FPA of Florida

FPA of Florida-Working together instead of alone

As the first cooperative of its kind, FPA of Florida serves as a model for other FPA chapters.  By offering advanced leadership training in a collaborative environment, chapter leaders are able to accomplish more for their members, and their communities.  Learn more...

FPA News

Save the dates!  The FPA of Florida announces their Strategic Planning and Annual Meeting for October 12-14, 2014.  This year the team plans to host the annual meeting in conjunction with the Fall Tallahassee Trip!

Early Bird Registration is now open. 

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Operation Home Front:  Help Veterans qualify for a FREE home. 

For a veteran to be eligible to receive a FREE home, they are required to work with an FPA member volunteer offering the financial counseling.

Become a part of "Operation Homefront's 'HOMES ON THE HOME FRONT'" and "Home for the Troops" volunteering to help a Veteran become eligible. This is Advocacy in action you can provide for our troops

The Homes on the Home Front program donates mortgage-free homes to eligible military families. To date, the program has given more than 100 homes to deserving wounded warrior, veteran and military families.

More information is at these Operation HomeFront's links:  

Homes on the Home Front

 Homes for our Troops

What can you do?  Volunteer to work with one family in your area under the terms provided which includes financial planning counseling.  Join FPA of Florida Leaders and the Foundation for Financial Planning in one of two 20 minute conference calls held on Monday, July 14th and July 21st at 4:00 PM to answer your questions.  Email Diane Layton for the call in information.



University of Miami BankUnited Center, 1245 Dauer Drive, Coral Gables, FL

The FPA of Miami invites you to attend our 9th Annual Symposium, which features a talented lineup of speakers, CE credits, and opportunities to network with industry partners and other financial professionals.  Featured speakers include: Alex Bryan; Michael E. Kitces; Patrick J. Lannon; Michael J. Schroeder; Ron Shuffield; and J. Antonio Villamil.

Click here for details


Announcing a New Benefit for FPA Members and Family!

FPA of Florida is pleased to announce the launch of its Sponsored Long-Term Care Insurance Benefit. Offered by Transamerica (rated A+ Superior), the program is available with lifetime discounts worth $thousands in savings. Besides members and spouses, the program is extended to insurable siblings, parents, children and all in-law equivalents.

To learn more, contact George Braddock, II, CLTC at 888-350-5423 or by email at george.braddock@ltcfp.net.



Chris Draughon, CFP
Advocacy Committee Chairman

Following the advocacy efforts of FPA of Florida, on Friday June 13th Governor Rick Scott signed into law HB 633. The bill creates a new type of insurance agent, an unaffiliated insurance agent, to allow an agent who is not appointed by an insurance company to maintain his or her license.  

The new unaffiliated insurance agent will close a gap that previously existed in Florida's statutes, and enable certain financial planners to provide their clients with insurance advice without being appointed by an insurance company.

Until recently most individuals engaged in the sale of insurance - or the rendering of advice on insurance - were required to be appointed with an insurance carrier in order to obtain or maintain their insurance license.  Bu what if financial planners only gave advice on insurance and did not sell insurance products? They would likely not be appointed.  For financial planners that have chosen not to sell insurance products to their clients, this made it illegal to give them insurance advice.

Going forward these financial planners will be able to obtain an insurance license by completing the necessary requirements and "self-appointing".  Although they will not be required to be appointed with an insurance carrier, they will be required to meet the same standards of professional fitness as affiliated insurance agents and be subject to the same administrative charges with penalties. While unaffiliated insurance agents cannot sell insurance products or receive any form of compensation for the purchase of insurance from a third party, they can however offer advice without being affiliated with an insurance company and receive a fee from their client for services rendered.

Your FPA of Florida has been working hard with the Department of Financial Services over the past few years to find a solution to this gap. Fortunately the Agency was able to introduce language this legislative session that was receptive and benefits our Florida citizens as well as members of FPA in Florida.

Fall Tallahassee Trip

Plans are in the works for the Fall Tallahassee Trip.  The Advocacy team plans to travel to Tallahassee on October 12th and will be scheduling appointments with Regulators and Legislators. The team is excited to hold the fall trip in conjunction with the FPA of FLs Strategic Planning and Annual Meeting.   More information will be posted.



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