NAIFA-Florida

How to Advise Your Clients to Get to the Zero Tax Bracket
2021-08-04 14:00 - 15:00 (America/New_York) | ZOOM
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 money will they really get to keep? David McKnight and Harlan Accola, CRMP will discuss the solution: The zero percent tax bracket! Financial advisors learn how you can help your clients keep their assets by eliminating tax rate risk from the retirement picture.

The webinar is brought to you by

Continuing Education- The Power of the Purse
2021-07-29 12:00 - 13:00 | ZOOM
“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 investment needs of female clients. The presentation identifies four main female investor types and the common characteristics of each type. Information is provided on what advisors can expect when working with each personality, and how questions can be tailored to help identify the female client’s financial goals. Women generally have the same investment goals and objectives as men, but their approach to financial decision making differs. Understanding these differences is key for advisors wanting to help guide the female client. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for generic Life, Health, and Variable Products licensees – 9900. Intermediate level. Florida DFS Course #113749, Offering 72270. Provider #415, Principal Mutual Life Insurance Company.)
Members: No charge
Non-Members: $15
To register, click here: https://naifacf.wufoo.com/forms/zws7yp0kv22up//

Diversity, Equity & Inclusion: Improves Customer Relationships and Drives Business Growth
2021-07-22 13:00 - 14:00 | ZOOM
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 for designing, leading, and implementing strategies that foster a more inclusive workplace, increase employee performance, drive better outcomes for customers, and ultimately improve business results. She also helps to foster diversity and inclusion efforts across the life insurance industry as chair of The American Council of Life Insurers’ (ACLI) Diversity, Equity, and Inclusion (DEI) Forum, which is responsible for strategies to integrate DEI into ACLI’s industry portfolio. In addition, Miriam provides insights and perspectives to drive excellence in the global diversity and inclusion marketplace by serving as a director on the Diversity MBA Advisory Leadership Board for P&L Groups, LTD of IL Holding Company.

This webinar is offered in partnership with

Advisor Ambassador Program
2021-07-22 13:00 - 14:00, 2021-07-08 13:00 - 14:00 | ZOOM
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.

2 HR CE- Social Security & Medicare ... Understanding the Benefits
2021-07-21 09:00 - 11:00 | ZOOM
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 has been in the financial services industry for over 24 years working with companies with MetLife, Phoenix Life and Lincoln National. He has his series 6,7,24 and 26 license, and specializes in Brokerage, working with independent advisors, as well as advisors from New York Life, Northwestern Mutual Life, and Guardian Life. Scott is a Life Underwriter Training Council Fellow (LUTCF), and serves on the NAIFA-Palm Beaches board of directors, as well as the Financial Planning Association – Broward Chapter board of directors. He grew up in Philadelphia and graduated from Temple University. Scott is married with three children, two of whom currently are attending graduate school. He loves to read and is still an Eagles, Flyers and Phillies fan!

NO CHARGE for NAIFA Members / $10.00 Non-Members

Check our website and membership communications for updates and online registration

CLICK HERE TO REGISTER ONLINE!

Zoom link / invite will be sent to email provided before the meeting.

For more information, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

Q3 State of NAIFA 2021 Webinar
2021-07-20 14:00 - 15:00 | ZOOM
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 this year. They will also provide an update of NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

Sales Symposium Bonus Session - PAC/YAT Event
2021-07-15 17:15 - 18:30 | ZOOM
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 beverage and join us on Zoom for some networking and good times!!

Sales Symposium Bonus Session for Agency Managers
2021-07-14 15:00 - 15:30 | ZOOM
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 demonstration of this new system and boost your team’s production!

Members Only: NAIFA LIVE: NAIFA Board of Trustees Panel
2021-07-14 14:00 - 15:00 | ZOOM
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 niche. Their paths to success are fascinating and their stories bring key insights that you can use to achieve your own success and grow as a leader. In fact, leadership is a key aspect of each of their stories and membership in NAIFA was a major factor in their success, leading all the way to the NAIFA Board of Trustees.

The webinar is brought to you by

Sales Symposium Bonus Session- Citizen's Training Session
2021-07-13 09:30 - 11:00 | ZOOM
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:

What’s New at Citizens
System Enhancements
Tools & resources to help adhere with Underwriting Guidelines
myAgency Enhancements
Q&A

You won’t want to miss this one!

NAIFA-Florida 2021 Virtual Sales Symposium
2021-07-12 - 2021-07-16 | ZOOM
Visit www.naifa-florida.org/conv2021 for more information and registration.

NAIFA Chapter Services - Membership Chairs Meeting
2021-07-08 15:30 - 16:30, 2021-06-10 15:30 - 2021-06-11 16:30 | ZOOM
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.

Holiday Office Closure
2021-07-05 | FL
The NAIFA-Florida office will be closed in observation of the 4th of July.

Breaking into Business Markets
2021-06-30 14:00 - 15:00 | ZOOM
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 of new clients? While this market may be lucrative, it is highly competitive. However, there is a charted path to success in the business market, a path that Danny O’Connell has successfully navigated.
“Breaking into Business Markets” is for any advisor who is interested in expanding their practice to include business clients. It is also for those with experience in the business market who would like to gain additional ideas to increase their production.

