NAIFA-Florida

ILTCI Annual Conference
2022-03-20 - 2022-03-23
March 20-23 | Raleigh, NC

NAIFA is proud to support our partner, ILTCI (Intercompany Long-Term Care Insurance Conference) in Raleigh, NC on March 20-23, 2022. This powerful conference provides seven tracks within the Limited & Extended Care Planning space. These include Advisors, Agents & Agencies, Aging in Place Solutions, Claims & Underwriting, Legal, Compliance & Regulatory, Management & Operations, and Marketing & Research.
NAIFA members and staff will be featured in three sessions during the event. Be sure to catch Suzanne Carawan, VP of Marketing and Communications, leads a panel consisting of NAIFA Trustee and Past NAIFA-Chicagoland President, Chris Gandy, LACP (Loyal Member since 2003), NAIFA-North Carlina Membership Chair and Past President, Roger Sims, CLU, LUTCF (Loyal Member Since 2001), and NAIFA-New York board member, Neil Himmelstein (Loyal Member Since 1997).

NAIFA members receive a 10% discount by using promo code NAIFA at registration. We are also holding a special reception on Monday night for a book signing for Carroll Golden’s new book.

Upcoming Advisor Today Webinar: Women Matter, Celebrating Women's History Month March 23rd | 1 pm eastern
2022-03-23 13:00 - 14:00 (America/New_York) | ZOOM
Upcoming Advisor Today Webinar: Women Matter, Celebrating Women’s History Month
March 23rd | 1 pm eastern

Join Daralee Barbera, loyal member since 2007, Thomasina Skipper, and Linda Witham, the three co-authors of “Women Matter – The Why and How of Gender Diversity in Financial Services.” These seasoned Financial Services professionals will address the role of women as advisors, women as clients, and the important tools needed for gender parity in financial services.

Citizens Webinar
2022-03-24 10:00 - 11:00 | ZOOM
Mark your calendars now for a free, one-hour informational webinar presented by Citizens Property Insurance Corp. (“CITIZENS”) and hosted by NAIFA-Florida.
Join us on Thursday, March 24 at 10:00 a.m. ET. It’s open to all team members in your agency and there’s no charge!”
Citizens will moderate the webinar and discuss the following topics:
Talking points:

Market Update
Hot Topics
Underwriting Tips
Understanding Citizens Systems
Q&A

Zoom link to register: https://us02web.zoom.us/meeting/register/tZ0tcOihrzIjE9Ql5OSj-Xpjbfc35vQ0V9y5

NAIFA/CF March Luncheon
2022-03-24 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Monthly Meeting
Join NAIFA/CF for the March monthly luncheon.

ROGER KELLY, Author and Speaker
EagleVision Consulting Group, LLC
Roger has been an independent financial advisors in the industry for over 30 years. He is an award winner with several insurance companies.
He will discuss principles which will prepare one’s life for success. His goal is to transform lives because of what they have learned in their experience with him. His vision is to assist others in living at their highest level of achievement.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, March 24, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Member PrePay For Year $160.00
Invited and First-Time Guests – FREE

NAIFA Northeast Florida Chapter Meeting
2022-03-24 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
Thursday, March 24, 2022
BUILDING MOMENTUM IN YOUR
BOOK OF BUSINESS

Matt Warner
New Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)

Attendees will learn:
Why Build A Top 200 Target Prospect List
Effective Prospect Messaging and Techniques
Partnering With Centers of Influence For Referrals
Closing & Flushing Out Objections
Lead Generation / Appointment Setting

Click here to learn more about the speaker.

Cost $25 members, $30 non members.
Online prepay and RSVP required.

No refunds for cancellations less than 48 hours prior to the event.

NAIFA/CF For THREE Hours Of CE Credit
2022-03-25 11:30 - 14:30 | ZOOM
NAIFA Central Florida
THREE Hours CE Class
NAIFA-CF is pleased to offer a three hours CE class on Friday, March 25, 2022 from 11:30 am to 2:30 pm.
TOPIC: Ridesharing Insurance Webinar – Course #100577, Course Offering #1159585, and Course Authority CE 0220 General Line
Instructor: Anthony Tomas Becerra #1315358
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, March 25th
11:30 am to 2:30 pm
Your location

Sales & Marketing Panel of Experts: 4 OVER 40
2022-03-30 11:30 - 14:15 | Bascom’s Chophouse, 3665 Ulmerton Rd, Clearwater, FL, 33762
NAIFA Tampa Bay March Program
SALES & MARKETING PANEL OF EXPERTS: 4 OVER 40 PANEL
(FOLLOWED BY FREE 1 HOUR CE CLASS)
Learn from local industry leaders on tips & tricks to grow your business, increase your sales & generate more referrals.
Join past and present NAIFA presidents on their keys to success in business. With a twist on the “4 UNDER 40” we thought we would bring out some of our veteran NAIFA members to share their experience and wisdom to help you grow and succeed in 2022 and beyond!

