National Association of Insurance and Financial Advisors-Florida
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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… |
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CPA Partnering Perspectives Wednesday, March 10th | 2 pm eastern Join us for our monthly membership meeting where we'll hear from Phil Raymond, MBA, CLU, ChFC, CLF, CFEd, Founder of MarketAccessAdvisor, about the hows, what, and why of successful value based, marketing driven partnership business models. |
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“Health Management for Wealth Management” (Hosted by NAIFA-Ocala, a local affiliate of NAIFA) Thursday, March 11 – 11:30 a.m. to 1:00 p.m. ET – on Zoom All members of NAIFA-Florida are invited to join John Lazo and Mary Donavan of CSI – Caregiver Services for an informational presentation on how to address the needs of…
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Thursday, March 11th and 25th | 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 March speakers are John Hansbrough, LACP and Jeff Chernoff, LUTCF, LACP. John will…
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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… |
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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. |
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REGISTER TODAY! NAIFA-Broward Virtual Meeting! Wednesday, March 17th, 2021 9:00 am - 10:00 am via Zoom Featured Speaker: Bryon A. Holz, CLU, ChFC, LUTCF, CASL, LACP "SENSE-ational Client Service" Bryon Holz will share his unique and powerful client and prospect engagement strategies, utilizing the full palette of senses. Learn how improved connections and…
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NOTE: This event is for NAIFA members only, due to Political Committee fundraising restrictions. Join NAIFA-Florida in this one-hour virtual "Happy Hour" event to help raise funds for the Political Committee! NAIFA-Florida Political Committee Chair, Taylor Collins, will host this event and be joined by the following guest speakers: Jeffrey Chernoff, MS,… |
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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…
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Thursday, March 18, 2021 Biden's Proposed Tax Changes 8:30 am Login + Networking 8:45 am Short Business Presentation 9:00 am - 10:00 am Michelle L. Owens, JD, CLU, CEBS, CAMS Advances Market Specialist at Mutual of Omaha Insurance Company Michelle Owens is an Advances Markets Specialist at Mutual of Omaha Insurance Company focusing on…
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YOUNG LEADERS SHARING BEST PRACTICE TIPS CHAPTER MEETING MARCH 18, 2021 11:30 AM-1:00 PM EASTERN A diversified group of young professionals Success as a young advisor Tips and Best Practice Ideas Panel moderated by Chapter President Matt Campbell Attend via Zoom free CLICK HERE TO REGISTER! |
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Business Performance Center Impact Week
Business Performance Center Impact Week March 23-25 | 12-4 pm eastern, each day Join us for the inaugural Impact Week for NAIFA's Business Performance Center. Whether you want to learn about new opportunities to partner with experts on complex cases, or want to find new ways to grow your book of business in… |
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Mark your calendars now for a free, one-hour informational webinar presented by Citizens Property Insurance Corp. ("CITIZENS") and hosted by NAIFA-Florida. The webinar will be held Thursday, March 25 beginning at 11:00 a.m. (ET). It's open to all team members in your agency and there's no charge! Citizens will…
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Join members of NAIFA-CF and other Central Florida industry professionals for the March 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, March 25, 2021 Either from your home or in person at Hannibal's On The Square…
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Thursday, March 11th and 25th | 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 March speakers are John Hansbrough, LACP and Jeff Chernoff, LUTCF, LACP. John will…
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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… |
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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… |
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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…
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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… |
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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 |
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