The webinar is brought to you by

NAIFA Tampa Bay Social & Headshots
2021-06-30 | FL
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 mimosas and get a new head shot!

Wednesday, June 30th
8:30 to 10:00 a.m.
Centre Club – 123 S. West Shore Blvd 8th Floor, Tampa

NETWORKING, Continental Breakfast, short program and headshots!
Complimentary Mimosas to CELEBRATE will be served.

Headshots provided by Rick Tauceda, Rick Visuals, Inc.

MEMBER – NO Headshot – FREE
MEMBER – with Headshot – $35.00
GUEST – NO Headshot – $10.00
GUEST – with Headshot – $45.00

CLTC Master Class
2021-06-29 12:00 - 16:00, 2021-06-22 12:00 - 16:00, 2021-06-15 12:00 - 16:00 | ZOOM
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 for your clients.

NAIFA members are able to redeem the following discounts for the June 2021 CLTC Master Class:

$850 with promo code NAIFA621$ if registered before May 21.
$900 with promo code NAIFA621 if registered after May 21.

How the Annuity Industry Is Navigating an Advisor Sea Change
2021-06-29 11:30 - 13:00 | ZOOM
Bryon Holz|
Secretary, NAIFA
President & Registered Principal, Bryon Holz & Associates
Derek Scheetz
Financial Representative, Lifetime Financial Growth
Tuesday, June 29th
11:30 am eastern

In just a short time, the industry will be facing an advisor shortage of nearly 400,000 professionals. Distributors must find ways to engage with and recruit younger advisors, who demand new ways of doing business. Meanwhile, advisors preparing to retire must do so in order to court younger advisors for succession planning. How is this being done on all sides of distribution? And what do younger advisors really want and expect from the industry?
NAIFA and NAFA are pleased to offer this webinar in partnership for National Annuity Awareness Month.

The webinar is offered in partnership with

What Type Of Insurance Should You Recommend? 2HRS CE
2021-06-25 11:15 - 13:30 | ZOOM
NAIFA Central Florida
Two Hours CE Class
NAIFA-CF is pleased to offer a two hours CE class on Friday, June 25, from 11:15 am to 1:30 pm.
TOPIC: What Type Of Insurance Should You Recommend? – Virtual Class Course #118063 Course Offering #114869
Instructors: Brian Lazusky and Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame®
From 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm.
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, June 25, 2021
11:15 am to 1:30 pm
Your location

Advisor Ambassador Program
2021-06-24 13:00 - 14:00, 2021-06-10 13:00 - 14:00 | ZOOM
June 10th and 24th | 1 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.
Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.

NAIFA Central Florida Monthly Luncheon Meeting - In Person/Virtual
2021-06-24 11:30 - 13:30 | Hannibal’s On The Square, 511 W New England Ave, Winter Park, FL, 32789
NOTE: NEW MEAL PRICES ARE $20 FOR NAIFA MEMBERS AND $25 FOR NON-MEMBERS!
NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the June 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
Topic: Practicing With Integrity
11:30 am – 1:00 pm on Thursday, June 24, 2021
Either from your home or in person at Hannibal’s On The Square
511 W New England Ave, Winter Park, FL
Cost:
Member of NAIFA In Person At Hannibal’s $20.00
Non-Members In Person At Hannibal’s $25.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend

SPEAKER

BRYAN REPPLE
Chief Executive Officer, Insurance Services
G.A. Repple & Company
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.

On the registration form, you will be asked to select one the following three entrees:
Beef Crepe With Mushrooms, red wine and demi glace
Blackened Grouper with Grand Marnier Sauce
Sauteed Chicken Breast with Blue Cheese Sauce

Note that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email, please check your junk folder.

Everything you Wanted to Know About Virtual Meetings but Were Too Embarrassed to Ask
2021-06-22 14:00 - 15:00 | ZOOM
John Hansbrough, LACP
The LBL Group
Benefits Advisor
Derek Scheetz
Lifetime Financial Growth
Financial Representative
Rebecca Schulter
UCL Financial Group, LLC
Partner
Kate Cihon, FSCP,
KCAG, LLC
V.P. & Managing Partner
Wedneday, June 22nd
2 pm eastern

We’ve been living in a virtual world for over a year. While things are starting to get back to normal, technology has become a critical piece in the way business is done and it’s here to stay. No matter your technology comfort level, members of NAIFA’s Young Advisor Team share ideas and their best tips to navigate the new normal.

The webinar is brought to you by

Practice Building and the Issues Advisors Face
2021-06-17 11:30 - 13:00 | Bonefish Grill, 10950 San Jose Boulevard, Jacksonville, FL, 32223
Hosted By:

11:30 AM-1:00 PM EASTERN
LOCATION:
Bonefish Grill
10950 San Jose Boulevard
Jacksonville, FL 32223
Practice Building and the Issues Advisors Face
Andy is the owner of Laino and Associates Financial Group and doing business as Wealth Protection Strategies, with offices in Jacksonville and Sarasota. Andy is a sought after trainer, lecturer and speaker in the areas of estate planning, business continuation planning, executive compensation design, retirement planning, and protecting assets from catastrophic medical needs. He is a 16 year Qualifying & Life Member of MDRT, with 8 years Court of the Table and 3 years Top of the Table level. He is a member of NAIFA, a past recipient of the Community Service Award, a member of the Northeast Florida Estate Planning Council and the Society of Financial Service Professionals.

