NAIFA-Florida

NAIFA Congressional Conference
2021-05-25 13:00 - 2021-05-26 18:00 (America/New_York) | ZOOM
Reserve Your Spot for 2021 Congressional Conference | May 25-26
NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
Due to COVID-19 protocols, the 2021 Congressional Conference will be an entirely virtual event. This in no way diminishes its impact. The event, as always, features meetings with members of Congress and their offices. The only difference is that these discussions will be online rather than in-person.
May 25: 1:00PM – 6:30pm
May 26: 8:00 – 6:00pm
A full agenda can be found when you click to reserve your spot below!

Citizens Alert – OIR Approves 3 Companies to NR or Cancel
2021-05-24 15:00 - 16:00 | ZOOM
Citizens Property issued an Alert on Monday, May 17 which addresses the recent approval by the OIR of three companies to non-renew or cancel selected Personal Lines policies. The companies are: Gulfstream Property and Casualty Insurance Company; Southern Fidelity Insurance Company; and Universal Insurance Company of North America. (See below for the complete Citizens Alert.)
Carl Rockman, VP of Agent and Market Services with Citizens will be available by Zoom Monday, May 24 at 3:00 p.m. ET to address coverage issues and answer questions for agents who represent any of the three companies and who have policyholders who received notification of nonrenewal or cancellation but also have open claims or litigation. (See bottom of this message for the link to join the Zoom call.)
(Click here for complete Citizens Alert)
Agents, members and non-members alike, may join the Zoom call. Here is the link:
Topic: Citizens Alert — Securing Coverage for 3 Companies
Time: May 24, 2021 03:00 PM Eastern Time (US and Canada)
Join Zoom Meeting
https://us02web.zoom.us/j/9351425169
Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Washington DC)
+13126266799,,9351425169# US (Chicago)
Dial by your location
+1 301 715 8592 US (Washington DC)
+1 312 626 6799 US (Chicago)
Meeting ID: 935 142 5169

Continuing Education- Draft a Plan to Help Protect Business Owners
2021-05-20 12:00 - 13:00 | ZOOM
“Draft a Plan to Help Protect Business Owners”
(CE – 1 Hour – Health)
Thursday, May 20 – Noon to 1:00 p.m. ET

by Steve Saladino

This one-hour course examines the different solutions business owners can use to protect themselves and their business from the threat of a disability. Health insurance advisers will learn the objectives and benefits of each of the solutions (Individual Disability Income, Overhead Expense, Business Loan Protection, Disability Buy-Out and Key Person) and how they may be able to work together to help give the business owner a greater level of protection. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for 2-40 health licensees. Intermediate level. Florida DFS Course #114614, Offering 72269. Provider #415, Principal Mutual Life Insurance Company.)

Members: No charge
Non-Members: $15.
To register, click here: https://naifacf.wufoo.com/forms/za1ih2d0vejxo6/

NAIFA-Northeast Florida Chapter Meeting- Live
2021-05-20 11:30 - 13:00 | Bonefish Grill, 10950 San Jose Boulevard, Jacksonville, FL, 32223
Impact of Estate Planning under the Biden Administration
May 20, 2021
11:30 AM-1:00 PM EASTERN
LOCATION:
Bonefish Grill
10950 San Jose Boulevard
Jacksonville, FL 32223

William A. O’Leary, JD, LL.M (Tax) Attorney
Legacy Planning Law Group.
Bill’s Bio

Basic Estate Planning tips
Understanding the implications and tax law changes
Importance of Estate Planning

CLICK HERE TO REGISTER!

Virtual attendees register here to receive log in credentials.

NAIFA-Palm Beaches - How to Calculate Provisional Taxes on Social Security
2021-05-20 08:30 - 10:00 | ZOOM
Thursday, May 20, 2021
How to Calculate Provisional Taxes on Social Security
Virtual Presentation – 8:30 am/Login + Networking – 9 am Presentation

Matthew J Oliver, CPA
Matthew J Oliver, CPA, PLLC
(772) 486-0311 (C) 561-802-7362
matt.oliver@mjocpa.com
Serving small business and individuals’ tax planning, compliance and business advisory needs.

