Welcome August New & Returning Members!

Welcome to all of our New and Returning Members in the month of August! This list reflects those who joined or renewed 8/1/2020 – 8/31/2020 New Members Guzman Castro – Jacksonville Beach Maureen Eakins – Lake Worth Barbara Sacks – Boca Raton Tracey Loveridge – Coconut Creek Derek Taube – Palm Beach Anna Kulpa -…

The Latest from Washington

Analysis:  Critical Negotiations on New Coronavirus Response Bill by Dani Kehoe, Counsel to NAIFA Negotiations on the next coronavirus crisis response bill are at a critical stage—currently, things are at stalemate. Both House Democrat and Administration negotiators say that they are far apart on the bill’s big-picture issues (i.e., the overall size of the bill,…

Sales Idea of the Month-August

4 Financial Adviser Prospecting Tips for Attracting Wealthy Clients                                          by John Williams at calllogic.com Anyone in the financial services industry will tell you that prospecting is their number one challenge. For a financial advisor, you must overcome a lot of obstacles just to get a meeting with a potential client. This type of…

Welcome July New & Returning Members!

Welcome to all of our New and Returning Members in the month of July! This list reflects those who joined or renewed 7/1/2020 – 7/31/2020 New Members Nilda De Boyrie – Coral Gables Mark Dudley – Cantonment George Meehan – Tampa Nathan Nguyen – Holiday Joe Nicoletto – Plantation Page Pittman – Tampa Marsha Reiniers…

The Latest from Washington

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…

“Tips and Sips – for IFAPAC!” – Free Webinar July 16

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 June New & Returning Members!

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…

Citizens Update – Webinar on Thursday, June 25

          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…