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  • Tuesday, July 24, 2018 10:06 AM | NAIFA Tampa Bay (Administrator)

    Congratulations NAIFA -Tampa for receiving the award at the Florida state conference as the local with the most new members. 

    Great growth and great events this past year. Come join us at our next event! 

  • Thursday, March 29, 2018 10:14 AM | NAIFA Tampa Bay (Administrator)

    Van Mueller, LUTCF, is a Registered Representative with The Wisconsin Agency of New England Financial Services.  January 23, 2014, marks Van’s 41st year as an insurance agent.  He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of the Table for the last twenty-six years. 

    He served as President of the Milwaukee Association of Insurance & Financial Advisors for the 1998-99 year, and has been Membership Chairman for both Milwaukee and the State of Wisconsin.  Van also served on the Annuity Advisory Panel, the Middle Income Task Force, the Sales Idea Committee, and the Program Development Committee for MDRT.  Van has served two 2-year terms on the Top of the Table board. 

    Van was awarded the Milwaukee NAIFA Distinguished Service Award for 2003.  And in 2010 Van was the proud recipient of the A. Jack Nussbaum Distinguished Service Award for NAIFA, and has qualified many times for the National Association of Health Underwriters Leading Producers Round Table. Van was selected by Senior Market Advisor Magazine as the 2010 Advisor of the Year.

    Van has spoken to groups around the world, including being a main-platform speaker at MDRT in 1998 in Chicago and the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui, HI.  Van was a Main Platform Speaker at the 2003 and 2005 and 2009 NAIFA Conventions. He was a speaker at MDRT and at the NAIFA Convention for 2006, and again in 2007, 2010 and 2011.  He was a main platform speaker for the MDRT Experience in Tokyo, Japan in April of 2008.  He has also written many articles for various publications, including the “Close” for Senior Market Advisor Magazine.

    Register for our May Meeting here!

  • Tuesday, March 27, 2018 12:24 PM | NAIFA Tampa Bay (Administrator)

    Join NAIFA-Tampa and the Epilepsy Services Foundation Celebrating the 30th Annual Golf for Kids Classic!

    Date: Friday, April 27, 2018

    LocationBloomingdale Golfer's Club


    Registration/Lunch - 11:30 AM

    Call to Start - 12:45 PM

    Shotgun Start - 1:00 PM

    Dinner - 5:30 PM

    Click here for print registration form with complete details including sponsorship opportunities, or register online here.

  • Thursday, February 15, 2018 4:12 PM | NAIFA Tampa Bay (Administrator)

    Thomas “Tom” Cannizzaro CFP, CLU, ChCF is a familiar face to the NAIFA community and especially to the Tampa Local.  Tom is an expert on charitable giving, and has consulted with hundreds of advisors and non-profits across the country on strategies for maximizing the impact of giving using life insurance.  He will take us through the process required to successfully fulfill the charitable ambitions of clients, considering new tax law changes and their effect on retirement and legacy planning.

    Please join us for this very special presentation of “Breakfast with NAIFA Tampa,” and hear Romy’s story first hand.  Invite clients and the board members of the charitable organizations you serve to learn best practices for maximizing philanthropic giving.  A portion of our proceeds will be donated to Stay in Step, so let’s show an American hero NAIFA Tampa’s support.

  • Wednesday, February 14, 2018 4:11 PM | NAIFA Tampa Bay (Administrator)

    Chief Warrant Officer Romulo “Romy” Camargo has been in the United States Army since April of 1995.  Most of that time has been spent in the Special Operations community with the 75th Ranger Regiment and 7th Special Forces Group.

    On September 16, 2008 (during his third deployment to Afghanistan) Romy’s mission had been cancelled. He opted to do a humanitarian mission which involved medical professionals traveling to take care of villagers.  This was considered a low risk mission, but as soldiers know, there is no such thing as low risk in a war zone.  Romy’s detachment was ambushed, and he was shot through the neck and paralyzed from the shoulders down.

    Romy’s trials since that fateful day are too numerous to recount in this limited space.  After returning to the States, Romy and his wife Gaby, decided to turn adversity into opportunity and on June 20th, 2015 they opened Stay in Step Spinal Cord Injury Recovery Center in Tampa, FL.  They provide service to veterans and civilians from around the country, who come not only for the physical rehab, but also for the taste of the mental toughness it takes to thrive on this special journey.

