Members Only - NAIFA Live: Train Your Brain for Success
2024-06-20 12:00 - 13:00 (America/New_York) | ZOOM
NAIFA Live
June 20, 2024
July 18, 2024
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024
12:00 pm ET

Your brain is the single biggest driver of your energy, your focus, and the results you get in every area of life. Your career, your finances, your physical health, your relationships- all of them are constantly created and influenced by your thinking. Unfortunately, your brain didn’t come with an owner’s manual … until now.
In Train Your Brain For Success, you will learn to harness the incredible creative capacity of your mind and achieve your personal best – professionally, financially, and personally.

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Social Security: Will It Still Be There?
2024-06-26 12:00 - 13:00 | ZOOM
WEDNESDAY, JUNE 26, 2024
12 PM EASTERN

The majority of Americans get the bulk of their retirement income from Social Security, and the release of the Trust Fund Annual Report has become a spring ritual. The new report, issued in May, had a few minor—but no major—surprises. Just like every other year, there has been a predictable flurry of general news media coverage since the report was released. Will Social Security still be there? Is it going broke? Are we going to have to live on less money? Your clients are hearing all this. Understanding a few important concepts can help you deal with the concerns they may have.

THIS WEBINAR IS BROUGHT TO YOU BY

NAIFA-Northeast FL CE- Roadmap to Transaction
2024-06-27 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Brian Goodhart
JUNE 27, 2024
11:30 AM – 1:00 PM
CE APPROVED!
Course ID: 130213 – Course Offering: 1201855
Course Authority: CE 9901- Generic Life & General Lines
Level: Intermediate – Provider ID: 654
Hour(s) Approved: 1 hour

Join NAIFA-Northeast Florida on June 27th from 11:30 am – 1:00 pm for our June Member Meeting – “The Roadmap to Selling a Business” Process, Pitfalls and a Path Forward. We will hear from Brian Goodhart. We can’t wait to see you!
What You Can Expect to Learn:

The current state of the financial markets – Interest rates, financial news, financial trends in M&A, private equity, venture capital and more. Typically discuss any local concerns that may be important in a given area (recent trends, newsworthy items, etc.).
What has Capstone learned in nearly 30 years of mid-market M&A? – The balance of owning a business. Why do people sell? What are their motivations for divesting of their business? What does a good transaction process look like? What is the role of their advisor during their transition exploration? How does a business owner vet various transition options including such options as Management Buyout, ESOP, external sale, etc.
The M&A Process – What are the primary steps to the process? What should a business owner and/or their advisors look for in a good transaction professional? What does the process look like and when should advisors expect to be involved?
What makes for a satisfied seller? How does this reconcile with their preparatory work done in the beginning of the process? Where do advisors typically add value?

Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216

Q3 State of NAIFA
2024-06-27 12:00 - 13:00 | ZOOM
Q3 State of NAIFA
Thursday, June 27, 2024
12 pm eastern

Join us for the Q3 “State of NAIFA” 2024 webinar featuring:

Tom Cothron, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, NAIFA SVP of Government Relations

NAIFA leaders 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 on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.

Members Only - Coaches Circle with Dan Finley: Mastering Personality-Based Selling
2024-06-27 16:00 - 17:00 | ZOOM
Thursday, June 27, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

Login to the members portal to register for this Member’s Only webinar.

THIS WEBINAR IS BROUGHT TO YOU BY

June Book Club
2024-06-28 12:00 - 13:00 | ZOOM
Friday, June 28, 2024
12 pm eastern

Each month, members will discuss and review a featured book to help you grow personally and professionally.
Building a StoryBrand: Clarify Your Message So Customers Will Listen
By: Donald Miller
NAIFA Facilitator: John D. Richardson
New York Times best-selling author Donald Miller uses the seven universal elements of powerful stories to teach listeners how to dramatically improve how they connect with customers and grow their businesses.

Login to the members portal to register for this Member’s Only webinar on the event calendar.

