A Professional Association of Insurance and Financial Advisors
February 2022 Edition
February 16, 2022, 10:00 am: 1-hr. Zoom CE class, titled: “IRS Letter 226J”, Course Identification # 108510, Course Offering # 1155594.
Course Description: Letter 226-J is the initial letter issued to Applicable Large Employers (ALEs) to notify them that they may be liable for an Employer Shared Responsibility Payment (ESRP).
Moderated by Susan Luskin, FLMI, CLU, CEBS, RHU, ChHC, with Diversified Administration, Inc.
Price: Members: Free;
Advanced registration is required.
Certificate of Completion will be registered with the State and sent out shortly after the class
I would like to take this opportunity to wish everyone a healthy and successful 2022. 2021 had its challenges and I’m sure we are all ready to put them all behind us. As we shift our focus to 2022 and beyond, we would like to start off by welcoming our New NAIFA-Florida’s President George Royal and wish him a successful term.
NAIFA-Broward’s 2022 kick-off event will be a virtual event was Zoom meeting titled “Common Mistakes to avoid in Estate Planning and Medicaid” and featured NAIFA-Florida’s 2022 Day on The Hill will be held in Tallahassee, January 31-February 1. Here members get the opportunity to meet with Legislators and discuss issues that are vitally important to our members and our clients. To register for this event please visit https://naifa-florida.org.
If you are interested in being more involved in our association, or if you are interested in joining a Committee, please contact our Association Executive at email@example.com or you can contact me 954-591-9317(c)
Cheers to 2022!
Michele Thomas, BSC
Welcome New/Reinstated/Transferred Members
- Kerry Ann Rahate, Bovell Insurance & Financial Svcs
- Hugo Espiritu, Tree of Life Insurance
- Sean Gruber, The Gruber Agency
- Brad Greenleaf, Fairway Independent Mtge Corp.
Submitted by Michele Friedlander, RHU, REBC
Immediate Past President, Membership Co-Chairperson, & Sponsorship Chairperson
YAT Chair Report
Are you a new Financial Advisor? We have discounted membership rates! Reach out to me at firstname.lastname@example.org for more information
Submitted by Shir Keidan
Young Advisors Team (YAT) Chairperson
Gary Haft, CEP
NAIFA-Broward Senior Council
National Committee Chair Report
NAIFA-Broward was represented at the National Leadership Conference, NLC recently held in Washington, DC. Past NAIFA-Broward/NAIFA-Florida President and NAIFA Trustee Stephen Estler, CLU, ChFC joined me at the NLC. The day and a half event was packed with training on strategies to strengthen chapters on membership, political involvement, political action fund raising and the second annual Belong Event.
Outgoing NAIFA President Tom Michel gave an emotional summary of this past year highlighting our growth and diversity of NAIFA Nation. Portions of the conference was streamed live to provide for greater member engagement. The 2022 officers and trustees were elected and installed. NAIFA-Florida Past Presidents Bryon Holz was installed as President-Elect and Tom Cothron was installed as Secretary. The installation of two NAIFA-Florida members to serve on the executive board marks a first in NAIFA history. Both Holz and Cothron are in line to be NAIFA President 2023 and 2024. The NAIFA-Florida contingent represented nearly nine percent of conference attendees.
In addition to conducting leadership training and NAIFA business there was plenty of opportunities for networking, fun, motivation, recognition, and great food by former White House Chef Marti Mongiello.
The next NAIFA National Leadership Conference will be held in November, 2022.
National Leadership Conference, Washington, DC
CLU, RICP, LUTCF, LACP
National Committee Chairperson
IFAPAC Committee Chair Report
NAIFA-Florida IFAPAC Check delivered to Florida Representative Chip LaMarca.
Joseph Chalom, Chip LaMarca, Gary Haft
CLU, RICP, LUTCF, LACP
National Committee Chairperson
Community Service Chair Report
The NAIFA-Florida Education Foundation was reestablished in 2015 to educate the public, NAIFA-Florida members, and those wishing to pursue a career in Financial Services.
As we secure funding we will offer the following initiatives:
- Programs through which NAIFA locals can provide workshops for the public educating them in the areas of insurance and financial services
- Scholarships for NAIFA-FL members to pursue Leadership in Life Institute (LILI) and Life Underwriting Training Chartered Fellow programs (LUTCF)
- Scholarships for those interested in pursuing a career in Insurance and Financial Services
For more information please reach out to one of our board members.
What is NAIFA? Why are we Here?
Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multi-line, and financial advising and investments.
The mission of the National Association of Insurance and Financial Advisors is to advocate for the positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
100% of contributions are tax deductible, 100% of monies donated go directly to the foundation, and our board is made up of all volunteers.
Please, Support your NAIFA_Florida Foundation:
Support the Foundation | | NAIFA Florida Education Foundation (nfef.org)
Patricia A. Martinez
MBA, LUTCF, CLTC
Community Service Chairperson
Lee S. Gorodetsky
Save The Date – More Information Forthcoming
- March 16, 2022, in-person lunch CE Class at Fort Lauderdale Country Club, title “Taxing Times”, sponsored by Allianz Life Insurance Company of North America.
- April 20, 2022, 11:00 am: hybrid meeting, Zoom and in-person CE Class, at Fort Lauderdale Country Club, title “Solutions for Business Owners”, moderated by Steve Saladino, with Principal National Life Insurance Co.