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…
Events
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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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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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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… |
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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… |
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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… |
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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… |
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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…
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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… |
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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…
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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…
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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…
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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… |
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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… |
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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… |
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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… |
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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… |
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