NAIFA-Florida

Sales Symposium Bonus Session- Citizen's Training Session
2021-07-13 09:30 - 11:00 (America/New_York) | ZOOM
Citizens Virtual Training
Property Casualty Agents

For all Florida-licensed General Lines agents, Citizens Property Insurance Corp. is providing an important training session during our Sales Symposium including What’s New at Citizens, System Enhancements, tools and resources.
Connect with Citizens: Personal Lines
Join Citizens leadership, and agency experts to talk shop about:

What’s New at Citizens
System Enhancements
Tools & resources to help adhere with Underwriting Guidelines
myAgency Enhancements
Q&A

You won’t want to miss this one!

NAIFA-Florida 2021 Virtual Sales Symposium
2021-07-12 - 2021-07-16 | ZOOM
Visit www.naifa-florida.org/conv2021 for more information and registration.

NAIFA Chapter Services - Membership Chairs Meeting
2021-07-08 15:30 - 16:30, 2021-06-10 15:30 - 2021-06-11 16:30 | ZOOM
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.

Advisor Ambassador Program
2021-07-08 13:00 - 14:00 | ZOOM
Invite a non-member to join July’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.
Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.

Holiday Office Closure
2021-07-05
The NAIFA-Florida office will be closed in observation of the 4th of July.

Breaking into Business Markets
2021-06-30 14:00 - 15:00 | ZOOM
Breaking Into Business Markets
Danny O’Connell
Next Level Insurance Agency, LLC
CEO
Walter Katz, CFP, AIF, ChFC
The K Corporation
President
Wednesday, June 30th
2 pm eastern

Entry to the business market can bring life-changing profitability to your insurance and financial services practice. Where else can one conversation result in the acquisition of hundreds of new clients? While this market may be lucrative, it is highly competitive. However, there is a charted path to success in the business market, a path that Danny O’Connell has successfully navigated.
“Breaking into Business Markets” is for any advisor who is interested in expanding their practice to include business clients. It is also for those with experience in the business market who would like to gain additional ideas to increase their production.

The webinar is brought to you by

NAIFA Tampa Bay Social & Headshots
2021-06-30
When: Wednesday, June 30, 2021 8:30 AM, EDT
Where: Centre Club, 123 S West Shore Blvd 8th Floor, Tampa, FL 33609

EVENT DETAILS:
NAIFA Tampa Bay Social & Headshots
Join NAIFA Tampa Bay on Wednesday, June 30th at 8:30 a.m. to reconnect with friends and colleagues – NETWORK, enjoy a relaxed continental breakfast, complimentary mimosas and get a new head shot!

Wednesday, June 30th
8:30 to 10:00 a.m.
Centre Club – 123 S. West Shore Blvd 8th Floor, Tampa

NETWORKING, Continental Breakfast, short program and headshots!
Complimentary Mimosas to CELEBRATE will be served.

Headshots provided by Rick Tauceda, Rick Visuals, Inc.

MEMBER – NO Headshot – FREE
MEMBER – with Headshot – $35.00
GUEST – NO Headshot – $10.00
GUEST – with Headshot – $45.00

CLTC Master Class
2021-06-29 12:00 - 16:00, 2021-06-22 12:00 - 16:00, 2021-06-15 12:00 - 16:00, 2021-06-08 12:00 - 16:00 | ZOOM
CLTC Master Class
June 8, 15, 22 & 29 | 12-4 pm eastern
Join Bill Comfort, CSA, CLTC, for the upcoming CLTC Master Class. 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 are able to redeem the following discounts for the June 2021 CLTC Master Class:

$850 with promo code NAIFA621$ if registered before May 21.
$900 with promo code NAIFA621 if registered after May 21.

How the Annuity Industry Is Navigating an Advisor Sea Change
2021-06-29 11:30 - 13:00 | ZOOM
Bryon Holz|
Secretary, NAIFA
President & Registered Principal, Bryon Holz & Associates
Derek Scheetz
Financial Representative, Lifetime Financial Growth
Tuesday, June 29th
11:30 am eastern

In just a short time, the industry will be facing an advisor shortage of nearly 400,000 professionals. Distributors must find ways to engage with and recruit younger advisors, who demand new ways of doing business. Meanwhile, advisors preparing to retire must do so in order to court younger advisors for succession planning. How is this being done on all sides of distribution? And what do younger advisors really want and expect from the industry?
NAIFA and NAFA are pleased to offer this webinar in partnership for National Annuity Awareness Month.

