E-Journal
(October 2020)
In This Issue:

  • Sales Idea
  • The Latest From Washington
  • NAIFA-Florida President’s Message
  • Florida Chamber Annual Insurance Summit – Nov. 5-6
  • Upcoming Zoom CE, Sales Topics, Tips and Sips, Others
  • New Board of Directors Elected
  • Installation of 2021 Board of Directors And Annual Awards Ceremony
  • President Chalom Quoted in Life Annity Specialist Magazine
  • Your Cell Phone Number, Please?
  • Welcome New & Returning Members!
Sales Idea of the Month
 
5 Ways for Financial Advisors to
Step Up Their Game on Social Media


If not letting your business get stale is your goal, then using social media to market your services may be the answer. Social media for financial advisors in many cases is the next frontier.

A financial advisor's marketing strategy has evolved over time along with technology. First, there was authoring books to establish credibility in the field. Then, you had to have a website for your business. And now, a presence on social media is a must if you want to get noticed and be respected.
IBD spoke with several financial advisors to get their view on how to optimally use platforms such as Microsoft (MSFT) unit LinkedIn, Facebook (FB,) Twitter (TWTR) and Alphabet's (GOOGL) YouTube.
According to J.J. Burns, founder and CEO of wealth management firm JJ Burns & Co., there are three types of people when it comes to the use of social media for financial advisors First, there are those who know they need to do something on social media. They then decide to hire a social media aggregator or marketing firm that can post generalized content for them. "And voila, you're out there, you're blogging," he says. But it might not be the most effective use of social media for financial advisors. Read More
The Latest from Washington
by Dani Kehoe, Counsel to NAIFA

By now, we’re all used to legislative roller coaster rides here in DC, but this one is unique. Last week we went from slow progress towards a coronavirus crisis aid bill, to a “no negotiating” order to an issue-by-issue separate bill strategy, back to full package negotiations, to “do a bill even bigger than Congressional Democrats want,” to intense push-back on a big bill from Senate Republicans. And there’s no end in sight. Read More
October Surprise!
 
by Joseph Chalom, CLU, RICP, LUTCF, LACP
 
         Earlier this month the actions of a few individuals tested the resolve of the NAIFA federation by attempting to sway members of NAIFA-New York to change their professional membership affiliation to a newly-created organization. The process lacked transparency resulting in overwhelming support for NAIFA Nation by the NAIFA-New York members and NAIFA chapters throughout the country.
 
Ironically, these actions occurred almost simultaneously as NAIFA displayed great member value with the 2020 NAIFA Virtual Performance + Purpose (P+P) Conference. NAIFA did an outstanding job of pivoting the conference from the scheduled live event in Boston to the online event, due to the COVID-19 global pandemic.  
 
You are cordially invited to the Belong Event on Tuesday evening, November 17th, celebrating NAIFA’s 130th birthday. The programing includes the State Flag ceremony, with a twist and a tribute to members plus much more. I encourage you to visit https://belong.naifa.org/the-event for more information and to register.
 
I want to thank the following members who participated in the September 30th NAIFA-Florida Member Care Call Phone-a-thon: Craig Duncan, George Royal, Terri Seefeldt, Maureen Kirschhofer, Patrick Garrabrant, Ken Gamelin, Claire Gamelin, Cherri Ohmer, and others. We made a real difference in the lives of the members we touched. I encourage you to participate in the next phone-a-thon on November 17th at 9:00 a.m. If you would like to participate in the event, just email idea@naifa-florida.org and put WE CARE in the subject line. Please include your contact information. A member of our team will reach out to you with more information. 
 
“Programs Without Borders” has really enhanced member value for 2020. I encourage you to check out https://naifa-florida.org/events/ to learn about all the excellent programming, including continuing education programs scheduled around the state.
 
Strengthening our membership and political action committee helps us face down adversity. Empower a colleague by sharing the vision of NAIFA and help them join at https://belong.naifa.org/fees. Empower yourself by contributing to IFAPAC at https://app7.vocusgr.com/WebPublish/controller.aspx?SiteName=NAIFANew&Definition=IFAPAC&SV_Section=IFAPAC.  
 
