Welcome June 2021 New & Returning Members!

Welcome to all of our New and Returning Members in the month of June 2021! This list reflects those who joined or renewed 6/1/2021 – 6/30/2021 New Members Andrea Barlak – Jacksonville Ksenia Lutfullina – North Miami Laura Weaver-Perez – Hollywood Michael Roberts – Amelia Island Returning Members James Gibney – Boca Raton Chad Ourso…

SALES IDEA-July

What Is Your Identity? By Michael Aun, FIC, LUTCF, CSP, CPAE President, Central Florida NAIFA   What is your sales identity?  How would your best clients describe you?  What would those you lost in the sales process have to say?   Relationship expert Bob Krumroy says 21% of the people who join the Chamber of…

SALES IDEA-June

5 Key Facts to Clarify the New 10-Year Rule for IRA Beneficiaries Under the SECURE Act (Horsesmouth.com) By Denise Appleby, APA, CISP, CRC, CRPS, CRSP As you know, the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act), was signed into law on December 20, 2019 as part of the Further Consolidated…

Welcome May 2021 New & Returning Members!

Welcome to all of our New and Returning Members in the month of May 2021! This list reflects those who joined or renewed 5/1/2021 – 5/31/2021 New Members Michelle Comer – Stuart Carroll Golden – Tampa Cedric Griffin – Jacksonville Heather Hathaway – Palm Harbor Henri Herbinia – Laval Tamara Kitchens – Jacksonville Louis Menaged…

SALES IDEA-May

10 STEPS TO RETIRE HAPPY! By:  Michael Aun, President, NAIFA- Central Florida http://www.aunline.com/blog   If you are already retired, you either have my congratulations or sincerest condolences on your circumstances.  If you have not, here are the “Cliff Notes” version of what to do… or wish you had done.   Step one –  plan.  The…