Scott Rosen, LUTCF
Immediate Past President
Jeff Toeniskoetter, FICF
National Committee Person
Barnie Walker, Jr., LUTCF, LACP
Darlene M Hanes, CLU, ChFC
Stefan Fatseas, LUTCF
Ken Gamelin, CLU, ChFC, LUTCF
Jonathan Moulton, LACP
Erick Gustafson, CLU
Charles F Edris
Frank Cummings, CFP, MBA
Claire M Gamelin
NAIFA - Palm Beaches offers varied continuing education programs along with monthly meetings throughout most of calendar year.
We offer local programs and promote other NAIFA Chapters programs that are virtual.
Until the end of 2020, the programs will be virtual.
Palm Beaches also provides 5 hr Mandated Law & Ethics Course for Life & Health Agents twice a year. The LTC Refresher Course once a year.
American Nationwide Insurance
Lisa Swinson Insurance Agency
NAIFA Advocacy Action Center.
This site will provide you information on NAIFA's Advocacy programs and offer all of the tools you need to become a politically active and involved advisor. Through this site, you will be able to:
Join your voice with thousands of other NAIFA members through IFAPAC to support candidates for state and federal office who understand the value advisors and agents play in securing America's financial future;
Contact your federal legislators on issues important to your industry;
Sign up to be a grassroots contact for your legislator and join NAIFA’s advocate network;
Learn more about the bills being monitored by our Government Relations team, and much more!
Questions about this site and/or NAIFA's advocacy efforts? Contact firstname.lastname@example.org.
National Association of Insurance & Financial Advisors- Florida
NAIFA - Professional Liability Insurance Program
National Association of Insurance & Financial Advisors - Florida
PREAMBLE: Helping my clients protect their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:
To help maintain my clients’ confidences and protect their right to privacy.
To work diligently to satisfy the needs of my clients by acting in their best interest.
To present, accurately and honestly, all facts essential to my clients’ financial decisions.
To render timely and proper service to my clients and ultimately their beneficiaries.
To continually enhance professionalism by developing my skills and increasing my knowledge through education.
To obey the letter and spirit of all laws and regulations which govern my profession.
To conduct all business dealings in a manner which would reflect favorably on NAIFA and my profession.
To cooperate with others whose services best promote the interests of my clients.
To protect the financial interests of my clients, their financial products and my profession, through political advocacy