Idea Incubator
NAIFA-Florida members are dedicated and passionate people who care about making a difference in the lives of our clients and future clients. NAIFA-Florida exists to advocate for you and your clients. You are our greatest asset. I know you have great ideas to share on how to make NAIFA-Florida even better. I look forward to reading your best idea. E-mail your idea to idea@naifa-florida.org.
 
Review us on Facebook https://www.facebook.com/NAIFAFlorida and follow us on YouTube at https://www.youtube.com/user/NAIFAFloridaTV/feed. Spread the word about the importance of membership face to face and on social media.
 
You are the Silver Lining of NAIFA-Florida. Together we make a difference! 
See below for highlights of upcoming NAIFA-Florida classes and events – all by way of Zoom! To view all events on the NAIFA-Florida calendar, click here: https://naifa-florida.org/events/  OR go to: naifa-florida.org > “Get Involved” > “Calendar of Events”.


October 14 @ 5:30 pm - 7:00 pm
ZOOM
Virtual Candidate "Meet & Greet" with Hillsborough and Pinellas elected officials and candidates. Legislative Update from Tim Meenan. Wednesday, October 14th 5:30 to 7:00 p.m. RESERVATIONS REQUIRED!


October 15 @ 12:00 pm - 4:00 pm
ZOOM
Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE


October 19 @ 2:00 pm - October 23 @ 5:00 pm
Webinar
The NAIFA Blueprint: Chapter Leadership Training Save the date for this year's Chapter Leadership Training! This year's training will take place October 19-23 from 2-5 p.m. EST. This week long training will provide leaders and staff with the latest and greatest information regarding Governance, Advocacy, Communications, Membership and Programs. See below for program highlights! Governance Chapter Operations Board Roles & Responsibilities Role of Chapter Staff Advocacy Fundamentals of Advocacy Home Office/Chapter Collaboration Grassroots Advocacy IFAPAC Communications Effective Chapter Communications…


October 20 @ 2:00 pm - 3:00 pm
ZOOM
The webinar is brought to you by: Using Housing Wealth to Improve Financial Outcomes in Retirement October 20 2 pm eastern Barry Sacks, J.D., Ph.D. Law Office of Barry Sacks Tax Attorney Highlights of this Webinar Include: • Cash Flow Sustainability • Improve Cash Availability by Refinancing a Conventional Mortgage • Provide Liquidity for Division of Assets in Divorce • Tax Management* *This advertisement does not constitute tax advice. Your clients should consult a tax advisor regarding their specific…


October 21 @ 11:00 am - 1:30 pm
ZOOM
SAVE THE DATE! NAIFA-Broward Membership Lunch Meeting: Wednesday, October 21, 2020 Fort Lauderdale Country Club, 11:00 am -1:30 pm GUEST SPEAKER: Van Mueller, LUTCF, LACP To learn more about Van, visit www.vanmueller.com/about-us Meeting will be tentative based on the current COVID status. CHECK BACK FOR UPDATES AND REGISTRATION: www.naifa-broward.org/index.html For more information, contact NAIFA-Broward Association Executive Rhonda Milrot at (954) 753-2262 or admin@naifa-broward.org.

 
October 22 @ 11:30 am - 1:00 pm
Dubsdread Golf Course, 549 W Par Street
Orlando, FL 32804
Join members of NAIFA-CF and other Central Florida industry professionals for the October NAIFA-Central Florida monthly meeting, now in virtual and live attendance format! Our keynote speaker is Tim Meenan, NAIFA-FL Lobbyist. We will also have several State Legislators in attendance. Timothy J. Meenan serves as the firm’s managing shareholder. While Deputy Treasurer for the State of Florida, Tim oversaw Florida’s four billion dollar State Treasury as well as three other divisions of the Florida Department of Insurance, including the Division of Risk Management. He also served…


October 22 @ 12:00 pm - 4:00 pm
ZOOM
Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE


October 22 @ 1:30 pm - 2:30 pm
ZOOM
October 22 The webinar is brought to you by: Understanding the Power of Us: How Your Voice Can Influence Change 1:30 pm eastern Corey Anderson, Rodney Mogen & Brent Hill Members of NAIFA's Young Advisor Team (YAT) join forces with NAIFA's Government Relations staff to break down for you the importance of being being informed of the issues impacting the industry. Our members will share personal stories of being advocates for your clients and for advisors. 