Presenters
George Royal, Current NAIFA Florida President & Former NAIFA Central President
Melissa Snively, Hillsborough School Board Member & Former NAIFA Tampa Bay President
Steve Saladino, RICP®, LACP, LUTCF®, Former NAIFA Nat’l Trustee & NAIFA Tampa Bay President
Celine Pastore, CRPC®, MRFC®, Current NAIFA Tampa Bay President & MDRT Top of the Table

*********************
Wednesday, March 30th, 2022 11:30am
Bascom’s Chophouse
3665 Ulmerton Rd, Clearwater, FL 33762
11:30 am – Networking
12:00 pm – Lunch & Program
1:15 pm – Free CE Class – Solutions for Business Owners
*********************
MEMBER – $20.00
GUEST – $30.00
*********************
Followed by an Exclusive 1 HR Free CE
“Solutions for Business Owners”
Presented by:

Steven Saladino, RICP®, LACP, LUTCF® Managing Director
Joseph A. Nagy, CLF, CLU, LUTCF®, RICP®, Senior Managing Director

You’ll learn more about:

How business value impacts overall planning
Solutions to help the business owner protect their business
The importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives
Helping business owners see how their business can play a part in their retirement income strategy

2022 Spring Swing Event
2022-04-01 07:30 - 17:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
Click here for a printable registration form.

Click here for a printable registration form.

Members Only: Q2 State of NAIFA
2022-04-06 12:00 - 13:00 | ZOOM
Q2 State of NAIFA: April 6th | 12 pm eastern
All NAIFA members are invited to attend the State of NAIFA webinar for 2022 on April 6th at 2 pm eastern. Our 30-minute Q2 update will include an update on our work as an association and highlight what to expect during Congressional Conference. This event is open to the public, so please feel free to invite media, potential members, sponsors, and potential sponsors to allow them to get to know NAIFA Nation.
What’s in it for You:
This is your association! The work we undertake is based on your ideas and involvement. We hold these quarterly webinars and issue quarterly association dashboard reports so that you can see what your membership fees support. The webinars are open to all to increase transparency within the industry and provide media with access to NAIFA.
Speakers Include:

Larry Holzberg, LUTCF, LACP, NAIFA President
Kevin Mayeux, CAE, NAIFA CEO
Diane Boyle, SVP NAIFA Government Relations

Webinar - Intentional Gratitude
2022-04-11 13:00 - 14:00 | ZOOM
Dave Resseguie
The Resseguie Group
APRIL 11TH
1 PM EASTERN

Dave Resseguie began his career in the financial services industry in August of 2007. He spent 10 years working in leadership roles within both Northwestern Mutual & MassMutual agencies in Chicago, Ft. Lauderdale, & Miami.
Join Dave in the discussion of having “Intentional Gratitude”, that he’s learned throughout his various roles in the financial industry.

The webinar is brought to you by

Q2 State of NAIFA
2022-04-12 14:00 - 15:00 | ZOOM
April 12th | 2 pm eastern

All NAIFA members are invited to attend the State of NAIFA webinar for 2022 on April 12th at 2 pm eastern. Our 30-minute Q2 event will include an update on our work as an association and highlight what to expect during Congressional Conference. This event is open to the public, so please feel free to invite media, potential members, sponsors, and potential sponsors to allow them to get to know NAIFA Nation.
What’s in it for You:
This is your association! The work we undertake is based on your ideas and involvement. We hold these quarterly webinars and issue quarterly association dashboard reports so that you can see what your membership fees support. The webinars are open to all to increase transparency within the industry and provide media with access to NAIFA.
Speakers Include:

Larry Holzberg, LUTCF, LACP, NAIFA President
Kevin Mayeux, CAE, NAIFA CEO
Diane Boyle, SVP NAIFA Government Relations

NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA
2022-04-14 14:00 - 15:00 | ZOOM
April NAIFA Live: Eleanor I. Johnson, CPA, CLU, CGMA
The Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies.
April 14th | 2 pm eastern

Have you ever made a planning recommendation to a client that you worked on extensively but that was never actually implemented? Or if implemented, did the client later “forget” why they did what they did? In most cases that outcome was predictable – either because the recommendation made was not fully understood, or because the client had other planning priorities that may not have been discovered.
In this session, Eleanor Johnson, CPA, CLU, CGMA, Founding Principal, Highland Capital Brokerage, will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team.