Palm Beaches Affiliate Call
2024-07-09 11:30 - 12:30 | ZOOM
We’re eager to hear from you about the events you’d like to see happening in your area for the remainder of this year. Your input is invaluable in shaping our community’s calendar and ensuring it reflects the interests and preferences of all members.
To facilitate this discussion, NAIFA-Florida Leadership is hosting a series of Zoom call by local affiliate. During this session, we’ll brainstorm ideas, share suggestions, and explore possibilities for upcoming events. Whether it’s educational luncheons, continuing education sessions, or recreational gatherings, your ideas will help us create memorable experiences for everyone.
Here are the details:
All calls will take place at 11:30 AM EST. Please register in advance to receive the zoom link.

July 9th: Palm Beaches – Register Here
July 11th: Miami Dade – Register Here
July 16th: Northwest Florida – Register Here
July 18th: Ocala – Register Here
July 30th: Daytona Beach – Register Here
August 1st: North Central – Register Here
August 6th: Capital – Register Here

Please mark your calendars and come prepared to contribute your thoughts and ideas. Your participation will be instrumental in making this year’s events truly special and inclusive.
If you have any specific topics or ideas you’d like to discuss during the call, feel free to share them with us in advance by clicking here.
We look forward to your active participation and fruitful discussions during the Zoom call. Together, let’s make this year’s events the best ones yet!

Miami Dade Affiliate Call
2024-07-11 11:30 - 12:30 | ZOOM

Ambiguities in Per Capita Distributions: Navigating Complexities in Estate Planning & Life Insurance
2024-07-11 12:00 | ZOOM
THURSDAY, JULY 11, 2024
12:00 PM EASTERN

Per stirpes and per capita options are commonly used by clients planning multigenerational assets transfers, including both probate and nonprobate assets. This article delves into the distinctions between per capita distributions in estate planning versus life insurance, underscoring the lack of a standard definition. During this program, the authors will demonstrate how this ambiguity could impact a client’s distribution of assets.

THIS AUDIO DISCUSSION IS BROUGHT TO YOU BY

Members Only - Coaches Circle with Dan Finley: Attracting Referrals
2024-07-11 16:00 - 17:00 | ZOOM
Thursday, July 11, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

Login to the members portal to register for this Member’s Only webinar.

THIS WEBINAR IS BROUGHT TO YOU BY

Northwest Florida Affiliate Call
2024-07-16 11:30 - 12:30 | ZOOM

Webinar: Buy-Sell Planning after Connelly
2024-07-16 12:00 - 13:00 | ZOOM
Buy-Sell Planning after Connelly
TUESDAY, JULY 16, 2024
12 PM EASTERN

The U.S. Supreme Court’s recent decision in Connelly v. United States has upended buy-sell planning for many business owners. Now more than ever, effective buy-sell planning requires well-written legal documents, deep knowledge of income and estate tax implications, and practical experience with a wide range of planning concerns. Special attention will be given to the planning implications of this ruling for business owners with entity purchase or wait and see buy-sell agreements. We will discuss what went wrong, how the result might have been avoided, and innovative strategies to consider for cross purchase designs.

Pension Risk Transfer: Open the Door to New Client Opportunities
2024-07-17 12:00 - 13:00 | ZOOM
WEDNESDAY, JULY 17, 2024
12 PM EASTERN

Financial professionals across the country tell us they want prospective clients who have assets to move and are willing to meet on a favorable basis. They also tell us their current marketing efforts produce an inconsistent flow of new clients. This creates concern for how they will grow their practice outside of relying on market increases. Every financial professional should have a sustainable marketing strategy to gain prospective clients. Pension Risk Transfer (PRT) marketing is one way to do it.

