NAIFA-Florida

Advanced Practice Center Symposia - Philadelphia
2022-09-29 13:00 - 18:00 (America/New_York) | The Radnor Hotel, 591 E Lancaster Ave, St. Davids, FL, 19087
Thursday, September 29
1 pm eastern

NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022.
Join us in-person or online to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.

The webinar is brought to you by

NAIFA/CF September Luncheon
2022-09-29 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
CANCELLED
Due to Hurricane Ian the September luncheon is cancelled. Be safe out there!!! We will see you on October 6th for the PAC Event at the Winter Park Racquet Club at 6 pm and for the October luncheon meeting on October 27th at Dubsdread from 11:30 am to 1:00 pm.
NAIFA Central Florida Invites You To
Join Us for the September monthly luncheon.
WELCOME BACK FROM THE SUMMER OFF FOR NAIFA/CENTRAL FLORIDA.
The September meeting has been pushed back one week due to availability at Dubsdread.
This month we will have a surprise speaker for you.
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, September 29, 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

Webinar with Chalice Connect
2022-09-22 12:00 - 13:00 | ZOOM
Webinar with Chalice Connect

Whitney Kendrick
Chief Marketing Officer/Partner at Chalice Connect
Thursday, September 22
12 pm eastern

Join NAIFA partner Chalice Connect to learn how NAIFA members can now access their marketplace which can save your firm, agency, or practice time and money.
In this Business Performance Center webinar, Whitney Kendrick of Chalice Connect will teach you how Chalice can be an inflation buster and offer new options for benefits including health insurance, travel options, and succession planning.
You won’t want to miss all that Chalice Network has bundled together to make practice management easier.

The webinar is brought to you by

Life Insurance beyond the Death Benefit
2022-09-22 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
CELEBRATING
Life Insurance Awareness Month
Life Insurance beyond the Death Benefit
Strategies an Agent Should Know
ROB PETZOLD, LLIF®, CRPC®
Kansas City Life Insurance Company
Regional Vice President

SEPTEMBER 22, 2022
11:30AM – 1:00PM
Rob will review the need for life insurance. The types of life insurance and how to position them for the clients specific needs. The program will provide an in depth look at the many uses of life insurance beyond the death benefit:
Legacy Planning
Key Man Insurance
Estate Planning
Deferred Compensation
RSVP today and make plans to join us on Sept. 22nd as we celebrate Life Insurance Awareness Month. Mayor Lenny Curry has proclaimed September as Life Insurance Awareness Month.
LOCATION
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Click here to learn more about the speaker.
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.
PROCLAIMING SEPTEMBER AS
LIFE INSURANCE AWARENESS MONTH

NAIFA/CF IFAPAC Event
2022-09-22 08:00 - 17:00 | Winter Park Raquet Club, 2111 via Tuscany, Winter Park, FL, 32789
NAIFA/CF IFAPAC Event
Join members of NAIFA-CF for the IFAPAC Event on Thursday, October 6th from 6-8 pm at the Winter Park Raquet Club, 2111 via Tuscany, Winter Park.
This event is hosted by our own member, Scott Bunkers, LUTCF, FSS of Fringe Benefit Plans, Inc.
The event will feature heavy hors d’oeuvres and 2 drink tickets per attendee.
You will learn the importance of IFAPAC to our industry and how you can be a part of it to make a difference.
Come join your fellow NAIFA members and have a chance to win some great raffle prices.
Although there is no charge to attend, please register so we will have an idea of how many attendees we will have.
Thank you,

NAIFA Live - Members Only
2022-09-15 14:00 - 15:00 | ZOOM
From the Kitchen Table to the Top of the Table

Richard Demko
Director of Insurance and Head of Agency
Centric
Thursday, September 15
2 pm eastern

He has been bit by two dogs in one year. He has slept in his truck. Before his appointments, he stocked shelves at Lowes. From these hard and dangerous beginnings, Rick Demko now ranks among the top insurance and financial advisors in the country.
How did Rick Demko emerge from his difficult start to become one of the top producers in the entire United States? Join us for “From the Kitchen Table to the Top of the Table” as Rick explains his path that led him to unimaginable success by serving thousands of families.
You will learn:

The meaning of “sales sushi” and why this is one of Rick’s favorite money-making secrets.
The one heartbreaking choice that would have driven Rick out of the business.
Why you must be unapologetic as a life insurance person.
The dangers of the warm market approach and why you must be able to identify and find clients on your own.
And much more!

