Join NAIFA/CF for a Legislative Panel to be moderated by Tim Meenan, NAIFA-FL Lobbyist. This event is back by popular demand. After a three month Summer break, let's finish 2024 STRONG!
The names of the legislators will be released as soon as we have them confirmed. This is always a very popular NAIFA/CF meeting because it is an opportunity to find out what issues are important to Central Florida and to our industry and how your local legislators feel about these issues.
Dubsdread Golf Course
549 W Par St,
Orlando, FL 32804
Note the change in venue for just this September meeting.
Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
.png)
This year, we have combined two of NAIFA's signature events, Apex and the National Leadership Conference (NLC). Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest level of success. The NLC optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the United States. NLC and the associated Belong awards gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves.
Join NAIFA Northeast Florida as we take part in Life Insurance Awareness Month by welcoming NAIFA Apex speaker Steve Zadeh, FSCP.
Steve has over 35 years of experience in the insurance and financial services industry. Steve recently retired from Kansas City Life Insurance Company where he worked in the company’s Sales and Marketing Department. For over 21 years Steve provided support to Kansas City Life’s field force members with case design, training, client seminars, and competitive analysis.
To learn more about Steve, please click here.
COST
Members: $27.50
Non-Members At the Door: $35.00
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL
Join us for the Q4 “State of NAIFA” 2024 webinar featuring:
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
Join NAIFA Tampa Bay as we prepare for Long Term Care Awareness Month by hearing from Heather Holmes on how to use technology to maximize Long Term Care planning opportunities.
Founder and CEO of Genivity, Heather Holmes leads the vision for Genivity and focuses on product design, business development, and fundraising. She brings a decade of sales, marketing and market development experience to Genivity from her time in the medical device industry working for Medtronic & Abbott Vascular.
Heather focuses on helping advisors and consumers incorporate their individual health and wealth factors to plan for longevity. She brings science to financial planning to create personalized projections about your clients’ health and care costs.
$10 Members
$20.00 Non-Members
Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607
Make plans now to join your fellow NAIFA-Florida members for our annual Legislative Day on the Hill – March 24-25, 2025 – in Tallahassee.
Lobbyist Tim Meenan is looking for a large turnout as many critical issues impacting our business will come before the Legislature. Group visits with legislators, talking points in hand, are vital to communicating our stands on these issues. The opening Orientation Session on Monday, followed by cocktails and dinner (included in registration fee) will prepare you for your legislative visits on Tuesday.
See you in Tallahassee on March 24-25!
Registration Opening Soon!
With plenty of networking opportunities, it is the perfect place to build a professional network, find business partners, generate new ideas, and learn. Families are welcome to join us for FREE!
Ports of Call
Thursday, July 24th
Depart from Tampa, FL at 4:00 PM
Friday, July 25th
Meetings at Sea at 7:00 AM – 12:30 PM
Saturday, July 26th
Arrive at Cozumel, Mexico 7:00 AM – 6:00 PM
Sunday, July 27th
Meetings at Sea at 7:00 AM – 12:30 PM
Monday, July 28th
Arrive at Tampa, FL at 7:00 AM
We are excited to be able to offer you a very efficient way to receive 18 credits for FL state insurance, 10 credits for CFP, 15 credits for CIMA, and 22 credits for CLU/ChFC!
We hope you are able to join us! Registration is a two step process. To start, please click the Step 1 link below or in the attached flyer and complete the info required. Secondly, please click the Step 2 option below to submit your payment and finalize your registration. Feel free to call Rhonda Milrot at (954) 753-2262 or email her with any questions.
Exam required after presentation in order to earn credits
Please note: You must register by 2:00 pm (Eastern Time) on or before August 26th. If your registration is not received by the cutoff date, you will not be permitted to take the exam onsite (“walk-in”)
Registration including lunch
Member: $25.00
Non-Member: $35.00
Conference Room @ The View at Colony
West Golf Club
6850 NW 88th Ave
Tamarac, FL 33321
Please complete both steps to finalize registration:
STEP 1: REGISTER HERE
STEP 2: COMPLETE PAYMENT
Join NAIFA Northeast Florida as we welcome Congressmen John Rutherford to answer your questions about legislation impacting the industry.
Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216
Join us on August 13, 2024 for a Legislative Session Update for the State of Florida. Hosted by NAIFA-Florida’s Lobbyist, Tim Meenan, this one-hour virtual event will feature an update on several legislative and regulatory issues important to NAIFA members.
This event is free for all members. Zoom information will be sent to your email once registration is complete.
Join us for an insightful webinar led by head lobbyist for health policy issues affecting producers, Michael Hedge, and policy director, Roger Moore, aimed at financial service professionals, IMOs and FMOs, and other stakeholders within the Medicare ecosystem. In this webinar, we’ll delve into the intricacies of these proposed changes and explore their potential impacts on various aspects of the Medicare landscape.
Topics will include:
LOCATION: DUBSDREAD GOLF COURSE 549 W. PAR STREET, ORLANDO, FL
To register as an individual golfer or a foursome, complete this flyer and if you are paying with a debit/credit card, email to info@nabipcf.org or fax to 407-831-2990. If you are paying by check, mail the form with the check to NABIP, PO Box 160790, Altamonte Springs, FL 32716.
