NAIFA-Northeast Florida

Advocate. Educate. Differentiate.

National Association of Insurance & Financial Advisors-Northeast Florida

Together We Can Take on Anything.

Committing to your professional association provides ample opportunity for education, networking, and volunteer participation. By joining NAIFA, we become your partner, elevating your performance while providing a greater purpose to your professional work.

Why Belong to NAIFA

NAIFA's Advocacy Work

Prelicensing Courses

NAIFA-Northeast Florida has partnered with XCEL Testing Solutions to provide online prelicensing courses through NAIFA-Jacksonville. XCEL Testing Solutions headquartered in Jacksonville is a national leader in online insurance education.
Click here to learn more now.

Upcoming Events

Lorie Johns

Medicare 101 / ACA Health Plans

Lorie Johns

Tison Associates, Inc.

President & CEO

June 22, 2023

11:30am - 1:00pm

Click here to learn more about the speaker.

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Special Check Presentation to
Junior Achievement of North Florida

RSVP is necessary by June 19, 2023.

LOCATION:
Terra Gaucha Brazilian Steakhouse
4483 Southside Boulevard
Jacksonville, FL 32216

UPCOMING MEETING DATES

July & August
No chapter meetings

September 28
Life Insurance Awareness Month
Meetings on Main Street
(a special program in conjunction with NAIFA National details TBA)

October 26
NAIFA Florida Lobbyist - Tim Meenan
Legislative Update

November 16
Annual Meeting
Speaker - Mike Roberts
Planning for Business Owners
"Setting the Table"
"High Net Worth Individuals"

December - no chapter meeting scheduled

Click here to learn more about NAIFA National's calendar and events.
Networking
NAIFA Live
Quarterly Reports from
NAIFA President & CEO

Are you a Financial Security Advocate?
NAIFA has the Largest Grassroots Program in the Financial Services Industry

NAIFA's integrated advocacy program that includes state, interstate, and federal advocacy is the largest and most comprehensive advocacy program in the industry. The critical element in our 130+ year advocacy track record of success remains, and will always be, in our members' participation--otherwise known as grassroots engagement. Click here to learn how to receive the Financial Security Advocate badge.

Have You Scheduled Time to 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! A new class is forming in 2023 and we’d like to know if you’re interested!

Space is limited so RSVP today!

NAIFA’s Leadership in Life Institute (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. LILI develops leaders by fostering personal growth, enhancing business practices, and developing skills necessary for effective leadership.

Click here for more information.

NAIFA Florida Top 4 Advisors Under 40

Call for Entries
2023 NAIFA-Florida "Top 4 Advisors Under 40" Award
Watch for the application to be posted in the Fall of 2023

As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry.

This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida Board of Directors members. The award will be based on an advisor's 2021 commissions, NAIFA involvement, community involvement, and volunteer efforts in other organizations. For individual advisors, this program presents an opportunity to be recognized for their efforts. If you are a manager, or otherwise oversee advisors, this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential!

If a candidate is selected, they'll be recognized as one of Florida's Top 4 Advisors Under 40 on the NAIFA-Florida website, as well as recognition at the virtual Annual Awards Ceremony which will be held in conjunction with the installation of the association’s Board of Directors.

1 of the 4 - 2022 Recipients were from
NAIFA Northeast Florida
Congratulations Again!

Philip Rogero, FSCP, CRPS

Advocate

Advocate for your industry at our annual Legislative Day

Educate

Educate yourself at our Annual Conference.

Differentiate

Differentiate yourself by serving on one of our committees.