Young Advisors April Social
2022-04-14 17:30 - 19:00 | Lynch’s Irish Pub, 514 1st Street North, Jacksonville Beach, FL
Click here to RSVP for the YAT Social

Holiday Office Closure
2022-04-15
The NAIFA-Florida office will be closed in observation of Good Friday.

NAIFA-Broward CE CLASS: Solutions for Business Owners
2022-04-20 11:00 - 13:00 | Fort Lauderdale Country Club, 415 E. Country Club Circle, Plantation, FL, 33317
We invite you to join us for a Continuing Education Class
CE CLASS: Solutions for Business Owners
1-hr. CE Class: Credit for Florida insurance, CFP, CIMA and CPE. Approved for Investments & Wealth Institute CE.
Florida CE Course #: PLIFE283, Offering ID: 73033, Approval ID: 119393
Course Authority: IND Life-FL, CFP, PRP
Course Level: Intermediate

Course Objective:
This course for financial advisors will explain a broad range of goals and solutions that advisors can provide to business owners, to help them manage risk and meet their business objectives. Participants will also learn about income tax, regulatory and practical implications that affect the clients’ needs and each type of solution.

Learning Objectives:

Learn how business value impacts overall planning
Discover solutions to help the business owner protect their business
See the importance of reviewing the buy-sell agreement to ensure it’s meeting the client’s objectives.
Help business owners see how their business can play a part in their retirement income strategy

Date: Wednesday, April 20, 2022
Time: 11:00 AM, Registration and Lunch
11:45 AM, 1-Hr CE Class
Location: Fort Lauderdale Country Club
415 E. Country Club Circle
Fort Lauderdale, FL 33317
Meeting Type: On-Site

MODERATED BY:

Steven Saladino
RICP®, LACP, LUTCF®
Principal Securities

Joe Nagy
Pre-Registration
Pre-Registration is required, RSVP today
After registering, you will receive a confirmation email containing information about joining the meeting.

Charge – Member
Lunch- $28.00
Zoom – FREE
Charge – Member
Lunch- $40.00
Zoom – $10.00
Complete NAIFA Member Lunch Registration
Complete NAIFA Member Zoom Registration
Complete NAIFA Non-Member Lunch Registration
Complete NAIFA Non-Member Zoom Registration

ADVANCE REGISTRATION AND PREPAYMENT IS REQUIRED
It is your responsibility to verify the CE course is not a repeat of a prior course, taken less than two years from the previous one.
The Internet address to check your State CE credits and compliance periods is located at: http://dice.fldfs.com/public/pb_index.aspx

Note: You must arrive on time for the CE Class to receive credit. Anyone arriving after 5 minutes into the class will not receive CE credit. Please know your license number, and bring a photo ID.

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

NAIFA Northeast FL Chapter Meeting
2022-04-28 11:30 - 13:00 | Terra Gaucha Brazilian Steakhouse, 4483 Southside Blvd., Jacksonville, FL, 32216
How a Survivorship Standby Trust Allows for Control and Flexibility during a Client’s Lifetime

Jason Graham, MBA, LACP
New Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Program Sponsored by
Click here to learn more about the speaker.
Cost $25 members, $30 non members.
Online prepay and RSVP required by Friday, April 22th.

No refunds for cancellations less than 48 hours prior to the event.

NAIFA/CF April Luncheon
2022-04-28 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the April monthly luncheon.

KYLE WILLIAMSON, CLU, Managing Partner of New York Life will be the speaker.
TOPIC: Best Practices – Eternal Fundamentals that will help you take your business to the next level.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, April 28, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

Compliance & Home Equity Conversion Mortgages: Why you NEED to be talking about Reverse Mortgage Loans with your clients
2022-04-29 14:00 - 15:00 | ZOOM
Jamie Hopkins Esq., LLM, CFP, ChFC, CLU, RICP
Professor Of Taxation, The American College Of Financial Services Director, Center For Retirement Income

Harlan Accola, CRMP, CSA
National Reverse Mortgage Director,
Fairway Independent Mortgage Corporation
FRIDAY, APRIL 29TH | 2 PM EASTERN

Errors of Omission: When you must talk about reverse mortgages in retirement planning.
Today, more than ever, Home Equity Conversion Mortgage (commonly called reverse mortgages) loans are being used as a financial planning tool to maximize cash flow, reduce taxes, and minimize risks (such as longevity and sequence of return risks). As a financial professional who wants to give your clients the best chance at financial success, you would be wise to incorporate home equity and, consequently, reverse mortgages into your practice when doing retirement income planning.

