National Association of Insurance and Financial Advisors-Florida
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…
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…
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…
The NAIFA-Florida office will be closed in observation of the 4th of July.
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.
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.
Visit www.naifa-florida.org/conv2021 for more information and registration.
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:…
Tom Michel President, NAIFA Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP Treasurer, NAIFA Connie Golleher, CLTC, LACP Board Member, NAIFA Evelyn Gellar, LUTCF, RICP, CDFA, CLTC Board Member, NAIFA Wednesday, July 14th 2 pm eastern During the presentation you will learn how our panelists created and grew their practices while discovering their…
Wednesday, July 14 – 3:00 p.m. ET **Agency Managers** Prospecting expert Wendy Weiss joins us from NYC to show managers how to have a super-productive sales team without having to micromanage. Her trademarked system, Salesology™ Prospect Method, is a 3-step method which increases qualified appointments and sales by 73% on average. Join Wendy for a…