The webinar is brought to you by

How to Grow Your Life Insurance Business by Adopting eCommerce Practices
2022-09-15 12:00 - 13:00 | ZOOM
John Boothman
Strategic Distribution & Partnerships at iLife Technologies
Thursday, October 5
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 brought to you by

First Steps, Last Steps: LTC Solutions (1 HR CE)
2022-09-15 11:30 - 13:00 | Braised Onion, 754 NE 25th Ave, Ocala, FL, 34470
NAIFA-Ocala Affiliate Presents:
FIRST STEPS, LAST STEPS: LTC SOLUTIONS
CE In Person Meeting
September 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 of needing LTC, how to protect a client’s investment portfolio, and the possible use of Medicaid as an option.

Wednesday, September 15, 2022
11:30 AM – 1:00 PM
Braised Onion
754 NE 25th Ave
Ocala, FL 34470

Attendees must pay for their own meal.
Please RSVP to Kelli Keith at 352-361-1420 prior to event. RSVPS are appreciated however walk ins are welcome.
Approved for 1 CE hour
Intermediate Level
Course ID # 121514
Course Offering:1166837
Course Authority CE0240

MODERATED BY:

Jean Ausman
Director of Long-Term Care Solutions at Stewardship
Advisory Group
Biography

Mike Roberts
Founder and Managing Partner at CPT Wealth Strategies
Biography

Holiday Office Closure
2022-09-05 | FL
The NAIFA-Florida office will be closed in observation of Labor Day.

IFAPAC Fundraiser, Trivia & Happy Hour
2022-08-25 16:30 - 19:00 | Wild Rover Brewing Co., 13921 Lynmar Blvd., Tampa, FL, 33626
Trivia & Happy Hour!
Join us for a great time with your peers enjoying Happy Hour, Networking & Trivia
Head out of the office a little early and join NAIFA Tampa Bay for Happy Hour and Trivia including a meet and greet with Jen McDonald running for newly drawn State House 65.
Jen McDonald is a former NAIFA member and previous IFAPAC chair.

Thursday, August 25th
4:30pm

Wild Rover Brewing Co.
13921 Lynmar Blvd. Tampa, FL 33626 (Off of RaceTrack Road)

Registration: $20 (NEW PRICE)
Includes a beer and appetizers

Wild Rover Brewing Co.
13921 Lynmar Blvd. Tampa, FL 33626

The Future of Property Insurance in Florida
2022-08-17 11:00 - 13:30 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
A Professional Association of Insurance and Financial Advisors
The Future of Property Insurance in Florida
Hybrid meeting (in-person and via zoom)
on August 17th, 2022

Presenters: Tim Meenan, NAIFA-Florida Lobbyist, Lee Gorodetsky, Vice President Marketing and Sales – US Assurance, Dan Daley – Florida State Representative
Join us for an important meeting to learn about the future of property insurance in Florida including the roof replacement issue. Our panel is uniquely qualified to present the state of Florida Property Insurance. We will discuss this important issue from the legislative, property insurance provider and the agent’s perspective.
Do you own your home? Do you have clients that own their homes? Then this meeting is a must attend! Learn about the future of homeowners given the recent news of the carriers exiting. Also hear from our State Lobbyist Tim Meenan on the issues we are advocating for right now and how you can be a part of the process! August 17th Live luncheon meeting in Plantation or attend via zoom. Please forward this to your fellow agents. Hope to see you there!
Date: Wednesday, August 17, 2022
Time: 11:30 AM – 1:00 PM
Zoom registrants will receive a confirmation email containing information about joining the meeting.
Location:The Fort Lauderdale County Club
415 County Club Circle
Fort Lauderdale, FL 33317

