National Association of Insurance and Financial Advisors-Florida
Member Benefits Program Month #11: Volunteer Opportunity Tour Register Tell a Friend Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with…
by David McKnight Presented by NAIFA-Tampa Bay and open to all NAIFA Members Many of us have been long time fans of David McKnight and his “Power of Zero” philosophy. We are presenting David McKnight on November 16th from Noon to 1pm as a virtual event. Registration…
November 16th, 2020 12:00 PM EST One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships. The webinar…
CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see…
Myths and Misconceptions of the reverse mortgage product (better known as the HECM) What the HECM is a HECM? The Process of Loan Officers and Financial Professionals working together to better retirement! Redirecting misdirected funds back to CFP Topic: Home Equity & Reverse Mortgage Loans in Financial Planning Time: Nov 17, 2020 11:00 AM Eastern…
November 17 The webinar is brought to you by: The Belong Event 7:30 pm eastern Join your fellow members for camaraderie and celebration of all things NAIFA that will continue our legacy for another 130 years. The event will honor of all of our volunteer leaders, past and present.
Citizens Update COVID Rules & Update Updated Citizens Training Page & Platform Intro to Citizens Essentials Virtual Series Managed Repair & Inside Water Limits (DP-3/HO-3) The Road Ahead Citizens Product Guide Review The New Business Journey Resources Time: Nov 18, 2020 11:00 AM Eastern Time (US and Canada) Join…
November 18th, 2020 1:00 PM EST Fairway Independent Mortgage Corp has teamed up with MoneyTrax and the Circle of Wealth to bring you EquityTrax, the newest industry tool for visualizing Reverse Mortgage Loans as a key part of retirement planning. The webinar is brought to you by
How to Incorporate Equity Into Retirement Strategies: Case Studies, Q&A Financial Professionals and Advisors today need professional resources they can turn to who understand how to incorporate equity into their retirement strategies. Moreover, then need resources who can help them successfully visualize for clients the impact equity can have on their retirement. Using EquityTrax, George…
Join members of NAIFA-CF and other Central Florida industry professionals for the November NAIFA-Central Florida monthly meeting, now in virtual and live attendance format! Our keynote speaker is Rick Patterson, NAIFA/CF member to discuss "Reflections On A 50 Year Career" Rick will describe his life long relationship with NAIFA and the Financial Services Profession. …