
_________________________
Friday, February 26, 2021
11:15 am to 1:30 pm
Your location
_________________________

Why the Industry Needs More African-American Female Advisors
2021-02-25 14:00 - 15:00 | ZOOM
Why the Industry Needs More African-American Female Advisors
Kristen Eskew
OneDigital
Business Development Executive
Martina Jimenez Sperry
Centurio Wealth, LLC
Managing Partner
February 25, 2021
2 PM Eastern

Join our panelists for a discussion on the importance the role African-American women play in financial decision-making for their families, and why now more than ever we need more female African-American advisors.

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The webinar is brought to you by

NAIFA Central Florida Monthly Meeting
2021-02-25 11:30 - 13:00 | Hannibal’s On The Square, 511 W New England Ave, Winter Park, FL, 32789
NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the February 2021 luncheon at our NEW VENUE, Hannibal’s On The Square, Winter Park. NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, February 25, 2021
Either from your home or in person at Hannibal’s On The Square
511 W New England Ave, Winter Park, FL
Cost:
Member of NAIFA In Person At Hannibal’s $15.00
Non-Members In Person At Hannibal’s $20.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend!
SPEAKER

Terry Brock, CSP, CPAE Hall of Fame Speaker
“Advisors Without Borders”
How To Build Your Virtual Practice
Why is it that some agents are fighting for their lives to survive the pandemic? Why is it that some companies not only lost agents and a lion’s share of the market during Covid-19?
How did other companies not only survive but THRIVE during 2020? What did those successful advisors do what others could not or would not try? When did they conclude what finally needed to be done and who could help them?
You definitely must attend our luncheon on February 25, 2021 at 11:30 am! NAIFA-Central Florida invites you find the answers to these questions as Terry Brock, CSP, CPAE Hall of Fame Speakers shares with us how he helps advisors literally become “Advisors Without Borders.”
Terry Brock is always pressing the edge on technology and creates keynote speeches and workshops to include the latest trends and measurable strategies to leverage technology and marketing to build relationships.
Sorting through all the hype is critical. Your participants need to know what technology can do without a lot of mumbo-jumbo and computerese gobble-de-goop! Terry communicates clearly, effectively and in a fun manner so that advisors enjoy the new economy and prosper in it.
Terry Brock earned the Certified Speaking Professional designation from the National Speakers Association. He was chosen by his peers as a CPAE Hall of Fame Speaker. In addition, he received the highest honor accorded by NSA, “The Cavett,” named after the founder of NSA, Cavett Robert.
You do not want to miss this terrific meeting as Terry explains how to navigate the “virtual waters” into success beyond your wildest dreams.
Terry Brock is more than just a marketing speaker or a technology trends expert. He’s a speaker, virtual presenter, interviewer, published author, and coach who packs everything he touches with solid business strategies meant to build relationships, and inspiration to try new things to improve the bottom line.
________________________________________________________
On the registration form, you will be asked to select one the the following three entrees:
Sauteed chicken breast with a blue cheese sauce
Pork tenderloin with a country Dijon mustard sauce
Salmon with a raspberry reduction sauce

Note that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email, please check your junk folder.

Special Invitation for NAIFA Members: White Glove's Host University Summit
2021-02-24 14:00 - 2021-02-25 18:00 | ZOOM
February 24-25 | 2-6 pm eastern

NAIFA is a proud sponsor of this virtual summit with our new partners White Glove & Reminder Media. Retirement expert, Ed Slott will keynote the program and NAIFA’s Treasurer, Brock Jolly will be a featured speaker. Topics include retirement planning, new SEC and tax rules, tips from top advisors and much more! We are pleased to offer this event to our members at no charge.

LECP: OneAmerica Webinar
2021-02-24 14:00 - 15:00 | ZOOM
LECP: OneAmerica Webinar
Chris Gandy
Founder
Midwest Legacy Group
Michelle Prather
Senior Regional Sales Director, Care Solutions
OneAmerica
February 24, 2021
2 PM EASTERN

Description to follow.

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The webinar is brought to you by

2021 Virtual Day on the Hill
2021-02-23 14:00 - 17:00 | ZOOM
Make plans now to participate in NAIFA-Florida’s Virtual Legislative Day on the Hill – on Zoom Tuesday, Feb. 23 from 2:00 to 5:00 p.m. ET. This important event is hosted by President Craig Duncan and moderated by our Lobbyist Tim Meenan of Meenan, PA in Tallahassee. Your participation provides valuable support to Tim and his year-round work of meeting with members of the Legislature to protect our industry and our pocketbooks!

Hear from top legislative and regulatory leaders in Tallahassee.
Be informed about the latest bills and issues to come before the Legislature and DFS in 2021.
Hear Tim’s overview of the 2021 Legislative Session and how it will impact our members.
Q&A period for all speakers.
All NAIFA-Florida members invited – especially our Young Agents!

Northeast Florida Chapter Meeting - 1 Hour of CE
2021-02-18 11:30 - 13:30 | ZOOM
FEBRUARY 18, 2021
11:30 AM-1:30 PM EASTERN
Underwriting & Product Selection During A Pandemic
This course will teach you about underwriting and how it affects product selection, pricing and processing of business during a pandemic.
Course ID: 115313 ~ 1 Hour CE ~ Course Level: Intermediate ~ Course Authority: CE 2-16, 2-18
Cost to Attend: Free

Moderated by Peachie Thompson, AALU, ALMI, ACS.
CLICK HERE TO REGISTER!
After registering, you will receive a confirmation email containing information about joining the meeting.