THIS WEBINAR IS BROUGHT TO YOU BY

Ocala Affiliate Call
2024-07-18 11:30 - 12:30 | ZOOM

NAIFA-Broward Legislative Meeting
2024-07-18 11:30 - 13:00 | Colony West Golf Club, 6850 NW 88th Ave, Tamarac, FL, 33321
The Future of Property Insurance in Florida
Tim Meenan, P.A.
NAIFA-Florida Lobbyist
Thursday, July 18th, 2024
11:00 am
The View at Colony West Golf & Country Club
Conference Room
6850 NW 88th Ave., Tamarac, FL 33321

Join us for an important meeting to learn about important legislative actions taken impacting Florida residents.
Our NAIFA-Florida Lobbyist Tim Meenan will share the impact of our advocacy efforts on this past legislative session and the importance of our future advocacy efforts.
Tim will bring you up to date on legislative issues so you can be a valuable resource for your clients and future clients.
Please forward this to your fellow agents. Hope to see you there!

Additional legislative representatives will be in attendance

Registration including lunch
Member: $25.00
Non-Member: $35.00

Members Only - NAIFA Live: Fintech, AI, and the Future of Insurance
2024-07-18 12:00 - 13:00 | ZOOM
THURSDAY, JULY 18, 2024
12 PM EASTERN

Artificial Intelligence and its potential impact has been compared to that of the printing press and electricity.
What impact does AI truly have on your business and your future? Join us for a fascinating and highly entertaining discussion with Kenneth Leibow, Founder and Chief Executive Officer at InsurTech Express. Ken brings more than 36 years of insurance industry experience to the discussion, with an extensive background in insurance technology for distribution and back-office systems.

To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.

Webinar - NYS DFS Provides Guidance Doc to Comply with Cybersecurity Compliance Requirements
2024-07-22 10:00 - 11:00 | ZOOM
NAIFA-New York invites all NAIFA-Florida dual licensed members to attend this very important webinar!
JULY 22, 2024
10:00 – 11:00 AM EST

In follow-up to the NAIFA-New York webinar held jointly with NYS DFS to educate NAIFA members on their cybersecurity compliance requirements, the DFS has issued a new “cheat sheet” document to guide independent agents about how they can be in compliance with their new cyber regulations.
This template is intended for individual licensees who qualify for a section 500.19(a) limited exemption under the Cybersecurity Regulation, meaning:

The individual licensee and its affiliates combined have fewer than 20 employees and independent contractors;
The individual licensee must have less than $7,500,000 in gross annual revenue in each of the last three fiscal years from all business operations of the licensee and the business operations of its affiliates in New York State; or
The individual licensee must have less than $15,000,000 in year-end total assets, including assets of all affiliates.

Laura Evangelista, Esq., legislative counsel for NAIFA-NY and was the former executive deputy superintendent at DFS, will teach this hands-on webinar. She will walk you through each section of this 19-page guidebook, and address your questions about compliance requirements.
Your independent agency is NOT considered exempt under these new regulations, and this webinar will address why, and how you can be in compliance and avoid costly fines.
This is an essential webinar for independent agents. NAIFA-NY is thrilled to bring this members-only resource to your door to address confusion that continues to be raised regarding if you are in compliance.
In a one-hour webinar Monday, July 22 at 10am EST, Ms. Evangelista will explain and address who does and does not qualify for exemptions from the regulation and the compliance obligations for an exempt producer.
In 2023, the New York Department of Financial Services (DFS) implemented amendments to New York’s cybersecurity regulation, known as Part 500. These new cybersecurity regulations impact every insurance producer who is licensed in New York—both resident and non-resident license holders.
Don’t miss this unique opportunity to hear directly from DFS. Register now to attend this important webinar. You must pre-register in order to receive the event link. See you then!

Citizens Update Power Hour Webinar
2024-07-24 10:00 - 11:00 | ZOOM
Citizens Update Webinar – on July 24, 2024, 10:00 a.m.

New Business Process & Underwriting Tips
Servicing the Policy & Underwriting Tips
Accounting Review & Reminders
myAgency Renewals & Dashboards

Zoom
Register in advance for this meeting:

After registering, you will receive a confirmation email containing information about joining the meeting.

Financial Security Advocate Academy
2024-07-24 14:00 - 15:00 | ZOOM
Wednesday, July 24, 2024
2 pm eastern

Financial Security Advocates have the training, knowledge, and skills to fully participate in the political process, exert their grassroots influence, and amplify NAIFA’s advocacy message on behalf of their businesses, colleagues, clients, and communities. They truly make a difference. You, too, can be a part of something big and join the ranks of Financial Security Advocates.