Presenters

Tim Meenan, P.A.
Biography

Lee Gorodetsky, LUTCF, CLF
Biography

Dan Daley
Florida Representative
Biography

Pre-Registration
Pre-Registration is required, RSVP today
Zoom registrants will receive a confirmation email containing information about joining the meeting.
Lunch – Member – $30.00
Lunch – Non-Member – $40.00

Zoom – Member – $10.00
Zoom – Non-Member – $15.00

Late Registration (after August 12, 2022):
Lunch cost for Members and Non-Members: $40.00

Complete NAIFA Member Registration Lunch

Complete NAIFA Non-Member Registration Lunch

Complete NAIFA Member Zoom Registration

Complete NAIFA Non-Member Zoom Registration

ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED

NAIFA Ocala Affiliate - LTC Meeting
2022-08-16 11:30 - 13:00 | The Windsor of Ocala, 2650 SE 18th Ave, Ocala, FL, 34471
NAIFA Ocala Affiliate is partnering with One America to discuss trends in Longterm Care.
This meeting is being hosted and sponsored by The Windsor of Ocala (Assisted Living Facility)

November 16, 2022
11:30 AM – 1:00 PM
2650 SE 18th Ave, Ocala, FL 34471
No charge as lunch is being provided by the facility.
LIMITED to the first 25 registrants and RSVP is required to Kelli Keith at 352-361-1420.
In person event only and tours will be available at the conclusion of the meeting for those interested.

NAIFA's APEX Sales Summit 2022
2022-08-16 - 2022-08-18 | Arizona Biltmore
It’s the Race to the Top.
This event is for the American advisor that is always focused on increasing performance to increase production. It’s about how fast can you get to the top of your potential.
Apex isn’t for product training, doesn’t contain irrelevant breakout sessions or competing sessions that force you to choose and leave you feeling that you didn’t get the ROI you wanted.
Apex is an event to allow you to fully focus on you and your performance so that you can return back to your practice refreshed, rejuvenated, and ready to be your absolute best for your clients and agency/firm colleagues.
Don’t come if you expect the same ‘ole, same ‘ole conference. Do come if you need one opportunity a year to disconnect from everything and get centered on your growth plan for yourself.

Property Insurance Legislation and Previous Session's Highlights
2022-08-10 11:00 - 13:00 | Shelby Auditorium, 8350 North Tamiami Trail, Sarasota, FL, 34243

Navigating HR Issues In a Post-COVID World Webinar
2022-07-27 12:00 - 13:00 | ZOOM
NAIFA Tampa Bay July Zoom Program
Navigating Human Resource Issues in a
Post-COVID World
Learn about the challenges of managing remote employees, complexities of working remotely & other HR issues!
Join NAIFA Tampa Bay Virtually on Wednesday, July 27th as we welcome Board Certified Labor & Employment Lawyer Joan M. Vecchioli.
Topics to Include:

Liability of Managing Remote Employees
HR & Compliance Concerns When Working Remotely
Vaccination Rights
& more

Wednesday, July 27th, 2022 12:00pm
Zoom – Virtual Event

Presented By: Joan M. Vecchioli
Partner
Johnson Pope Bokor Ruppel & Burns, LLP
READ MORE ABOUT JOAN HERE

NAIFA Live: Member Only
2022-07-21 14:00 - 15:00 | Webinar
From US Army Airborne to Managing Director – How NAIFA Drove My Journey to the Top
Steve Saladino
Managing Director
Principal Financial Group
Thursday, July 21st
2 pm eastern

Former NAIFA Trustee and managing director with Principal Financial Group, Steve Saladino, is a prime example of doing the hard things well, the things that will drive future success. Join Steve has he shows how his early training as a United States Army Airborne helped cultivate the habits that would lead this 31-year industry veteran to the top.
This NAIFA Live is intended for newer advisors and any advisor who wishes to grow their practice.
You will learn:

How “being” NAIFA and not “doing” NAIFA can help you grow your professional network and practice
Best practices for securing strategic alliances with CPA’s, healthcare and P&C agents
To enlarge your social and community presence and outreach while serving NAIFA
Timeless sales and prospecting tips to drive your success

The webinar is brought to you by

Citizens Update Webinar
2022-07-20 10:00 - 11:00 | ZOOM
Citizens Update Webinar is Wednesday, July 20 at 10:00 a.m. ET.