  • Thursday, January 18, 2018 1:17 PM | NAIFA Tampa Bay (Administrator)

    Thomas V. Cannizzaro CFP®,CLU,Chfc

    Specialist In Life Insurance Based Financial Planning

    1990 Main Street, Suite 750

    Sarasota, FL 34236

    941 587-7810

    Thomas V. Cannizzaro has over 35 years of experience in the financial services industry, specializing in Life Insurance Based Financial Planning.  Tom is a Certified Financial Planner™ (CFP®) and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.  He has created customized planning concepts, such as “Simple Solutions to Complex Financial Problems” and “Make Giving Go Further with The Policy That Gives”™, “Living Better, Leaving More”™ Planned Giving Using Life Insurance, “The Gift of Love, The Gift of Philanthropy, The Gift of Love and Philanthropy”, Life Insurance – The Gift of Philanthropy, Adding Life to Your Business, Strategies in Wealth Transfer and Legacy Planning, Aging With Dignity – Protect and Preserve Your Assets and Your Legacy, Is Your Planning Up To PAR and many more .  He is a frequent speaker and instructor at industry events, and has been quoted in numerous publications, including Life Insurance Selling, Journal of Financial Planning, and USA Today. 

    Originally from New York, Tom has resided in Florida for 19 years.  He is a member of the Southwest Florida Estate Planning Council, a member of the Financial Planning Association (FPA), member of Society of Financial Service Professionals (SFSP), member of National Association of Insurance and Financial Advisors (NAIFA), member of South West Florida Planned Giving Council, a member of the Sarasota Memorial Hospital Foundation’s Advisor Network, a Founding Member of The University of Florida Advisor Network and an Instructor at Osher Life Long Learning Institute (OLLI) with Eckerd College.

    Tom has reviewed thousands of cases for individuals, businesses, and many non-profit organizations, and looks forward to working with you as a partner in providing customized Life Insurance Based Financial Planning solutions.

  • Friday, October 20, 2017 12:20 PM | NAIFA Tampa Bay (Administrator)


    LILI is a program exclusively for NAIFA-Florida members who are volunteer leaders in their local association, or think they may have an interest in serving as a volunteer leader. The class meets once a month for 6 months, and will create a tremendous opportunity for personal growth in every aspect of the participant’s life.

    Members who participate will encounter the very best in personal and career development thinking presented by outstanding leaders, and experience an attitude and environment conducive to deep, prolonged emotional, intellectual and professional growth. Information, practical tools, and stimulating dialogue are provided through interactive group sessions, small-team building sessions and personal reflection time.

    LILI isn’t for everyone, and is limited to 14 participants per class. In addition to other selection criteria, candidates have to be well-rounded, financially stable individuals of good character and reputation. Candidates also must demonstrate a desire to make a positive difference in their local association, the industry and their community. Candidates are required to have two full years of insurance or financial services business experience, and must be approved by their local association and the NAIFA-Florida LILI Candidate Selection Committee. Candidates will also be asked to sign a promise to give back two years of volunteer service to their local association.

    NAIFA-Florida’s highly-popular Leadership in Life Institute (LILI) is now accepting applications for 2018 – registration deadline is Nov. 30, 2017. This year’s class will be held in Tampa.


    Wednesday -1/24/2018 (in Tallahassee, in conjunction with NAIFA-Florida Legislative Day-on-the-Hill)

    Friday – 2/16/2018 (Tampa)

    Friday – 3/23/2018 (Tampa)

    Friday – 4/27/2018 (Tampa)

    Friday – 5/25/2018 (Tampa)

    Friday – 6/22/2018 (Tampa). Graduation will be held Thursday July 19 (in Orlando, in conjunction with the NAIFA-Florida state conference).


    Tuition is $890 (does not include hotel, travel, or meals). NAIFA-Florida Education Foundation is pleased to offer $200 scholarships to the first 10 students who apply.  (NOTE: Scholarships will be granted on a reimbursement basis following class completion and student LILI experience video testimonial submission.

    Click here for a testimonial video from 2017 LILI graduate Michele Wilkinson. 

    Need more information? If you think LILI is right for you, or that it is something you need, please contact  Steve Saladino at (813) 872-5869.


    • Complete your application now! Click here for the latest LILI Student Application.


    • Get Connected!! Join LILI Alumni Networks Today on Facebook. For more information, click here.


