NAIFA-Florida

April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes
2020-04-14 15:00 - 16:00 (America/New_York) | Webinar
April Big Ideas Webinar: How Mortality Credits Improve Portfolio Outcomes
Date: April 14 @ 3 pm ET
Presenter: Tom Hegna
In this session, Tom shows why math and science demand that insurance products be included in Retirement Portfolios. In fact, any retirement portfolio without an annuity will be suboptimal (less than what it could or should be). Research also shows that clients who have Guaranteed Lifetime Income are likely to be Happier and LIVE LONGER as well. It’s math, science, economics- but now he has added PSYCHONOMICS to the equation as well. He will also show you effective ways of communicating these facts to your clients and prospects. Don’t miss this powerful presentation.
Register

NAIFA Town Hall Meeting
2020-04-13 12:00 - 13:00 | ZOOM
April 13 @ Noon eastern
Servant Leadership and Practice Management
Speaker:
Dave Resseguie
REGISTER

April 16 @ Noon eastern
Session title coming soon!
Speaker:
Joe Jordan
REGISTER

April 20 @ Noon eastern
Delivering Your Message in Uncertain Times—In Person or Virtually
Speaker:
Deidre Van Nest
REGISTER

April 23 @ Noon eastern
Session title coming soon!
Speaker:
Wade Pfau
REGISTER

April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
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April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

Onboarding Program Month #4: Personal Coaching Session
2020-04-10 13:00 - 14:00 | Webinar
Ever wonder how some advisors really take it to the next level? The secret is having a personal business coach! NAIFA’s membership includes a whole network of professional coaches who would love to provide a free session on what’s involved and why so many advisors make the investment in themselves & in their practice.

Online registration is available until: 4/10/2020

NAIFA-Florida Office Closed – Holiday
2020-04-10
The NAIFA-Florida office will be closed on Friday, April 10, 2020 in observation of Good Friday.

NAIFA Live - April 2020
2020-04-09 14:00 - 16:00 | NAIFA Live
Bill Cates, CSP, CPAE
Radical Relevance:
Communicate More Compelling Value to Win More Ideal Clients
Your ideal prospects are bombarded with marketing messages, causing them to put up barriers to reaching them. Plus, many of the prospects you want to meet may already be working with someone else. So how do you cut through the noise and counteract inertia to grab someone’s attention and move them to take action? You deliver a message that hits the bullseye in their brain – that resonates so well that they can’t help but pay attention to you. Based on Bill’s newest book, Radical Relevance, this high-content session, will demonstrate how to:

Discover your full and complete value – getting everyone on your team on the same page.
Apply the neuroscience of relevance to craft more relevant and compelling messaging.
Discover and communicate what makes you different in a way that truly matters to your prospects and clients.
Craft an authentic Value Positioning Statement that will attract only the right prospects into your world.
Deliver a message that compels your prospects and clients to follow your requests and recommendations.

1 CE Approval

NAIFA Town Hall Meeting
2020-04-06 12:00 - 13:00 | ZOOM
April 6 @ Noon eastern
Behavioral Finance and CARES Act
Speaker:
Jamie Hopkins
REGISTER

April 13 @ Noon eastern
Servant Leadership and Practice Management
Speaker:
Dave Resseguie
REGISTER

April 16 @ Noon eastern
Session title coming soon!
Speaker:
Joe Jordan
REGISTER

April 20 @ Noon eastern
Delivering Your Message in Uncertain Times—In Person or Virtually
Speaker:
Deidre Van Nest
REGISTER

April 23 @ Noon eastern
Session title coming soon!
Speaker:
Wade Pfau
REGISTER

April 27 @ Noon eastern
Session title coming soon!
Speaker:
David McKnight
REGISTER

April 30 @ Noon eastern
Session title coming soon!
Speaker:
Scott Brennan
REGISTER

POSTPONED-2020 Annual NAIFA - Tampa and ESF Golf Tournament
2020-04-06 11:30 - 17:30 | Carrollwood Country Club, 13903 Clubhouse Drive, Tampa, FL, 33618
in light of the current situation with Covid 19, and out of concern for the health of our participants, sponsors and staff, we have decided to postpone the Golf4Kids event previously scheduled for Monday, April 6th until it is deemed safe to hold the event. We will keep you posted when a new date has been set. Please watch our website and social media pages for updates. In the meantime, please take precaution to keep yourself and your family safe.

NAIFA-Broward Zoom Webinar
2020-04-06 10:15 - 11:15 | ZOOM
Monday, April 6th, 2020
10:15 AM Eastern Time
Cyber Security in the Age of COVID-19
How to secure your business from scams and hacking, and insights businesses need to maintain security and efficiency during a new work-from-home reality.