The webinar is offered in partnership with

What Type Of Insurance Should You Recommend? 2HRS CE
2021-06-25 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, June 25, from 11:15 am to 1:30 pm.
TOPIC: What Type Of Insurance Should You Recommend? – Virtual Class Course #118063 Course Offering #114869
Instructors: Brian Lazusky and 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, June 25, 2021
11:15 am to 1:30 pm
Your location

Advisor Ambassador Program
2021-06-24 13:00 - 14:00, 2021-06-10 13:00 - 14:00 | ZOOM
June 10th and 24th | 1 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.
Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.

NAIFA Central Florida Monthly Luncheon Meeting - In Person/Virtual
2021-06-24 11:30 - 13:30 | Hannibal’s On The Square, 511 W New England Ave, Winter Park, FL, 32789
NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!
NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the June 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
Topic: Practicing With Integrity
11:30 am – 1:00 pm on Thursday, June 24, 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 $20.00
Non-Members In Person At Hannibal’s $25.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend

SPEAKER

BRYAN REPPLE
Chief Executive Officer, Insurance Services
G.A. Repple & Company
Bryan was born in Miami, and has lived in Orlando since 1978, when his family relocated from Birmingham, Alabama, to start G.A. Repple & Company. He graduated from Campbell University in 1998 with a major in Business Administration with a focus in Trust Management. After college, Bryan followed his father’s footsteps and began working for G.A. Repple as a financial planner. For the past 15 years, he has overseen the personal financial planning practice for G.A. Repple, and trains financial planners around the country on complex estate, financial, and insurance planning concepts.

On the registration form, you will be asked to select one the following three entrees:
Beef Crepe With Mushrooms, red wine and demi glace
Blackened Grouper with Grand Marnier Sauce
Sauteed Chicken Breast with Blue Cheese 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.

Everything you Wanted to Know About Virtual Meetings but Were Too Embarrassed to Ask
2021-06-22 14:00 - 15:00 | ZOOM
John Hansbrough, LACP
The LBL Group
Benefits Advisor
Derek Scheetz
Lifetime Financial Growth
Financial Representative
Rebecca Schulter
UCL Financial Group, LLC
Partner
Kate Cihon, FSCP,
KCAG, LLC
V.P. & Managing Partner
Wedneday, June 22nd
2 pm eastern

We’ve been living in a virtual world for over a year. While things are starting to get back to normal, technology has become a critical piece in the way business is done and it’s here to stay. No matter your technology comfort level, members of NAIFA’s Young Advisor Team share ideas and their best tips to navigate the new normal.

The webinar is brought to you by

Practice Building and the Issues Advisors Face
2021-06-17 11:30 - 13:00 | Bonefish Grill, 10950 San Jose Boulevard, Jacksonville, FL, 32223
Hosted By:

11:30 AM-1:00 PM EASTERN
LOCATION:
Bonefish Grill
10950 San Jose Boulevard
Jacksonville, FL 32223
Practice Building and the Issues Advisors Face
Andy is the owner of Laino and Associates Financial Group and doing business as Wealth Protection Strategies, with offices in Jacksonville and Sarasota. Andy is a sought after trainer, lecturer and speaker in the areas of estate planning, business continuation planning, executive compensation design, retirement planning, and protecting assets from catastrophic medical needs. He is a 16 year Qualifying & Life Member of MDRT, with 8 years Court of the Table and 3 years Top of the Table level. He is a member of NAIFA, a past recipient of the Community Service Award, a member of the Northeast Florida Estate Planning Council and the Society of Financial Service Professionals.

Andrew E. Laino, CFP®, CLU®, CLTC®
Andy’s Bio
CLICK HERE TO REGISTER!
Virtual attendees register here to receive log in credentials.