If you are interested in sponsorship, contact Cal Thompson at cal@syncins.com or call at 407-701-9916.
Join us for the Q2 “State of NAIFA” 2024 webinar featuring:
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
8:00 am – Registration & Boxed Breakfast
9:00 am – Shotgun Start
1:00 pm – Banquet Lunch & Awards, Including Raffle Items & Silent Auction
Carrollwood Country Club
13903 Clubhouse Dr
Tampa, FL, 33618
Effective relationships can create more than a network, it can create a “NetWORTH” when strategies are learned. This talk shares the keys on how to communicate and build a brand that has effective relationships that will transform the NetWorth of professionals into proactive networkers that shape the success of their success.
Learning Objectives:
● Master the art of communicating in a way that builds lasting professional relationships
● Learn how to craft a personal brand that resonates with your professional network
● Discover how to transform your net worth into proactive networking, shaping the trajectory of your career and business success
Practice Development Series
* Virtual
* CRM (client relationship management) and referrals
* Designed for new/inexperienced advisors.
NAIFA’s annual Congressional Conference is crucial to our grassroots advocacy strategy. The event brings NAIFA members together as a critical mass to advocate on behalf of their businesses, clients, consumers, and the insurance and financial services industry. It provides targeted advocacy training with briefings on specific legislative issues, best practices for conducting congressional meetings, and tips for developing impactful long-term relationships with legislators.
We can’t wait to see you for a YAT Networking Social on May 22nd!
Join NAIFA-Northeast Florida on May 23rd from 11:30 am – 1:00 pm for our May Member Meeting – Deflate, Relate, Elevate: The formula for building strong relationships. We will hear from Erin O’Malley. We can’t wait to see you!
What You Can Expect:
Experience what it’s like to truly feel heard by practicing curious listening. We’ll challenge active listening myths and get to the heart of engaged listening.
Discover the true meaning of empathy and explore how to develop and use empathy as a skill set for connection and collaboration.
Learn how to embrace tough conversations and relieve the pressure of having to be the problem solver and fixer for all scenarios.
Learning Objectives:
Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216
Join NAIFA Tampa Bay tomorrow as we welcome Carl Rockman, Vice President, Agency & Market Services from Citizens, to discuss the current state of the property insurance marketplace and changes to expect for your clients.
Even if you are not a multi line agent, we highly recommend attending as these issues will directly or indirectly affect every client you have in the State of Florida. Be a resource for them to help show your value as a NAIFA member by attending.
Topics to Include:
• Legislative Changes Impacting Citizens
• Depopulation Program Enhancements
• Tips on Working With Citizens
Open to all members, non-members, & their guests.
Don’t forget to bring your business cards and invite a potential NAIFA member!
Members: $10.00 | Non-Members: $20.00
Brio Italian Grille
2223 N Westshore Blvd
Tampa, FL 33607
Join NAIFA-Northeast Florida on June 27th from 11:30 am – 1:00 pm for our June Member Meeting – “The Roadmap to Selling a Business” Process, Pitfalls and a Path Forward. We will hear from Brian Goodhart. We can’t wait to see you!
What You Can Expect to Learn:
• The current state of the financial markets – Interest rates, financial news, financial trends in M&A, private equity, venture capital and more. Typically discuss any local concerns that may be important in a given area (recent trends, newsworthy items, etc.).
• What has Capstone learned in nearly 30 years of mid-market M&A? – The balance of owning a business. Why do people sell? What are their motivations for divesting of their business? What does a good transaction process look like? What is the role of their advisor during their transition exploration? How does a business owner vet various transition options including such options as Management Buyout, ESOP, external sale, etc.
• The M&A Process – What are the primary steps to the process? What should a business owner and/or their advisors look for in a good transaction professional? What does the process look like and when should advisors expect to be involved?
• What makes for a satisfied seller? How does this reconcile with their preparatory work done in the beginning of the process? Where do advisors typically add value?
Members: $27.50 | Non-Members: $35.00
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 32216
Join us for the Q3 “State of NAIFA” 2024 webinar featuring:
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
.jpg)
Instructor: Donald A. Brown
COURSE INFORMATION
This 4-Hour course fulfills the DFS requirement that Life and Health Insurance Advisors need four hours of law and ethics update in every two-year continuing education cycle. Content covers updates to state and federal law and rules for those in the life and health insurance arenas.
Course ID: 125558 ~ Course Offering: 1179069 ~ Hours – Four (4)
Course Level- Intermediate ~ Course Authority – CE 5-215 Law and Ethic Update – LHV
COST TO ATTEND
$30 – Members
$40 – Non-Members
REGISTRATION
Please note that as soon as you register, you will receive a confirmation email with the ZOOM link for the meeting. If you do not receive that email, please check your spam folder. A reminder email will be sent out on the morning of the class with the ZOOM link.
Copyright © 2024 NAIFA-Florida
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: (850) 422-1701
info@naifa-florida.org