October 27 @ 2:00 pm - 3:00 pm
ZOOM
The webinar is brought to you by: Members Only: Pre-Election Webinar 2 pm eastern Join NAIFA's Government Relations team as they provide you with useful information before you cast your vote. We will be covering the status of the elections, various possible outcomes, and engage in a discussion of what that might mean for our industry (including the issues important to NAIFA members). Special appearances by NAIFA counsel, Dani Kehoe and Pat Raffaniello. NAIFA Members: Log into the Member Portal…


October 28 @ 12:00 pm - 1:00 pm
Webinar
Offering ID 1131731 Course Name WHY CONSIDER A REVOCABLE LIVING TRUST? STEPS TO CREATE AN ESTATE PLAN -- WEBINAR Course ID Number 114819 Program Type Public Provider ID 654 Provider Name NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - FLORIDA Selected Instructors CHARLES DAVID WILDER 


October 28 @ 12:00 pm - 1:00 pm
ZOOM
October 28 The webinar is brought to you by: Sponsored by: Get In or Get Out: The Compounding Complexities of Succession Planning During Tumultuous Times. Noon ET. In this webinar, our panelists will help simplify some of these complexities and share their best practices for successfully transitioning out of the business, regardless of global instability. They will offer ideas on how you can evaluate your book and strike a fair deal relative to your book’s value and your lifetime…


October 29 @ 12:00 pm - 4:00 pm
ZOOM
Nancy Dykeman Long-Term Care Planning Consultants, LLC President October 8, 15, 22 & 29, 2020 Noon-4 pm Eastern The CLTC Master Class is a virtual live class providing participants with a learning experience that allows professionals to walk away with the confidence and competence to discuss LTCi issues with their clients. MORE


October 29 @ 4:30 pm - 5:30 pm
ZOOM
NOTE: This event is for NAIFA members only, due to Political Committee fundraising restrictions.   Join NAIFA-Florida in this one-hour virtual "Happy Hour" event to help raise funds for the Political Committee! NAIFA-Florida Political Committee Chair, Taylor Collins, will host this event and be joined by the following guest speakers: Cheryl Canzanella, LUTCF (Octoberfest – beer) “Prospecting During the Pandemic” Charisse Rivers, (Retirement – new cocktail) “How to Be an Income Wizard” Melissa Snively, (Kentucky Derby – mint…


November 4 @ 4:30 pm - 5:30 pm
ZOOM
 As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform! The virtual Installation of the 2021 Board of Directors will take place on Wednesday, Nov. 4 at 4:30 p.m. ET and will feature 2021 NAIFA President Tom Michel from…

November 5 @ 4:30 pm - 5:30 pm
ZOOM
As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform! The virtual NAIFA-Florida annual Awards Ceremony will be Thursday, Nov. 5 at 4:30 p.m. ET – featuring the association’s top award. The IFAPAC awards will also be presented at that…



November 6 @ 12:00 pm - 1:00 pm
ZOOM
Monthly Leader Webinar: November 2020 11/6/2020 Time: Noon Eastern Export to Your Calendar  Register


November 10 - November 12
ZOOM
The webinar is brought to you by: 12-3 pm eastern Save the date for the Limited & Extended Care Planning Solutions Conference! Join us three hours a day over the course of three days. Hear from LTC experts about this rapidly changing industry. More information coming soon!


