National Association of Insurance and Financial Advisors-Florida
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CANCELLED Due to Hurricane Ian the September luncheon is cancelled. Be safe out there!!! We will see you on October 6th for the PAC Event at the Winter Park Racquet Club at 6 pm and for the October luncheon meeting on October 27th at Dubsdread from 11:30 am to 1:00 pm. NAIFA Central Florida Invites…
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Thursday, September 29 1 pm eastern NAIFA and the Society of FSP are bringing together leading thought leaders in the field of advanced financial planning for a half-day of high-impact presentations and discussions regarding working with businesses and organizations in 2022. Join us in-person or online to learn new ways to approach complex cases and…
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EVENT CANCELLED NAIFA Tampa Bay Meet The Candidates Forum Although its path is still uncertain, Tampa Bay looks like it will be heavily impacted by Hurricane Ian. For the safety of our attendees, NAIFA Tampa Bay has canceled the upcoming event for this Thursday's Legislative Update and Candidate Meet & Greet. … |
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Thursday, October 6 12 pm eastern Join us for the Q4 State of NAIFA 2022 webinar featuring: Larry Holzberg, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, SVP of Government Relations NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also… |
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Join your fellow NAIFA members from the Sarasota region for a very informal time of networking and drinks at Glory Days Grill (Sarasota) on Wednesday, Nov. 9 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew! Feel free to…
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NAIFA Ocala is hosting a special Advanced Sales Concept presented by Prudential. Topic: “Uncovering Mirrored Loan Opportunities” Sponsored exclusively by The Rosenthal Agency Date: Wed Oct 12th Time: 11:30 AM -1:00 PM Location: Molly Maguire’s 17 SW First Ave Ocala, FL 34471 Cost: $25 RSVP: Kelli 352-361-1420 In person meeting only-not a virtual event.…
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4-Hour Life & Health – (Required) Law and Ethics “2022 Law and Ethics Update for Life and Health Advisors – Webinar” Wednesday, October 12, 2022 – 1:00 to 5:00 ET (on Zoom) Instructor: Matt Campbell COURSE INFORMATION This 4-hour virtual (Zoom) course complies with the… |
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Winning Through Empathy Based Listening Eric Maddox Thursday, October 20 2 pm eastern In 2003, Staff Sergeant and interrogator, Eric Maddox collected the intelligence which led to the exact location and capture of Saddam Hussein using his Empathy Based Listening technique. Empathy Based Listening is one of the most powerful tools you will discover for…
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Gary Weber Founder & CEO at AccuPoint Solutions Thursday, October 13 12 pm eastern Join NAIFA Business Performance Center partner AccuPoint Solutions for a data-driven demonstration. This webinar will discuss how to best understand the complexity of the data you may have – or may want to purchase – for your sales, marketing, recruiting, and… |
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NAIFA-Florida members are invited to participate in a virtual one-hour Florida DFS approved CE class – “Estate & Legacy Planning: How to Keep Your Family Out of Court” – on Tuesday, Oct. 18 at Noon ET. You're Going To Learn about... How to prevent your minor kids from being taken by Child Protective Services if…
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Ashleigh Hammad Director of Sales Scott Kirby Managing Partner Tuesday, October 18, 2022 12 PM EASTERN In "Life Settlements: A Product Industry Update," you will be guided through a market discussion of the latest pricing, underwriting, and submission trends in the Life Settlement industry, and how Advisors and their clients can benefit from Policy Valuations… |
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Join your fellow NAIFA members from the Daytona Beach region for a very informal time of networking and drinks at the Halifax River Yacht Club – on Thursday, Oct. 20 at 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect and renew!… |
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John Boothman Strategic Distribution & Partnerships at iLife Technologies Thursday, October 26 12 pm eastern Join this Digital Marketing and eCommerce webinar to explore the opportunities available to grow your Life Insurance business in the rapidly growing online marketing space. Consumers buy an ever-increasing amount of products online - where does Life Insurance fit in?…
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Thursday, October 26 9 pm eastern Hear from clients of Fairway Independent Mortgage Corporation that have closed on their own reverse mortgage and how it improved their retirement. |
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OUR NEXT LUNCHEON IMPACTS of INCOME on HEALTH INSURANCE Andrew Gardner OCTOBER 27, 2022 11:30AM - 1:00PM RSVP today and make plans to join us on October 27th. LOCATION Terra Gaucha Brazilian Steakhouse 4483 Southside Blvd. Jacksonville, FL 32216 (Please understand that we may not be able to accommodate walk in's) Cost $25 members, $30…
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NAIFA Central Florida Invites You To Join Us for the October monthly luncheon. WELCOME BACK FROM THE SUMMER OFF FOR NAIFA/CENTRAL FLORIDA. We are so sorry Hurricane Ian caused us to cancel the September luncheon. Hopefully you made it through that storm with no damage. October's meeting is our legislative luncheon. We have invited several… |
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NAIFA-Tampa Bay “Legacy of Hope” Golf Tournament
34th Annual Golf Charity Classic The Legacy of Hope Charity Golf Classic (formally Golf for Kids) is proud to partner with Folds of Honor as our newly chosen 501(c) (3) charity. Our plan is to rotate annually between premier golf locations in both Pinellas and Hillsborough, while continuing to raise the bar for this newly… |
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Monday, October 31 9 am to 5 pm eastern We're kicking off Long-Term Care Awareness Month early to take the opportunity of Halloween to get the message out that you don't need to be scared of long-term care conversations! NAIFA's Limited & Extended Care Planning (LECP) Center is holding a free, day-long virtual program of… |
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CHAPTER LUNCHEON & ANNUAL MEETING November 17, 2022 11:30AM - 1:00PM PROTECTING VULNERABLE ADULTS A presentation by William A. O'Leary, JD, LL.M (Tax) Attorney Attendees will learn facts about: Freezing Assets by Advisors Determining Legal Capacity Determining Undue Influence Power of Attorneys vs. Trust - Which is Better LOCATION Terra Gaucha Brazilian Steakhouse 4483 Southside… |
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