We’ll cover:

Market Update
Hot Topics
Underwriting Tips
Understanding Citizens Systems
Q&A

To register, click here: https://us02web.zoom.us/meeting/register/tZEkd-Gurj8vH9EBMaBcK-cnGQGRxs_B94Qn

The 3 Step Marketing Plan to Turn Clients into Raving Fans that Refer and Never Leave
2022-07-14 13:00 - 14:00 | Webinar
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 your clients and how often
Learn how to connect with spouses, build trust with the next generation, and increase your AUM

The webinar is brought to you by

NAIFA-Florida Sales Symposium
2022-07-14 - 2022-07-15 | Reunion Resort, 7593 Gathering Drive, Kissimmee, Florida, 34747
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 latest speaker lineup.
Breakout Sessions—Creative and energizing, our breakout sessions on Thursday and Friday conducted by industry experts offers something for everyone and will give you dozens of practical and useful ideas you can implement immediately.
Networking Opportunities—Most of our attendees tell us networking opportunities with colleagues at our conference is one of the greatest benefits of attendance.
Exhibitors—Don’t miss a chance to meet with vendors showcasing the latest in insurance and financial products and services.

Click Here to Register and to View Hotel Information and Full Agenda

Holiday Office Closure
2022-07-04 | FL
The NAIFA-Florida office will be closed in observation of Independence Day.

NAIFA-Tampa Bay IFAPAC Fundraiser, Trivia & Happy Hour
2022-06-23 16:30 - 17:30 | Wild Rover Brewing Co., 13921 Lynmar Blvd., Tampa, FL, 33626
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 and a great evening of fun!

IFAPAC Fundraiser, Trivia & Happy Hour!
Thursday, June 23rd, 2022 4:30pm
Wild Rover Brewing Co.

Join us for a great time with your peers playing trivia and raising funds for our political action committee.
As NAIFA Tampa Bay member, you have the opportunity to advocate for the industry and your consumers.
Registration: $40.00
Includes a beer and some finger foods
This event is for members only.
Not a member? Join TODAY! https://belong.naifa.org/join

Northeast Florida Chapter Meeting
2022-06-23 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
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. Governor DeSantis signed it into law on March 22, 2022. The law called the “Dorothy L. Hukill Financial Literacy Act”, applies to students who enter ninth grade in the 2023-2024 school year or later.
Most financial advisors agree that financial literacy and understanding starts at a young age. Teaching children to be good stewards of their money is an important life-long learning task that will follow them as they mature into adulthood. Providing tools and education enhances a student’s ability to make good financial decisions as young adults. Now with this new law in place, organizations such as Junior Achievement will work with other organizations to provide the public schools with curriculum and volunteers to teach these important principles.
Join us on June 23rd to learn how you, your firm and NAIFA can help.
Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Click here to learn more about the speaker.
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, June 20th.

NAIFA/CF May Luncheon
2022-06-23 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
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.

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.
About Bob Herman

Bob Herman, CLU is the Disability Income Regional VP of Principal Financial Group, located in the North Port-Sarasota area. Bob has over 25 years of established sales success in the disability insurance marketplace. He is a graduate of Illinois State University.
About Chad Ourso

Chad is with Asteya World, helping insurance Agencies and Financial Advisors build revenue with income protection, life insurance and risk mitigation convos. He is a graduate of Rollins College, Winter Park and lives/works in the Orlando area. Chad is an avid chef and huge football fan.

The panel will also include two members of NAIFA-Central Florida who will tell their stories of experience with clients who needed the disability insurance products sold to them.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, June 23, 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 Live- Members Only
2022-06-16 14:00 - 15:00 | Webinar
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? Premium financing is an emerging and vital planning strategy, one your clients cannot afford to miss.
Join premium finance experts Anthony Martinelli, Bob Bagonis, and Bill Medico for our June NAIFA Live where we pull the veil off this fascinating and powerful estate planning strategy.