Matt practices public accounting as owner of Matthew J, Oliver CPA, PLLC. With more than 10 years of experience in taxation, he provides a wide-range of strategic consulting and compliance services to affluent and successful entrepreneurs and multi-generational families, He stays informed of prevailing tax policy and is developing a highly scalable, distributed service delivery model.
As a graduate of the University of Florida, Matt started his career in the West Palm Beach area employed by two firms who have since been acquired by BDO USA, LLP. He has spent the last six years employed by Caler, Donten, Levine, Cohen, Porter & Veil, P.A., identified as a top 300 accounting firm by Inside Public Accounting, There he championed engagements for a few major clients of the firms’ multi-family office operations, He holds expertise in the following disciplines:

Acquisition, development, and disposition of real estate holdings,
Tax planning for closely-held corporations and partnerships,
Complex, income tax, estate and gift tax, and financial planning for ultra-high net-worth individuals and multi-generational families,
Alternative investment structuring and tax compliance,

How to Calculate Provisional Taxes on Social Security
What is Provisional Income for Social Security
How to Calculate Provisional Income
When is an Individual Eligible for Provisional Payments
When is an Individual NOT Eligible for Provisional Payments Policy on Provisional Payment
Start and End Dates Medicaid
Suspension/Terminating Events Procedure on Provisional Payment
Initiating Provisional
Adjusting/Terminating Provisional Payments How are the Social Security Benefits Taxed
What is maximum Social Security Tax in 2021 Strategies to Reduce Taxes on Social Security

Register HERE (2 steps if non-member) Pay HERE (non NAIFA member)
Time:
8:30 am – login/networking
9:00 am -Provisional Taxes
10:00 am-Meeting Ends
Cost:
$10 – Non NAIFA member
NAIFA member …...
Voluntary donation appreciated to help defer cost of event.
Click on Pay Now non-member link. Thank you
Check payable:
NAIFA- Palm Beaches
1217 Lake Geneva Dr
Lake Worth, FL 33461
561-588-5444
naifa-palmbeaches@att.net

How to be the Mayor of Your Financial Town
2021-05-19 14:00 - 15:00 | ZOOM
R.J. Kelly, CLU, ChFC, IAR, CAP, RICP, MSFS, AEP, CEPA
Wealth Legacy Group
Founder and Chief Visionary Officer
Stephen Kagawa
The Pacific Bridge Companies
CEO
Wednesday, May 19th
2 pm eastern

This online event is for any agent or advisor who is seeking to leverage their relationships within their circles to achieve greater ROI.
Our prospecting experts will provide you with examples and tactics that you can implement immediately to put you in your own Mayors’ seat.

CLICK HERE FOR MORE INFORMATION

The webinar is brought to you by

NAIFA-Miami Dade CE- “Social Security: The Choice of a Lifetime”
2021-05-19 11:00 - 12:00 | ZOOM
SPECIAL CE OPPORTUNITY FOR NAIFA-MIAMI DADE MEMBERS!
Presented by Nationwide
“Social Security: The Choice of a Lifetime”
Wednesday, May 19, 2021
11:00 AM – 12:00 PM EDT
1-hour of FL state insurance and/or CFP, PACE, CIMA and CPE credit
Hosted by: David Smitherman
Instructed by: Tim O’Mara
The decision on when and how to file for Social Security is one of the most important financial decisions clients make in their lifetimes. Social Security is also one of the most complex decisions clients face. Clients expect their financial advisors to help them with guidance on making their Social Security decisions. To be awarded credit for this webinar you must attend the full 60 minutes and answer all polling questions.
NO CHARGE FOR NAIFA MIAMI DADE MEMBERS!
To receive CE credit:
Register at least 24-hours prior using your license and national producer number
Log in at least 10 minutes prior to the start time as late arrivals cannot receive credit
Actively attend the entire event for the full hour

CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION!

