• NAIFA-Broward Virtual Meeting

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    NAIFA-Broward Virtual Meeting Wednesday, April 21, 2021 9:00 am - 10:00 am  Guest Speaker: Christopher Rosoff    VP, Institutional Insurance Subaccount Sales at Fidelity Investments Owner, CenterPoint Insurance Group, LLC Regional Vice President, Allianz Life CLICK FOR MORE ABOUT CHRISTOPHER ROSOFF "Developing an Effective Income Strategy - Consider Investor Portfolios from Different Perspectives"   ADVANCE…

  • Incorporating Medicare Planning into the Retirement & Financial Planning Process

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    Presented by NAIFA - Palm Beaches Thursday, April 22, 2021 Incorporating Medicare Planning into the Retirement & Financial Planning Process Virtual Presentation Time: 8:30 am – login/networking 8:45 am – meeting open 9:00 am – Medicare Planning 10:00 am – Meeting Ends Cost: $10 - Non NAIFA member NAIFA member ……Voluntary donation appreciated to help…

  • NAIFA Central Florida Monthly Meeting

    Hannibal's On The Square 511 W New England Ave, Winter Park, FL

    Join members of NAIFA-CF and other Central Florida industry professionals for the April 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, April 22, 2021 Either from your home or in person at Hannibal's On The…

  • Advisor Ambassador Program

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    Advisor Ambassador Program April 8 and 22 | 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 April speakers are Camille Tan, CRPC, and Blake Gillies, DIA. Help others experience…

  • Cracking the Complexity of the Coverage Gap: Shortfalls and Why They Exist

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    Shane Westhoelter, AEP, CLU, LUTCF Gateway Financial Advisors, Inc. President Susan Combs, PPACA Combs & Company, LLC CEO Scott Brennan Thursday, April 22, 2021 2 pm eastern This event is the first virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address…

  • NAIFA Central Florida – Two Hours CE Class

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    NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, April 23, 2021 from 11:15 am to 1:30 pm. TOPIC: Why Permanent Insurance - Virtual Class Course #117360 Course Offering #1142025 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million Dollar Sales Idea and…

  • 2021 Annual NAIFA Tampa Bay Golf Classic

    NAIFA TAMPA BAY: For over 30 years, the National Association of Insurance & Financial Advisors Tampa Bay has organized the Golf for Kids Classic.  Following the original mission "to give back to the community where we work and live."  The organization has raised over $520,000 for local charities.EPILEPSY SERVICES FOUNDATION: Epilepsy Services Foundation has benefited…

  • Tech Tips from the Top

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              Tech Tips from the Top Ryan Pinney, LACP Pinney Insurance Center, Inc. President Julianne Hertel Dream Big Wealth Strategies, LLC Financial Advisor & Founder Brandon Heckert, AAMS FSM Wealth, Inc. Financial Advisor Tuesday, April 27, 2021 2 pm eastern This is the first virtual program in a three-part client prospecting series designed…

  • Membership Phone-A-Thon

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    Wednesday, April 28, 2021 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place phone calls to current members around the state, thank them for their membership in the association, and to ask how their business is doing. In addition, we’re asking them if they have any desires to…

  • Continuing Education: Health Insurance: The Federal No-Surprise Act

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    “Health Insurance: The Federal No-Surprise Act -- Webinar” (CE – 1 Hour – Health) Tuesday, May 4 – 11:00 a.m. to Noon, ET by Craig Rodrigue Big changes are coming in the world of health insurance! This one-hour course reviews recent changes to health insurance, health care, and subsidies as a result of passage of…