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January 2021
Membership Phone-A-Thon
CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see how they’re faring during these unusual times (business, family, etc.), and to thank them for their membership in the association and ask for membership referrals. AGENDA 9:00-9:15 a.m. — Orientation Zoom Meeting On the day of…
Find out more »NAIFA-Tampa – Make More Sales in 2021 with Increased Speaking Skills – Joe Yazbeck
Make More Sales in 2021 with Increased Speaking Skills - Joe Yazbeck When: Wednesday, January 27, 2021 11:30 AM, EST Where: Zoom EVENT DETAILS: Make More Sales in 2021 with Increased Speaking Skills Give better presentations and win new business with improved speaking tools, both virtually and live. Join World-Class Speaking Coach & Best-Selling Author Joe Yazbeck as he shares his wit and wisdom in winning new business in a virtual age through professional speaking skills. Joe has…
Find out more »LECP Webinar: Group LTC Marketplace Update
LECP Webinar: Group LTC Marketplace Update Steve Cain LTCI Partners Directors Of Sales & Business Development Leader January 27, 2021 2 pm Eastern Join LTCI Partners Sales Leader, Steve Cain along with special guests, to discuss changes in the marketplace, COVID-19's impact on this business and what employee benefits consultants need to know about this planning. This session will be worth your 45-minute investment. The webinar is brought to you by
Find out more »NAIFA Central Florida Monthly Meeting
Join members of NAIFA-CF and other Central Florida industry professionals for the first meeting of 2021 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, January 28, 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…
Find out more »February 2021
Incorporating Housing Wealth into Retirement Strategies
This course has been rescheduled from January 12, 2021. Incorporating Housing Wealth into Retirement Strategies Presented by George Vrban Reverse Mortgage Planner Fairway Independent Mortgage Corporation Retirement Cash Flow Strategies Using the Reverse Mortgage Product THREE WAYS HECMs HELP WITH TAX PLANNING* How to purchase a home with a HECM and take advantage of tax planning Sequence of Returns Risk You are invited to a Zoom meeting. When: Feb 9, 2021 11:00 AM Eastern Time (US and Canada) Register in…
Find out more »Members Only: NAIFA Live
Calling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA. Check out our NAIFA Live page and mark your calendars for the next meeting.
Find out more »Main Street Mixer
NAIFA's Main Street Mixer is a networking opportunity that gives all members, new and veteran, an opportunity to celebrate accomplishments, welcome new members and stay informed.The mixer will be held after each month's NAIFA-Live. Registration included with your NAIFA-Live registration.
Find out more »NAIFA Chapter Services – Membership Chairs Meeting
Membership Chair Meetings are held on the second Friday of every month. Please note that all State and Local Membership Chairs have been registered through the rest of the year. Please check your email for the Zoom login details. If you are not a Membership Chair, and are interested in attending, please email leadership@naifa.org.
Find out more »Northeast Florida Chapter Meeting – 1 Hour of CE
FEBRUARY 18, 2021 11:30 AM-1:30 PM EASTERN Underwriting & Product Selection During A Pandemic This course will teach you about underwriting and how it affects product selection, pricing and processing of business during a pandemic. Course ID: 115313 ~ 1 Hour CE ~ Course Level: Intermediate ~ Course Authority: CE 2-16, 2-18 Cost to Attend: Free Moderated by Peachie Thompson, AALU, ALMI, ACS. CLICK HERE TO REGISTER! After registering, you will receive a confirmation email…
Find out more »2021 Virtual Day on the Hill
Save the date of Tuesday, Feb. 23 (2:00 to 5:00 p.m. ET) for NAIFA-Florida’s virtual Legislative Day on the Hill (DOH)! Due to anticipated entrance restrictions (virus) at the capitol during the legislative session, our 2021 Legislative DOH will be held virtually. Hosted by NAIFA-Florida Lobbyist Tim Meenan and President Craig Duncan, the online event will feature legislative leaders, DFS officials, and a report on NAIFA-Florida’s legislative agenda as well as a report on anticipated advisor-related bills…
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