NAIFA-Florida

NAIFA Chapter Services - Membership Chairs Meeting
2021-07-08 15:30 - 16:30, 2021-08-12 15:30 - 16:30 (America/New_York) | 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.

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

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!

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 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!

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!!

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.

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.

Advisor Ambassador Program
2021-07-22 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.

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

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//

How to Advise Your Clients to Get to the Zero Tax Bracket
2021-08-04 14:00 - 15:00 | 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

Advisor Ambassador
2021-08-12 13:00 - 14:00, 2021-08-26 13:00 - 14:00 | ZOOM
August 12th & 26th | 1 pm eastern

All non-member ar invited to join August’s Advisor Ambassador Program. This free, award-winning advisor-development program allows non-members to learn from the best while sampling professional benefits that come with NAIFA membership.

Join us and experience NAIFA by attending the Advisor Ambassador program.

Speakers for the August Advisor Ambassador sessions include:

August 12th: Derek Scheetz, NAIFA-Ohio
August 26th: Jose Rodriguez, NAIFA-California

Performance+Purpose: Redefine the Lines
2021-08-17 - 2021-08-19 | ZOOM
The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers, gamification, and TED-talk style sessions to allow attendees to “choose their own adventure” to spice up their Zoom experience and deliver top-notch training to help you expand your book of business.

Keynote Speakers:

Dana Perino “Lessons Learned on the Road to the White House”
Holly Hoffman “The Survivor Way”

Jason Hewlett “The Promise: The Engagement Experience”

4 Approaches to Managing Risk Retirement Income
2021-08-18 14:00 - 15:00 | ZOOM
Harlan Accola, CRMP
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director
Wade Pfau, PhD, CFA, RICP
The American College
RICP Program Director & Professor of Retirement Income
Wednesday, August 18th
2 pm eastern

In this session, RICP Program Director and Professor of Retirement Income at The American College, Wade Pfau, PhD, CFA, RICP joins Fairway Independent Mortgage’s National Reverse Mortgage Director, Harlan Accola, CRMP for an in-depth discussion of how they approach risk retirement income management, and an overview of the practical implementations to managing sequence risk they consider including, delaying Social Security, using annuities with lifetime spending protections, employing a rising equity glide path in retirement, using a time segmentation or bucketing strategy, or creating a “buffer asset” with a reverse mortgage or whole life insurance.

The webinar is brought to you by

Tax Law Change Brings Life Insurance Sales and Marketing Opportunities
2021-08-26 14:00 - 15:00 | ZOOM
Andrew Rinn, JD, CFP, CLU, ChFC
Ameritas
Vice President, Advanced Markets & Competition And Case Design
Kelly Halverson
Ameritas
Vice President & Actuary, Individual Product Development

THURSDAY, AUGUST 26TH
2:00 PM EASTERN

How does a change to the federal tax code, IRC Section 7702, impact your business and life insurance clients? To find out, join Andrew Rinn, JD, CFP, CLU, ChFC, Vice President, Advanced Markets & Competition and Case Design at Ameritas, and Kelly Halverson, Vice President and Actuary, Individual Product Development at Ameritas as they explain the pertinent changes to Section 7702, their impact on life insurance product offerings, and sales and marketing opportunities they create for producers.

The webinar is brought to you by

Holiday Office Closure
2021-09-06 08:00 - 17:00
The NAIFA-Florida office will be closed in observation of Labor Day.

Elevate Your Business
2021-09-07 14:00 - 15:00 | ZOOM
Chris Jordan
CLJ Advisory
Founder & Chief Executive Officer

Tuesday, September 7th
2:00 pm eastern

Financial Advisors address a wide variety of issues and concerns from their clients on a daily basis. CLJ Advisory Founder and CEO, Chris Jordan wants to help advisors elevate their business to the next level and provide top-notch service to their clients. Advisors who are equipped with the right tools and partnerships are poised to elevate and accelerate their careers. With more than 20 years of experience in the financial services industry, Chris Jordan has worked with advisors around the country. He saw first-hand the many challenges advisors face related to growing their business and servicing clients. As a result, Chris developed a passion to share “best practices” with all advisors so they could have a better experience in their profession
.

