NAIFA Rhode Island

Join us at our next event

    • Tuesday, December 08, 2020
    • 9:30 AM (EST)
    • Zoom

    Join Delvin Joyce, former NFL player and current NAIFA member for an engaging chat on how to thrive in this new reality. Topics covered will include:

    1. Prospecting from home
    2. Expanding your professional brand
    3. Creating opportunities through your client service model


    Join us on Tuesday, Dec 8 at 9:30 AM



    ABOUT THE SPEAKER

    Delvin Joyce is Founder and President of Prosperity Wealth Group, a financial planning firm based in Charlotte, NC serving clients throughout the United States. Originally from Martinsville, Virginia, Delvin attended James Madison University, earning a B.A. in Business Marketing. While at JMU he was a member of the football team and received multiple All-Conference and All-America honors while breaking several school and NCAA records.

    Shortly after leaving JMU, Delvin joined the New York Football Giants as an un-drafted Free Agent in 2002 and made an immediate impact as the starting punt and kick returner. He retired from the NFL in 2005 and relocated to Charlotte, NC. Delvin joined Prudential’s North Carolina Financial Group as a Financial Services Associate in October 2006 and has held numerous leadership roles in Prudential Advisors including most recently, Managing Director of the South Florida Financial Group from 2012 to 2017. In July of 2017, Delvin returned to Charlotte to found Prosperity Wealth Group to help individuals and families achieve their financial objectives through fee-based financial planning.

    With a focus on community empowerment through financial literacy, Delvin frequently hosts or is invited to speak at seminars and events across the country to promote financial wellness. He has served as a financial expert for various media publications including the Washington Post, USA Today, Money Magazine, and Nerd Wallet while also serving as a featured speaker and panelist for multiple financial industry conferences. In 2019, Delvin was recognized by Black Enterprise Magazine as a BE Modern Man, a campaign designed to celebrate black men making valuable contributions in every profession, industry, community and area of endeavor. He serves on the Board of Directors for Youth Development Initiatives Inc, a Charlotte based non-profit that provides support for disadvantaged adolescent youth and currently serves on the Board of Trustees for the National Association of Insurance and Financial Advisors. 


    • Wednesday, December 09, 2020
    • 11:00 AM - 1:00 PM (EST)
    • Zoom
    Register


    Wednesday, December 09, 2020 | 11:00 AM - 1:00 PM

    Approved for 1 RI insurance CE credit.

    This 2 hour session will explore:

    • the latest thinking on retirement income planning
    • ways to help grow your clients’ money
    • make your client’ money last longer by incorporating annuities into the planning equation


    ABOUT THE SPEAKER:

    JEFFREY R CLARK, LUTCF, ACS, FLMI, CFS®
    Director of Advanced Strategies
    Jackson National Life Distributors LLC

    Jeff joined Jackson’s Advanced Strategies in September 2011. Prior to joining Jackson, he was the head of Guardian’s Retirement Center of Excellence in New York City, which also focused on growing advisors’ businesses through a sales oriented approach to advanced-planning concepts.

    A frequent industry speaker and author on retirement design, funding, and sales, Jeff has addressed the Association for Advanced Life Underwriting (AALU), Society of Financial Service Professionals (FSP), Million Dollar Round Table (MDRT) Top of the Table, and others. He has also authored articles for the CPA Journal, the Journal of Financial Service Professionals, and many other industry periodicals.

    Jeff is a Distinguished Military Graduate of The Canisius College of Buffalo, New York and earned a Bachelor of Science degree in Management with a minor in Accounting. He also holds FINRA Series 6 and 26 registrations and is a CFS® professional.


