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April 2021
Members Only: NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results.
NAIFA Live: Outperfrom the Norm. Daily Execution. Extraordinary Results. Scott Welle Outperform the Norm #1 Best Selling Author and Founder April 14, 2021 2 pm eastern Today's competition is brutal and numbers drive everything. The pressure to perform can be suffocating. What are you doing to stay ahead and keep from burning out? Join Scott Welle, #1 Best Selling Author and Founder of Outperform The Norm, as he shares the peak performance strategies used by high achievers and elite athletes…
Find out more »NAIFA-Northeast Florida Chapter Meeting
April 15, 2021 11:30 AM-1:00 PM EASTERN LOCATION: Bonefish Grill 10950 San Jose Boulevard Jacksonville, FL 32223 Tips to use in educating your clients. Being financially stable does not come naturally. These proven tips can help you build credibility with your clients. Be that advisor to help educate their children. Teens are especially vulnerable as they move into being a young adult. Your client's children need to learn good habits. This also builds an advisors credibility…
Find out more »Cost Drivers of the Florida Homeowners Market – Webinar
Craig Duncan, ChFC President of NAIFA-Florida This one-hour CE class is designed to educate general lines (P&C) agents on how to communicate with their policyholders the reasons for rapid rate increases in the Florida homeowner market. Included will be discussion on reinsurance markets, the impact of the CAT Fund on the re-insurance market, increases in litigation, and fraudulent claims activity. Moderator is Craig Duncan, ChFC, President of NAIFA-Florida. Intermediate Level ~ Course Authority CE2-20- General Lines (Property & Casualty)…
Find out more »NAIFA-Broward Virtual Meeting
NAIFA-Broward Virtual Meeting Wednesday, April 21, 2021 9:00 am - 10:00 am Guest Speaker: Christopher Rosoff VP, Institutional Insurance Subaccount Sales at Fidelity Investments Owner, CenterPoint Insurance Group, LLC Regional Vice President, Allianz Life CLICK FOR MORE ABOUT CHRISTOPHER ROSOFF "Developing an Effective Income Strategy - Consider Investor Portfolios from Different Perspectives" ADVANCE REGISTRATION IS REQUIRED FREE for Members, $10.00 for Non-Members. Zoom link / invite will be sent before the meeting. CLICK HERE TO REGISTER TODAY!…
Find out more »Developing an Effective Income Strategy
SPECIAL INVITATION FOR ALL MEMBERS! NAIFA Virtual Meeting hosted by NAIFA-Broward! Register Today! Wednesday, April 21st, 2021 9:00 am - 10:00 am via Zoom GUEST SPEAKER: Christopher Rosoff Vice President, Fidelity Institutional CLICK FOR MORE ABOUT CHRISTOPHER ROSOFF “Developing an Effective Income Strategy – Consider Investor Portfolios from Different Perspectives” ADVANCE REGISTRATION IS REQUIRED FREE for NAIFA Members, $10.00 for Non-Members. Zoom link / invite will be sent before the meeting. CLICK HERE TO REGISTER TODAY! For more information, please…
Find out more »Incorporating Medicare Planning into the Retirement & Financial Planning Process
Presented by NAIFA - Palm Beaches Thursday, April 22, 2021 Incorporating Medicare Planning into the Retirement & Financial Planning Process Virtual Presentation Time: 8:30 am – login/networking 8:45 am – meeting open 9:00 am – Medicare Planning 10:00 am – Meeting Ends Cost: $10 - Non NAIFA member NAIFA member ……Voluntary donation appreciated to help defer cost of event. Click on donation link when registering. Check payable NAIFA – Palm Beaches 1217 Lake Geneva Dr Lake Worth, FL 33461 561-588-5444…
Find out more »Cracking the Complexity of the Coverage Gap: Shortfalls and Why They Exist
Shane Westhoelter, AEP, CLU, LUTCF Gateway Financial Advisors, Inc. President Susan Combs, PPACA Combs & Company, LLC CEO Scott Brennan Thursday, April 22, 2021 2 pm eastern This event is the first virtual program in an interactive series designed to inspire individuals who sell or want to sell life insurance by educating them to address the coverage gap issues for their under-insured clients. In this session, attendees will learn more about why the coverage gap exists, review trends that have…
Find out more »NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the April 2021 luncheon at our NEW VENUE, Hannibal's On The Square, Winter Park. NAIFA-Central Florida's monthly meeting is now in virtual and live attendance format! MEETING INFORMATION 11:30 am - 1:00 pm on Thursday, April 23, 2021 Either from your home or in person at Hannibal's On The Square 511 W New England Ave, Winter Park, FL Cost: Member of NAIFA In Person At Hannibal's $15.00 Non-Members In Person At Hannibal's $20.00 Invited and…
Find out more »2021 Annual NAIFA Tampa Bay Golf Classic
NAIFA TAMPA BAY: For over 30 years, the National Association of Insurance & Financial Advisors Tampa Bay has organized the Golf for Kids Classic. Following the original mission "to give back to the community where we work and live." The organization has raised over $520,000 for local charities.EPILEPSY SERVICES FOUNDATION: Epilepsy Services Foundation has benefited from the Golf for Kids Classic since its inception. The Foundation is a non-profit organization committed to creating a better future and environment for persons…
Find out more »Tech Tips from the Top
Tech Tips from the Top Ryan Pinney, LACP Pinney Insurance Center, Inc. President Julianne Hertel Dream Big Wealth Strategies, LLC Financial Advisor & Founder Brandon Heckert, AAMS FSM Wealth, Inc. Financial Advisor Tuesday, April 27, 2021 2 pm eastern This is the first virtual program in a three-part client prospecting series designed to provide applicable lessons that attendees can use in their daily practice to see an increase in ROI. In this session, attendees will be able…
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