Andrew E. Laino, CFP®, CLU®, CLTC®
Andy’s Bio
CLICK HERE TO REGISTER!
Virtual attendees register here to receive log in credentials.

5hr Mandated Law & Ethics Review for Life & Health Agents Update 2021 Webinar
2021-06-17 08:30 - 13:30 | ZOOM
THURSDAY, June 17, 2021
Virtual/Zoom Presentation
8:30 am – 1:30 pm
5 hr Mandated Law & Ethics Review for Life & Health Agents Update 2021Webinar
This course has been approved by Florida Department of Financial Services for 5-215 (LHV Combo) Credit.
Provider #697; ID 739112 Offering #1142192 .
NEW Course ID (April 2021)

Scott Rosen, LUTCF
Head Brokerage – Creative Financial Network
954-235-2703 / ScottR@cfnsfl.com
Scott Rosen is a 26 year veteran of the financial services industry. He has worked for MetLife, Lincoln National, MassMutual. Currently he is Head of Brokerage at Creative Financial Network. Scott is a Life Underwriting Training Council Fellow (LUTCF). Scott’s focus is to meet and help independent financial; advisors and provide various idea’s and marketing to bring even more value to their clients. Scott is currently serving his second year as President of National Association of Insurance & Financial Advisors – Palm Beaches, Inc. Scott is an approved Fl instructor #739112.

Costs:
$ 40 – NAIFA Member
$ 45 – Guest of Member or Allied Org (FSP, WIFS, HUA, FPA)
$ 50 – RSVP Non-Member

Time:
8:00 A.M. – Open / check-in
8:30 A.M. C.E. Starts
1:30 P.M. C.E Ends
Be online on time, if late no credit

Register Now:
Pay First!
Select appropriate payment
or mail payment to address below
$40 Member Price
$45 Allied (AHU, WIFS, FSP, FPA)
$50 Non-Member
Secondly:
Register here

and/or mail payment payable:
NAIFA-Palm Beaches
1217 Lake Geneva Drive
Lake Worth Beach, FL 33461
(561) 588-5444
naifa-palmbeaches@att.net
www.naifa-palmbeaches.org

Zoom Presentation
1. Register/Pay
2. Login BEFORE 8:30 a.m. We ask you do not login just before the start in case there is a snafu.
3. 3 days prior to presentation – a reminder with handouts and other critical info will be emailed to you.
4. Prefer video of you participating in this event rather than a blank.
5. There will be a certificate of attendance form with key words that will need to be inserted in order to confirm your attendance.
6. No lunch break.

Help Protect Our Families: The Pandemic's Effect on the Likelihood to Buy Life Insurance
2021-06-16 14:00 - 15:00 | ZOOM
Wednesday, June 16th | 2 pm eastern
NAIFA is pleased to be hosting this webinar with LIMRA and Life Happens to share the full results from the 2021 Insurance Barometer Study and the implications for agents and advisors.
In this presentation, NAIFA CEO, Kevin Mayeux; LIMRA President & CEO, David Levenson, DBA, FSA, CFA; and President & CEO of LifeHappens, Faisa Stafford, LUTCF, SHRM-SCP, will provide details on ownership by generation, income, and gender, and offer insights on which segments of the market are most interested in purchasing life insurance.

NAIFA-Broward Virtual Meeting
2021-06-16 09:00 - 10:00 | ZOOM
Wednesday, June 16th, 2021
9:00 – 10:00 AM VIA ZOOM
AVOID “THINK IT OVERS” WITH SOFIA RODRIGUEZ!

CLICK FOR MORE ABOUT SOFIA RODRIGUEZ
Probably hasn’t happened to you, but you’re likely aware that prospects have no problem taking your presentation and then, almost magically, disappearing from the planet Earth. Prospects believe it’s okay to lie to a salesperson and still enjoy the fruits of heaven, it’s true. But you can’t get mad at someone for doing something you didn’t tell them they couldn’t do.

Join Sofia Rodriguez of Sandler Training Miami for Avoid “Think It Overs,” an energetic session where we’ll discuss the best way to overcome stalls and objections, which is to avoid them in the first place.

If this has happened to you (or a friend) you’ll learn:

How to rid your pipeline of people who won’t make a decision
How to stop having adversarial interactions with prospects
How to get positive results on a regular basis

ADVANCE REGISTRATION IS REQUIRED
NO CHARGE for NAIFA Members, $10.00 for Non-Members.
Zoom link / invite will be sent before the meeting.

CLICK HERE TO REGISTER ONLINE
MEETING SPONSORED BY:

Sandler Training, Miami
5000 SW 75th Ave, Suite 203, Miami, FL, 33155
C: (305) 965-5800 ~ O: (305) 631-2205
www.absolute.sandler.com
For more information, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.
