• LAAIA Annual Conference

    ZOOM

    November 6, 2020 9 am-5 pm eastern NAIFA Advocacy Partner, Latin American Association of Insurance Agencies (LAAIA) is celebrating their 50th Anniversary with a virtual convention. Register: https://laaia.com/meetinginfo.php?id=1&ts=1596993186  

  • Long Term Care Virtual Conference

    ZOOM

    The webinar is brought to you by: 12-3 pm eastern Save the date for the Limited & Extended Care Planning Solutions Conference! Join us three hours a day over the course of three days. Hear from LTC experts about this rapidly changing industry. More information coming soon!

  • Members Only: Building Relationships in a New Congress

    ZOOM

    November 11, 2020 2 pm eastern With the 117th Congress quickly approaching, the freshman classes of the House and Senate are preparing to take their place in Washington, DC. Join members of NAIFA's National Grassroots Committee and NAIFA Grassroots Director Maggie Buneo to learn more about developing relationships with newly elected legislators, becoming a trusted…

  • NAIFA Live – November 2020

    NAIFA Live

    Delvin Joyce, CLU, ChFC, RICP Members Only: NAIFA Live-Sticktoitiveness Former NFL player turned financial planner, Delvin Joyce will share seven lessons that he learned through athletics that helped him to successfully transition into the financial services industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting.  In addition, Delving will…

  • Member Benefits Program Month #11: Volunteer Opportunity Tour

    ZOOM

    Member Benefits Program Month #11: Volunteer Opportunity Tour Register Tell a Friend Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with…

  • David McKnight Virtual Event – Tax Free Income For Life

    ZOOM

                      by David McKnight Presented by NAIFA-Tampa Bay and open to all NAIFA Members   Many of us have been long time fans of David McKnight and his “Power of Zero” philosophy.  We are presenting David McKnight on November 16th from Noon to 1pm as a virtual event.  Registration…

  • Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement

    ZOOM

    November 16th, 2020 12:00 PM EST One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships.   The webinar…

  • Membership Phone-A-Thon

    CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see…