National Association of Insurance and Financial Advisors-Florida
This month’s local association President’s profile is Keith Berman, President of NAIFA-Miami-Dade. Let’s get to know him: You don’t find too many natives of Miami – most residents there are transplants from other places – but Keith Berman is proud of his status as a Miami native. And, why not? Living in paradise is certainly…
Did You Miss Important Information from Citizens? Bulletins Recap: November 2017 Citizens emails its appointed agents and their agency principals with important bulletins regularly. In case you missed them, below are links to the personal and commercial lines bulletins as well as the agent updates sent during the month of November. …
Become a Million Dollar Long Term Care Producer It’s Long-Term Care Awareness Month! Who better to learn from than Don Quante, one of the most successful Long Term Care agents and trainers in the nation! Join this session to learn how to help your clients with their medicaid eligibility, veteran benefits for care, how to…
The next testing window for NAIFA’s Life Insurance and Annuity Certified Professional (LACP) certification exam is January 1 – 31, 2018. To qualify for this testing window LACP applications must be submitted by December 1, 2017. The LACP Certification Examination is a proctored exam administered at conveniently located testing centers around the world. The exam includes…
On behalf of NAIFA-Florida Political Committee (PC) Chair Melissa Snively and State President Linda Moore, we invite you to make your 2017 IFAPAC Contribution by Friday, Dec., 29th.. If you’ve already contributed for 2017, please consider making an addition contribution! Your NAIFA political committee support is vital to getting our message to those who serve…
Members can now receive up-to-date text messages from NAIFA-Florida – reminders about educational (webcast) opportunities from NAIFA, action alerts regarding state and national issues/legislation, and upcoming state and national events. “We have subscribed to a text-messaging platform call Skipio – for the primary purpose of enhancing NAIFA-Florida’s communications capabilities with our members,” according to NAIFA-Florida…
This month’s local association President’s profile is Mike Halloran, President of NAIFA-Jacksonville. Let’s get to know him: Mike has been in the financial services industry for over 40 years and is a Wealth Management Advisor with Northwestern Mutual. In addition, he’s an Estate Strategies Group Advisor and is part of the Estate Business Planning Specialist…
Just a reminder to all NAIFA-Florida members to save the dates for upcoming association events in 2018: The 2018 Legislative Day on the Hill event will take place on Tuesday, Jan. 23 in Tallahassee. The day begins with an early-morning breakfast and orientation at FSU’s University Centre Club, followed by appointments with legislators,…
NAIFA-Florida has partnered with Kaplan Financial Education to offer members an exclusive 15% discount on required continuing education. Total Access CE is the most economical and efficient way to satisfy CE requirements for both Life & Health and Property & Casualty. This package is geared for the self-study learner who wants to earn CE over…
NAIFA has announced its new officers and trustees slated to serve the association for the 2017-18 term, including NAIFA-Florida’s Bryon Holz. The new president is Keith M. Gillies, CFP, CLU, ChFC, of Ameritas in La Place, La. Gillies becomes president after serving one-year terms as president-elect and secretary. “This is an important and exciting year…