A note from NAIFA-Central Florida President, Michael Aun

To:       Fellow NAIFA-Central Florida Member From:   Michael Aun, President, NAIFA-Central Florida Re:       NAIFA-CF Florida Meeting, Thursday, January 28, 2021, 11:30 am- 1 pm Note:    CHANGE OF VENUE I have the privilege of serving as your incoming President of the National Association of Insurance and Financial Advisors (NAIFA). We have changed our venue…

The Latest from Washington

  The Latest from Washington by Dani Kehoe, Counsel to NAIFA   (NOTE:  This column was written on Monday of this week – prior to Tuesday’s Georgia Senatorial race and Wednesday’s events at the U.S. Capitol. — Editor)   The 116th Congress is (finally) done. The Senate adjourned Friday, January 1, after overriding the President’s…

Welcome December New & Returning Members!

Welcome to all of our New and Returning Members in the month of December! This list reflects those who joined or renewed 12/1/2020 – 12/31/2020 New Members David Acker – Palm Beach Gardens Eugenia Chapman – Tallahassee Brian Lazusky – Orlando Evan Murray – Palm city Steven Robinson – Pensacola Jill Whittamore – Cocoa Beach…

SALES IDEA-January

Sales Idea of the Month 6 Changes in the Latest Stimulus Package to Discuss with Clients By Debra Taylor, CPA/PFS, JD, CDFA  (from Horsesmouth – public.horsesmouth.com) The Tax Relief Act of 2020 and the Taxpayer Certainty and Disaster Tax Relief Act of 2020 (all part of the Consolidated Appropriations Act of 2021, “the Act”) contain…

Welcome November New & Returning Members!

Welcome to all of our New and Returning Members in the month of November! This list reflects those who joined or renewed 11/1/2020 – 11/30/2020 New Members Lisa Brinks – Reunion Dina Ciccarello – Tampa Rachel DuBois – Jacksonville Beach Sonja Gaiter – Tampa Ruth Ladas – N Fort Myers Bianca Lindholm – Tampa Sahyris…

The Latest from Washington

  The Latest from Washington by Dani Kehoe, Counsel to NAIFA   It’s coming up on crunch time in Washington—only days remain prior to the expiration of current funding to keep the government open and operating. And once the government funding legislation is done, the 116th Congress will probably adjourn sine die. So that makes December…

SALES IDEA-December

’Tis the Season for Virtual Client Holiday Events                    —-  from Horsesmouth — public.horsesmouth.com   2020 has caused many aspects of our businesses and lives to change. This holiday season will likely look different than any year in the past. But that doesn’t mean you can’t connect and celebrate with clients this year. There…

Florida General Election Results 2020

Florida General Election Results 2020 by Joy Ryan of Meenan, PA (Tallahassee)   Floridians went to the polls yesterday in record numbers.  Over 11 million voters either participated in early voting or headed to the polls on election day for the general elections, with no abnormalities reported by supervisors of elections.  Floridians overwhelmingly supported Republicans…

Welcome October New & Returning Members!

Welcome to all of our New and Returning Members in the month of October! This list reflects those who joined or renewed 10/1/2020 – 10/31/2020 New Members Indira Cozine – Tampa Ediburgui Del Carmen Kimberly Duncan – Holiday Karim El Labban – Winter Garden Wendy Freeland – Coral Springs Comeile Johnson – Margate LaShaun Johnson…