November 12 @ 2:00 pm - 4:00 pm
NAIFA Live
Delvin Joyce, CLU, ChFC, RICP Members Only: NAIFA Live-Sticktoitiveness Former NFL player turned financial planner, Delvin Joyce will share seven lessons that he learned through athletics that helped him to successfully transition into the financial services industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting. In addition, Delving will provide book recommendations that you can use to further your development. NAIFA Members: Log into the NAIFA Member portal to register. 


November 13 @ 1:00 pm - 2:00 pm
ZOOM
Member Benefits Program Month #11: Volunteer Opportunity Tour Register Tell a Friend Members say that taking on a leadership role at NAIFA helps set them apart from other advisors, but but how do you get there? This month will focus on how you can map a path to NAIFA leadership. The sky’s the limit with NAIFA as you build your plan for personal growth. 11/13/2020 When: Friday, November 13, 2020 1-2 pm Eastern Where: Zoom United States Contact: 866-877-2432


Membership Phone-A-Thon – NAIFA-Florida
November 17 @ 9:00 am - 10:30 am
CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see how they’re faring during these unusual times (business, family, etc.), and to thank them…


November 17 @ 11:00 am - 12:00 pm
ZOOM
Myths and Misconceptions of the reverse mortgage product (better known as the HECM) What the HECM is a HECM? The Process of Loan Officers and Financial Professionals working together to better retirement! Redirecting misdirected funds back to CFP Topic: Home Equity & Reverse Mortgage Loans in Financial Planning Time: Nov 17, 2020 11:00 AM Eastern Time (US and Canada) Join Zoom Meeting: https://us02web.zoom.us/j/9351425169 Meeting ID: 935 142 5169 One tap mobile +13017158592,,9351425169# US (Germantown) +13126266799,,9351425169# US (Chicago) Dial by your…


November 17 @ 7:30 pm - 8:30 pm
ZOOM
November 17 The webinar is brought to you by: The Belong Event 7:30 pm eastern Join your fellow members for camaraderie and celebration of all things NAIFA that will continue our legacy for another 130 years. The event will honor of all of our volunteer leaders, past and present.


Citizens Webinar – for P&C Agents
November 18 @ 11:00 am - 1:00 pm
ZOOM
Topic: CITIZENS Webinar Time: Nov 18, 2020 11:00 AM Eastern Time (US and Canada) Join Zoom Meeting https://us02web.zoom.us/j/9351425169 Meeting ID: 935 142 5169 One tap mobile +13017158592,,9351425169# US (New York) +13126266799,,9351425169# US (Chicago) Dial by your location +1 312 626 6799 US (Chicago) +1 646 558 8656 US (New York) Meeting ID: 935 142 5169 Find your local number: https://us02web.zoom.us/u/kcaBAMvL3k
 
November 19 @ 10:30 am - 1:00 pm
Dubsdread Golf Course, 549 W Par Street
Orlando, FL 32804
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 July – No Meeting August – No Meeting September – 9/24/2020 October – 10/22/2020 November – 11/19/2020 December – 12/17/2020 
 

December 4 @ 12:00 pm - 1:00 pm
ZOOM
Monthly Leader Webinar: December 2020 12/4/2020 Time: Noon Eastern Export to Your Calendar  Register


December 9 @ 2:00 pm - 3:00 pm
ZOOM
NAIFA-Florida invites you to join Wendy Weiss, The Queen of Cold Calling™ in an information-packed, live, online training session. You may be used to being out and about, meeting with clients, meeting with prospects, shaking hands, networking, looking people in the eye… That is pretty much off the table right now. Furthermore, prospects are nervous, so much has changed and no one knows what…


December 10 @ 2:00 pm - 3:00 pm
ZOOM
NAIFA Live Featuring Tom Hubler Register View Registrations Tell a Friend 12/10/2020 When: December 10, 2020 2:00-3 pm Eastern Where: Minneapolis, Minnesota United States Contact: Artem Mulitsa naifalive@naifa.org 877-866-2432 Online registration is available until: 12/10/2020 Attend Live or Virtually! Session Description Schedule (all times Eastern): 1:15-1:45 p.m.: Tech Check in from Watch Party Sites 2:00 p.m.: Live Broadcast Begins 2:00-3 p.m.: Tom Hubler Presentation 3-3:30 p.m.: Q&A and Discussion at Watch Party Sites Find a Watch Party Near You! Sure,…


