E-Journal
(February 2021)
In This Issue:

  • Sales Idea
  • Virtual Legislative Day on the Hill is Feb. 23 – Register Now
  • 1 Hour Free CE - Educational Planning with 529 Plans
  • Join Leadership in Life Institute (LILI) Class in 2021
  • Upcoming Sales Classes, Events on Zoom
  • NAIFA-Florida CE Opportunities

How Am I Going to Add 100 New Prospects in 2021?

by Bryce Sanders (from Horsesmouth – public.horsesmouth.com)


Were we ever surprised! Back in January 2020 we had no idea what was in store! LinkedIn connections sent messages like “Things will be great in 2020!”

Then everything changed.

Although many wish 2021 would simply be a fresh calendar page, it’s likely to be a year of transition. But whatever the situation, your practice still needs to grow. How will you add 100 new prospects in 2021?

Let’s start by assuming 2021 will consist of three phases, although even this may be optimistic:

  • More of the same. As in 2020, people will be working from home. Restaurants will be closed or their capacity restricted. Your office isn’t open yet.

  • Relaxing of restrictions. The vaccine is widely distributed. Group events are allowed with mask and social distancing restrictions in place. Restaurants are open. People are still apprehensive.

  • Life as we knew it. At last, the pandemic is history. Your office has reopened. You can see clients in their homes again. Vacation travel has resumed. Read More
Virtual Legislative Day on the Hill is Feb. 23 – Register Now


Make plans now to participate in NAIFA-Florida’s Virtual Legislative Day on the Hill – on Zoom Tuesday, Feb. 23 from 2:00 to 5:00 p.m. ET. This important event is hosted by President Craig Duncan and moderated by our Lobbyist Tim Meenan of Meenan, PA in Tallahassee. Your participation provides valuable support to Tim and his year-round work of meeting with members of the Legislature to protect our industry and our pocketbooks!

 
  • Hear from top legislative and regulatory leaders in Tallahassee.
  • Be informed about the latest bills and issues to come before the Legislature and DFS in 2021.
  • Hear Tim’s overview of the 2021 Legislative Session and how it will impact our members.
  • Q&A period for all speakers.
  • All NAIFA-Florida members invited – especially our Young Agents!
Bonus Event
Join Us for IFAPAC’s Day on the Hill Trivia Happy Hour – Feb. 23 at 5:15 p.m. ET
 
Immediately following the Legislative Day on the Hill Zoom event, grab an adult beverage and join IFAPAC’s Zoom “Day on the Hill Trivia Happy Hour” — 5:15 to 6:30 p.m. ET. Hosted by NAIFA-Florida’s Political Committee and Young Agents Team (YAT), join the fun, win prizes, and test your trivia knowledge along with your fellow members at the end of the day!
Participate as an individual or form teams of five each. There’ll be three categories with ten questions each: civics/history, NAIFA trivia, and pop culture. Prizes include: Top Golf, Starbucks, others. To encourage greater participation in this IFAPAC fundraiser, maximum individual contributions (optional) will be limited to $50. So sign up now – only $25.
 
Disclaimer
Contributions to IFAPAC are voluntary and are used to contribute to campaigns of candidates for elected office. Your contributions will be divided between your state chapter’s IFAPAC and IFAPAC National, if you have directed NAIFA to do so. You have the right to refuse to contribute without reprisal. Corporate contributions to IFAPAC’s political fund are prohibited. Contributions to IFAPAC are not deductible for federal income tax purposes.
 
CLICK HERE TO REGISTER
 
The zoom link will be emailed to you the day before the event.
 
PAYMENT INFORMATION
 
Payments are excepted online only.
 
You are NOT required to have a personal PayPal account however all payments are processed through PayPal.
 
Please check out as a guest if you do not have or want a PayPal account
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1 Hour Free CE – Educational Planning with 529 Plans
 
Tuesday, Feb. 16 @ Noon to 1:00 pm (ET)
 
MEMBERS: Free     NON-MEMBERS:  $15
 
This one-hour CE course provides life insurance advisors with details on education savings, including how creating a plan early can help their clients achieve their college dreams, and how investment returns can make a difference. Advisors will also learn about the rise in education costs and the education savings gap, understanding what savings options are available, and learn the various types of financial aid and 529 plans. Instructor is Steve Saladino.
 
(The Florida DFS Course ID Number is 114046, and the Florida DFS Offering ID Number is 1137885 and is approved for one hour of Continuing Education credit for life licensees. Provider is Principal Financial Group.)
 
Members are free. Non-members $15. Click here to register: https://naifacf.wufoo.com/forms/z1wjigiu1e6dau6/
Have You Scheduled Time o Develop Your Leadership Skills?
 
