National Association of Insurance and Financial Advisors-Florida
January 26, 2023 11:30AM - 1:00PM PERSONAL LIABILITY INSURANCE What you Need to Know & How Much is Enough A presentation by James R. Smith, CPRIA USI Insurance Services, LLC. Vice President Personal Lines Southeast Attendees will learn facts about: Premises Liability Bodily Injury Property Damage Vicarious Liability Excess Liability Domestic help (workers Compensation and…
NAIFA Central Florida Invites You To Join Us for the January monthly luncheon. PRESENTATION: A personal story from Dr. Wade G. Winker, D.D.S. about his experience with life insurance, disability insurance and the need for planning. Wade G. Winker, D.D.S., Doctor at Eustis Lakeside Dental Dr. Winker has practiced general and cosmetic dentistry in Eustis, Florida…
Jamie Sarno National Sales Director for Ancillary Products Aetna Tuesday, February 7, 2023 2 pm eastern When long-term care insurance is not an option due to a person's health and/or finances, there may be an alternative solution to a difficult situation. Limited long-term care insurance can be an option to help during your client's time…
Joe Templin, MEC, CEC, CAP, ChFC, CLU Co-Founder & President The Intro Machine Wednesday, February 8, 2023 12 pm eastern Joe Templin is a Human Kaizen Expert and won an International martial arts championship while keeping 5+ appointments per day and serving NAIFA. Join NAIFA Coaches Circle leader Joe Templin as he teaches you how to…
Wednesday, February 8, 2023 5:00 P.M. ET Miller's Ale House, 305 SE17th Street, Ocala, FL Join your fellow NAIFA members for an informal time of after-work networking and drinks, where you can meet NAIFA-Florida President, Jeff Chernoff. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just…
Join your fellow young financial advisors in the Volusia County area for a Networking Social – Thursday, Feb. 9, at 6:00 p.m. – at BJ’s Restaurant & Brewhouse. Get to know other young agents in the area. Hosted by NAIFA-Florida, members and non-members alike are invited! The first drink is on us & we’ll kick in…
February 14, 2023 11:00 AM EST It's I Love NAIFA Month and Valentine's Day is the perfect day to come together and share all there is to love about being a member. And part of that means being sure you are fully utilizing everything your membership entails. Do you know all the benefits included with…
We Invite You to Join Us for a Continuing Education Class CE CLASS: “Uncovering Social Security Secrets” Continuing Education Program provided by: Success Continuing Education CPE. Approved for Investments & Wealth Institute CE. FL Provider #1015 Level: Intermediate Course CE number: 88678 Course Authority License applies to General Life, Health and Variable Presented By: Allianz Life Insurance…
Kari Gillenwater Founder & CEO Gillenwater Consulting Group Thursday, February 16 2 pm eastern However, assessing, hiring, and retaining the right people for your team isn't always the easiest thing to accomplish. Kari Gillenwater will share proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done…
CHAPTER LUNCHEON February 23, 2023 11:30AM - 1:00PM THE COMMUNITY FOUNDATION A presentation by John Zell Vice President of Development The Community Foundation of Northeast Florida Attendees will learn facts about: How the Community Foundation can help advisors serve their clients better. Learn more about charitable giving strategies that will help your clients actualize their…