December 11 @ 1:00 pm - 2:00 pm
ZOOM
Member Benefits Program Month #12: The Centers Register Tell a Friend NAIFA offers Centers of Excellence that focus on talent development, business performance and specialty areas such as long-term care. The Centers provide resources such as webinars, articles, expert interviews & discussion groups. 12/11/2020 When: Friday, December 11, 2020 1-2 pm Eastern Where: Zoom United States Contact: 866-877-2432


December 17 @ 10:30 am - 1:00 pm
Dubsdread Golf Course, 549 W Par Street
Orlando, FL 32804
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 July – No Meeting August – No Meeting September – 9/24/2020 October – 10/22/2020 November – 11/19/2020 December – 12/17/2020 

 
December 17 @ 4:00 pm - 5:00 pm
Webinar
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 month at 4:00 p.m. (ET), beginning in March. We anticipate the meetings should not last more than 45 minutes or so. Each month, we will…

 
January 12, 2021 @ 11:00 am - 12:00 pm
ZOOM
Retirement Cash Flow Strategies Using the Reverse Mortgage Product THREE WAYS HECMs HELP WITH TAX PLANNING* How to purchase a home with a HECM and take advantage of tax planning Sequence of Returns Risk Topic: "Incorporating Housing Wealth into Retirement Strategies" Time: Jan 12, 2021 11:00 AM Eastern Time (US and Canada) Join Zoom Meeting: https://us02web.zoom.us/j/9351425169 Meeting ID: 935 142 5169 One tap mobile +13017158592,,9351425169# US (Germantown) +13126266799,,9351425169# US (Chicago) Dial by your location +1 312 626 6799 US (Chicago)…


Membership Phone-A-Thon – NAIFA-Florida
January 27, 2021 @ 9:00 am - 10:30 am
CALLING ALL VOLUNTEERS! Membership Phone-A-Thons will be held on: Tuesday, November 17 – from 9:00 a.m. to 10:30 a.m. (ET) Wednesday, January 27 – from 9:00 a.m. to 10:30 a.m. (ET) The purpose of the event is to place “care calls” to current members around the state – to simply check-in with them and see how they’re faring during these unusual times (business, family, etc.), and to thank them…
Congratulations to the Newly-Elected NAIFA-Florida Board of Directors for 2021!
President:                                                       Craig Duncan, ChFC (Clearwater)
President Elect:                                              George Royal (Winter Park)
Vice President:                                               Jeff Chernoff, MS, LUTCF, LACP (Tampa)
Immediate Past President:                              Joe Chalom, CLU, RICP, LUTCF, LACP
(Coral Springs)
Secretary/Treasurer:                                       Tiffany Drewes (New Port Richey)
National Committeeperson:                           Tom Cothron, LUTCF (Ocala)
Legislative:                                                    Tim Holladay, CLU, CASL, LUTCF, JD
(New Port Richey)
Young Agents Team (YAT):                         Darian Ward  (Trinity)
Health:                                                           Craig Rodrigue (Winter Park)
Membership:                                                  Maureen Kirschhofer, CLU, ChFC (Jacksonville)
Political Committee (PC):                             Taylor Collins, CEBS, CLU, RHU (Sarasota)
Political Involvement Committee (PIC):       Todd Keith, LACP (Ocala)
Director At Large:                                         Robert Rosenthal (Miami)
Director At Large:                                         David Tapia (Clearwater)
Installation of 2021 Board of Directors And Annual Awards Ceremony

Two of NAIFA-Florida’s most important events – the Installation of the 2021 Board, and the Annual Awards Ceremony – are scheduled back-to-back in early November. The leaders and staff of NAIFA-Florida invite all members to attend both events in this rare opportunity to broadcast (Zoom) them statewide.

