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About the Education Foundation

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The NAIFA-Florida Education Foundation was reestablished in 2015 to educate the public, NAIFA-Florida members, and those wishing to pursue a career in Financial Services.

As we secure funding we will offer the following initiatives:

  • Programs through which NAIFA locals can provide workshops for the public educating them in the areas of insurance and financial services

  • Scholarships for NAIFA-FL members to pursue Leadership in Life Institute (LILI) and Life Underwriting Training Chartered Fellow programs (LUTCF)

  • Scholarships for those interested in pursuing a career in Insurance and Financial Services

For more information please reach out to one of our board members.

100% of contributions are tax deductible. 100% of the monies donated go directly to the foundation. All our board members are volunteers.

What is NAIFA?
Founded in 1890, the National Association of Insurance and Financial Advisors is the leading association for financial professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complemented by its professional development and consumer communities, the Society of Financial Service Professionals and Life Happens, the association delivers value through advocacy, service, and education. 

Mission Statement
NAIFA empowers financial professionals and consumers through world-class advocacy and education. 


 

Board of Directors 

President
Craig Duncan, ChFC

Treasurer
Wendy G. Speckerman, MBA
Finance Director 
NAIFA-Florida

Director
George Royal

Vice President
Eric Ponce

Immediate Past President
Linda Moore

Director
Taylor Collins, CEBS, CLU, RHU

Secretary
Denwood Parrish, LUTCF, CLU 

Director
Joseph Chalom, CLU, RICP, LUTCF, LACP

Ex-Officio
Rhett Ruttledge
Chapter Executive
NAIFA-Florida


 

Founding Contributors 

Joseph Chalom,
CLU, RICP, LUTCF, LACP

Linda Moore

NAIFA
Tampa Bay

Jeff Chernoff, 
MS, LUTCF

Steve Saladino, 
LUTCF

Curtis Nueman

Bryon Holz, 
CLU, ChFC, CASL, LUTCF

NAIFA
Gulf Coast

Simon Reilly

 

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