NAIFA-Florida

NAIFA-Broward Happy Hour on ZOOM!
2020-04-03 17:00 (America/New_York) | 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.

NAIFA - Northeast Florida's Annual Awards Luncheon and Program
2020-02-27 11:30 - 13:00 | Blue Bamboo Restaurant, 3820 Southside Boulevard, Jacksonville, FL, 32216
Blue Bamboo Restaurant, 11:30 AM – 1:00 PM

3820 Southside Boulevard, Jacksonville, FL 32216 – MAP
Featuring the Presentation of the C.G. Snead/J.F. Bryan, III Memorial Award for Outstanding Service and the 2019 Recipient of the NAIFA – Northeast Florida Community Service Award!
Plus Legislative * Advocacy Update!
As a follow-up to our recent Legislative Day on the Hill in Tallahassee, our February 27 lunch meeting will include important updates on the following issues:

Support Incentives For Private Health Coverage For Medically Needy
Click HERE for complete bill details.
Presentation by President Elect Matthew Campbell
Financial Services Manager, Prudential Financial

SB 1492/HB1137 – P&C Adjuster Reform
Click HERE for complete bill details.
Presentation by Craig Dewhurst
Insurance Agent, State Farm

HB 1189/SB 1564 Genetic Testing For Life, Long-Term Care and Disability Insurance
Click HERE for complete bill details.
Presentation by Scott Fjelstad
Regional Manager, Rogers Benefit Group

The cost to attend is $30.00.
Members who pre-register pay only $25.00!

CLICK HERE TO REGISTER ONLINE!

NAIFA-Central Florida Luncheon Meeting
2020-02-27 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
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

February Big Ideas Webinar: Multiline Success
2020-02-26 15:00 - 16:00 | Webinar
Multiline Success
Date: February 26, 2020 3-4 pm eastern
Presenter: Scott Foster, State Farm
In this webinar, Scott will show you how to leverage property and casualty sales to feed your life and financial service business pipeline. Scott will also provide his expertise concerning risk management tools that will positively impact your retention levels.

NAIFA-Gulf Coast Luncheon and CE
2020-02-26 11:30 - 13:00 | Homewood Suites, 3470 Fruitville Road, Sarasota, FL, 34237
You are invited to join NAIFA-Gulf Coast for our luncheon on February 26th.
This presentation has been approved for one hour of CE Credit.
TOPIC: Affordable Care Act: Impact on Divorce, Family Law, and Financial Planning
Course #: 111880
Course Offering: 1121621
Approved For: One Hour CE Credit
In this session we will educate professionals whose clients may be experiencing divorce or a new marriage. Both of these life events can cause significant unexpected expenses if not timed carefully, particularly if a premium subsidy is involved (i.e. from Healthcare.gov.) Our company sees clients on a regular basis who owe thousands of dollars in tax credits back to the IRS because of a poorly timed event. In one case a client who finalized a divorce one month too soon created a $19,000 new tax burden owed to the IRS. What a devastating discovery to a client who was already experiencing enormous expenses caused by a divorce. We will also cover the new alimony law and how it affects health insurance decisions, as well as what to look out for if a client is getting married. Along with all of this we will cover some financial planning techniques to save clients as much as $20,000 per year if they retire prior to 65. This fact filled presentation will cover everything we need to know about the Affordable Care Act and its impact on our clients.

SPEAKER:
Craig Rodrigue, CSR & Associates The Benefit Group
Click Here For Craig’s Bio.
Date:
Wednesday, February 26, 2020
Time:
11:30 am to 1:00 pm
Location:
Homewood Suites, 3470 Fruitville Road, Sarasota, FL 34237
Cost:
$15 – NAIFA Member Pre-Paid
$20 – NAIFA Member At The Door
$25 – Non-NAIFA Member
REGISTER NOW!

NAIFA-North Suncoast Luncheon Meeting & CE
2020-02-25 11:00 - 13:30 | Hilton Garden Inn, 2155 Northpointe Parkway, Lutz, FL, 33558
Please join us and other North Suncoast area industry professionals for a NAIFA-North Suncoast 2 Hours CE Class & Luncheon meeting.
Tuesday, February 25th from 11:00 am – 1:30 pm
Hilton Garden Inn
2155 Northepointe Parkway, Lutz, FL 33558
Topic: CE Class (2 hours)
Instructor: Kevin Butler, Guardian
Course Name: Disability Solutions For The Business Owner
Course ID: 108211
Date: February 25, 2020
Time: 11:00 am – 1:30 pm
Location: Hilton Garden Inn, 2155 Northepointe Parkway, Lutz, FL 33558
Cost:
$15 For NAIFA Members Who Pre-Register: Please register below.
$20 For NAIFA Members Who Pay At The Door
$25 For Guests: Please register below.
To register for the CE Class and lunch, click below……..

New Member Orientation
2020-02-24 13:00 - 14:00 | Webinar
Did you recently join NAIFA? Join us for an orientation webinar to learn more about the association and how to get the most out of your membership!

Online registration is available until: 2/24/2020

NAIFA-Palm Beaches February Breakfast Meeting & CE
2020-02-20 08:00 - 23:00 | Atria at Villages of Windsor, 9130 Hypoluxo Rd, Lake Worth, FL, 33467
*****Click here to register*****

NAIFA Live - February 2020
2020-02-13 14:00 - 16:00
Megan Easton
Director of Retirement Training & Consumer Education for Ash Brokerage

“Own Your Own Story”
Everyone has a story and stories sell. If you are trying to be persuasive, the art of storytelling is one of your greatest tools in order to effectively convey information. Great storytelling is based on a deep understanding of your audience–who are they, where do they come from and more importantly, what do they value? This session will focus on both developing your own personal story that positions you as a compelling resource, as well as learning how to flex to the moment to tell stories that will resonate with your prospects and clients.
Learn from two experts who are professionals at brand storytelling. You will walk away with a clear view of who you are, your differentiating points and how you will publicly tell your story to grow your business.
