New Member Orientation
New Member Orientation
Did you recently join NAIFA? Join us for an orientation webinar to learn more about the association and how to get the most out of your membership! Online registration is available until: 2/24/2020
National Association of Insurance and Financial Advisors-Florida
Did you recently join NAIFA? Join us for an orientation webinar to learn more about the association and how to get the most out of your membership! Online registration is available until: 2/24/2020
Please join us and other North Suncoast area industry professionals for a NAIFA-North Suncoast 2 Hours CE Class & Luncheon meeting. Tuesday, February 25th from 11:00 am - 1:30 pm Hilton Garden Inn 2155 Northepointe Parkway, Lutz, FL 33558 Topic: CE Class (2 hours) Instructor: Kevin Butler, Guardian Course Name: Disability Solutions For The Business Owner Course…
You are invited to join NAIFA-Gulf Coast for our luncheon on February 26th. This presentation has been approved for one hour of CE Credit. TOPIC: Affordable Care Act: Impact on Divorce, Family Law, and Financial Planning Course #: 111880 Course Offering: 1121621 Approved For: One Hour CE Credit In this session we will educate professionals…
Multiline Success Date: February 26, 2020 3-4 pm eastern Presenter: Scott Foster, State Farm In this webinar, Scott will show you how to leverage property and casualty sales to feed your life and financial service business pipeline. Scott will also provide his expertise concerning risk management tools that will positively impact your retention levels.
NAIFA Central Florida Meeting Schedule All Luncheon Meetings are held at Dubsdread Golf Course on the 4th Thursday of each month from 11:30-1:00 unless otherwise specified. Located at 549 W Par St. Orlando, FL 32804. Meeting Dates January – 1/23/2020 February – 2/27/2020 March – 3/26/2020 April – 4/23/2020 May – 5/28/2020 June – 6/25/2020…
Blue Bamboo Restaurant, 11:30 AM - 1:00 PM 3820 Southside Boulevard, Jacksonville, FL 32216 - MAP Featuring the Presentation of the C.G. Snead/J.F. Bryan, III Memorial Award for Outstanding Service and the 2019 Recipient of the NAIFA - Northeast Florida Community Service Award! Plus Legislative * Advocacy Update! As a follow-up to our recent Legislative…
Advisor Solution Session: Getting Beyond Your Production Plateau Date: February 27 @ 4 pm ET Presenter: Coach Dan Finley Have you found your production stagnated for longer than you care to remember? Are you wondering what to do to change this cycle? It may not be a surprise to hear that many financial advisors reach…
Advisor Ambassador 2020 At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits…
Monthly Leader Webinar: March 2020 Date: 3/4/2020 Time: Noon Eastern Export to Your Calendar Register
Advisor Ambassador 2020 At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits…
Advanced Practices Symposium from FSP & NAIFA Date: March 12, 2020 Time: 8 am - 12 noon central Location: New Orleans or Virtual via Livestream Join us for "Meet the Feldman's, A Case Study;" presented by NAIFA and FSP. Through this detailed case study participants will interact with a panel of family estate and business…
Cheryl Canzanella Brokerage Director with MassMutual Southeast Coast "The Opioid Epidemic and the Role of the Financial Advisor" As the staggering numbers of opioid addiction, overdoses & deaths continue to escalate…so does the threat on the economy, careers, family finances and retirement…
As a member, you are helping to protect our industry and your clients. Increase grassroots efforts with training from NAIFA’s Government Relations team. Learn how to talk to representatives and build relationships with policy makers on Capitol Hill and in your state legislature. Online registration is available until: 3/13/2020
Advisor Ambassador 2020 At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits…
DUE TO COVID-19 THIS MEETING IS POSTPONED UNTIL FURTHER NOTICE. SPECIAL PRESENTATION: "Now is the Greatest Time to Be an Insurance Agent!" GUEST SPEAKER: Van Mueller, LUTCF, LACP 28+ Year MDRT Top of the Table Qualifier & MDRT Main Platform Speaker Fort Lauderdale Country Club 10:30 am - Registration 11:00 am - 2:00 pm -…
DUE TO COVID-19 THIS EVENT HAS BEEN POSTPONED UNTIL FURTHER NOTICE. *****Click here to register*****
DUE TO COVID-19 THIS MEETING HAS BEEN CANCELLED. The Power of the Inbox Presented by Joanie Sigal Tips and Tricks for Successful Email Marketing What is the first impression you give when they see you in their email inbox? And when they see you there, what do they do? This powerful seminar takes you step-by-step through the…
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…
DUE TO CONV-19 THIS EVENT HAS BEEN CANCELLED. Please join NAIFA’s YAT's and Young at Heart for networking and a fabulous evening in Tampa Bay! Need a new Headshot? We have got you covered! Date: March 19, 2020 5:30pm to 7:30pm Cost: Happy Hour & Headshot – $30.00 Happy Hour Only – $10.00 Please book online…
Field Staff Meeting: March 2020 Date: 3/20/2020 Time: Noon ET Export to Your Calendar Register
DUE TO COVID-19 THIS MEETING IS POSTPONED UNTIL FURTHER NOTICE. “Practice Management From Birth to Succession” Presented by NAIFA-Florida President Joe Chalom, CLU, RICP, LUTCF, LACP NAIFA-Florida President Joe Chalom will share his thirty-six years of experience in the financial services profession and draw on tips from the industries top producers to help you get…
Advisor Ambassador 2020 At NAIFA, we’re all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients. That’s why we’re offering you – the non-member – free access to NAIFA’s advisor development program so you can learn from the best while sampling professional benefits…
DUE TO COVID-19 THIS MEETING IS POSTPONED UNTIL FURTHER NOTICE. “Practice Management From Birth to Succession” Presented by NAIFA-Florida President Joe Chalom, CLU, RICP, LUTCF, LACP NAIFA-Florida President Joe Chalom will share his thirty-six years of experience in the financial services profession and draw on tips from the industries top producers to help you get…
Big Ideas Webinar: How to Build a Thriving Disability Practice Date: March 25 @ 3 pm ET Presenter: Jamie Fleischner In this webinar NAIFA P+P Big Ideas presenter Jamie Fleischner will talk about how to create a focus market and identify good prospects. She will cover how to create good sales habits as well as how…
PLEASE NOTE: Our March 26th Membership Luncheon Meeting at Blue Bamboo has been postponed. Given the current state of affairs, out of an abundance of caution, we have decided to postpone our Young Advisors Panel and lunch meeting on March 26th. Please check our website and membership communications for updates on our upcoming events. http://www.naifa-jacksonville.org/index.html
DUE TO COVID-19, THE MARCH 26 MEETING HAS BEEN CANCELLED. NAIFA Central Florida Meeting Schedule All Luncheon Meetings are held at Dubsdread Golf Course on the 4th Thursday of each month from 11:30-1:00 unless otherwise specified. Located at 549 W Par St. Orlando, FL 32804. Meeting Dates January – 1/23/2020 February – 2/27/2020 March –…
Monthly Leader Webinar: April 2020 Date: 4/1/2020 Time: Noon ET Export to Your Calendar Register
Friday, April 3, 2020 at 5:00 pm Join us for a virtual Happy Hour on Zoom and share how we are getting through this crisis! Join Zoom Meeting: https://financialguide.zoom.us/j/5720538217 Meeting ID : 572 053 8217 Or join by Phone: 1-646-876-9923 Meeting ID: 5720538217 For more information, please contact NAIFA-Broward President Michele Friedlander, RHU, REBC at…