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Recent Updates

Medical loss ratio harms consumers, agents

A new survey by the National Association of Insurance and Financial Advisors shows that the federal health care law’s medical loss ratio provision has had a devastating effect on agents’ ability to maintain a high level of customer service to their clients.

Kelsey National - Disability Insurance to Safeguard Your Income

NAIFA: Senate Bill on Insurance Licensing Would Benefit Agents and Consumers

Sens. Jon Tester (D-Mont.) and Mike Johanns (R-Neb.) have introduced the National Association of Registered Agents & Brokers Act (NARAB II), which would establish a federal licensing clearinghouse for insurance agents who operate in multiple states.

SRO Bill Will Provide Appropriate Oversight of IAs

Financial Services Committee Chairman Spencer Bachus and Rep. Carolyn McCarthy, a member of the Committee, introduced bipartisan legislation calling for a self-regulatory organization to fill gaps in Securities and Exchange Commission (SEC) oversight of investment advisers.

Brian Ashe Is Named 2012 John Newton Russell Memorial Award Winner

The life insurance industry’s highest honor will be presented at the NAIFA Career Conference and Annual Meeting in September as a tribute to his more than 40 years of service and contributions to the industry.

CFP Program

No classes are currently scheduled. Check back often, or call the NAIFA-Florida office, at (850) 422-1701, to see when the next classes will begin.

Classes are normally held in Tampa, and include the six modules of study which fulfill the educational requirements for the Certified Financial Planner (TM) designation. The accelerated program of study is endorsed by NAIFA-Florida, and is usually offered one weekend per month for 12 months.

Offered by Tallahassee Community College, this program of study is the only Professional Financial Planning Program endorsed by NAIFA-Florida. Members receive a $100 discount on the initial deposit.

For a copy of the CFP Form Click (HERE)

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