Members Only- Coaches Circle with Dan Finley: Creating an effective Client-Servicing System
2024-07-25 16:00 - 17:00 | ZOOM
Thursday, July 25, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

Login to the members portal to register for this Member’s Only webinar.

THIS WEBINAR IS BROUGHT TO YOU BY

Members Only - July Book Club
2024-07-26 12:00 - 13:00 | ZOOM
FRIDAY, JULY 26, 2024
12 PM EASTERN

Each month, members will discuss and review a featured book to help you grow personally and professionally.
Lead from the Outside
By: Stacey Abrams
NAIFA Facilitator: Trish May
Stacey Abrams argues that knowing your own passion is the key to success, regardless of the scale or target. From launching a company, to starting a day care center for homeless teen moms, to running a successful political campaign, finding what you want to fight for is as critical as knowing how to turn thought into action. Stacey uses her experience and hard-won insights to break down how ambition, fear, money, and failure function in leadership, while offering personal stories that illuminate practical strategies.
Login to the members portal to register for this Member’s Only event!
Brought to you by:

Daytona Beach Affiliate Call
2024-07-30 11:30 - 12:30 | ZOOM

P&C Study Group: Premiums on the Rise & Liability Concerns
2024-07-30 15:00 - 16:00 | ZOOM
TUESDAY, JULY 30, 2024
3 PM EASTERN

Members will discuss and review topics related to and impacting members working in the Property & Casualty market. Each month will feature a different topic. The format will feature case studies and open discussion.
Login to the members portal to register for this Member’s Only webinar.
Brought to you by:

North Central Affiliate Call
2024-08-01 11:30 - 12:30 | ZOOM

Capital Affiliate Call
2024-08-06 11:30 - 12:30 | ZOOM

Wake Up Wednesdays with Marques
2024-08-07 09:00 - 10:00 | ZOOM
Ogden is a three-time best-selling author and the host of the podcast “Get Authentic with Marques Ogden.” In his speaking engagements, Marques leads his audiences to understand why “Authenticity Creates Victory” by sharing his personal story of overcoming adversity and achieving success. Marques is on a mission to inspire CEOs and other senior leaders to maximize their potential to reach their personal and professional goals.
Login to the members portal to register for this Member’s Only webinar.
THIS WEBINAR IS BROUGHT TO YOU BY

Medicare Supplement: A Deep Dive with Humana's Experts
2024-08-07 12:00 - 13:00 | ZOOM
WEDNESDAY, AUGUST 7, 2024
12 PM EASTERN

Join two product experts – with a combined total of nearly 45 years of industry experience – for an in-depth discussion about Humana’s Medicare Supplement products, value-added services, competitive positions, and earning potential. Better understand how you can support your clients’ needs with the Humana team.

THIS WEBINAR IS BROUGHT TO YOU BY

Members Only - Coaches Circle with Dan Finley: The Advisor Solutions Master Mind Session
2024-08-08 16:00 - 17:00 | ZOOM
Thursday, August 8, 2024
4 pm eastern

As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally.

Login to the members portal to register for this Member’s Only webinar.

THIS WEBINAR IS BROUGHT TO YOU BY

2024 Legislative Update with Tim Meenan
2024-08-13 11:30 - 12:30 | ZOOM
NAIFA-Florida Lobbyist, Tim Meenan
August 13, 2024 @ 11:30 AM
Zoom
Join us on August 13, 2024 for a Legislative Session Update for the State of Florida. Hosted by NAIFA-Florida’s Lobbyist, Tim Meenan, this one-hour virtual event will feature an update on several legislative and regulatory issues important to NAIFA members.
This event is free for all members. Zoom information will be sent to your email once registration is complete.

Members Only - NAIFA Live
2024-08-15 12:00 - 13:00 | ZOOM
NAIFA Live
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024
12:00 pm ET

Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
