New Events for March
Check our upcoming events for March….. https://naifa-florida.org/events/
Bryan Blackwell encourages members to attend Day on the Hill!
Bryan Blackwell, a NAIFA-Florida member and candidate for the House (Ft. Myers) – encouraging our members to attend Legislative Day on the Hill, Jan.28 in Tallahassee…….
The Latest from Washington
The Economy and a New Tax Bill Dominates News from Washington By Dani Kehoe, Counsel to NAIFA Last week, after just two weeks of working on it and in an impressive show of nonpartisanship, Congress and the President agreed on an emergency funding bill to address the public health crisis caused by the coronavirus. That…
Awards & Scholarships
Awards Apply for the National Quality AwardYou have until May 31, 2019, to submit your application for NAIFA’s NQA. Earn this mark of distinction (and tell the world!) how you stand out among the competition. Diversity Champion Award Applications Are Open. This award recognizes exceptional efforts to promote the full and equal participation of diverse people within the insurance…
The Latest from Washington Retirement Savings: SECURE Act Moving
Retirement Savings: SECURE Act Moving by Dani Kehoe, Counsel to NAIFA It was a busy week last week, and the first part of this week will be busy, too. Here’s where we are on our issues as of now. Retirement Savings: The House Ways& Means Committee unanimously (by voice vote) approved H.R.1994, the SECUREAct—the new…
Citizens Proof of Repair Training Webinars – Available by Replay
Citizensis now offering their two “Proof of Repair” requirements training webinars andprocess for Hurricane Irma claims – by way of replay on their website. Propertyagents can go to the Citizens Agent Portal, click Training, then WebinarRecordings, then Hurricane Irma: Submitting Proof-of-Repairs for Closed Claims,then Watch Webinar. See below for screen shots.
Will Robo Advisors Replace Financial Advisors?
The Kaplan team recently attended the think2perform Evolution of the Financial Advisory Practice conference in Minneapolis to learn more about key issues in financial advising. One major topic of focus was the place of robo advisors in the future of the industry. Will robo advisors replace financial advisors? ActFi’s Spencer Siegel enthusiastically argued that they…
NAIFA-Florida’s Howard Rosenblatt to Receive Pro Bono Award in Supreme Court Ceremony Feb. 7
NAIFA-Florida’s Howard Rosenblatt, JD, CLU, ChFC, LUTCF, JD of Gainesville, is one of 22 lawyers who will be recognized for their work on behalf of low-income and disadvantaged clients at a February 7 ceremony at the Florida Supreme Court in Tallahassee. Established in 1981, The Florida Bar President’s Pro Bono Service Awards are intended to…
NAIFA-Jax Exec Selected as NAIFA’s Top Exec for 2018
Congratulations to Cherri Coombs Ohmer, Association Executive for NAIFA-Jacksonville, for being selected as the winner of NAIFA’s C. Carney Smith Award for Excellence for 2018! The award honors the top Association Exec (local or state) in the NAIFA federation. Cherri has been the Exec for NAIFA-Jacksonville since 2001 and been very instrumental in the life…
The College Funding Conundrum: Back to School – 529 Plans and 529 Plan Alternatives
The College Funding Conundrum: Back to School – 529 Plans and 529 Plan Alternatives Date/Time: September 25 from 3:00 PM to 4:00 PM EDT For millions of American families, paying for college (even the thought of paying for college) presents a conundrum. This is due in part to the fact that many families are unclear…