National Association of Insurance and Financial Advisors-Florida
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. …
Marketing Healthcare in Today's Environment COVID-19 Requires Protection Employers are being overcharged and are NOT aware of what's in the Marketplace Why a Young Advisor would want to be in the Benefits Marketplace in 2020 and Beyond Speaker Scott Fjelstad, Regional Manager @ Rogers Benefit Group Thursday, November 19, 2020 / 11:30 am - 1:00 pm…
TAMPA'S MOST POPULAR ANNUAL event is coming back November 19th!!! The 2020 Women’s Forum is a chance for advisors and their clients of all levels or experience to learn “with & from” 4 amazing talents. Moderated by NAIFA Tampa BAY’s own Melissa Snively and directed by our Program Chair Katherine Jones we have secured another great November…