Miami Dade Affiliate Call
2024-07-11 11:30 - 12:30 (America/New_York) | 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!

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.

NAIFA Northeast Florida August In-District Meeting
2024-08-22 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Representative John Rutherford
AUGUST 22, 2024
11:30 AM – 1:00 PM

Join NAIFA Northeast Florida as we welcome Congressmen John Rutherford to answer your questions about legislation impacting the industry.
Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216

Members Only - Coaches Circle with Dan Finley: The Lost Art of Listening
2024-08-22 16:00 - 17:00 | ZOOM
Thursday, August 22, 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

NAIFA-Broward Lunch Meeting & CE Class
2024-08-28 11:30 - 13:00 | Colony West Golf Club, 6850 NW 88th Ave, Tamarac, FL, 33321
We invite you to join us!
Uncovering Social Security
Secrets Superior CE Event

James Bonanno
We are excited to be able to offer you a very efficient way to receive 18 credits for FL state insurance, 10 credits for CFP, 15 credits for CIMA, and 22 credits for CLU/ChFC!
We hope you are able to join us!

To register to attend:
1. Click on the link in the attached flyer, and
2. Complete the info required on the QR Code below
Date: Wednesday, August 28, 2024
Time: 11:30 am – 1:00 pm EST
Conference Room @ The View at Colony West Golf Club
6850 NW 88th Ave
Tamarac, FL 33321
Exam required after presentation in order to earn credits
Please note: You must register by 2:00 pm (Eastern Time) on or before August 26th. If your registration is not received by the cutoff date, you will not be permitted to take the exam onsite (“walk-in”)
Registration including lunch
Member: $25.00
Non-Member: $35.00

QR CODE; on your phone or tablet, open the built-in app. Point the camera at the QR code below. Tap the banner that appears. Follow the instructions on the screen to finish signing in.

Wake Up Wednesdays with Marques
2024-09-04 09:00 - 10:00 | ZOOM
WEDNESDAY, SEPTEMBER 4, 2024
9 AM EASTERN

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

Legislative Meeting with Congressman Aaron Bean
2024-09-04 16:30 - 18:30 | Crosscreek BBQ and Steakhouse, 850 South Lane Ave, Jacksonville, FL, 32205
Congressman Aaron Bean
September 4, 2024
4:30 – 6:30 PM

Join NAIFA Northeast Florida for happy hour as we welcome Congressmen Aaron Bean to answer your questions about legislation impacting the industry.
Crosscreek BBQ and Steakhouse
850 South Lane Ave
Jacksonville, FL 32205

NAIFA-Central FL - Legislative Update
2024-09-12 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
Tim Meenan, Moderator
NAIFA-FL Lobbyist
SEPTEMBER 12, 2024
11:30 AM – 1:00 PM
TOPIC:
Annual Legislative Meeting with a Panel of Local Legislatures moderated by NAIFA-FL Lobbyist, Tim Meenan. The names of the legislators will be released as soon as we have them confirmed. This is always a very popular NAIFA/CF meeting because it is an opportunity to find out what issues are important to Central Florida and to our industry and how your local legislators feel about these issues.

COST::
Member of NAIFA $25.00
Non-Members $30.00
Invited and First-Time Guests – FREE

This meeting will take place at DUBSDREAD, 549 W PAR ST, ORLANDO. Note the change in venue for just this September meeting.
REGISTER HERE

Apex and NAIFA's National Leadership Conference
2024-09-19 - 2024-09-21 | Phoenix, AZ, Phoenix, AZ
Apex and NAIFA’s National Leadership Conference
September 19-21, 2024 | Phoenix

Apex Is NAIFA’s Race to the Top!
September 19-21 at the Arizona Biltmore
This year, we have combined two of NAIFA’s signature events, Apex and the National Leadership Conference (NLC). Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the United States. NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves.