The Rebuilding American Retirement Summit
2021-05-19 10:30 - 18:00
Suzanne Carawan
NAIFA
V.P., Marketing & Communications
Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP
Veritas Financial
NAIFA Treasurer
Christopher S. Barnthouse, MBA, CLTC
Cheryl Canzanella, LUTCF, CLU, ChNSC

Wednesday, May 19th
10:30 AM – 6:00 PM EASTERN

NAIFA is a proud to support Fairway in their first financial advisor summit. The day will be filled with industry experts sharing their insights on how to improve how retirement is done in America! There is no cost to participate in this event featuring some of today’s top retirement experts.
Be sure to catch NAIFA’s session, “Hidden Threats to a Secure Retirement” from 4-4:45 pm eastern. A solid retirement plan can be completely thrown off track if a single generational viewpoint is used. A multigenerational planner is always looking to ensure clients have adequately included their children and their parents in the plan to build in real life and mitigate risk. Three hidden risks to a secure retirement include special needs children, college planning, and limited, extended and long term care needs. Hear from a panel of experts as to the risks and how to partner with experts to handle the complexity of needs in a multigenerational financial retirement plan.

MORE

The webinar is brought to you by

Legislative Update on issues that affect you with our Lobbyist Tim Meenan followed by 1 hour CE on Disability Buysell
2021-05-19 09:00 - 11:15 | ZOOM
NAIFA-Broward Virtual Meeting
Wednesday, May 19th, 2021
9:00 am – 11:15 am

Our May 19th virtual meeting via Zoom will feature updates from NAIFA-Florida Lobbyist Tim Meenan discussing Florida Legislative Events and the many issues that affect us, with guest Rep. Dan Daley and another legislator, with time for questions. Immediately followed by 1-Hour Disability Insurance CE Class, moderated by Michele Friedlander, RHU, REBC:
DI Buy Sell Agreement & Funding
Course # Florida 113962, Offering ID # 1142469

CLICK FOR MORE ABOUT:
TIM MEENAN ~ REP. DAN DALEY ~ MICHELE FRIEDLANDER
FREE for Members, $10.00 for Non-Members.
Zoom link / invite will be sent before the meeting.

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

NAIFA-Tampa - Membership Meeting: 5 Hour CE Day
2021-05-19
Save the date and check back! Details TBA

Tax Trends: Eight New Proposals Advisors Shouldn’t Ignore
2021-05-18 14:00 - 15:00 | ZOOM
Judi Carsrud
NAIFA
AVP, Government Relations
Maeghan Gale
NAIFA
Policy Director

Tuesday, May 18th
2 pm eastern

In this 1 hour webinar, NAIFA’s AVP of Government Relations, Judi Carsrud, and NAIFA’s Policy Director, Maeghan Gale, explore eight of the most significant tax proposals facing advisors and their clients.

MORE

The webinar is brought to you by

NAIFA Chapter Services - Membership Chairs Meeting
2021-05-14 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.

Advisor Ambassador Program
2021-05-13 13:00 - 14:00 | ZOOM
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.
Register for the class and access our video archive featuring our NAIFA Advisor Ambassadors. After hearing some of their advice and industry insight, join us for a live discussion after each session and hear from the Ambassadors themselves!

New Program in 2021
Our 2021 offerings will feature 2 live sessions with access to watch any of our archived sessions as well.

May 13
May 27

Members Only: NAIFA Live - How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time
2021-05-12 14:00 - 15:00 | ZOOM
NAIFA Live
How to Build a Location Independent Practice that Attracts Dream Clients Like Clockwork with More Free Time
Wednesday, May 12th | 2 pm eastern
Being able to market effectively online is a simple but different process that hinges on credibility, shifts, and simple structure that Terrance will cover in this presentation, giving advisors the steps to have a recession- and pandemic-proof process to be happier, healthier, and more successful.

Q2 State of NAIFA
2021-05-11 14:00 - 15:00 | ZOOM
Tom Michel
NAIFA National, President
Kevin Mayeux
NAIFA National, CEO
Diane Boyle
NAIFA National, SVP Government Relations
Tuesday, May 11th
2 pm eastern

Join us for our Q2 “State of NAIFA” of 2021 webinar.

Cracking the Complexity of the Coverage Gap: The Art of Conversation Complexity of the Coverage Gap
2021-05-06 14:00 - 15:00 | ZOOM
Aprilyn Chavez Geissler, LACP
Gateway Insurance Group, Inc.
First Executive V.P.
Brian H. Ashe, CLU, LACP
Equitable Advisors
Financial Professional
Marcus T. Henderson, Sr., RFP, AIF, MRFC
Henderson Financial Group, Inc.
President/Chief Executive Officer

Thursday, May 6th
2 pm eastern

This is the third virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients. NAIFA contributes this webinar as a collaborative effort to close the coverage gap that is part of the Help Protect Our Families campaign.
In this session, attendees will be able to discuss the importance of educating and engaging clients in the discussion, discover the “three A’s” of active listening and review how to have courageous conversations immediately followed by interactive breakout sessions by practice focus area that provide a deeper dive into the topics discussed in the main room.