Past events

Thursday, November 19, 2020 Long Term Care in America Study
Thursday, November 12, 2020 November NAIFA LIVE: Sticktoitiveness
Thursday, November 05, 2020 “It’s Not How You Start, But How You Finish—Ending 2020 on a Positive Note”
Wednesday, October 28, 2020 Ethics 2020: Protecting your Clients, Protecting Your Practice
Tuesday, October 06, 2020 Performance & Purpose Conference
Wednesday, September 30, 2020 Quick Bytes: Decision Making
Wednesday, September 16, 2020 Quick Bytes: Using Reciprocity to Generate Revenue
Thursday, September 10, 2020 September NAIFA LIVE: Y[our] Work Matters
Thursday, August 13, 2020 AUGUST NAIFA LIVE FEATURING DAWN WOLFGRAM, CLF
Wednesday, August 12, 2020 Quick Bytes: Prospecting for Opportunities
Thursday, July 30, 2020 Quick Bytes: Perception & Self-Awareness
Wednesday, June 24, 2020 Quick Bytes: Growing Your Sphere of Influence
Tuesday, June 23, 2020 2020 Guide to Markets Webinar
Wednesday, June 10, 2020 Quick Bytes: Follow up and Re-Engagement
Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
Tuesday, May 19, 2020 NAIFA Nation Impact Week
Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
Monday, February 24, 2020 RI Life & Health Agent Qualification School
Thursday, February 20, 2020 The Distribution Continuum
Thursday, January 23, 2020 Advanced Retirement Distribution Strategies
Thursday, November 14, 2019 NAIFA RI & FSP Networking Event
Thursday, November 14, 2019 NAIFA RI Annual Meeting
Tuesday, October 29, 2019 Ethics Class
Thursday, October 10, 2019 NAIFA LIVE: The Power of Zero
Friday, September 13, 2019 NAIFA Live: How to Turn Your Successful Practice Into a Balanced Personal Life
Monday, May 13, 2019 2019 NAIFA-RI Charitable Golf Tournament
Friday, May 10, 2019 RI Professional Day
Monday, May 06, 2019 Life & Health Prep School
Wednesday, April 03, 2019 NAIFA RI Board Meeting
Tuesday, March 05, 2019 NAIFA RI Board Meeting
Thursday, February 21, 2019 The Art of WOW
Tuesday, February 05, 2019 NAIFA RI Board Meeting
Tuesday, January 08, 2019 NAIFA RI Board Meeting
Friday, December 07, 2018 NAIFA RI Board Luncheon
Thursday, November 29, 2018 Join us for lunch with AIG and American Funds
Tuesday, November 06, 2018 NAIFA RI Board Meeting
Tuesday, October 16, 2018 Customer Tells - Meeting & Exceeding Customer’s Expectations
Thursday, October 04, 2018 Special NAIFA MA Member Presentation: Greg Raines
Thursday, September 13, 2018 NAIFA Ethics Class
Thursday, September 13, 2018 NAIFA Performance + Purpose 2018 Annual Conference
Wednesday, June 20, 2018 NAIFA RI Annual Meeting
Tuesday, June 05, 2018 NAIFA-RI Charitable Golf Tournament
Thursday, April 26, 2018 Getting Started with LinkedIn
Thursday, March 29, 2018 More Ways to Offer Clients the Opportunity for an Income Advantage
Thursday, February 22, 2018 Social Security & Retirement Planning: A Hit or Myth Proposition
Thursday, January 25, 2018 "Solving the LTC Dilemma for Your Clients" sponsored by BSMG
Tuesday, January 09, 2018 BSMG Sponsored CE Session
Thursday, November 16, 2017 A Strategic Guide to Accumulation & Wealth Transfer
Wednesday, November 08, 2017 NAIFA RI Board Meeting
Thursday, October 05, 2017 RI Ethics Program
Tuesday, July 11, 2017 NAIFA-RI Charitable Golf Tournament
Tuesday, May 23, 2017 NAIFA Congressional Conference
Wednesday, May 17, 2017 Business Continuation Planning
Thursday, April 27, 2017 RI Professional Day
Thursday, March 30, 2017 YAT Event
Thursday, March 23, 2017 Social Security Optimization & What Your Clients Don't Know About Long Term Care
Wednesday, February 15, 2017 “What You Make vs. What You Keep: Annuities and the Power of Asset Location"
Wednesday, January 25, 2017 Income Savvy
Monday, December 05, 2016 Life & Health Prep School - December 2016
Wednesday, November 16, 2016 Estate Planning Opportunities with Life Insurance in 2017
Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
Friday, October 14, 2016 DOL Compliance - New Overtime Rules
Wednesday, September 28, 2016 RI Ethics Program
Monday, September 19, 2016 Life & Health Prep School - September 2016
Thursday, June 16, 2016 JUNE PROGRAM + OFFICER INSTALLATION
Tuesday, June 07, 2016 2016 Annual NAIFA RI Charitable Golf Tournament
Tuesday, May 24, 2016 NAIFA Congressional Conference
Thursday, May 19, 2016 Rhode Island Professional Day
Monday, May 02, 2016 Life & Health Prep School - May 2016
Wednesday, March 23, 2016 Creating Lifetime Income and Annuities
Tuesday, February 02, 2016 Who Owns Your Life Insurance Policy
Monday, January 25, 2016 Life & Health Prep School - January 2016
Thursday, January 14, 2016 Two "Master Class" Life Insurance CE Sessions for 2016
Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
Tuesday, November 17, 2015 The New Planning Paradigm: Tax Basis Planning
Monday, November 16, 2015 Agent Qualification School
Wednesday, October 28, 2015 2015 Fall Kickoff Event

Contact Us

National Association of Insurance and Financial Advisors of Rhode Island

2400 Post Road
Warwick, RI 02886

Phone: 401-739-2977

Email: hello@naifari.org

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