PRESENTED BY:
Keenan Klos
CEO & Owner, Klos Consulting, Inc.
Myths and Truths / Cost of Breach / Responding to an Event / Protecting Yourself and Your Business / The Future of Cybersecurity
Keenan Klos has been helping businesses achieve better results through technology for over 20 years. Keenan is a leading expert on networking and security applications and technology solutions for small and medium sized businesses.
Register in advance for this webinar:
https://zoom.us/webinar/register/
WN_nNDXlFPLRbywVGDveojgXA
Webinar ID:
739-703-397

www.klosconsulting.com

NAIFA-Broward Happy Hour on ZOOM!
2020-04-03 17:00 | ZOOM
Friday, April 3, 2020 at 5:00 pm
Join us for a virtual Happy Hour on Zoom and share how we are getting through this crisis!
Join Zoom Meeting:
https://financialguide.zoom.us/j/5720538217
Meeting ID :
572 053 8217
Or join by Phone:
1-646-876-9923
Meeting ID: 5720538217
For more information, please contact NAIFA-Broward President Michele Friedlander, RHU, REBC at (954) 689-9462 or mfriedlander@massmutualbrokerage.com.

Monthly Leader Webinar: April 2020
2020-04-01 12:00 - 13:00 | Webinar
Monthly Leader Webinar: April 2020
Date: 4/1/2020
Time: Noon ET
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CANCELLED - NAIFA-Central Florida Luncheon Meeting
2020-03-26 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
DUE TO COVID-19, THE MARCH 26 MEETING HAS BEEN CANCELLED.
NAIFA Central Florida Meeting Schedule
All Luncheon Meetings are held at Dubsdread Golf Course on the 4th Thursday of each month from 11:30-1:00 unless otherwise specified. Located at 549 W Par St. Orlando, FL 32804.
Meeting Dates
January – 1/23/2020
February – 2/27/2020
March – 3/26/2020
April – 4/23/2020
May – 5/28/2020
June – 6/25/2020
July – No Meeting
August – No Meeting
September – 9/24/2020
October – 10/22/2020
November – 11/19/2020
December – 12/17/2020

POSTPONED - NAIFA-Northeast Florida Membership Luncheon Meeting
2020-03-26 11:00 - 13:30 | Blue Bamboo Restaurant, 3820 Southside Boulevard, Jacksonville, FL, 32216
PLEASE NOTE:
Our March 26th Membership Luncheon Meeting at Blue Bamboo has been postponed.
Given the current state of affairs, out of an abundance of caution, we have decided to postpone our Young Advisors Panel and lunch meeting on March 26th.
Please check our website and membership communications for updates on our upcoming events. http://www.naifa-jacksonville.org/index.html

March Big Ideas Webinar: How to Build a Thriving Disability Practice
2020-03-25 15:00 | Webinar
Big Ideas Webinar:
How to Build a Thriving Disability Practice
Date: March 25 @ 3 pm ET
Presenter: Jamie Fleischner
In this webinar NAIFA P+P Big Ideas presenter Jamie Fleischner will talk about how to create a focus market and identify good prospects. She will cover how to create good sales habits as well as how to create systems to track new business, how to navigate disability insurance underwriting, how to maintain your book of business and, how to create sales from existing clients.

POSTPONED - Gainesville Meeting- “Practice Management From Birth to Succession”
2020-03-25 11:30 - 13:00 | Hilton Garden Inn – Gainesville, 4075 SW 33rd Place, Gainesville, FL, 32608
DUE TO COVID-19 THIS MEETING IS POSTPONED UNTIL FURTHER NOTICE.

“Practice Management From Birth to Succession”
Presented by NAIFA-Florida President Joe Chalom, CLU, RICP, LUTCF, LACP
NAIFA-Florida President Joe Chalom will share his thirty-six years of experience in the financial services profession and draw on tips from the industries top producers to help you get your practice to the next level and how to prepare for the next step when you are ready to slow down.
You should attend this presentation if you want to learn:

Prospecting Strategies That Will Work For You
Marketing At Your Fingertips
Gaining Referrals
Managing Time
Staying Motivated
First Steps in Succession Planning
Insights from Industry Pros
Case Study on Succession Planning

Plus Secure Act Sales Tips and the latest NAIFA New and Legislative Updates

Advisor Ambassador Program
2020-03-24 14:00 - 15:00, 2020-03-17 14:00 - 15:00, 2020-03-10 14:00 - 15:00, 2020-03-03 14:00 - 15:00 | Webinar
Advisor Ambassador 2020
At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients.
That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits that come with NAIFA membership.
For just 30-minutes a week, join NAIFA leaders for live strategic discussion, industry insight and advice to put you on a path to success.