The webinar is brought to you by

NAIFA Live: Overcome It
2021-09-09 14:00 - 15:00 | ZOOM
Austin Hatch
Motivational Speaker
Thursday, September 9th | 2 pm eastern
Austin Hatch has survived two plane crashes, both of which claimed family members including his parents. Austin had to search to find the answer as to how he could thrive despite the adversity he faced. He went on to play basketball at The University of Michigan and is now a full-time motivational speaker with a powerful message of applying grit to our daily lives.

In this session, Austin will explain the components of his G.R.I.T. Framework and how we can use G.R.I.T. to help us achieve any goal we set. He will discuss the importance of having a greater purpose for why we do what we do as our driving force. You will also learn why G.R.I.T. is about consistency and the role of the “growth mindset” as the first component of this system.

NAIFA Chapter Services - Membership Chairs Meeting
2021-09-10 14:00 - 15:00 | ZOOM
Membership Chair Meetings are held on the second Friday of every month. 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.

Hyper-Growth in a Hybrid Environment
2021-09-13 14:00 - 2021-09-17 15:00 | ZOOM
Brad Swineheart
White Glove
SVP, Channel Marketing and Business Development

September 13-17, 2021
2:00 pm eastern each day

Are you ready to bring your prospecting game up to match consumer demands in a new world? Join Brad Swineheart of White Glove in this webinar series that will show you what is working now, real results from top advisors, and the strategies you can steal.

The webinar is brought to you by

Now is the Greatest Time Ever to be an Insurance or Financial Professional!
2021-09-15 10:30 - 13:00 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
NAIFA-BROWARD WELCOMES YOU BACK LIVE WITH SPECIAL GUEST
Van Mueller, LUTCF, LACP

“Now is the Greatest Time Ever to be
an Insurance or Financial Professional!”
HYBRID MEETING! LIVE IN-PERSON OR VIRTUAL VIA ZOOM!
OPEN TO ALL FLORIDA MEMBERS

Wednesday, September 15th, 2021
10:30 AM – 1:00 PM at The Fort Lauderdale Country Club
415 E. Country Club Circle, Plantation, FL 33317 (MAP)
NAIFA-Broward welcomes you to our first live meeting of the year featuring World-Class speaker Van Mueller! This event will:

dramatically increase your sales appointments,
build greater success in those appointments, and
provide solutions that prospects and clients haven’t even begun to think about.

This presentation will include fresh material to dramatically supercharge your practice for the post-pandemic era. You don’t want to miss this event!
January 23, 2021 marks Van Mueller’s 48th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of The Table for the last 31 years. Click HERE for more about Van.

ADVANCE REGISTRATION IS REQUIRED!
REGISTRATION DUE BY WEDNESDAY, SEPTEMBER 8, 2021!
NAIFA Member attending via Zoom: $25.00
Non-Member attending via Zoom: $40.00
NAIFA Member attending In-Person: $35.00 (lunch included)
Non-Member attending In-Person: $50.00 (lunch included)
Late registration after September 8th, add $10.00.

CLICK HERE TO REGISTER ONLINE!
Zoom link will be sent to registrants opting for virtual meeting to the
email address provided before the meeting.

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

CLTC Master Class
2021-09-15 13:00 - 17:00, 2021-09-16 13:00 - 17:00, 2021-09-22 13:00 - 17:00 | ZOOM
Bill Comfort, CSA, CLTC, LTCCP
LTC Specialist
September 15, 16, 22 & 23
1-5 pm eastern

Join Bill Comfort, CSA, CLTC, LTCCP 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 September 2021 CLTC Master Class:

$850 with promo code: NAIFA921$ before September 1.
$900 with promo code: NAIFA921 after September 1.

