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About Us

Meet 2020 Board of directors

Meet 2020 Board of directors

Meet 2020 Board of directors

Scott Rosen, LUTCF

PRESIDENT


Sam Abdulllah

President-Elect


Immediate Past President

Secretary-Treasurer

Jeff Toeniskoetter, FICF


National Committee Person

Barnie Walker, Jr., LUTCF, LACP


Directors:

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

Derek Taube


Executive Director

Claire M Gamelin




Meetings/C.E.

Meet 2020 Board of directors

Meet 2020 Board of directors

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.


Welcome New Members

Meet 2020 Board of directors

Welcome New Members

Maureen Eakins
Liberty Mutual


Gary Fillweber


LaShaun Johnson


Jacqueline Perez
American Nationwide Insurance


Nenita Renner


Barbara Sacks

Leaders Group


Derek Taube

Brightway Insurance Agency


Sabrina Torrella
Northwestern Mutual


David Acker
Partner, New  York Life

Evan Murray

Murray Insurance Services

About Us

advocacy

naifa + naifa-fl

naifa + naifa-fl

  

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 advocacy@naifa.org.

Learn more

naifa + naifa-fl

naifa + naifa-fl

naifa + naifa-fl

National  Association of Insurance & Financial Advisors- Florida

www.naifa.org


NAIFA - Professional Liability Insurance Program

www.calsurance/naifa



National Association of Insurance & Financial Advisors - Florida

www.naifa-florida.org


 

NAIFA members put the best interests
of their clients first

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

Learn more

quick links

naifa + naifa-fl

quick links

Women in Insurance & Financial Services - Gold Coast Chapter

www.wifsgoldcoast.com


Palm Beach Association of Health Underwriters

www.pbahu.org


My Florida CFO

(Agent Profile & Info)

www.myflorida.cfo.com



Million Dollar Roundtable

www.mdrt.org




 

Learn more

email us:  admin@naifa-palmbeaches.org



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