NAIFA-Tampa Bay

NAIFA-Tampa Bay NAIFA protects & promotes the critical role of insurance provided by professional agents & advisors.

Service before success encapsulates what the NAIFA experience is all about. If you're invested in helping to move the fi...
06/12/2026

Service before success encapsulates what the NAIFA experience is all about. If you're invested in helping to move the financial services industry forward, becoming a member of NAIFA is the best way to contribute. Through advocacy and networking, NAIFA members maintain a direct throughline to impact all areas of the financial services sector, whether state, local or federal government, or industry standards and practices.

As posited by this member, being a NAIFA member allows you to be a part of something bigger than yourself, and to boot, there is a tangible ROI on sustainability in business. Learn more by visiting https://hubs.ly/Q04ld4fm0.

06/10/2026

If you are committed to the financial services profession and the clients it serves, being a member of NAIFA is the best way to exemplify that commitment to moving the industry forward and serving Main Street in the best way possible. As Corey Schneider, CFP, AIF, Founder & CEO for Sentinel Solutions says, "when you give, you receive," and becoming a member of NAIFA is precisely how you give back to the industry, either with time, donating, advocacy, or all of the above.

NAIFA members play a pivotal role in enhancing industry efficacy and are rewarded for it in return. Not a NAIFA member? You can change that by visiting https://hubs.ly/Q04kLGBg0.

One connection can lead to a new client, referral partner, business opportunity, or friendship.That's why we're bringing...
06/09/2026

One connection can lead to a new client, referral partner, business opportunity, or friendship.

That's why we're bringing together professionals from NAIFA Tampa Bay, FICPA, the Hillsborough County Bar Association, and the Tampa Bay Estate Planning Council for the Across the Bay Collaborative – Summer Edition.

Join us on June 25 and expand your network with professionals from across the Tampa Bay area.

Register today: https://hubs.ly/Q04kKV1D0

In addition to the strong advocacy arm, continuing education opportunities and marketing resources, among others, NAIFA ...
06/08/2026

In addition to the strong advocacy arm, continuing education opportunities and marketing resources, among others, NAIFA members are also primed to be acknowledged via industry recognition that relays credibility, commitment to service, and trust. Honors such as the Life Insurance or Multiline NAIFA Quality Award are instrumental in instilling trust and comfort in clients who want to know that their advisor truly has their best interest at heart.

Beyond industry knowledge and technical expertise, Main Street wants to know that their advisor is also a neighbor and friend. NAIFA's recognition aspect of member benefits achieve just that. Become a member today by visiting https://hubs.ly/Q04kx_ql0.

Proof of concept from a NAIFA member on the impact of NAIFA benefits on practice sustainability. Life Happens is but one...
06/05/2026

Proof of concept from a NAIFA member on the impact of NAIFA benefits on practice sustainability. Life Happens is but one of the many practical applications that, when employed and the course is stayed, being able to make it through the first 5 years in the indistry becomes an afterthought. Membership to NAIFA is well worth the investment, whether you're seeking professional development, marketing, building a network, or advocating on Capitol Hill.

Learn more by visiting https://hubs.ly/Q04kh81y0.

From Congressional Conference to National Leadership Conference and FSP Institute, NAIFA’s annual events connect you wit...
06/01/2026

From Congressional Conference to National Leadership Conference and FSP Institute, NAIFA’s annual events connect you with world-class leaders in every sector of financial services. Beyond the marketing, advocacy, and continuing education benefits, which are abundant, NAIFA members have easy access to a network of peers who can provide counsel and best-practices on faculties that directly translate to practice sustainability.

It's part of the NAIFA experience, and you can learn more about NAIFA's events calendar and peer network by visiting https://hubs.ly/Q04jC8GR0.

Expand your network this summer at the Across the Bay Collaborative – Summer Edition.Join NAIFA-Tampa Bay, FICPA, the Hi...
06/01/2026

Expand your network this summer at the Across the Bay Collaborative – Summer Edition.

Join NAIFA-Tampa Bay, FICPA, the Hillsborough County Bar Association, and the Estate Planning Council for an evening of networking, collaboration, and professional connections across the Tampa Bay area.

Register today: https://hubs.ly/Q04jCwkp0

Another great NAIFA Tampa Bay event in the books ☕Thank you to everyone who attended our Coffee & CE on Housing Wealth S...
05/15/2026

Another great NAIFA Tampa Bay event in the books ☕

Thank you to everyone who attended our Coffee & CE on Housing Wealth Strategies for Retirement Income, Chris Bruser for teaching a fantastic course, and Equitable for hosting us.

We appreciate everyone who came out to learn, connect, and grow together as professionals.

☕📚 Earn your CE and start your morning with purpose.Join NAIFA Tampa Bay for Housing Wealth Strategies for Retirement In...
05/04/2026

☕📚 Earn your CE and start your morning with purpose.

Join NAIFA Tampa Bay for Housing Wealth Strategies for Retirement Income, presented by Chris Bruser.

In just one hour, you’ll gain practical strategies to better incorporate housing wealth into your retirement planning conversations and deliver more value to your clients.

📅 May 14
⏰ 8:00 – 9:00 AM
📍 Tampa, FL
☕ Coffee & bagels included

Spots are limited — secure yours today.

👉 Register at https://hubs.ly/Q04flfLS0

☕🔥 Turn Your Morning Into an AdvantageFinancial professionals — if housing wealth isn’t part of your retirement conversa...
04/27/2026

☕🔥 Turn Your Morning Into an Advantage

Financial professionals — if housing wealth isn’t part of your retirement conversations, you’re leaving a major opportunity on the table.

Join NAIFA-Tampa Bay for a focused, high-impact CE session:

Housing Wealth Strategies for Retirement Income
Presented by Chris Bruser

In just one hour, you’ll gain practical strategies to better position home equity within your clients’ retirement plans, elevate your conversations, and stay ahead in an evolving planning landscape.

📅 May 14
⏰ 8:00 – 9:00 AM
📍 Equitable Advisors – Hall of Fame Conference Room
☕ Coffee & bagels included

Spots are limited and this is the kind of insight that separates advisors who react from those who lead.

👉 Register now at the link below and secure your seat. https://hubs.ly/Q04dCzF20

Address

600 State Street, Suite A
Cedar Falls, IA
50613

Telephone

+18778662432

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