Events in June 2019
- Deadline- 2019 LUTCF® Scholarship
Deadline- 2019 LUTCF® ScholarshipApply for the 2019 LUTCF® Scholarship!
NAIFA and the College for Financial Planning (CFFP) are proud to announce that submissions for the 2019 LUTCF® Scholarship Program are now being accepted!
Each scholarship recipient receives tuition credits for each of the three courses that comprise the LUTCF® designation program.
Applications are being accepted through June 1, 2019.
NAIFA- Palm Beaches Breakfast Meeting
NAIFA- Palm Beaches Breakfast Meeting
June 2019
TBD: "4 hr LTC NAIC Refresher Course"
TBD:" 5 hr Mandated Law & Ethics Course for L&H Agents"Please check the NAIFA-Palm Beaches website for more information.
- Deadline- Diversity Champion AwardDeadline- Diversity Champion Award
Diversity Champion Award Applications Are Open
This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance and financial advising profession. A Diversity Champion presents a unique blend of experience, skills, accomplishments, and other qualities. A nominee must be a member of NAIFA in good standing and have at least five years’ experience in the insurance and financial services industry. Submit a nomination or learn more information. Nominations will be accepted thru June 3, 2019.
- 2019 Roadshow Level Up Event Series
2019 Roadshow Level Up Event Series
Registration Open for Level Up In-Person or Online
Join us face-to-face or virtually August 22nd for Level Up in Dallas. The event features a powerhouse panel/Q&A Emceed by Rob Wellendorf, President of Exesco Inc.
- Webinar- NAIFA Partners with Zoom
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Webinar- NAIFA Partners with Zoom
Zoom (NASDAQ:ZM) has partnered with NAIFA! We use Zoom for so many programs that we thought it made sense to partner and provide you with a great discount! To learn more about the program and how you could use Zoom in your practice, join us on June 11th at 1 pm for a debrief and/or register to receive an on-demand recording. NAIFA members receive a 15% discount! If you want to buy now, simply call our Member Services Team for the discount code.
- Webinar: Q2 NAIFA Growth Summit
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Webinar: Q2 NAIFA Growth SummitNAIFA promised that we would hold a quarterly webinar for all members to talk about our new NAIFA, update you on what's new and allow time for direct Q&A.
- NAIFA-Jacksonville Board Meeting
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NAIFA-Jacksonville Board Meeting
Thursday, January 10, 2019
NAIFA-Jacksonville Board Meeting, 8:30 - 9:30 am
Enterprise Park, 4190 Belfort Road, Jacksonville, FLThursday, February 14, 2019
NAIFA-Jacksonville Board Meeting, 8:30 - 9:30 am
Enterprise Park, 4190 Belfort Road, Jacksonville, FLThursday, March 14, 2019
NAIFA-Jacksonville Board Meeting, 8:30 - 9:30 am
Enterprise Park, 4190 Belfort Road, Jacksonville, FLThursday, April 11, 2019
NAIFA-Jacksonville Board Meeting, 8:30 - 9:30 am
Enterprise Park, 4190 Belfort Road, Jacksonville, FLThursday, May 9, 2019
NAIFA-Jacksonville Board Meeting, 8:30 - 9:30 am
Enterprise Park, 4190 Belfort Road, Jacksonville, FLThursday, June 13, 2019
NAIFA-Jacksonville Board Meeting, 8:30 - 9:30 am
Enterprise Park, 4190 Belfort Road, Jacksonville, FLFuture Dates TBD
For more information, please contact Association Executive Cherri Coombs Ohmer, LUTCF at 904-695-2300 or email info@NAIFA-Jacksonville.org.
Webinar- Are Your Clients Asking the "Right" Questions?–
Webinar- Are Your Clients Asking the "Right" Questions?Advisor Solutions Session
Are Your Clients Asking the "Right" Questions?
June 13 @ 4pm ETAre You Asking Your Clients and Prospects the "Right" Questions? Advisor Solutions is absolutely confident that once you have participated in this complimentary session you will have increased your knowledge not about "what" questions to ask but "how" to ask the right questions!
Join Coach Dan Finley for this Advisor Solution Session. Complimentary to NAIFA members.
- Deadline- LACP: Now Accredited!Deadline- LACP: Now Accredited!
There's still time to register for the July testing window for the LACP. The deadline is June 15th. Learn more and register for the new Life & Annuity Certified Professional certification.
- NAIFA-Ocala Luncheon
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NAIFA-Ocala Luncheon
NAIFA - Ocala
Cordially invites you to join us for the Wednesday, June 19th luncheon from 11:30 a.m. to 1:00 p.m. at Ocala Elk's Lodge: 702 NE 25th Avenue, Ocala, FL.
Cost:
NAIFA Members - $15 if you prepay NOW
NAIFA Members - $20 at the door (No registration necessary; just show up)
Visitors - $20 Both pre-paid and at the doorSPEAKER
CHRIS BRUSER
TOPIC: The Role Of Housing Wealth In Retirement Income Planning
Chris Bruser is one of the nation’s leading advocates for the appropriate use of home equity in retirement income planning. Chris is devoted to honest dialogue about home equity options. You can depend on Chris to address this sensitive topic with your clients, and their families, with respect, patience and transparency.
As an approved Instructor with the Retirement Resource Center, Chris has taught hundreds of financial advisors, real estate agents and institutions how home equity can contribute to sound retirement income planning.