The webinar is brought to you by

Tax Planning with Home Equity
2021-05-05 14:00 - 15:00 | ZOOM
Tax Planning with Home Equity
Harlan Accola, CRMP
Fairway Independent Mortgage Corporation
National Reverse Mortgage Director
May 5, 2021
2 pm eastern

Join industry leader, Harlan Accola, CRMP, for this one-hour discussion on tax planning with home equity.

MORE
The webinar is brought to you by

Continuing Education: Health Insurance: The Federal No-Surprise Act
2021-05-04 11:00 - 12:00 | ZOOM
“Health Insurance: The Federal No-Surprise Act — Webinar” (CE – 1 Hour – Health)
Tuesday, May 4 – 11:00 a.m. to Noon, ET

by Craig Rodrigue
Big changes are coming in the world of health insurance! This one-hour course reviews recent changes to health insurance, health care, and subsidies as a result of passage of the 2021 Federal Stimulus Package. Also includes ten changes in the industry as a result of executive orders. Changes reviewed include: new mandates, hospital transparency, and certain mandatory commission disclosures. Advisors and consumers need to be aware of all of these changes, which are effective 1/1/22. (This course is approved by the Florida Department of Financial Services for one (1) hour of Continuing Education credit for health licensees. Intermediate level. Florida DFS Course #117339, Offering 1142037. Provider #654, NAIFA-Florida.)
Members: No charge
Non-Members: $15
To register, click here:https://naifacf.wufoo.com/forms/z1pvg56j0sxfgej/

Membership Phone-A-Thon
2021-04-28 09:00 - 22:30 | ZOOM
Wednesday, April 28, 2021 – from 9:00 a.m. to 10:30 a.m. (ET)
The purpose of the event is to place phone calls to current members around the state, thank them for their membership in the association, and to ask how their business is doing. In addition, we’re asking them if they have any desires to volunteer to serve on a committee or in local or state leadership. And finally, we’re asking them for membership referrals.
Volunteers will be assigned a list of ten members to call during the Phone-A-Thon. On the day of the Phone-A-Thon, volunteers will join together on a Zoom call at 9:00 a.m. (ET) for approximately 15 minutes. (See below for the Zoom log-on/dial-in information – for each date.) We will then mute the zoom call so volunteers can make their calls while we all work “together” via Zoom. During this time, you will be able to submit any questions or immediate follow-up requests on the Zoom chat. After an hour, volunteers will end their member calls and return to the Zoom call for a quick debriefing.

Tech Tips from the Top
2021-04-27 14:00 - 15:00 | ZOOM
Tech Tips from the Top
Ryan Pinney, LACP
Pinney Insurance Center, Inc.
President
Julianne Hertel
Dream Big Wealth Strategies, LLC
Financial Advisor & Founder
Brandon Heckert, AAMS
FSM Wealth, Inc.
Financial Advisor
Tuesday, April 27, 2021
2 pm eastern

This is the first virtual program in a three-part client prospecting series designed to provide applicable lessons that attendees can use in their daily practice to see an increase in ROI.
In this session, attendees will be able to take home lessons on how to leverage technology as a client prospecting tool, review trends from the industry, and learn from experts on how it changed their practice.

The webinar is brought to you by

2021 Annual NAIFA Tampa Bay Golf Classic
2021-04-26 11:30 - 18:30
NAIFA TAMPA BAY: For over 30 years, the National Association of Insurance & Financial Advisors Tampa Bay has organized the Golf for Kids Classic. Following the original mission “to give back to the community where we work and live.” The organization has raised over $520,000 for local charities.EPILEPSY SERVICES FOUNDATION: Epilepsy Services Foundation has benefited from the Golf for Kids Classic since its inception. The Foundation is a non-profit organization committed to creating a better future and environment for persons affected by epilepsy living in West Central Florida. While raising awareness and educating others about epilepsy, the Foundation raises funds and provides camp and family retreat scholarships, college and medical scholarships, funding for medical and support services and grants for educational seminars that address new medical initiatives and partnerships.

