Holiday Office Closure
The NAIFA-Florida office will be closed in observation of Veteran's Day.
National Association of Insurance and Financial Advisors-Florida
The NAIFA-Florida office will be closed in observation of Veteran's Day.
CLTC Master Class Bill Comfort, CSA, CLTC, LTCCP LTC Specialist November 9, 11, 16 & 18 12-4 pm eastern Join Bill Comfort, CSA, CLTC, LTCCP for the upcoming CLTC Master Class. The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a…
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.
Harlan Accola, CRMP Fairway Independent Mortgage Company National Reverse Mortgage Director Peter Neuwirth Actuarial Consultant/Author November 12th 2 PM Eastern Harlan Accola, CRMP, CSA will be joined by Peter Neuwirth, FSA as they discuss the principles of Holistic Financial Wellness. People need a framework to make good financial decisions about their future, as well as support to psychologically…
CLTC Master Class Bill Comfort, CSA, CLTC, LTCCP LTC Specialist November 9, 11, 16 & 18 12-4 pm eastern Join Bill Comfort, CSA, CLTC, LTCCP for the upcoming CLTC Master Class. The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a…
"TIPs & SIPs": An informal happy hour hosted by NAIFA-FL YAT at a trendy local hangout in your area. All are welcome with appetizers and first round of drinks provided with 2-3 members sharing 5 minute sales ideas or best practices. The goal is to provide an opportunity for members to reconnect, introduce NAIFA to…
ANNUAL MEETING November 18, 2021 11:15am - 1:00pm Installation 2022 Officers & Board Members plus a special presentation with CE MONEY in MOTION Opportunities and Obstacles for Rollovers by Susan Wood, JD, CFP®, CRC® Senior Retirement Strategies Group Consultant PAC LIFE CLICK HERE TO REGISTER! Due to the nature of this topic; preregistration is…
NOTE: WE ARE MEETING AT DUBSDREAD AGAIN!!! NAIFA Central Florida Monthly Meeting Join members of NAIFA-CF and other Central Florida industry professionals for the November 18, 2021 luncheon back at Dubsdread, 549 W. Par Street, Orlando, FL. MEETING INFORMATION Topic: The State of NAIFA 11:30 am - 1:00 pm on Thursday, November 18, 2021 Dubsdread Conference Center 549…
November 4th & 18th 12 pm eastern Invite a non-member to join this month's Advisor Ambassador Program. This free, award-winning advisor-development program allows non-members to learn from the best while sampling professional benefits that come with NAIFA membership. Help others experience NAIFA by inviting them to attend the Advisor Ambassador program. Speakers for November sessions…
CLTC Master Class Bill Comfort, CSA, CLTC, LTCCP LTC Specialist November 9, 11, 16 & 18 12-4 pm eastern Join Bill Comfort, CSA, CLTC, LTCCP for the upcoming CLTC Master Class. The Master Class provides a comprehensive classroom-based training experience designed to prepare students for the CLTC designation exam. Acquire a…