March: Tuesday’s at 2pm ET

March 3rd: Learn Exceptional Prospecting Practices
March 10th: Build Your Professional Network
March 17th: Master Your Brand, Maximize Your Growth
March 24th: Being a Leader in the Industry and Your Community

You can join the class at any time or week and catch up through on-demand recordings.
Can’t make the start time? Look for the recorded edition on-demand. Register today. We promise the investment will be well worth your time.
Classes will be live-streamed and recorded so you can watch on-demand, but you will miss the benefit of live interaction with our featured advisor. Participants that attend all four weeks will receive a letter of participation signed by NAIFA President, Cammie Scott as well as NAIFA CEO, Kevin Mayeux.

POSTPONED - Daytona Beach Meeting- “Practice Management From Birth to Succession”
2020-03-24 11:30 - 13:00 | Homewood Suites- Daytona Beach, 165 Bill France Blvd., Daytona Beach, FL, 322114

Field Staff Meeting: March 2020
2020-03-20 12:00 - 13:00 | Webinar
Field Staff Meeting: March 2020
Date: 3/20/2020
Time: Noon ET Export to Your Calendar

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Cancelled- NAIFA Tampa Bay YAT (Young Advisors) Social at Taps Resturant, Bar & Lounge International Plaza
2020-03-19 17:30 - 19:30 | Taps Restaurant, 2223 N West Shore Blvd, Tampa, FL, 33607
DUE TO CONV-19 THIS EVENT HAS BEEN CANCELLED.

Please join NAIFA’s YAT’s and Young at Heart for networking and a fabulous evening in Tampa Bay! Need a new Headshot? We have got you covered!

Date:
March 19, 2020
5:30pm to 7:30pm
Cost:

Happy Hour & Headshot – $30.00

Happy Hour Only – $10.00

Please book online by Monday March 16th
Registration Includes 2 drink tickets

Location:
Taps Resturant, Bar & Lounge
2223 N West Shore Blvd
Tampa, FL 33607

NAIFA-Florida- Local Presidents - Monthly Teleconference
2020-03-19 16:00 - 17:00 | Webinar
NAIFA-Florida President Joe Chalom has asked for a monthly teleconference of all local Chapter and local Affiliate Presidents for the remainder of 2020. The purpose of the teleconferences is to network regarding experiences with local association administration and initiatives, successes with local meetings, and idea sharing.
The teleconferences will be held the 3rd Thursday each month at 4:00 p.m. (ET), beginning in March. We anticipate the meetings should not last more than 45 minutes or so. Each month, we will send local presidents a reminder of the meeting along with the teleconference (Zoom platform) log-in link / dial-in (for phone-only participation) info. The monthly schedule is:

March 19 – 4:00 p.m.
April 16 – 4:00 p.m.
May 21 – 4:00 p.m.
June 18 – 4:00 p.m.
July 16 – (no teleconference – NAIFA-Florida Sales Symposium in Orlando)
August 20 – 4:00 p.m.
Sept. 17 – 4:00 p.m.
Oct. 15 – 4:00 p.m.
Nov. 19 – 4:00 p.m.
Dec. 17 – 4:00 p.m.

CANCELLED-NAIFA-Tampa Bay March Program - The Power of the Inbox
2020-03-19 11:30 - 13:15 | The Centre Club, 123 S Westshore Blvd, Tampa, FL, 33609
DUE TO COVID-19 THIS MEETING HAS BEEN CANCELLED.

The Power of the Inbox
Presented by Joanie Sigal

Tips and Tricks for Successful Email Marketing
What is the first impression you give when they see you in their email inbox?
And when they see you there, what do they do?
This powerful seminar takes you step-by-step through the keys to effective email marketing:

What it really is (and isn’t)
What it can do for your business
And the five easy steps you must take to harness the power of the inbox

Grow a healthy list
Create great content
Customize a beautiful, mobile-friendly template that matches your brand
How to get your emails opened
Tracking your results

From revealing why regular email doesn’t work, to insider tips and techniques like automated list building tools and the design elements that work (and those that don’t!), this seminar will give you the keys to the most effective marketing you can do: email marketing. Join us!

Location

Centre Club
123 S West Shore Blvd. 8th Floor
Tampa, FL 33609
Meeting Registration Fees
Members Pricing – $15.00 for Members
Non-Members Pricing – $25.00 Guests
Schedule
Networking will begin at 11:30 AM
The Program will begin at 12:00 PM

Thank you to our Lunch Sponsor!
Windsor Marketing
Thank you to our Sponsor

Joanie Sigal is partnered with her husband in SJS Marketing. SJS Marketing is focused on email marketing and social media marketing. SJS has been doing marketing for 35+ years. Since 2007, they have introduced more than 1,500 businesses to email and social media marketing with Constant Contact through more than 50 workshops and seminars. They have almost 500 clients currently using email marketing on a regular basis. SJS is Master Certified with Constant Contact and is a Local Expert for Constant Contact in the Tampa Bay area. Joanie specializes in networking, delivering workshops, seminars and coaching in the area of Email Marketing and Social Media integration. She has helped many small to large businesses learn to use Constant Contact. SJS delivers custom branded email marketing templates; management of email marketing; social media marketing; and other types of digital marketing campaigns.