NOW is the time and we have an exclusive program just for NAIFA members! If you think you might be interested in this life-changing program – to advance your career and enhance your personal life – NAIFA-Florida would like to hear from you!
 
Space is limited so RSVP today!
 
What is LILI? 
The NAIFA Leadership in Life Institute is a six-month program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out the best in themselves and apply what is learned across every aspect of their lives.
 
Mission
The NAIFA Leadership in Life Institute (LILI) develops leaders by fostering personal growth, enhancing business practices and developing skills necessary for effective leadership.
 
The Course Offers:
  • The best in leadership and personal-development thinking
  • Tools to improve your practice and create a business plan
  • Increased understanding of self and improved interpersonal relationships
  • Expanded professional network and opportunities for growth through LILI alumni programs
  • Leadership opportunities in NAIFA
  • The One Page Business Plan® by Jim Horan
  • The Kolb Learning Style Inventory
  • Emotional Intelligence (EQ) – the #1 predictor of success in business and leadership. Learn what your EQ is and how to increase it.
  • Credibility by James Kouzes and Barry Posner – all new and revised edition with sharpened focus on how leaders earn and sustain credibility
  • Study of Jim Collins’ entire body of work on Good to Great companies, what drove some to fail, and others to thrive in uncertain times

Taking the course is an investment in oneself and the returns on the investment can be infinite. Graduates consistently report that LILI gives them the tools to succeed and 70% report a measurable increase in the growth of their business since graduating. The LILI program is only available for NAIFA members.
 
The Leadership in Life Institute’s curriculum is based on the leadership writings of Stephen Covey, John Maxwell, Jim Collins and Kouzes & Posner. Each of the six sessions involves interactive learning in a small group setting.
 
REQUIREMENTS FOR LILI
To be considered for an upcoming LILI class, potential students must:
  1. Complete the application
  2. Meet the eligibility requirements
  3. Be approved by NAIFA-Florida
  4. Be a NAIFA member in good standing
  5. Commit to attending all 6 sessions
  6. Complete required assignments
  7. Pay student tuition
 
NAIFA members must first apply to participate in LILI.
 
Once approved students have two tuition options. Print materials: $900 and Digital materials: $800
Visit tdc.naifa.org/lili for additional information and to apply. tdc.naifa.org/lili
 
For more information or to apply, call NAIFA-Florida LILI Chair: Kelli Keith 352-361-1420 or NAIFA Florida 850-422-1701
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”.

February 10 @ 2:00 pm - 3:00 pm
ZOOM
Members Only: How to Double Your Practice in 24 Months February 10, 2021 2 pm eastern Chris Gandy Founder Midwest Legacy Group How to Double Your Practice in 24 Months OneAmerica top producer, Chris Gandy will share lessons that he learned while navigating his financial services career path. This session will provide great tools and resources to help your business grow. Registration: In the members portal, under the Calendar heading, select NAIFA Live. The webinar is brought to…

February 10 @ 3:00 pm - 4:00 pm
ZOOM
NAIFA's Main Street Mixer is a networking opportunity that gives all members, new and veteran, an opportunity to celebrate accomplishments, welcome new members and stay informed.The mixer will be held after each month's NAIFA-Live. Registration included with your NAIFA-Live registration.

February 12 @ 2:00 pm - 3:00 pm
ZOOM
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.

February 16 @ 12:00 pm - 1:00 pm
ZOOM
Tuesday, Feb. 16 at Noon (ET) This one-hour CE course provides advisors with details on education savings, including how creating a plan early can help their clients achieve their college dreams, and how investment returns can make a difference. Advisors will also learn about the rise in education costs and the education savings gap, understanding what savings options are available, and learn the various types of financial aid and 529 plans. Instructor is Steve Saladino. (The Florida DFS Course ID Find out more »

February 16 @ 1:00 pm - 2:00 pm
ZOOM
Q1 State of NAIFA Tom Michel, NAIFA President Kevin Mayeux, NAIFA CEO Diane Boyle, SVP Government Relations February 16, 2021 1 PM EASTERN Join us this month for our first "State of NAIFA" of 2021 webinar. MORE

February 17 @ 2:00 pm - 3:00 pm
ZOOM
Dispelling Myths about Reverse Mortgages Jim Silbernagel, CFP®, LUTCF Host Of Real Wealth® And Power Session LIVE Harlan Accola, CRMP, CSA National Reverse Mortgage Director, Fairway Independent Mortgage Corporation February 17, 2021 2 PM Eastern Join this session to learn when a reverse mortgage might make sense for your clients' plans to hedge for obstacles like: Taxes; Falling markets; LTC; Falling home prices. MORE The webinar is brought to you by     

