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August 2020
Continuing Education – Asset Transfer: A Pathway to Legacy Planning
"Asset Transfer: A Pathway to Legacy Planning - Virtual Class" DATE: August 13, 2020 TIME: Noon HOURS: One (1) INSTRUCTOR: Joe Chalom FORMAT: Virtual/Website/Online PROVIDER#: 654 (NAIFA-Florida) DFS COURSE #: 113556 COURSE OFFERING ID#: 1127374 AUTHORITY LINE(s): Life, Health, Variable Products Description This one-hour virtual DFS-approved Continuing Education class educates insurance advisors about beneficiary designations in terms of asset transfer, and how that interacts with wills and testaments. The class also reviews claim options and tax registration. REGISTER: https://naifacf.wufoo.com/forms/z6iy1kh06xmw33/
Find out more »Certified Long Term Care Designation Course
Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC pairs wonderfully with the LACP to create an advisor who is the most well-versed on how to best fund long term care needs balanced with…
Find out more »NAIFA Live Featuring Dawn Wolfgram, CLF
Dawn Wolfgram, CLF Managing Change Changing times call for strong leadership. In this webinar, Dawn Wolfgram, CLF®, Regional Managing Director at Principal Financial and National President of Women in Insurance & Financial Services, will share her experiences and insights on change management and how to guide those you lead through the process of transition. Schedule (all times Eastern): 2:00 pm - Welcome - Live Broadcast Begins 2:00 pm - Dawn Wolfgram Presentation 2:45 pm - Q&A Discussion
Find out more »Onboarding Program Month #8: Designations & Certifications
LUTCF & LACP are recognized marks of distinction for insurance agents and advisors. A panel of top producing designees will tell how the designations helped them write more business and distinguish them from the competition. Online registration is available until: 8/14/2020
Find out more »YAT – Working & Schooling from Home
The webinar is brought to you by Working and Schooling from Home August 18, 2020 Noon Eastern Summer is coming to an end and the air smells of pencils and paper. This a sure sign that school is about to start. As districts are determining their return to school practices, how are you preparing to balance your own return to work plans into your children's virtual learning? Explore tips and tricks to balance work and school from home.
Find out more »Advanced Practice Symposium – “Meet the Feldmans” Case Study
Three Part Series -- September 16, 23, & 30, 2020 | 2:00 pm eastern "Meet the Feldmans" Case Study NAIFA and Financial Service Professionals (FSP) have joined together to create a three-part virtual event to allow participants to work through a complex case with a panel of family estate and business planning experts. Facts About the Event: Case study scenario is distributed prior to the event for review & consideration Expert speakers use the case study as a framework for…
Find out more »Certified Long Term Care Designation Course
Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC pairs wonderfully with the LACP to create an advisor who is the most well-versed on how to best fund long term care needs balanced with…
Find out more »NAIFA-Florida- Local Presidents – Monthly Teleconference
NAIFA-Florida President Joe Chalom has asked for a monthly teleconference of all local Chapter and local Affiliate Presidents for the remainder of 2020. The purpose of the teleconferences is to network regarding experiences with local association administration and initiatives, successes with local meetings, and idea sharing. The teleconferences will be held the 3rd Thursday each month at 4:00 p.m. (ET), beginning in March. We anticipate the meetings should not last more than 45 minutes or so. Each month, we will…
Find out more »Chapter Staff Meeting: August 2020
Chapter Staff Meeting: August 2020 8/21/2020 Time: Noon Eastern Export to Your Calendar Register
Find out more »Certified Long Term Care Designation Course
Nancy Dykeman The Certified Long Term Care Designation Offered through our partnership with special pricing for NAIFA members. CLTC is one of the founding sponsors of our Limited & Extended Care Planning Center (LECP). Our partnership allows NAIFA members to study for and sit for the CLTC designation at a preferred price. Additionally, the CLTC pairs wonderfully with the LACP to create an advisor who is the most well-versed on how to best fund long term care needs balanced with…
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