John Boothman iLife Technologies Tuesday, May 9 12 pm eastern At this webinar, Business Performance Center partner iLife Technologies will help make sure your business does not get left behind in the digital age. John Boothman will give you actionable tips on how to incorporate more digital solutions into your business to drive growth and…
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Jamie P. Hopkins, Esq., MBA, CFP, LLM, CLU, ChFC, RICP Carson Group Robert K. Kirkland, JD, LLM Kirkland Woods & Martinsen LLP Brandon Buckingham, JD, LLM Prudential Retirement and Life Distribution Tuesday, May 9 12 - 3 pm eastern The SECURE Act brought a sea change in planning for the disposition of retirement… |
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We invite you to join us for a Continuing Education Class CE CLASS: "Disability Comprehensive Income Protection" Course: Increase your Disability sales and reach out to your clients during Disability Awareness month by attending this course. Learn how to position both Group and Individual Disability together for an optimum plan design! Date: Wednesday, May 10, 2023… |
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The Rosenthal Agency, Inc. is a proud sponsor of NAIFA Florida's upcoming 4 CE-Hours Life and Health CE Class "2023 Law and Ethics Update for Life and Health Advisors" This is a State of Florida Required Course for Compliance Class is open to Members and Non-Members of NAIFA CLICK HERE TO REGISTER TODAY!" “2023 Law… |
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Alison Susko VP of Community, Asset-Map Mike Hemmert Chief Sales Officer, Asset-Map Thursday, May 18 12 pm eastern NAIFA and Asset-Map have teamed up to show how they're enabling financial professionals like you to lead with advice. See how in 15 minutes or less, you can put the most critical information about your clients'… |
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Congressional Conference May 22-23, 2023 Washington, D.C. NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues,…
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May 22, 2023 Washington, D.C. NAIFA aims to promote a diverse membership that serves under-targeted populations by fostering an environment of multiculturalism, equity, and inclusion. The 8th Annual DEI Symposium presents sessions from the lens of how agents and advisors can better utilize political engagement to further advance their practice. Additionally, the sessions will gauge… |
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NAIFA Central Florida Invites You To Join Us for the May monthly luncheon. SPEAKER Jeffrey Chernoff, MS, LUTCF, LACP NAIFA-Florida President Jeff Chernoff, M.S., LUTCF, LACP, Vice President of Insurance and Trust in Tampa, FL, is the National Association of Insurance and Financial Advisors (NAIFA) Young Advisor Team Leader of the Year for 2022. Chernoff is… |
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May Monthly Program: Florida Property Insurance Market Update Luncheon Wednesday, May 31, 2023 11:30am-2:00PM Brio Italian Grill Join NAIFA Tampa Bay as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens, to discuss the current state of the property insurance marketplace and changes to expect for your clients. Even if you are not…
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Toby Kominek, CLTC Sr. National Sales Manager, LifeSecure Wednesday, May 31 12 pm eastern LifeSecure’s accident, critical illness, and hospital indemnity products have incredible value as stand-alone products, but they also work well together when paired with health insurance. Find out how they can provide a whole health solution for your clients, but also offer… |
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Ross Jordan, CPCU Account Executive, CalSurance Thursday, June 1 2 pm eastern Join Ross Jordan of NAIFA partner CalSurance Associates for the next Business Performance Center webinar as he discusses the current Errors & Omissions (E&O) environment for financial professionals. At this webinar, he will review recent claim trends, share what you should be doing to protect your business,…
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Join your fellow NAIFA members from the New Port Richey region for an informal time of networking and drinks at The Social, 5650 Main St., New Port Richey - , Thursday, June 1, 5:00 p.m. The first drink is complimentary & we’ll kick in some appetizers! No formal program – just a time to reconnect… |
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