February 18 @ 11:30 am - 1:30 pm
ZOOM
FEBRUARY 18, 2021 11:30 AM-1:30 PM EASTERN Underwriting & Product Selection During A Pandemic This course will teach you about underwriting and how it affects product selection, pricing and processing of business during a pandemic. Course ID: 115313 ~ 1 Hour CE ~ Course Level: Intermediate ~ Course Authority: CE 2-16, 2-18 Cost to Attend: Free     Moderated by Peachie Thompson, AALU, ALMI, ACS. CLICK HERE TO REGISTER! After registering, you will receive a confirmation email…

February 23 @ 2:00 pm - 5:00 pm
ZOOM
Make plans now to participate in NAIFA-Florida’s Virtual Legislative Day on the Hill – on Zoom Tuesday, Feb. 23 from 2:00 to 5:00 p.m. ET. This important event is hosted by President Craig Duncan and moderated by our Lobbyist Tim Meenan of Meenan, PA in Tallahassee. Your participation provides valuable support to Tim and his year-round work of meeting with members of the Legislature to protect our industry and our pocketbooks! Hear from top legislative and regulatory leaders in Tallahassee.…

February 24 @ 2:00 pm - 3:00 pm
ZOOM
LECP: OneAmerica Webinar Chris Gandy Founder Midwest Legacy Group Michelle Prather Senior Regional Sales Director, Care Solutions OneAmerica February 24, 2021 2 PM EASTERN Description to follow. MORE The webinar is brought to you by

February 25 @ 2:00 pm - 3:00 pm
ZOOM
Why the Industry Needs More African-American Female Advisors Kristen Eskew OneDigital Business Development Executive Martina Jimenez Sperry Centurio Wealth, LLC Managing Partner February 25, 2021 2 PM Eastern Join our panelists for a discussion on the importance the role African-American women play in financial decision-making for their families, and why now more than ever we need more female African-American advisors. MORE The webinar is brought to you by

February 26 @ 11:15 am - 1:30 pm
ZOOM
NAIFA Central Florida Two Hours CE Class NAIFA-CF is pleased to offer a two hours CE class on Friday, February 26, 2021 from 11:15 am to 1:30 pm. TOPIC: Annuities - The Miracle Of Guaranteed Income - Virtual Class Course #116486 Course Offering #1138983 Instructor: Michael Aun, FIC, LUTCF, CSP®, CPAE Speaker Hall of Fame® From 11:15-11:30 is a Million Dollar Sales Idea and the CE Class is from 11:30 am to 1:30 pm. COST NAIFA Members - Free Non-Members $15 Click the link below…

March 2021

March 10 @ 2:00 pm - 3:00 pm
ZOOM
Calling all NAIFA members! Each month we gather together and hear from a great speaker in our industry as one nation, one NAIFA. Check out our NAIFA Live page and mark your calendars for the next meeting.

March 10 @ 3:00 pm - 4:00 pm
ZOOM
NAIFA's Main Street Mixer is a networking opportunity that gives all members, new and veteran, an opportunity to celebrate accomplishments, welcome new members and stay informed.The mixer will be held after each month's NAIFA-Live. Registration included with your NAIFA-Live registration.

March 12 @ 2:00 pm - 3:00 pm
ZOOM
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.

March 31 @ 11:30 am - 1:00 pm
ZOOM
ACHIEVE YOUR GOALS FASTER AND EASIER BY CREATING DAILY ROUTINES TO REPROGRAM YOUR MIND It's not just a number's game, it's an energetic game. Join business and mindset coach, Ralph Mazzuoccolo as he shares his secret to winning the day and winning more business. Ralph started in the financial industry and then went on to build his own business and create a top performing sales team. You will learn: How to maximize the two most important times of your day. How to…
While many of our members may not choose to be in the office, or otherwise are self-isolating at home, we realize that your Florida DFS continuing education requirements are still in place. Please see below for a list of virtual CE and professional development opportunities – so you’re able to stay compliant during this challenging time.
 
Kaplan Educational – Online Classes for NAIFA-Florida Members -- 15% discount
 
A corporate partner, Kaplan Educational is offering NAIFA-Florida members their Total Access CE package at a 15% discount – only $33.15! It’s the most economical and efficient way to satisfy CE requirements for both Life & Health and Property & Casualty. This package is geared for the self-study learner who wants to earn CE over a longer period of time:
 
·        365 days of unlimited access to Kaplan’s unmatched library
·        Immediate results with instant exam scoring
·        The ability to retake exams as often as needed
·        Interactive CE tracking system
·        Printable certificates
·        CE submission to one state
 
 Click here for more information on NAIFA-Florida CE Opportunities.
Welcome New and Returning Members!

NAIFA-Florida would like to welcome new members and returning members to the association – for the month of January. 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.

Thank you to our 2021 Corporate Sponsors!