The webinar is brought to you by

NAIFA-Tampa Bay Networking- Cigars and Cocktails
2022-04-29 18:00 - 20:00 | Cigar Paradise, 400 Beach Dr NE Suite 142, Tampa, FL
Join NAIFA-Tampa Bay for Cigars & Cocktails

Join NAIFA Tampa Bay Friday, April 29th at Cigar Paradise for an evening of entertainment and networking. Enjoy friendly cocktails, smooth cigars, and an exquisite view of St. Petersburg’s shopping district.
Open to all members, non-members, & their guests.
$10 – one cigar or drink
Don’t forget to bring your business cards and invite a potential NAIFA member!

NAIFA-Central FL Pop Up Social - Ivanhoe Brewing
2022-05-05 19:00 - 21:00 | Ivanhoe Brewing, 1300 Alden Rd, Orlando, FL, 32803
NAIFA Central Florida Invites You To
Join Us At Ivanhoe Brewing, May 5th

NAIFA/CF has formed a Meet Up Group and our first Pop Up Social is May 5th (also Cinco de Mayo) for a night of trivia and beers.

Who: All of us + significant other or friends (the more the merrier)
What: Trivia night and beers (being good at trivia is not required)
When: Thursday, May 5th from 7 – 9 pm. (Recommended you come around 6-6:30 pm)
Where: Ivanhoe Park Brewing, 1300 Alden Rd., Orlando, FL 32803
Why: Why NOT????

It is free to attend and not registration is required, but if you could go to our Meet Up Group via the Register Now link above, that would give our group more credibility. Our ultimate goal is to get other like-minded people to join in the fun.

NAIFA Ocala CE Event-P&C Agents
2022-05-06 08:00 - 14:30 | Ocala Board of Realtors, 3105 NE 14th Street, Ocala, FL, 34470
NAIFA Ocala is hosting :
2-20 LAW/ETHICS UPDATES – 5
Friday, May 6, 2022
Law/Ethics Updates for 2-20 (5-hours Credit)
Offering ID#1159657, Course ID#119654
(Provider #372090) – 1st Coast School (of Insurance) – (www.1stcoastschool.com)
​
Location: Ocala Board of Realtors: 3105 NE 14th Street, Ocala, FL 34470
Time: 8am-registration/snack & coffee (8:30 start) Lunch is provided
Fee- NO fee to attend
In Person attendance only
Email kelli@cfigroup.com to RSVP.

NAIFA-Northeast Florida CE- Disability Insurance What We Need to Know
2022-05-16 08:00 - 17:00
Next Chapter Event – Thursday May 26, 2022
DISABILITY INSURANCE
What We Need to Know

MAUREEN KIRSCHHOFER, CLU, ChFC.
Join NAIFA members and their guest as we move through some important steps regarding disability insurance. This one hour course stresses the importance of replacing cash flow in the event of a disability, reviews the different types of disability income products, funding options, and the statistics of the likelihood of incurring a disability.
Course ID 121120, Course Offering 1159899
Course Authority 2-40 Health, Approved for 1 HR of CE
Provider ID 654
Venue
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd.
Jacksonville, FL 32216
(Please understand that we may not be able to accommodate walk in’s)
Click here to learn more about the speaker.
Cost $25 members, $30 non members.
Online prepay and RSVP required by Monday, May 23rd.

No refunds for cancellations less than 48 hours prior to the event.

Webinar -7 Keys to Create Relationships with the Adult Children of Your HNW Clients
2022-05-17 13:00 - 14:00 | ZOOM
Simon Reilly
Coach, Speaker, Author, Leading Advisor
Tuesday, MAY 17TH
1 PM EASTERN

A significant percentage of financial advisors do not have a meaningful relationship with their clients’ adult children.
Limiting beliefs include; “It’s too challenging and time-consuming to create meaningful relationships with my client’s adult children.”
Why are these results happening?
Join Simon for this webinar to understand the importance of these relationships.