5hr Mandated Law & Ethics Review for Life & Health Agents Update 2021 Webinar
2021-06-17 08:30 - 13:30 | ZOOM
THURSDAY, June 17, 2021
Virtual/Zoom Presentation
8:30 am – 1:30 pm
5 hr Mandated Law & Ethics Review for Life & Health Agents Update 2021Webinar
This course has been approved by Florida Department of Financial Services for 5-215 (LHV Combo) Credit.
Provider #697; ID 739112 Offering #1142192 .
NEW Course ID (April 2021)

Scott Rosen, LUTCF
Head Brokerage – Creative Financial Network
954-235-2703 / ScottR@cfnsfl.com
Scott Rosen is a 26 year veteran of the financial services industry. He has worked for MetLife, Lincoln National, MassMutual. Currently he is Head of Brokerage at Creative Financial Network. Scott is a Life Underwriting Training Council Fellow (LUTCF). Scott’s focus is to meet and help independent financial; advisors and provide various idea’s and marketing to bring even more value to their clients. Scott is currently serving his second year as President of National Association of Insurance & Financial Advisors – Palm Beaches, Inc. Scott is an approved Fl instructor #739112.

Costs:
$ 40 – NAIFA Member
$ 45 – Guest of Member or Allied Org (FSP, WIFS, HUA, FPA)
$ 50 – RSVP Non-Member

Time:
8:00 A.M. – Open / check-in
8:30 A.M. C.E. Starts
1:30 P.M. C.E Ends
Be online on time, if late no credit

Register Now:
Pay First!
Select appropriate payment
or mail payment to address below
$40 Member Price
$45 Allied (AHU, WIFS, FSP, FPA)
$50 Non-Member
Secondly:
Register here

and/or mail payment payable:
NAIFA-Palm Beaches
1217 Lake Geneva Drive
Lake Worth Beach, FL 33461
(561) 588-5444
naifa-palmbeaches@att.net
www.naifa-palmbeaches.org

Zoom Presentation
1. Register/Pay
2. Login BEFORE 8:30 a.m. We ask you do not login just before the start in case there is a snafu.
3. 3 days prior to presentation – a reminder with handouts and other critical info will be emailed to you.
4. Prefer video of you participating in this event rather than a blank.
5. There will be a certificate of attendance form with key words that will need to be inserted in order to confirm your attendance.
6. No lunch break.

Help Protect Our Families: The Pandemic's Effect on the Likelihood to Buy Life Insurance
2021-06-16 14:00 - 15:00 | ZOOM
Wednesday, June 16th | 2 pm eastern
NAIFA is pleased to be hosting this webinar with LIMRA and Life Happens to share the full results from the 2021 Insurance Barometer Study and the implications for agents and advisors.
In this presentation, NAIFA CEO, Kevin Mayeux; LIMRA President & CEO, David Levenson, DBA, FSA, CFA; and President & CEO of LifeHappens, Faisa Stafford, LUTCF, SHRM-SCP, will provide details on ownership by generation, income, and gender, and offer insights on which segments of the market are most interested in purchasing life insurance.

NAIFA-Broward Virtual Meeting
2021-06-16 09:00 - 10:00 | ZOOM
Wednesday, June 16th, 2021
9:00 – 10:00 AM VIA ZOOM
AVOID “THINK IT OVERS” WITH SOFIA RODRIGUEZ!

CLICK FOR MORE ABOUT SOFIA RODRIGUEZ
Probably hasn’t happened to you, but you’re likely aware that prospects have no problem taking your presentation and then, almost magically, disappearing from the planet Earth. Prospects believe it’s okay to lie to a salesperson and still enjoy the fruits of heaven, it’s true. But you can’t get mad at someone for doing something you didn’t tell them they couldn’t do.

Join Sofia Rodriguez of Sandler Training Miami for Avoid “Think It Overs,” an energetic session where we’ll discuss the best way to overcome stalls and objections, which is to avoid them in the first place.

If this has happened to you (or a friend) you’ll learn:

How to rid your pipeline of people who won’t make a decision
How to stop having adversarial interactions with prospects
How to get positive results on a regular basis

ADVANCE REGISTRATION IS REQUIRED
NO CHARGE for NAIFA Members, $10.00 for Non-Members.
Zoom link / invite will be sent before the meeting.

