Advisor Ambassador
2021-08-12 13:00 - 14:00, 2021-08-26 13:00 - 14:00 (America/New_York) | 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

NAIFA Chapter Services - Membership Chairs Meeting
2021-08-12 15:30 - 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.

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, 2021-10-08 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, 2021-09-23 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”

*********************
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

*********************
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

Current Issues For Estate Planning: A Potpourri of Important Information For Your Clients
2021-09-23 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NOTE: WE ARE MEETING AT DUBSDREAD AGAIN!!!
NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the September 2021 luncheon back at Dubsdread, 549 W. Par Street, Orlando, FL.
MEETING INFORMATION
Topic: Current Issues For Estate Planning: A Potpourri of Important Information For Your Clients
11:30 am – 1:00 pm on Thursday, September 23, 2021
Dubsdread Conference Center
549 W. Par Street, Orlando, FL
SPEAKER

CHARLES D. “CHUCK” WILDER, Esq.
Estate Planning and Legacy Law Center, PLC
Charles D. “Chuck” Wilder specializes in the personal planning areas of the law, including estate and legacy planning; asset protection planning; wills, trusts, and estates; trust administration, probate, and trust settlement; guardianship planning and special needs trusts; family limited partnerships; corporate succession and business planning; IRA legacy trust planning, and elder law.
Chuck earned a Bachelor of Science degree from the University of South Florida in 1970. After working for Southern Bell for a number of years, Chuck attended the Nova Southeastern University Center for the Study of Law (now known as the Nova Southeastern University Shepard Broad College of Law), earning his Juris Doctor degree (cum laude) in 1980. Chuck then continued his education at the University of Florida, earning his Master of Laws in Taxation (LL.M.) in 1981.
Chuck and his wife, Karen, a Critical Care Nurse originally from Jamaica, live in Altamonte Springs, Florida. Outside of work, Chuck is an avid Orlando Magic basketball fan, attending as many home games as possible. He also enjoys traveling, photography, and honing his computer skills.
For more information about Chuck and to see information about his new location at 711 Ballard Street, Altamonte Springs, FL, go to https://www.epllc-plc.com/
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member of NAIFA Via ZOOM $10.00
Non-Members Via ZOOM $15.00
Invited and First-Time Guests – FREE

NOTE: Immediately after registering you will receive a confirmation email. If you do not receive that, please check your spam folder. The ZOOM link is included in that email, if you registered to attend via ZOOM.

What’s Driving Life Settlement Growth?
2021-09-23 14:00 - 15:00 | ZOOM
Carroll Golden, CLU, ChFC, CLTC, CASL, LACP, FLMI
NAIFA’s Limited And Extended Care Planning Center
Executive Director
Alan H. Buerger
Coventry
Co-Founder and Executive Chairman
Peter Hershon, CLU, ChFC
Coventry
Sr. Vice President Account Services
Patrick Cahill, CRPC, RICP
Coventry
Head of Strategic Accounts
Thursday, September 23rd
2:00 pm eastern

The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for a Virtual Executive Roundtable where we will examine current market trends in life settlements and how you can leverage this important financial tool.

The webinar is brought to you by

NAIFA Central FL Welcomes All For Two Hours CE
2021-09-24 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, September 24, from 11:15 am to 1:30 pm.
TOPIC: The Basics of Life Insurance – Virtual Class Course #118806 Course Offering #1148497
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, September 24, 2021
11:15 am to 1:30 pm
Your location
_________________________

2021 Law and Ethics Update for the P&C Advisor -- Webinar
2021-09-28 09:30 - 15:00 | ZOOM
Tuesday, Sept. 28, 2021
9:30 a.m. – 3:00 p.m. ET (includes a 30-minute break from 12:30 to 1:00)

Instructor:
James “Skip” Boylan

COURSE INFORMATION
This 5-hour virtual (Zoom) course complies with the DFS requirement that licensed general lines (property/ casualty) advisors are required to have five hours of continuing education on new Florida law and ethics of continuing education during each two-year compliance period.
Course ID: 118365 ~ Course Offering: 1148018 ~ Hours – Five (5)
Course Level- Intermediate ~ Course Authority – CE 5-220 Law and Ethic Update
NOTE: This course is the general lines (property-casualty) version of the 5-hour Law and Ethics — for property-casualty licensees. If you are life or health licensed only, you will not receive CE credit for this class. If you are dual-licensed (both L&H and general lines), you will receive credit for this class.

COST TO ATTEND
$30 – Members
$40 – Non-Members

REGISTRATION
https://naifacf.wufoo.com/forms/z1ebhg8p13yzmhm/

NAAIA National Virtual Conference
2021-10-13 12:00 - 17:00 | ZOOM
Proud NAIFA Advocacy Partner
October 13th
12-5 pm eastern

Join NAIFA’s Advocacy Partner, the National African-American Insurance Association (NAAIA) for their 2021 virtual conference.

Members Only: NAIFA Live
2021-10-13 14:00 - 15:00 | ZOOM
Calling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA.
Check out our NAIFA Live page and mark your calendars for the next meeting.

Northeast Florida YAT Social and Mixer
2021-10-13 17:00 - 19:00 | Lynch’s Irish Pub, 514 1st Street North, Jacksonville Beach, FL
YAT NETWORKING & SOCIAL EVENT
October 13, 2021
Lynch’s Irish Pub
514 1st Street North
Jacksonville Beach
Free with RSVP
Sponsored by
Alicia Longo – APPS Para Medical Services
Chris Patrick – State Farm
Price Wheeler – The Bailey Group
Rachel Dubois – New York Life
Chayne Riggs – New York Life
Click here to register!

2021 Law & Ethics Update for L&H Advisors -- WEBINAR - 5 HRS CE
2021-10-20 09:00 - 14:30 | ZOOM
Wednesday, October 20, 2021
9:00 a.m. – 2:30 p.m. ET (includes a 30-minute break from 12:00 to 12:30)

Instructor:
Donald A. Brown

COURSE INFORMATION
This 5-hour virtual (Zoom) course complies with the DFS requirement that all life and health insurance advisors are required to have
five hours of continuing education on the subject of law and ethics in each two-year compliance period.
Course ID: 118950 ~ Course Offering: 1149023 ~ Hours – Five (5)
Course Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV

COST TO ATTEND
$30 – Members
$40 – Non-Members

REGISTRATION
Please note that as soon as you register, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link.

Legislative Updates with NAIFA Florida Lobbyist
2021-10-21 11:30 - 13:00
CHAPTER MEETING
RSVP NOW TO SAVE YOUR SEAT
October 21, 2021
11:30 AM-1:00 PM EASTERN
LOCATION: COST:
Bonefish Grill $25 Members
10950 San Jose Boulevard Jacksonville, FL 32223 $30 Non Member
LEGISLATIVE UDPATES
NAIFA Florida Lobbyist
Time Meenan

Q4 State of NAIFA
2021-10-26 14:00 - 15:00 | ZOOM
Tuesday, October 26th
2 pm eastern

Join us for our Q4 “State of NAIFA” of 2021 webinar featuring:

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