Upcoming events

    • Thursday, November 05, 2020
    • 10:00 AM - 11:00 AM (EST)
    • Zoom Webinar

    Join us for a free webinar
    "It's Not How You Start, But How You Finish - Ending 2020 on a Positive Note" with
    Brock Jolly, 
    CFP®, CLU®, ChFC®, CLTC, CASL®, CFBS®, RICP®  on Thursday, November 5 at 10:00a

    • Niche marketing ideas that will have clients beating a path to your door (or phone or website)
    • Overcoming adversity and creating a vision for success
    • The ultimate mini annual planning session for your best year ever
    • Six Strategies for Creating Raving Fans
    • The Best Sales Ideas Ever Stolen
    • The Importance of NAIFA
    • The Importance of YOU!

    About the Speaker

    Brock Jolly is a Financial Advisor with Veritas Financial, LLC, and the founder of The College Funding Coach
    ®. He started his 
    career in 2000 on a mission to help as many families as possible with their financial success. Unfortunately, his career launch coincided with the dot-com bubble burst. Rest assured, it was not entirely his fault. Over the years, Brock’s practice has evolved, but he always remembers those lessons he learned early on in his career.

    In 2002, Brock created The College Funding Coach®, which teaches parents strategies for saving and paying for college without jeopardizing their own retirement savings through a unique workshop entitled, “Little-Known Secrets of Paying for College.” What started as a small adult education class in the Washington, D.C. suburbs has spread to a national platform that teaches several hundred workshops each year to audiences of up to a few thousand parents, all of whom are desperate for this critically important and valuable information.

    In 2014, Brock partnered with Gerald Radican to form Veritas Financial. “We merged two very different practices to help a broader set of clients with a deeper set of solutions,” Brock explains. He excitedly adds, “Veritas Financial allows us to build something that is much bigger than the sum of our practices and allows our clients to truly benefit from the synergies of partnership.”

    Brock has been recognized as a top performer within the industry. He is a perennial qualifier for the Million Dollar Round Table’s “Top of the Table,” as well as MassMutual’s “Leaders Club,” “Blue Chip Council,” and “Top of the Council” honors. In 2011, he was named the national NAIFA Young Advisor Team Leader of the Year. From 2012 to 2014, he served as the chairman of NAIFA’s Investment Committee, where he worked closely with NAIFA leadership to manage the association’s reserve account. In 2014, he was elected by his peers to serve as a National Trustee for NAIFA—the youngest trustee ever elected. In 2015, Brock was awarded the Legacy Award by the Helping Hands Society in recognition for his longstanding service to the organization, the financial services industry, the highest standards of professional conduct, and unselfish community service. He currently serves as the National Treasurer for NAIFA.

    • Thursday, November 12, 2020
    • 2:00 PM (EST)
    • Virtual

    With Delvin Joyce, CLU, CHFC, RICP

    Former NFL player turned Financial Planner, Delvin Joyce will share 7 lessons that he learned through athletics that helped him to successfully transition into the Financial Services Industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting as well as book recommendations that you can use to further your development.

    Hosted by NAIFA Missouri.

    • Thursday, November 19, 2020
    • 10:00 AM - 11:00 AM (EST)
    • Zoom Webinar

    Join us on November 19 at 10:00 AM
    for Long Term Care in America Study

    The overview of the the long term care in America study will cover:

    • LTC Background
    • America’s LTC Problem
    • MassMutual’s LTC Study
    • Challenges
    • Product Features
    • Solutions
    • Client Profile

    Cheryl Canzanella, LUTCF is a Brokerage Director for Coastal Wealth, a MassMutual firm. With over 20 years in the financial & insurance industry, she holds the Series 6, 7, 24, 53, 63 and 215 insurance licenses. Representing her peers, she currently serves as the first female President of the Massachusetts Mutual Life Insurance Company (MassMutual) Brokerage Directors Advisory Council.

    As the Past President of Jacksonville-National Association of Insurance and Financial Advisors (NAIFA), she continues to serve her industry at the local, state and national level and was the recipient of the 2019 National Young Advisor Leader of the Year, 2018 Florida 4 Under 40, 2014 Florida President’s Award.

Contact Us

National Association of Insurance and Financial Advisors of Connecticut

2400 Post Road
Warwick, RI 02886

Phone: (860) 453-0004

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