NAIFA Central Florida - Two Hours CE Class
2021-04-23 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, April 23, 2021 from 11:15 am to 1:30 pm.
TOPIC: Why Permanent Insurance – Virtual Class Course #117360 Course Offering #1142025
Instructor: 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, April 23, 2021
11:15 am to 1:30 pm
Your location

_________________________

Cracking the Complexity of the Coverage Gap: Shortfalls and Why They Exist
2021-04-22 14:00 - 15:00 | ZOOM
Shane Westhoelter, AEP, CLU, LUTCF
Gateway Financial Advisors, Inc.
President
Susan Combs, PPACA
Combs & Company, LLC
CEO
Scott Brennan
Thursday, April 22, 2021
2 pm eastern

This event is the first virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients.
In this session, attendees will learn more about why the coverage gap exists, review trends that have impacted the coverage gap, and identify the most common consumer types immediately followed by interactive breakout sessions by practice focus area that provide a deeper dive into the topics discussed in the main room.

The webinar is brought to you by

Advisor Ambassador Program
2021-04-22 12:00 - 13:00 | ZOOM
Advisor Ambassador Program
April 8 and 22 | 12 pm eastern
Invite a non-member to join this month’s Advisor Ambassador Program. This free, award-winning advisor-development program allows non-members learn from the best while sampling professional benefits that come with NAIFA membership.
Our April speakers are Camille Tan, CRPC, and Blake Gillies, DIA.
Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.

NAIFA Central Florida Monthly Meeting
2021-04-22 11:30 - 13:00 | Hannibal’s On The Square, 511 W New England Ave, Winter Park, FL, 32789
Join members of NAIFA-CF and other Central Florida industry professionals for the April 2021 luncheon at our NEW VENUE, Hannibal’s On The Square, Winter Park. NAIFA-Central Florida’s monthly meeting is now in virtual and live attendance format!
MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, April 22, 2021
Either from your home or in person at Hannibal’s On The Square
511 W New England Ave, Winter Park, FL
Cost:
Member of NAIFA In Person At Hannibal’s $20.00
Non-Members In Person At Hannibal’s $25.00
Invited and First-Time Guests – FREE
Members Via ZOOM – FREE
Non-Members Via ZOOM – Also FREE
You must register to attend!
SPEAKER

GEORGE VRBAN
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 and guests who are CFPs.
NAIFA-FL CEO, Tom Ashley, has utilized him at NAIFA-FLORIDA. This is a valuable financial tool about which we all need to know. You do not want to miss this meeting.
For more information about George Vrban and Reverse Mortgages, click here.
TOPIC
Reverse Mortgages – This is a one hour CE Class. Be sure to provide your agent license information on the registration form.
________________________________________________________
On the registration form, you will be asked to select one the the following three entrees:
Chicken Crepe- sautéed chicken and mushroom with a Demi glaze white wine cream sauce
Salmon with a raspberry sauce
Pork with a blue cheese sauce

Note that immediately after registering you will receive an automated confirmation with the ZOOM access information. If you do not receive this email, please check your junk folder.

Incorporating Medicare Planning into the Retirement & Financial Planning Process
2021-04-22 08:30 - 10:00 | ZOOM
Presented by NAIFA – Palm Beaches
Thursday, April 22, 2021
Incorporating Medicare Planning into the Retirement & Financial Planning Process
Virtual Presentation
Time:
8:30 am – login/networking
8:45 am – meeting open
9:00 am – Medicare Planning
10:00 am – Meeting Ends
Cost:
$10 – Non NAIFA member
NAIFA member ……Voluntary donation appreciated to help defer cost of event. Click on donation link when registering.
Check payable
NAIFA – Palm Beaches
1217 Lake Geneva Dr
Lake Worth, FL 33461
561-588-5444
naifa-palmbeaches@att.net

