National Association of Insurance and Financial Advisors-Florida
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…