National Association of Insurance and Financial Advisors-Florida
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Bryon Holz| Secretary, NAIFA President & Registered Principal, Bryon Holz & Associates Derek Scheetz Financial Representative, Lifetime Financial Growth Tuesday, June 29th 11:30 am eastern In just a short time, the industry will be facing an advisor shortage of nearly 400,000 professionals. Distributors must find ways to engage with and recruit younger advisors, who demand…
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CLTC Master Class June 8, 15, 22 & 29 | 12-4 pm eastern Join Bill Comfort, CSA, CLTC, for the upcoming CLTC Master Class. 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… |
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NAIFA Tampa Bay Social & Headshots
When: Wednesday, June 30, 2021 8:30 AM, EDT Where: Centre Club, 123 S West Shore Blvd 8th Floor, Tampa, FL 33609 EVENT DETAILS: NAIFA Tampa Bay Social & Headshots Join NAIFA Tampa Bay on Wednesday, June 30th at 8:30 a.m. to reconnect with friends and colleagues - NETWORK, enjoy a relaxed continental breakfast, complimentary…
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Breaking Into Business Markets Danny O’Connell Next Level Insurance Agency, LLC CEO Walter Katz, CFP, AIF, ChFC The K Corporation President Wednesday, June 30th 2 pm eastern Entry to the business market can bring life-changing profitability to your insurance and financial services practice. Where else can one conversation result in the acquisition of hundreds… |
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Holiday Office Closure
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Invite a non-member to join July'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. Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.
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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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NAIFA-Florida 2021 Virtual Sales Symposium
Visit www.naifa-florida.org/conv2021 for more information and registration. |
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Citizens Virtual Training Property Casualty Agents For all Florida-licensed General Lines agents, Citizens Property Insurance Corp. is providing an important training session during our Sales Symposium including What’s New at Citizens, System Enhancements, tools and resources. Connect with Citizens: Personal Lines Join Citizens leadership, and agency experts to talk shop about:… |
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Tom Michel President, NAIFA Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP Treasurer, NAIFA Connie Golleher, CLTC, LACP Board Member, NAIFA Evelyn Gellar, LUTCF, RICP, CDFA, CLTC Board Member, NAIFA Wednesday, July 14th 2 pm eastern During the presentation you will learn how our panelists created and grew their practices while discovering their…
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Wednesday, July 14 – 3:00 p.m. ET **Agency Managers** Prospecting expert Wendy Weiss joins us from NYC to show managers how to have a super-productive sales team without having to micromanage. Her trademarked system, Salesology™ Prospect Method, is a 3-step method which increases qualified appointments and sales by 73% on average. Join Wendy for a… |
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Members Only PAC/YAT Event – Trivia Contest Join NAIFA-Florida Political Committee (PC) Chair Taylor Collins, and Young Agents Team (YAT) Chair Darian Ward for a fun and relaxing time playing trivia after hours – all to raise a little money for the PAC! Don’t worry, we won’t empty your wallets – just grab your favorite… |
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Tom Michel, LACP NAIFA President Kevin Mayeux, CAE NAIFA CEO Diane Boyle NAIFA Senior Vice President, Government Relations Tuesday, July 20th 2 pm eastern Join us for our Q3 "State of NAIFA" of 2021 webinar . We will provide an update on where NAIFA is as an association and highlight advocacy work to be done… |
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Social Security & Medicare ... Understanding the Benefits Wednesday, July 21st, 2021 9:00 - 11:00 AM Moderated by Scott L. Rosen, LUTCF Head Brokerage, Creative Financial Network Course # 92491 | FL Course Offering # 1145493 Intermediate Life, Health and Variable Annuity (2-15) CFP and CPA can also get credit! Scott L. Rosen, LUTCF… |
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Invite a non-member to join July'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. Help others experience NAIFA by inviting them to attend the Advisor Ambassador program.
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Miriam Harris Lewis Principal Financial Group Chief Inclusion Officer Thursday, July 22nd 1 pm eastern In this session, Chief Inclusion Officer of the Principal Financial Group, Miriam Harris Lewis will discuss how an understanding of diversity & inclusion can improve customer relationships and drive business growth. In her role with Principal, Miriam has global responsibility… |
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“The Power of the Purse” (CE – 1 Hour – Life, Health, Variable Products) Thursday, July 29 – Noon to 1:00 p.m. ET by Steve Saladino This course is designed to assist financial professionals understand how women approach finances, what’s behind their decision-making process, and how, as a financial professional, they can best meet the… |
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