Kristopher J Cowles
Managing Director
Medigap Plans of America
Phone : 561-315-4500
kris@medigapplansofamerica.com
Specializing in Senior Health Insurance since 1976
Kris Cowles is Managing Director of Medigap Plans of America has been helping seniors throughout the United States that are turning 65 or enrolling in Medicare to better understand their health care insurance options for over 22 years.
Kris specializes in Medicare planning and is an expert in Medicare Supplement Plans, Medicare Advantage Plans and Medicare Part D Prescription Drug Plans and is dedicated to educating clients on finding the best health care protection available within their budget.
Additionally, Kris is a Chartered Retirement Planning Counselor® and a Retirement Income Certified Planner® and has delivered over 1,000 seminar presentations to 10s of thousands of seniors.
Kris is a member of the National Association of Health Underwriters (NAHU), the Florida Association of Health Underwriters (FAHU), and the Palm Beach Association of Health Underwriters (PBAHU).
Incorporating Medicare Planning into the Retirement & Financial Planning Process
Stop over-looking the best relationship building and lead generating source in the business. Medicare can be daunting and confusing, your clients want and need help with it and don’t know who to trust. Furthermore, some Medicare decisions can be irreversible and could potentially cause over-spending on health care by tens of thousands of dollars or cause them to be unable to get the best care when they need it most. We’ll share some ideas on how to gain your clients total confidence in handling ALL of their retiree needs.
Click here to Register
(new type of registration form which is still under construction)
Zoom Login will be emailed to you on Monday, April 19, 2021

NAIFA-Broward Virtual Meeting
2021-04-21 09:00 - 22:00 | ZOOM
NAIFA-Broward Virtual Meeting
Wednesday, April 21, 2021
9:00 am – 10:00 am

Guest Speaker: Christopher Rosoff

VP, Institutional Insurance Subaccount Sales at Fidelity Investments
Owner, CenterPoint Insurance Group, LLC
Regional Vice President, Allianz Life
CLICK FOR MORE ABOUT CHRISTOPHER ROSOFF

“Developing an Effective Income Strategy – Consider Investor Portfolios from Different Perspectives”

ADVANCE REGISTRATION IS REQUIRED
FREE for Members, $10.00 for Non-Members.
Zoom link / invite will be sent before the meeting.

CLICK HERE TO REGISTER TODAY!

For more information, please contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

Developing an Effective Income Strategy
2021-04-21 09:00 - 10:00 | ZOOM
SPECIAL INVITATION FOR ALL MEMBERS!
NAIFA Virtual Meeting hosted by NAIFA-Broward! Register Today!

Wednesday, April 21st, 2021
9:00 am – 10:00 am via Zoom
GUEST SPEAKER:

Christopher Rosoff
Vice President, Fidelity Institutional
CLICK FOR MORE ABOUT CHRISTOPHER ROSOFF
“Developing an Effective Income Strategy – Consider Investor Portfolios from Different Perspectives”
ADVANCE REGISTRATION IS REQUIRED
FREE for NAIFA Members, $10.00 for Non-Members.
Zoom link / invite will be sent before the meeting.

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

Cost Drivers of the Florida Homeowners Market – Webinar
2021-04-20 11:00 - 12:00 | ZOOM
Craig Duncan, ChFC
President of NAIFA-Florida

This one-hour CE class is designed to educate general lines (P&C) agents on how to communicate with their policyholders the reasons for rapid rate increases in the Florida homeowner market. Included will be discussion on reinsurance markets, the impact of the CAT Fund on the re-insurance market, increases in litigation, and fraudulent claims activity. Moderator is Craig Duncan, ChFC, President of NAIFA-Florida.
Intermediate Level ~ Course Authority CE2-20- General Lines (Property & Casualty) ~ Course ID 116550 ~ Provider ID 654
The class will be free for NAIFA members, $15 for non-members.

NAIFA-Northeast Florida Chapter Meeting
2021-04-15 11:30 - 13:00 | Bonefish Grill, 10950 San Jose Boulevard, Jacksonville, FL, 32223
April 15, 2021
11:30 AM-1:00 PM EASTERN
LOCATION:
Bonefish Grill
10950 San Jose Boulevard
Jacksonville, FL 32223

Tips to use in educating your clients. Being financially stable does not come naturally. These proven tips can help you build credibility with your clients. Be that advisor to help educate their children. Teens are especially vulnerable as they move into being a young adult. Your client’s children need to learn good habits. This also builds an advisors credibility with the family and ultimately grows their business.
CLICK HERE TO REGISTER!

Virtual attendees register here to receive log in credentials.
