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Upcoming Events

Licenses Concept. Word on Folder Register of Card Index. Selective Focus.

Ongoing Prelicensing Course

Know someone who is thinking about taking a Florida insurance prelicsensing course? NAIFA-Northeast Florida partners with XCEL Testing Solutions to provide online prelicensing courses.

XCEL Testing Solutions headquartered in Jacksonville is a national leader in online insurance education.

In partnership with NAIFA-Northeast Florida, students can now enroll in the industry-leading "Prepare to Pass Course Bundle" Pre-Licensing courses for only $99.00! The bundle include the Florida-approved 2-14 - Life & Variable Annuity, 2-15 - Life, Health and Variable Annuity, or 2-40 - Health and Accident111 course, Cliff Notes, Prep Review Course, State Exam Simulator and Student Mentoring.

Use the promo code NAIFAJAX to receive the $100 discount off tuition!

LEARN MORE & ENROLL


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March Member Meeting

Lori Camp

March 28, 2024

11:30 am - 1:00 pm

Join NAIFA-Northeast Florida on March 28th for our Monthly Member Meeting! We will hear from Lori Camp of Soul Sisters on learning how to up your digital marketing game.

Soul Sisters is a woman owned digital marketing agency with offices in Fernandina Beach and Lake Helen. Lori spent the majority of her career in Healthcare – but decided to pivot in 2020 and forged a new path in Digital Marketing.  Melissa Chapman has worked in the IT Field and Higher Education prior to shifting to marketing.  Together, they created Soul Sisters Digital Design, where they focus on getting to know their clients, and working hard to ensure that those clients achieve their goals. Soul Sisters Digital Design is your full scope digital marketing partner.  Specializing in website design, search engine optimization, google map listings, PPC (Google Ads), Social Media Ads, and Social Media Management. 

We can't wait to see you!

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 33216

REGISTER HERE


Past Events

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February Member Meeting

February 22, 2024

11:30 am - 2:00 pm

Join NAIFA-Northeast Florida on February 22nd for our Monthly Member Meeting! We will hear from business coach Matt Rocco of Sandler Training.

Currently, Matt leads businesses through Sandler Training, where he finds great joy in witnessing the success of others in their endeavors. Grounded in his early desire to see others thrive and find fulfillment, Matt has dedicated his life to applying hands-on principles and practices that foster continuous growth in all aspects of life. Sandler Training provides him with a platform to share success ideas, methods, and approaches, while allowing him to channel his passion for business development, growth scaling, coaching, and mentoring.

We can't wait to see you!

Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 33216



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Legislative Updates

Daniel Olson
Meenan P.A.
Government Consultant

October 26, 2023

11:30AM - 1:30PM

Dan Olson is a Government Consultant responsible for lobbying the executive and legislative branches on behalf of the Firm’s clients.

Dan served fifteen years in Florida’s executive agencies, working in multiple high-profile leadership roles, and three Governor’s administrations. He has extensive experience in Florida’s heavily regulated industries, including alcohol, gaming, tourism, and tobacco.

Prior to entering the private sector, Dan served as Director of Government Relations for Florida Attorney General Ashley Moody.  In that role, he led multiple legislative efforts and helped Florida settle over $1.9 billion in opioid litigation.  He oversaw state and federal lobbying, with a focus on budget and legislative priorities including, opioid abatement, national and state-wide litigation issues, anti-trust, criminal justice, racketeering, and elder fraud. Dan also advised the Attorney General on matters for consideration before the Governor and Cabinet, involving complex land issues and cabinet agency policies and rulemaking.  Click here to learn more about our speaker. 

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 


Mike Roberts

Planning for Business Owners "Setting the Table" and High Net Worth Individuals

Mike Roberts
CPT Wealth Strategies
Founding Manager Partner

November 16, 2023

11:30AM - 1:00PM

Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL


MEETING DATES

October 26
NAIFA Florida 
Legislative Update Luncheon
11:30am - 1:00pm
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 

November  16
Chapter Luncheon
11:30am - 1:00pm
Location
Terra Gaucha Brazilian Steakhouse
4483 Southside Blvd
Jacksonville, FL 
December
No chapter meeting scheduled.