POSTPONED- NAIFA-Palm Beaches Breakfast Meeting
2020-03-19 08:00 - 11:00 | Atria at Villages of Windsor, 9130 Hypoluxo Rd, Lake Worth, FL, 33467
DUE TO COVID-19 THIS EVENT HAS BEEN POSTPONED UNTIL FURTHER NOTICE.
*****Click here to register*****

POSTPONED - NAIFA-Broward and NAIFA-Miami Dade Special Joint Meeting
2020-03-18 10:30 - 14:00 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
DUE TO COVID-19 THIS MEETING IS POSTPONED UNTIL FURTHER NOTICE.
SPECIAL PRESENTATION:
“Now is the Greatest Time to Be an Insurance Agent!”
GUEST SPEAKER:
Van Mueller, LUTCF, LACP

28+ Year MDRT Top of the Table Qualifier
& MDRT Main Platform Speaker
Fort Lauderdale Country Club
10:30 am – Registration
11:00 am – 2:00 pm – Lunch and Presentation
415 E. Country Club Circle, Plantation, FL 33317
MAP
The cost to attend is $35.00 for NAIFA-Broward and NAIFA-Miami Dade Members, $45.00 for Non-Members.
AT THE DOOR: $39.00 MEMBERS, $49.00 NON-MEMBERS

CLICK HERE TO REGISTER ONLINE!
For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

Onboarding Program Month #3: Advocacy 101
2020-03-13 13:00 - 14:00 | Webinar
As a member, you are helping to protect our industry and your clients. Increase grassroots efforts with training from NAIFA’s Government Relations team. Learn how to talk to representatives and build relationships with policy makers on Capitol Hill and in your state legislature.

Online registration is available until: 3/13/2020

NAIFA Live - March 2020
2020-03-12 14:00 - 16:00
Cheryl Canzanella
Brokerage Director with MassMutual Southeast Coast

“The Opioid Epidemic and the Role of the Financial Advisor”
As the staggering numbers of opioid addiction, overdoses & deaths continue to escalate…so does the threat on the economy, careers, family finances and retirement dreams. Last year, drug overdose was the leading cause of death of Americans under the age of 50. As we face the worst drug crisis in American history, there’s a high probability that you or your clients have already been touched by this epidemic. Protecting your client’s assets goes far beyond insurance, investments and tax-saving strategies. Are you prepared to guide your clients through this unforgiving battle? Can you identify a client who is struggling or who is being financially exploited by a loved one struggling with addiction? Will you know what questions to ask or resources to offer.
After losing her husband to accidental overdose Cheryl Canzanella, LUTCF Brokerage Director with MassMutual shares her husband’s journey through active addiction, road to recovery and his final battle lost to overdose. By exposing the horrific realities of the opioid epidemic, her mission is to educate the financial services industry on how this epidemic is not only ripping families apart emotionally but also financially by diminishing careers and draining financial assets. Join us to learn how the opioid crisis is becoming part of the financial planning discussion, the impacts to your business, why she thinks things are about to get worse before it gets better and what you can do to prepare.

Advanced Practices Symposium from FSP & NAIFA
2020-03-12 08:00 - 12:00 | The National WWII Museum, 945 Magazine Street, New Orleans, LA, 70130
Advanced Practices Symposium from FSP & NAIFA
Date: March 12, 2020
Time: 8 am – 12 noon central
Location: New Orleans or Virtual via Livestream
Join us for “Meet the Feldman’s, A Case Study;” presented by NAIFA and FSP. Through this detailed case study participants will interact with a panel of family estate and business planning experts. Specific areas of instruction will include estate planning, executive benefits, retirement, and business succession. Planning considerations and ideas will be presented based on 1st, 2nd, and 3rd generations within the case study.
Keith Gillies, Past National President to moderate expert panel.
*****Click here to Learn More or to Register*****

Monthly Leader Webinar: March 2020
2020-03-04 12:00 - 13:00
Monthly Leader Webinar: March 2020
Date: 3/4/2020
Time: Noon Eastern
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Advisor Solution Session: Getting Beyond Your Production Plateau
2020-02-27 16:00 - 17:00 | Webinar
Advisor Solution Session: Getting Beyond Your Production Plateau
Date: February 27 @ 4 pm ET
Presenter: Coach Dan Finley

Have you found your production stagnated for longer than you care to remember? Are you wondering what to do to change this cycle? It may not be a surprise to hear that many financial advisors reach a plateau at some point in their career. Come to this forum to learn how to kick start your business and leave the plateau in your rear view mirror.