The webinar is brought to you by

NAIFA- Broward: A Case Study Group
2022-05-18 06:00 - 20:00 | Anthony’s Coal Fired Pizza & Wings, 512 North Pine Island Road, Plantation, FL, 33324
A Professional Association of Insurance and Financial Advisors

A Case Study Group
Unique case study of various topics of insurance lines of business presented in open format and group learning.
TOPIC: How to Handle Death of a Spouse with Minor Children

Date: Wednesday, May 18, 2022

Time: 6:00 PM
Location: Anthony’s Coal Fired Pizza & Wings
512 North Pine Island Road, Plantation, FL 33324

MODERATED BY:

Yoni Markhoff
Pre-Registration
Pre-Registration is required, RSVP today
Charge-Member Charge -Non-Member
$10.00 $15.00
Complete NAIFA Member Registration
or
Complete NAIFA Non-Member Registration

2022 Congressional Conference
2022-05-23 - 2022-05-24 | Washington DC, Washington DC
May 23-24, 2022
Join Us in Washington, D.C.

Meet with your lawmakers.
Learn to be an effective advocate.
Influence policies that impact your business and clients.

Each year, we list the names of attendees who pledge to advocate for their clients, communities, and country.
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.

Registration Now Open

Travel Stipends Available
The first 300 NAIFA members who register to attend the NAIFA Congressional Conference (May 23-24, 2022) and meet the eligibility requirements will receive a $350 travel stipend.

Diversity, Equity & Inclusion Symposium
2022-05-23 09:00 - 12:00 | Washington DC, Washington DC
May 23, 2022
9 am -12 pm Eastern

NAIFA’s Diversity Symposium comes back in person for 2022. Join us for our 7th Symposium in Washington, D.C. on May 23rd. This year’s program is shaping up to be a strong lineup of influential leaders in the industry and DEI space. Speaker line up to be announced soon. This year we will be focusing on two main topics: “Underserved Does Not Mean Under-Funded” and “Recruiting Today’s Generation”.
There is no cost to attend the symposium. Participants are encouraged to register for Congressional Conference immediately following the Diversity Symposium.

Brought to you by:

NAIFA-Tampa Bay- May Monthly Program: Citizens Insurance
2022-05-25 11:30 - 13:00 | Brio Italian Grille, 2223 N. Westshore Boulevard, Tampa, Florida
Wednesday, May 25th, 2022 11:30am
Brio Italian Grill
Join NAIFA Tampa Bay as we welcome Carl Rockman from Citizens to discuss the current state of the property insurance marketplace and changes to expect for your clients.
Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.

NAIFA/CF May Luncheon
2022-05-26 11:30 - 13:00 | Dubsdread Golf Course, 549 W Par Street, Orlando, FL, 32804
NAIFA Central Florida Invites You To
Join Us for the May monthly luncheon.

BRYAN REPPLE, Chief Executive Officer | Insurance
Bryan was born in Miami, and has lived in Orlando since 1978, when his family relocated from Birmingham, Alabama, to start G.A. Repple & Company. He graduated from Campbell University in 1998 with a major in Business Administration with a focus in Trust Management. After college, Bryan followed his father’s footsteps and began working for G.A. Repple as a financial planner. For the past 15 years, he has overseen the personal financial planning practice for G.A. Repple, and trains financial planners around the country on complex estate, financial, and insurance planning concepts.
Bryan will discuss the differences between Whole Life and Indexed Universal Life policies.

MEETING INFORMATION
11:30 am – 1:00 pm on Thursday, May 26, 2022
Dubsdread Golf Course
549 West Par Road, Orlando
Cost:
Member of NAIFA In Person $20.00
Non-Members In-Person $25.00
Invited and First-Time Guests – FREE

NAIFA-Central FL CE Class - Disability: What We Need To Know
2022-05-27 11:30 - 12:30 | ZOOM
NAIFA Central Florida
One Hour CE Class
NAIFA-CF is pleased to offer a one hour CE class on Friday, May 27, 2022 from 11:30 am to 12:30 pm.
TOPIC: Disability: What We Need To Know – Webinar Course #121120 Course Offering #1162387
Course Authority 2-40 Health, Approved for 1 HR of CE
Course Level: Intermediate
Provider ID 654

Instructor:Maureen Ann Kirshhofer
This one-hour couse stresses the importance of replacing cash flow in the event of a disability, reviews the different types of disability income products, funding options, and the statistics of the likelihood of incurring a disbablity.
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, May 27th
11:30 am to 12:30 pm Eastern Time Zone
Your location

Holiday Office Closure
2022-05-30
The NAIFA-Florida office will be closed in observation of Memorial Day