The webinar is brought to you by

Retirement Planning - Reverse Mortgage
2021-09-16 11:30 - 13:00 | Bonefish Grill, 10950 San Jose Boulevard, Jacksonville, FL, 32223
NAIFA-Northeast Florida Local Chapter Meeting
September 16, 2021
11:30 AM-1:00 PM ET
Includes 1hr of CE

LOCATION:
Bonefish Grill
10950 San Jose Boulevard
Jacksonville, FL 32223

Retirement Planning – Reverse Mortgage
Myths and Misconceptions of Reverse Mortgages-
How does Home equity play into retirement strategy?
As financial advisors and agents, we have a responsibility to educate our clients on all aspects of their planning and while you may not be familiar with Reverse Mortgages, it is critical that your clients be educated on the pros and cons of utilizing these financial vehicles.
George Vrban became licensed in the insurance industry in 1992 and in the mortgage industry in 2003. With over 20 years of combined experience, he is confident in his ability to help clients make educated and informed decisions regarding their financial future.
George enjoys working in the Reverse Mortgage space because he loves helping seniors. George’s presentation has been CE approved for members who are CFP’s.
Attendees will learn valuable and trustworthy information on the consideration of home equity and reverse mortgages as part of any holistic retirement plan. Program will give
relevant information on reverse mortgages when it comes to estate planning and
preserving assets.

George Vrban,
Registration Coming Soon

How to Win The Bloody Ware for Talent – Post COVID-19
2021-09-22 11:30 - 13:00 | Bascom’s Chophouse, 3665 Ulmerton Rd, Clearwater, FL, 33762
NAIFA September Program
In-Person Program

“How to Win the Bloody Ware for Talent – Post COVID-19”
Presented by Patrick Valtin
Best Selling Author, International Sales Trainer & CEO of Hirebox & No-Fail Hiring
The current employment market conditions are dramatically calling for more aggressive, smarter and newer strategies in the field of talent acquisition. The “pandemic” year dramatically transformed mentalities in the employment market and employee engagement has reached an all-time low.
If you think you have a lot of competitors in your field of activity, consider the employment market. When it comes to attracting, and hiring good people, there are literally thousands of players who would love to steal your best employees.
In his presentation, “How to Win the Bloody Ware for Talent – post COVID-19”, Patrick will address the following topics:

WHY has honesty become THE most vital soft skill to test for – no matter the position to fill?

What changes do you need to be aware of in searching for good people?

How is personnel selection, more than ever, a vital component of long-term profitability?

How can you detect “invisible” characteristics (such as honestly, loyalty, commitment, etc.) when evaluating & interviewing applicants?

How do you increase employee engagement & retention in an increasingly disloyal and unpredictable employment market?

BONUS: every attendee will be offered a FREE digital copy of the book Patrick’s new best selling book “Taking Off The Mask”

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Wednesday, September 22nd
11:30 – Networking
Noon – Lunch & Program
Bascom’s Chop House – 3665 Ulmerton Road, Clearwater FL 33762
*********************
MEMBER – $20.00
GUEST – $30.00

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Meet Patrick V. Valtin
Mr. Valtin has an extensive experience in the fields of Management consulting & training, and this on an international basis. He has traveled in more than 39 countries over the last 32 years and has trained over 140,000 people in the areas of Personnel Selection, People Management, Sales, Sales Management, Marketing, Organization and Leadership.
Patrick’s clients and seminar attendees have come from all industries, from growing businesses to multi-national corporations (USPS, Ford Motors, GM Motors, BMW, Renault, Mercedes, Toyota, Motorola, AIG, IBM, Remax, Century 21, ATT Canon, France Telecom, Hotels Accor, Coca Cola, and more.
Patrick is the author of the Best Sellers TAKING OFF THE MASK and NO-FAIL-HIRING 2.0; he is also the developer of the No-Fail Hiring System – a practical method of recruiting (www.nofailhiring.net and www.thehiremaster.com).
He is also the founder of www.hirebox.com, an exclusive pre-hire assessment online platform which precisely evaluates applicants job-related soft skills – or lack of.
In the last 32 years, Patrick’s assessments have been used by 5,230 clients to evaluate over 25,000 applicants from all industries.

If a DOL Wage & Hour Investigator Came Calling, Would You Be Prepared?
2021-09-22 13:00 - 14:00 | ZOOM
Anna Brewer
Insperity
Director of HR Administrative Compliance
Wednesday, September 22nd
1:00 pm eastern

Anna Brewer, Director, Human Resources Administrative Compliance Center of Excellence, with Insperity, will provide information on what businesses are seeing from the Wage and Hour division of the Department of Labor as well as what to expect should you be subject to a DOL Wage and Hour Investigation. Additionally, Anna will spend some time discussing what your business can do to help minimize the potential for risk in this area.

The webinar is brought to you by