CLICK HERE TO REGISTER ONLINE
MEETING SPONSORED BY:

Sandler Training, Miami
5000 SW 75th Ave, Suite 203, Miami, FL, 33155
C: (305) 965-5800 ~ O: (305) 631-2205
www.absolute.sandler.com
For more information, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

NAIFA Live: Leveraging FinTech
2021-06-09 14:00 - 15:00 | ZOOM
NAIFA Live: Leveraging FinTech
Jeremy Hallett
Quotacy, Inc., Founder & CEO
CEO, Hallett Financial Group
Wednesday, June 9th
2 pm eastern

During the presentation you will learn definitions of key common terms and concepts and how they apply to the insurance industry. You will be introduced to new ideas, carriers and products teasing into the insurance market to which we all need to pay attention. You will also learn how insurtechs are offering a different value to consumers even with the current advantage held by legacy carriers.

The webinar is brought to you by

LTCi Refresher Course Webcast
2021-06-09 08:30 - 13:00 | ZOOM
National Association of Insurance and Financial Advisors
LTCi Refresher Course Webcast
LTC INSURANCE AND THE FL PARTNERSHIP PROGRAM: NAIC 4-HR REFRESHER COURSE-WEBCAST – ID# 113605 / Offering# 1141941 / 2-18 L&H

approved.
4 hr Refresher Course is required every 2 years after taking the initial 8 hr LTC Certification Course for all agents discussing LTC insurance with clients in Florida.

JUNE 9, 2021 | 8:30 AM LOGIN | 9 AM – 1 PM CE
JOINT EVENT WITH FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU) – LIMITED REGISTRATIONS

MICHAEL TELLER, CLTC, CSA
CENTER FOR LONG TERM CARE PLANNING
WORK PHONE: (561) 272-0720 ‖ E-mail: mteller@avaplans.com
MICHAEL IS A MEMBER OF THE LONG TERM CARE ADVISORY COMMITTEE FOR THE NATIONAL ASSOCIATION OF HEALTH UNDERWRITERS (NAHU) AND SERVES AS THE PROFESSIONAL DEVELOPMENT CHAIR FOR THE FLORIDA ASSOCIATION OF HEALTH UNDERWRITERS (FAHU). MICHAEL IS A FREQUENT SPEAKER FOR FLORIDA INSURANCE AGENT AND CPA CONTINUING EDUCATION COURSES WHERE HE IS KNOWN FOR MAKING CLASSES LIVELY, FUN AND INSPIRING. HE IS AUTHOR AND INSTRUCTOR OF THE 8 HOUR NATIONAL ASSOCIATION OF INSURANCE COMMISSIONERS LONG TERM CARE CERTIFICATION COURSE, THE 4-HOUR REFRESHER COURSE, AND THE ANNUAL 5-HOUR FLORIDA LAW & ETHICS COURSE. MICHAEL GRADUATED FROM THE STATE UNIVERSITY OF NEW YORK AT BINGHAMTON WITH A B.A. DEGREE IN ECONOMICS AND FINANCE. HE LIVES IN BOCA RATON, FLORIDA. WHEN HE’S NOT TALKING INSURANCE, HE’S WORKING IN HIS GARDEN OR ORGANIZING COMMUNITY DRUM EVENTS IN DELRAY BEACH AND AROUND SOUTH FLORIDA.

PRICE: $30/ A MEMBER OF NAIFA or $49/ NON–MEMBER OF NAIFA
REGISTER: WWW.NAIFA–PALMBEACHES.ORG / ??S 561-588-5444
WEBINAR DETAILS & PARTICIPANT RESPONSIBILITIES

PARTICIPANT MUST PRE-REGISTER/PAY. CUT OFF: JUNE 8, 2021 – 5 PM (NO EXCEPTIONS)
ZOOM PRESENTATION. CAN PARTICIPATE VIA PHONE CONFERENCE CALL.
REGISTRANT WILL RECEIVE VIA EMAIL LOGIN/ID + HANDOUTS FOR PRESENTATION & DETAILS 3 DAYS PRIOR TO EVENT + DAY BEFORE EVENT WITH UPDATES IF ANY
MUST BE LOGGED-IN BEFORE 9 AM! CANNOT GIVE CREDIT IF LATE LOG-IN.
BE AWARE: INSTRUCTOR WILL BE USING CODE WORDS/PHRASES RANDOMLY THROUGHOUT THE CE DURING EACH SECTION AS AN ATTENDEE VERIFICATION SYSTEM. THESE WORDS WILL NEED TO BE PUT ON ACKNOWLEDGEMENT FORM AS PROOF OF ATTENDANCE.