On Wednesday, Nov. 4 at 4:30 p.m. ET, Incoming President Craig Duncan, ChFC and the rest of the new Board will be installed by Incoming NAIFA President Tom Michel from Los Angeles. Hear remarks from Outgoing President Joe Chalom, CLU, RICP, LUTCF, LACP as well as remarks by Incoming President Duncan. (NOTE: Even though being installed ceremonially, the Board does not take office until January 1.) The event will last approximately one hour.

Then on Thursday, Nov. 5, also at 4:30 p.m. ET, we invited you to attend NAIFA-Florida’s Annual Awards Ceremony. Featured will be the announcement of the Political Committee’s Phil Hoche Award, the Top 4 Young Agents Under 40, the President’s Award, and then capped off with the C.G. Snead / J.F. Bryan Memorial Award for “Outstanding Service” to the top insurance and financial advisor of the Year – the association’s top award. This event will last approximately one hour.

We have you can join us to congratulate our incoming and outgoing leaders, as well as the well-deserving winners of NAIFA-Florida’s awards! Below is the Zoom link information.
          
Installation of the 2021 Board of Directors
November 4 @ 4:30 pm - 5:30 pm

As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform!

The virtual Installation of the 2021 Board of Directors will take place on Wednesday, Nov. 4 at 4:30 p.m. ET and will feature 2021 NAIFA President Tom Michel from Los Angeles will install new Board – to take office on January 1. This event will last approximately one hour. See Zoom link below.

So, pull up an adult beverage and enjoy the festivities in November – as we celebrate and congratulate!
 
Zoom Link:
 
Board of Directors Installation – Wed., Nov. 4 – 4:30 p.m.
Topic: Installation of NAIFA-Florida Board of Directors
Time: Nov 4, 2020 04:30 PM Eastern Time (US and Canada)
 
Join Zoom Meeting
 
Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Germantown)
 
 Dial by your location
       +1 646 558 8656 US (New York)
Meeting ID: 935 142 5169
Find your local number: https://us02web.zoom.us/u/kcaBAMvL3k
 
Annual Awards Ceremony
November 5 @ 4:30 pm - 5:30 pm

As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform!

The virtual NAIFA-Florida annual Awards Ceremony will be Thursday, Nov. 5 at 4:30 p.m. ET – featuring the association’s top award. The IFAPAC awards will also be presented at that time. This event will also last about one hour. See Zoom link below.

So, pull up an adult beverage and enjoy the festivities in November – as we celebrate and congratulate!
 
Zoom Link:
 
FAIFA-Florida Annual Awards Ceremony
Topic: NAIFA-Florida Annual Awards Ceremony
Time: Nov 5, 2020 04:30 PM Eastern Time (US and Canada)
 
Join Zoom Meeting
 
 
Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Germantown)
 
Dial by your location
       +1 646 558 8656 US (New York)
Meeting ID: 935 142 5169
Find your local number: https://us02web.zoom.us/u/kcaBAMvL3k

 President Chalom Quoted in Life Annity Specialist Magazine
 
NAIFA-Florida President Joe Chalom, CLU, RICP, LUTCF, LACP was referenced and quoted in the print edition of Annuity Specialist Magazine – the October 7 edition. He was recognized as the President of NAIFA-Florida.
 
In the article, Chalom discusses the customization of retirement plans which provide an annuity option upon retirement. He also reflects on a dramatic trend of reduction of 403(b) plan providers and product choices. To read the complete article, click here.

Your Cell Phone Number, Please?

In order to provide you with more up-to-date information and news from your professional association, we’d appreciate having your cell phone number in our member data base. We use a communications platform called Skipio to send out short, periodic text messages – average maybe one per month – to our members. Rest assured that we do not share your cell numbers with any other entity. Please click here to e-mail us your cell number, and be sure to provide your name so we can locate you in the system. Many thanks!

Welcome New and Returning Members!

NAIFA-Florida would like to welcome new members and returning members to the association – for the month of September. Current members, please feel free to extend a personal welcome to these new and returning members! Click here for the complete list, to be found on the NAIFA-Florida website.