The webinar is brought to you by

NAIFA-Broward: First Steps, Last Steps: LTC Solutions (1 HR CE)
2022-06-15 11:30 - 13:00 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
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 of needing LTC, how to protect a client’s investment portfolio, and the possible use of Medicaid as an option.

Approved for 1 CE hour in Florida
Level of the class: Intermediate
Offering ID #1162193
Course CE number ID # 121514
A Health product and will apply to Life, Health License

Date: Wednesday, June 15, 2022
Time: In-Person Meeting 11:30 AM – 1:00 PM
CE Class 12:00 PM – 1:00 PM
Location: The Fort Lauderdale County Club
415 County Club Circle
Fort Lauderdale, FL 33317

MODERATED BY:

Jean Ausman
Instructor ID #: 1345597
Director of Long-Term Care Solutions at Stewardship
Advisory Group
Biography

Mike Roberts
Instructor ID # 1345591
Founder and Managing Partner at CPT Wealth Strategies
Biography

Pre-Registration
Pre-Registration is required, RSVP today
Zoom registrants will receive a confirmation email containing information about joining the meeting.
Lunch Member- $30.00
Zoom Member- $10.00
Lunch Non-Member- $40.00
Zoom Non-Member- $20.00

Complete NAIFA Member Registration Lunch
Complete NAIFA Non-Member Registration Lunch
Complete NAIFA Member Zoom Registration
Complete NAIFA Non-Member Zoom Registration

NAIFA-FSP 2022 Advanced Practice Symposium In Phoenix
2022-06-09 13:00 - 18:00 | The Scott Resort & Spa, 4925 North Scottsdale Road, Scottsdale, Arizona, 85251
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 Practice Symposia! Join us to hear from premier thought leaders in the field of advanced financial planning to learn how to better partner with a variety of industry professionals to expand your offerings and create top-line growth. Join us for this high-impact, half-day event.
Join us to learn new ways to approach complex cases and how you can better partner with a variety of industry professionals to expand your offerings and create top-line growth.

Brought to you by

Pop Up Social - Hour Glass Brewing, Longwood, FL
2022-06-08 18:00 - 21:00 | Ivanhoe Brewing, 1300 Alden Rd, Orlando, FL, 32803
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 friends (the more the merrier)
What: Games and beers (being good at playing games is not required)
When: Wednesday, June 8th. (Recommended you come around 6-6:30 pm)
Where: Ivanhoe Park Brewing, 480 S. Ronald Reagan Blvd, Suite 1020, Longwood, FL 32750
Why: Why NOT????

It is free to attend and no registration is required, but if you could go to our Meet Up Group via the Register Now link above, that would give our group more credibility. Our ultimate goal is to get other like-minded people to join in the fun.

Holiday Office Closure
2022-05-30 | FL
The NAIFA-Florida office will be closed in observation of Memorial Day

NAIFA-Central FL CE Class - Disability: What We Need To Know
2022-05-27 11:30 - 12:30 | ZOOM
NAIFA Central Florida
One Hour CE Class
NAIFA-CF is pleased to offer a one hour CE class on Friday, May 27, 2022 from 11:30 am to 12:30 pm.
TOPIC: Disability: What We Need To Know – Webinar Course #121120 Course Offering #1162387
Course Authority 2-40 Health, Approved for 1 HR of CE
Course Level: Intermediate
Provider ID 654

Instructor:Maureen Ann Kirshhofer
This one-hour couse stresses the importance of replacing cash flow in the event of a disability, reviews the different types of disability income products, funding options, and the statistics of the likelihood of incurring a disbablity.
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 27th
11:30 am to 12:30 pm Eastern Time Zone
Your location

NAIFA/CF May Luncheon
2022-05-26 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the May monthly luncheon.

BRYAN REPPLE, Chief Executive Officer | Insurance
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.
Bryan will discuss the differences between Whole Life and Indexed Universal Life policies.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, May 26, 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