NAIFA -PALM BEACHES – NAIFA–PALMBEACHES.ORG – NAIFA-PALMBEACHES@ATT.NET – 561-588-5444 – TEXT: 561-315-9267

Cost Drivers of the Florida Homeowners Market – Webinar
2021-06-03 14:00 - 15:00 | ZOOM
June 3, 2021
2:00 – 3:00 pm, ET
ZOOM

Craig Duncan, ChFC President of NAIFA-Florida
This one-hour CE class is designed to educate general lines (P&C) agents on how to communicate with their policyholders the reasons for rapid rate increases in the Florida homeowner market. Included will be discussion on reinsurance markets, the impact of the CAT Fund on the re-insurance market, increases in litigation, and fraudulent claims activity. (NOTE: This is the same CE class taught on Tuesday, April 20, 2021. Attendees of the April 20 class will not receive CE credit for taking the class again on June 3.) Moderator is Craig Duncan, ChFC, President of NAIFA-Florida. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for General Lines (P&C) licensees. Intermediate level. Florida DFS Course #116550, Offering 1142348. Provider #654, NAIFA-Florida.)
The class will be free for NAIFA members, $15 for non-members.

Cracking the Complexity of the Coverage Gap: A Conversation with Three Career Agents
2021-06-02 14:00 - 15:00 | ZOOM
Wednesday, June 2nd | 2 pm eastern
This is the fourth virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients.
In this session, attendees will hear from three career agents – NAIFA-NY VP of Government Relations, Paul Sciacca, who is a Financial Services Professional with Pinnacle Strategies, Inc.; Glenn Crawford, CDFA, a Financial Services Professional at Signature Resources; and Dedicated New York Life Agent, Vanessa Bucklin, MBA, CLU.
NAIFA contributes this webinar as a collaborative effort to close the coverage gap that is part of the Help Protect Our Families campaign.

Holiday Office Closure
2021-05-31
The NAIFA-Florida office will be closed in observation of Memorial Day.

NAIFA-Central Florida 2 Hours CE Class
2021-05-28 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, May 28, from 11:15 am to 1:30 pm.
TOPIC: Why Disability Income – Virtual Class Course #117625 Course Offering #1142735
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, May 28, 2021
11:15 am to 1:30 pm
Your location

Advisor Ambassador Program
2021-05-27 13:00 - 14:00
At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients.
That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with NAIFA membership.
Register for the class and access our video archive featuring our NAIFA Advisor Ambassadors. After hearing some of their advice and industry insight, join us for a live discussion after each session and hear from the Ambassadors themselves!

New Program in 2021
Our 2021 offerings will feature 2 live sessions with access to watch any of our archived sessions as well.

May 13
May 27

NAIFA Central Florida Monthly Meeting
2021-05-27 11:30 - 13:00 | Hannibal’s On The Square, 511 W New England Ave, Winter Park, FL, 32789
NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!
Join members of NAIFA-CF and other Central Florida industry professionals for the May 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, May 27, 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 $20.00
Non-Members In Person At Hannibal’s $25.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend!
SPEAKER

MICHAEL MCBATH
Michael Strickler McBath is an American businessman, former professional American football player, and part-owner, of the Orlando Predators of the Arena Football League. He is a former president of the NFL Retired Players Association. McBath is currently a senior vice president with Union Bank of Switzerland.
________________________________________________________
On the registration form, you will be asked to select one the following three entrees:
Beef Crepe With Mushrooms, red wine and demi glace
Blackened Grouper with Grand Marnier Sauce
Sauteed Chicken Breast with Blue Cheese 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.
