NAIFA-Florida

CLTC Master Class
2021-03-25 12:00 - 16:00 (America/New_York) | ZOOM
CLTC Master Class
Nancy Dykeman
LTCI Partners, LLC
MARCH 3, 11, 18 & 25
12-4 PM EASTERN

The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a powerful set of planning skills to confidently craft appropriate funding solutions for your clients.
NAIFA members receive a discount to attend CLTC Course

The webinar is brought to you by

NAIFA/CF Virtual CE Class - 2 Hours
2021-03-26 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, March 26, 2021 from 11:15 am to 1:30 pm.
TOPIC: Reasons To Consider Long Term Care – Virtual Class Course #116914 Course Offering #1140309
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.
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Friday, March 26, 2021
11:15 am to 1:30 pm
Your location
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NAIFA-Tampa Virtual Meeting - ACHIEVE YOUR GOALS FASTER...
2021-03-31 11:30 - 13:00 | ZOOM
ACHIEVE YOUR GOALS FASTER AND EASIER BY CREATING DAILY ROUTINES TO REPROGRAM YOUR MIND

It’s not just a number’s game, it’s an energetic game.
Join business and mindset coach, Ralph Mazzuoccolo as he shares his secret to winning the day and winning more business. Ralph started in the financial industry and then went on to build his own business and create a top performing sales team.
You will learn:

How to maximize the two most important times of your day.
How to turn your autopilot into intentional habits to become a top producer.
How your mind works and how to make it work for you.

“Monday was a prime example of how starting the day right can change everything. I ended up scheduling 9 appointments because everything was slowed down and centered.” – Nelson S.
WEDNESDAY – MARCH 31, 2021 AT 11:30 AM
PROVIDED FREE AS A BENEFIT FROM NAIFA TAMPA BAY
SPEAKER BIO
Ralph started as a financial advisor in 2008 with MassMutual, during one of the worst economic recessions and he made it to one of the top agents. He qualified for multiple Quota Buster trips and Top 5 for Spring Lives Competition.
In 2014, he made the switch over to private banking. That’s when he learned new principles, a new way of thinking, and although he still worked hard…success came easier. He had ZERO experience in banking, and within two years, he rose to the Top 10 out of over 130+ in his position.
In 2017, he started a network marketing business, and he grew it to a 6 figure income by teaching his team the same principles and techniques he used. His team is among the Top 100 out of over 450,000 teams in the network for the last three years.
Now he teaches financial advisors the same life-changing principles, techniques, and mindsets to help them take their business to where they WANT it to be.

Members Only: Women, Vulnerable in Retirement: Addressing their Needs with Housing Wealth
2021-03-31 14:00 - 15:00 | ZOOM
Shelley Giordano
Mutual of Omaha Mortgage
Director of Enterprise Integration
March 31, 2021
2 pm eastern

This session will focus on the us of the RM effect on women with relation to things like divorce, caregiving, income replacement, etc.
Registration:
In the members portal, under the Calendar heading, select Upcoming Events.

The webinar is brought to you by

CE: Social Security & Medicare …. Understanding the Benefits Webinar
2021-04-01 08:30 - 10:30 | ZOOM
April 1, 2021
8:30 am to 10:30 am
Social Security & Medicare …. Understanding the Benefits Webinar
Instructor: Scott Rosen, LUTCF (Instructor ID: 739112)
Cost:FREE
Virtual
2 hrs FL Insurance CE, 2 hrs CPE, 2 hrs PACE
Florida: 92491 Florida Course Offering ID: 1140147
MassMutual Life Insurance Company Provider #84
RSVP Directly to Scott: ScottR@cfnsfl.com

NAIFA Chapter Services - Membership Chairs Meeting
2021-04-09 14:00 - 15:00, 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.

2021 Intercompany Long Term Care Insurance Conference (ILTCI)
2021-04-12 08:00 - 17:00
2021 Intercompany Long Term Care Insurance Conference (ILTCI)
Tuesdays & Thursdays, April 13-29 | 12-4 pm eastern

If you are involved in the long term and extended care industry in any way you won’t want to miss this event! In these unprecedented times we need new and evolving plans more than ever. For our clients, for consumers, and for our industry.
Don’t miss NAIFA’s session! Tune in on April 27th at 12 pm eastern for NAIFA-Los Angeles President Glenn Crawford and NAIFA VP of Marketing & Communications Suzanne Carawan, presenting “Using Data to Enhance Sales and Secure Customer Relationships.” Carroll Golden, Executive Director of NAIFA’s Limited & Extended Care Planning Center, will moderate the session.

Members Only: NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results.
2021-04-14 14:00 - 15:00 | ZOOM
NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results.
Scott Welle
Outperform the Norm
#1 Best Selling Author and Founder
April 14, 2021
2 pm eastern

Today’s competition is brutal and numbers drive everything. The pressure to perform can be suffocating. What are you doing to stay ahead and keep from burning out? Join Scott Welle, #1 Best Selling Author and Founder of Outperform The Norm, as he shares the peak performance strategies used by high achievers and elite athletes to take your “game” to the next level.

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The webinar is brought to you by

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.

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.

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.

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.

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 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.
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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.

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.

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

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.
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Friday, April 23, 2021
11:15 am to 1:30 pm
Your location

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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.

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

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.

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/

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.

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The webinar is brought to you by

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

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.

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.

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

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.

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The webinar is brought to you by

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

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.