    • “I love everything about it. I am truly glad I took this class.”Kathryn L. Suter, Agent with Allstate Insurance Company, NAIFA-Sarasota

    • “LILI is all Steve Saladino promised it would be. I am growing exponentially. What a great group! Thank you for recommending it.”Connie Mosley, LUTCF, FSS, SagePoint Financial, Inc., NAIFA-Tampa

    • “While LILI is an opportunity for great personal discovery, it also provided plenty of useful, practical assistance that was immediately applicable to my practice. It was fun, challenging, and helped me sharpen my saw. I’m still unwrapping the many gifts that it blessed me with.”Bryon Holz, CLU, ChFC, CASL, LUTCF, NAIFA-Tampa

    • “Although the focus was still on us as individuals, I realized that LILI is about much more than improving our locals. It is all about developing ourselves and our leadership capacity within ourselves. The skills I have learned will benefit me for my lifetime.”Kolleen Edwards, NAIFA-Pensacola

    • “When I was approached to take the LILI program, my first reaction was: “Why? What’s wrong with me?” And then I had to consider the demands of my personal life — my Mom had recently passed away, I needed to concentrate on my business, the time and distance commitment, etc., etc., etc. Part of what I learned in LILI was the invitation to join the class was a compliment — about what was actually right with me, not wrong. LILI assists us in identifying our strengths and weaknesses, solidifies our commitments, and defines the meaning of integrity beyond anything we thought possible. I was a 2008 LILI Graduate and I own my own business. I was the first Paramedical representative to take LILI in Florida, and as a results, 2008 was the best year I’d had until then (by far!). The fundamental emotional fortitude you find in LILI never leaves you. If someone cares enough about you to approach you about LILI, or you care enough about yourself, your relationships and your career, I urge you to take the leap of faith. You will not regret it. It is a small investment in becoming a better YOU.”Alicia Burst, NAIFA-Jacksonville

    • “LILI was indeed worth the time commitment. Not only did we establish deeper personal relationships with our class members, we learned that we were not alone in this daily struggle called life. The LILI coursework put heavy emphasis on personal development through a number of resources: books, movies, and our own required writing assignments. It reminded me of college, except more practical than theoretical. We were required to dive into uncomfortable areas but the end results of the exercise were quite rewarding. I would strongly recommend participation in LILI. It matters not one’s age or experience, only the willingness to learn.”Curtis Neuman, NAIFA-Ocala

    • “LILI’s coursework provided valuable growth opportunities – how to grow professionally, how to grow personally — and it gave me a richer understanding of my professional association. As a result of my LILI experience, I feel I’ve become more well-rounded both as a professional and as an individual. More importantly, I’ve become a better leader.”Jeff Chernoff, NAIFA-Tampa

    • “As a LILI graduate, more than anything else, I became more committed to NAIFA and, specifically, to my local association.”Denwood Parrish, NAIFA- Space Coast

    • “For years I put off applying for LILI because I wasn’t sure what benefit I would receive by attending yet another ” leadership” class! I was totally wrong in my skepticism and have been pleasantly surprised by the wealth of wisdom & opportunities afforded me after graduation! This class isn’t just for growing your business. The skills you’ll learn will help you in your everyday life, especially with challenging family dynamics that so many of us are facing.”Toni Stanaland, NAIFA-Tampa

    • “I took LILI in Harrisburg, PA about five years ago. It was a life changing event. After the 5th or final 6th class, something changed in me. I finally had inner peace and happiness for the first time in my life. I’m puzzled that the NY Life’s, Mass Mutual’s, Pru’s, and Northwestern Mutual’s of the world do not make this a mandatory class for their advisors, and then pay for the class upon completion.”William Small, NAIFA- Palm Beaches

    • “I participated in LILI five years ago and found it to be an incredible experience! The friendships made were priceless and impactful. The information and skills developed have helped me become a much better agent. I would recommend that anyone serious about our industry should sign up and attend a LILI course — it will be a life changer!”Blake Thomas, NAIFA-Daytona Beach

    NAIFA Florida Education Foundation

    P.O. Box 14365 Tallahassee Florida 32317

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  • Monday, October 16, 2017 5:02 PM | NAIFA Tampa Bay (Administrator)

    A financial professional for over 25 years, Regina specializes in Financial Planning for Successful Business Owners and their families.  With her enthusiasm, dedication, and extensive knowledge, she helps her clients create a financial roadmap distinctive to their unique needs, by putting “their lives” into their financial plan.  Areas of particular expertise include all facets of business and succession planning and coordinated estate/legacy planning. 

