National Association of Insurance and Financial Advisors-Florida
Proposed New Fiduciary Rule Released by DOL by Dani Kehoe, Counsel to NAIFA In a typical week-before-recess rush of activity, there was quite a lot of newsworthy action last week. Here’s a summary. Fiduciary: The new proposed Department of Labor (DOL)/Employee Benefits Security Administration (EBSA) fiduciary rule was released last week. It is…
NOTE: This event is for NAIFA members only, due to Political Committee fundraising restrictions. Join NAIFA-Florida leaders Bryon Holz, Craig Duncan and Tim Meenan in this one-hour virtual “Happy Hour” event! Hosted by NAIFA-Florida Political Committee Chair Taylor Collins, you’ll hear sales tips and important legislative info, all-the-while being entertained by Bryon, Craig, and Tim…
Welcome to all of our New and Returning Members in the month of June! This list reflects those who joined or renewed 6/1/2020 – 6/30/2020 New Members Alley Capatosto – Winter Park Lorinzer Denning – Wesley Chapel Alfredo Discepolo – Pensacola Jay Rinehart – Pensacola Yudik Rodriguez – Miramar Lawrence Schuffman – Pensacola Shirley Smith…
Thursday, June 25 10:00 a.m. (ET) Hosted by NAIFA-Florida Presented by Carl Rockman, Sr. Director, Agency and Market Services at Citizens Property Insurance Corp. Registration required – Click here to register Topics: Citizens Footprint The Road Ahead CAT Preparation Save Time and Money and Enhance the Customer Experience Move…
Featuring top industry speakers offering sales ideas and motivation, NAIFA-Florida is offering a free Virtual Sales Symposium the week of July 13-17! Each day — Monday thru Friday beginning at noon (ET) — will feature a special guest speaker with new and exciting presentations. Hosted by NAIFA-Florida President Joe Chalom, and sponsored by…
Welcome to all of our New and Returning Members in the month of May! This list reflects those who joined or renewed 5/1/2020 – 5/31/2020 New Members Jonathan Grabe – Ocala JP Maroney – Melbourne Gary Roux – Winter Park Returning Members Christopher Bermejo – Hialeah Yoni Markhoff – Miami Chuck Satterwhite – Macclenny Victor…
Congress Working on PPP – Other NAIFA Issues in the Works, Including Health Insurance and Retirement Savings by Dani Kehoe, Counsel to NAIFA The House of Representatives passed a bill, H.R.7100, that modifies the Paycheck Protection Program (PPP) to extend the program and to make PPP loan forgiveness easier for borrowers. And Sen. Mitch…
NAIFA-Florida and select local Chapters are partnering to bring online CE classes to NAIFA members across the state — during this time of Covid-19 social distance and self-quarantine. Members are invited to register for and participate in these online offerings as a means to avoid in-person classes during these challenging times. Note that some classes…
Welcome to all of our New and Returning Members! This list reflects those who joined or renewed 4/9/2020 – 5/14/2020 New Members Danny Danger – Pembroke Pines Marcolina Gonzalez – Miami Jon Riggleman – St. Petersburg Rafael Toledo – Doral Returning Members Sheresa Absher – Maitland Christopher Bermejo – Hialeah Laura Brauch – Lehigh Acres…
Overview: Next Coronavirus Bill – May Address Capital Gains Tax and Affordable Health Insurance by Dani Kehoe, Counsel to NAIFA Things are heating up on Capitol Hill—but in a “hurry up and wait” sort of way. House and Senate Democrats say they are readying a new coronavirus response bill that they hope to unveil…