• Sales Symposium Bonus Session – PAC/YAT Event

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    Members Only PAC/YAT Event – Trivia Contest Join NAIFA-Florida Political Committee (PC) Chair Taylor Collins, and Young Agents Team (YAT) Chair Darian Ward for a fun and relaxing time playing trivia after hours – all to raise a little money for the PAC! Don’t worry, we won’t empty your wallets – just grab your favorite…

  • Q3 State of NAIFA 2021 Webinar

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      Tom Michel, LACP NAIFA President Kevin Mayeux, CAE NAIFA CEO Diane Boyle NAIFA Senior Vice President, Government Relations Tuesday, July 20th 2 pm eastern Join us for our Q3 "State of NAIFA" of 2021 webinar . We will provide an update on where NAIFA is as an association and highlight advocacy work to be done…

  • 2 HR CE- Social Security & Medicare … Understanding the Benefits

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      Social Security & Medicare ... Understanding the Benefits  Wednesday, July 21st, 2021  9:00 - 11:00 AM Moderated by Scott L. Rosen, LUTCF Head Brokerage, Creative Financial Network Course # 92491 | FL Course Offering # 1145493 Intermediate Life, Health and Variable Annuity (2-15) CFP and CPA can also get credit!   Scott L. Rosen, LUTCF…

  • Advisor Ambassador Program

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                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.  

  • Diversity, Equity & Inclusion: Improves Customer Relationships and Drives Business Growth

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    Miriam Harris Lewis Principal Financial Group Chief Inclusion Officer Thursday, July 22nd 1 pm eastern In this session, Chief Inclusion Officer of the Principal Financial Group, Miriam Harris Lewis will discuss how an understanding of diversity & inclusion can improve customer relationships and drive business growth. In her role with Principal, Miriam has global responsibility…

  • Continuing Education- The Power of the Purse

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    “The Power of the Purse” (CE – 1 Hour – Life, Health, Variable Products) Thursday, July 29 – Noon to 1:00 p.m. ET by Steve Saladino This course is designed to assist financial professionals understand how women approach finances, what’s behind their decision-making process, and how, as a financial professional, they can best meet the…

  • How to Advise Your Clients to Get to the Zero Tax Bracket

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      Harlan Accola, CRMP Fairway Independent Mortgage Corporation National Reverse Mortgage Director David McKnight The Power Of Zero President Wednesday, August 4th 2 pm eastern Most Americans have saved the majority of their retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? How much of your hard-earned…

  • Advisor Ambassador

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    August 12th & 26th | 1 pm eastern   All non-member ar invited to join August's Advisor Ambassador Program. This free, award-winning advisor-development program allows non-members to learn from the best while sampling professional benefits that come with NAIFA membership.   Join us and experience NAIFA by attending the Advisor Ambassador program.   Speakers for…

  • NAIFA Chapter Services – Membership Chairs Meeting

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    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.

  • Performance+Purpose: Redefine the Lines

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    The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers, gamification, and TED-talk style sessions to allow attendees to "choose their own adventure" to spice up their Zoom experience and deliver top-notch training to help you expand your book of business.…