    Soon after joining Mosaic Wealth Consulting, Regina became 1 of 65 financial planners in the country invited to join Sagemark Consulting Private Wealth Services (an elite group within Lincoln Financial Advisors).  Soon thereafter, she then became 1 of only 9 Advanced Select Members of the group, demonstrating advanced skills in financial planning for clients in the very high net worth category.  As a Business Intelligence Institute® Specialist, she brings creative design ideas to her clients in all areas of business owner planning.

    Regina holds a bachelor’s degree from Duquesne University, and as a “student of the business”, she has earned the “Certified Financial Planner” Practitioner (CFP®) certification, as well as the CRPC®, Certified Retirement Planning Counselor designation. 

    Regina gives back to her community being an active member of Rotary, and by serving on the Board of Directors for Greensburg Community Development Corporation and the Westmoreland Symphony Orchestra.  In addition, Regina volunteers, supports, and serves on committees for many organizations.  Regina also gives back by educating the community at large with financial education workshops.

    Regina, and her husband, Darren, enjoy traveling, playing golf and tennis, and spending time with their family.

    “Most of my clients have achieved very high levels of success and have worked hard to build their businesses and financial security for themselves and their families.  It is my passion to help them take their vision, values, and goals and create a distinctive wealth plan designed to protect them and their families now and into the future.”

  • Sunday, October 15, 2017 5:05 PM | NAIFA Tampa Bay (Administrator)

    (Director, The WISE Group of Lincoln Financial Network) – St. Petersburg, FL

    After spending fourteen years growing the Network for Women Advisors at Raymond James, Nicole joined Lincoln Financial Network to serve as the Director of the WISE Group in February of 2015.  As the WISE Group Director, she manages a range of programs designed to supercharge the success of women financial professionals across the nation. Leveraging her background in women’s studies and as a researcher into issues that affect women investors, Nicole works with her board of ten advisors, to develop leading-edge resources especially designed to provide women with everything they need to grow their businesses.

    Nicole focuses her time on supporting the growth of LFN, by attending and hosting events throughout the industry focused on women advisors. Nicole works directly with the board to design and execute the WISE Group Symposium, an annual forum designed to allow women to share ideas and experiences with each other, as well as hear from industry experts. The WISE Group committees focus on six areas of growth– Education, Public Relations, Mentoring, Next Generation Clients, The WISE Group Symposium, and Recruiting new advisors to the firm.

    Nicole has been featured in On Wall Street and Investment News, as well as numerous other industry publications. She has spoken at Women’s events throughout the country and is passionate about both increasing the number of women in the industry and financial literacy for women.

    Outside the office, Nicole is a supporter of the charity Angels Against Abuse, an organization dedicated to building awareness and educating the community about issues regarding neglect and abuse against children. She serves on its board of directors. She also sits on the Funding the Future board of directors, a National non-profit committed to providing financial education to our youth.

  • Wednesday, October 11, 2017 3:23 PM | NAIFA Tampa Bay (Administrator)

    “Lessons from Women in Financial Services & Serving the Women’s Market”

    You don’t have to look very far in the greater Tampa Bay area to meet up with a wealth of successful women in financial services.  But in an industry that desperately seeks new talent, offers unlimited income potential, and provides what might be “the best” career for work-family balance, women account for just 16% of all financial advisors.  Why?  What does this mean to advisors looking to serve the needs of the women’s market while building a sustainable practice?


    By the numbers:

    -           Women currently hold 51% of the nation’s wealth.

    -           Women represent 30% of all small business owners.

    -           Women are the primary earners in 40% of all households.

    -           Women are the primary caregivers in 66% of home-care cases.

    -           Women report that only 54% can plan to retire after the age of 65 if at all.


    Join us as at the NAIFA Tampa Women Advisors Forum and hear first-hand how our highly accomplished panel are transcending unique challenges and building their practices.  Learn how communications strategies, branding, value proposition, networking, mentoring, and practice management lead to success in the women’s market and beyond.  This is a rare opportunity to hear directly from some of the most well-respected women in Tampa Bay financial services.   

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