Triangle Team Peak Performance Workshop
ZOOMThursday, February 8, 2024 12 pm eastern Exclusive session for Triangle Team members with Coach Frank Maselli. Triangle Team Members will receive information to participate. Sponsored by
National Association of Insurance and Financial Advisors-Florida
Thursday, February 8, 2024 12 pm eastern Exclusive session for Triangle Team members with Coach Frank Maselli. Triangle Team Members will receive information to participate. Sponsored by
Thursday, February 15, 2024 12 PM Eastern Life Settlements are back! The demand for life settlements has seen a resurgence as seniors realize the benefits of reevaluating their life insurance strategy. Join us for this important webinar where the experts from Coventry will show you the newest trends in life settlements and how they can…
Friday, February 16, 2024 12 pm eastern Join NAIFA Secretary and former NBA basketball player Christopher Gandy, NAIFA Trustee and marathon runner Carina Hatfield, Former MLB pitcher Jacob Turner, and West Point Graduate and U.S. Army Veteran Kathleen Owings for NAIFA’s Competitive Edge, an interactive NAIFA Live panel discussion. Login to the members portal to…
Thursday, February 22, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. THIS WEBINAR IS BROUGHT TO YOU BY
Wednesday, March 5, 2024 2 pm eastern Explore everything there is to love about being a member of NAIFA, your professional home. Join us for our webinar to find out about the newest benefits, as well as get a refresher on programs you may have forgotten we had!
Tuesday, February 27, 2024 12 pm eastern In this timely and important program Marty Shenkman, JD, CPA, MBA, PFS, AEP, a respected authority in estate planning and personal finance, will present his insights on recent developments in estate planning for 2024. This session will benefit estate planners, attorneys, trust officers, accountants, insurance advisors and wealth management…
Tuesday, March 5, 2024 12 PM EASTERN The financial industry is waking up to the reality that clients are aging. Some are being thrust into caregiving roles, some are experiencing dementia, and many are leaving the workforce to care for aging loved ones. All of these issues impact AUM in a negative way. Advisors who…
Wednesday, March 5, 2024 2 pm eastern Explore everything there is to love about being a member of NAIFA, your professional home. Join us for our webinar to find out about the newest benefits, as well as get a refresher on programs you may have forgotten we had! Login to the members portal to register…
Thursday, March 14, 2024 4 pm eastern As part of NAIFA’s Coaches Circle, members have the opportunity to connect with Coach Dan Finley once a month through his complimentary coaching sessions. These sessions are designed to be member-to-member opportunities to grow personally and professionally. THIS WEBINAR IS BROUGHT TO YOU BY
Citizens Update Webinar – on March 19, 2024, 10:00 a.m. New Business Process & Underwriting Tips Servicing the Policy & Underwriting Tips Accounting Review & Reminders myAgency Renewals & Dashboards Zoom Register in advance for this meeting: https://community.naifa.org/events/register.aspx?id=1831808 After registering, you will receive a confirmation email containing information…