Chris serves on the Board of Directors of NAIFA-Tampa and is a 2019 graduate of the Leadership in Life Institute (LILI). He is also a longtime member of FPA of Tampa Bay and the Greater Tampa Realtors. In 2015, he achieved the designation of Certified Reverse Mortgage Professional (CRMP).
Chris resides on Davis islands in Tampa but grew up in Cincinnati, OH and loves to play golf. He is married for 11 years to Laura, a nurse practitioner at Tampa General. They have a 10 year- old son, Brantley who attends Gorrie Elementary and is an avid sports fan playing baseball, hockey and golf.
For more information about Chris Bruser and the Retirement Resource Center, go to THIS LINK.
To register and prepay, click here.
THANK YOU TO OUR CORPORATE SPONSOR
SAVE THE DATE FOR UPCOMING NAIFA EVENTSSept. 10-11, 2019 - NAIFA-Florida Annual Conference and Sales Symposium. For more information, go to THIS LINK
Sept. 12-14, 2019 - NAIFA Performance + Purpose 2019 Annual Conference. For more information, go to THIS LINK.
- Daytona- CE Classes
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Daytona- CE ClassesOffices of Florida Financial Insurance Group
1540 Cornerstone Blvd.
Daytona Beach, FL 32117June 20 8:00 am to 10:00 am
Instructor: Robert Berk
CE Classes 1 Hour Each:
5 Simple Actional Concepts Using Life Insurance
Insurance Planning Strategies for Business OwnersRegistration Link Coming Soon
Members Prepaid - $15
Members Onsite - $20
Guests - $25NAIFA-Jacksonville Membership Meeting–
NAIFA-Jacksonville Membership MeetingThursday, June 20, 2019
San Jose Country Club, 7529 San Jose Blvd, Jacksonville, FL - MAP
Check back for updates and online registration at www.naifa-jacksonville.org
For more information, contact Association Executive Cherri Coombs Ohmer at (904) 695-2300 or info@naifa-jacksonville.org.NAIFA-Tampa June Program–
NAIFA-Tampa June ProgramNAIFA Tampa June Program - The Art and Science of Being Exceptional
The Art and Science of Being Exceptional
Presented by: Ford Kyes
Have you experienced a mental block when working on a future vision or creating a new path forward? What about setting a goal and missing it by a large gap? Or, have you ever felt stuck in the mud and struggled to get up and go? Have you ever found yourself arriving to the office early in hopes of getting caught up and then spending the rest of your day running around wondering what was accomplished?
Have you ever stopped to consider, how your results have been impacted by your perspective of the world around you and your mindset?
You will learn…
- What science says is the single biggest contributor to higher sales, higher productivity, and higher creativity
- How to achieve focus to get the most important things done
- What you can do to create more control in challenging situations
- How to be aware of the choices you are making so you have a chance to create a different outcome
Schedule:
Networking will begin at 11:30 AM
The Program will begin at 12:00 PM
Meeting Registration Fees:
Members Pricing - $15.00 for Members
Non-Members Pricing - $25.00 Guests
PLEASE NOTE MEETING LOCATION!
Cafe Ponte
13505 Icot Blvd. Suite 214
Clearwater, FL 33760
Ford Kyes is an executive & business coach and a founding partner of ActionCOACH Tampa Bay. ActionCOACH is a global business coaching franchise with offices in over 88 countries. Ford is consistently ranked in the Top 100 coaches globally and is a global trainer for the franchise. Prior to founding his coaching firm in 2007, Ford served for 6 years as president and CEO of St. Anthony’s Hospital in St. Pete as well as executive vice president of the $3.2 billion dollar BayCare Health System.
Ford was recognized by ActionCOACH for “Best Coach in the World” honors. His team’s book, OMG! WTF! What’s the Focus? achieved Amazon #2 Best Seller and #1 Hot New Release.
Webinar- NAIFA Live- The Gotchas & Trap Doors of Life Insurance–
Webinar- NAIFA Live- The Gotchas & Trap Doors of Life Insurance
Registration for the June NAIFA Live is Now Open!
Join us on June 20th at 2:25 pm CT for Bob Cohen's presentation on "The Gotchas and Trap Doors of Life Insurance". This course will provide attendees with the foundation of some of the variables within life insurance products that Insurance Companies use to ensure their profitability and how that comes at a huge cost to the client.
NAIFA Live is Available On-Demand
Missed an episode? No worries! Go to https://live.naifa.org/ondemand to see all of our past videos including our beloved NAIFA Trustee, John Wheeler!
- Webinar: Making LinkedIn Work for You
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Webinar: Making LinkedIn Work for YouMaking LinkedIn Work for You: Activate and Amplify Your Personal Brand to Move Business Forward
June 26 @ 3pm ET
Presenter: David “D. Fish” FisherSocial media has become a key tool for business development but are you taking advantage of all the opportunities it provides? After establishing a credible presence and building a network online, how can you leverage social media to build your professional influence? Learn how to use LinkedIn establish a brand, share content, and develop relationships with key centers of influence within your market niche. See how social selling can become a very lucrative habit!
- Deadline for National Quality Award ApplicationsDeadline for National Quality Award Applications
National Quality Award Applications Are Open
Differentiate Yourself from the CompetitionUPDATE: DEADLINE EXTENDED UNTIL JUNE 30, 2019
You have until May 31, 2019 to submit your application for NAIFA's NQA. Earn this mark of distinction (and tell the world!) that sets you even further apart from the competition.
