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Check back for more NAIFA-Vermont events coming soon!

Past Events

NAIFA_Vermont

Host Sponsor:
mainstreetlanding

Annual Meeting

December 7, 2022

12:00 - 3:00 pm

Join NAIFA-Vermont for our Annual Meeting to connect with fellow members, hear from industry professionals, and announce our 2023 Board of Directors! Lunch will be provided.

FREE for members and non-members!

The Great Room at Main Street Landing Performing Arts Center
60 Lake Street
Burlington, VT 05401

Please be sure to use the above address, as there are two Main Street Landing locations in Burlington.


Paula 2020 Josh Potvin
eating-gdc32236bd_1920 This meeting is sponsored by (1)
Our Host Sponsor:
mainstreetlanding

Member Lunch and Speaker

Paula Cope
President - Cope & Associates, Inc.
Josh Potvin, DIA, DIF
Principal Disability Income - Regional Vice President - New England

September 21, 2022

11:30 AM - 1:30 PM ET

Join NAIFA-Vermont and your colleagues for a Member Lunch on September 21st! Come out to Main Street Landing from 11:30 am - 1:30 pm as we get together to connect with fellow industry professionals, socialize, and hear what's happening with NAIFA-Vermont. Lunch will be provided!

Please join us as we hear from Paula Cope, President of Cope & Associates, Inc., as she shares how her disability impacted her and her family.

How a New York State Rest Stop Made Me Appreciate Disability Insurance.

-  What happens if your clients don’t die?
-  What happens if your clients can’t work until retirement?
-  What happens to you and your client if you don’t bring up and solve their disability insurance need.

Paula will talk about how playing tag changed her life. You will also learn about disability insurance solutions and Social Security disability.

We will also hear from Josh Potvin, DIA, DIF from Principal. Principal provides a comprehensive portfolio of risk protection products to help individuals and small businesses construct a plan to protect against the financial devastation of suffering a Long Term Disability. Josh will discuss product updates, underwriting programs, and sales ideas that can be used to reach more customers. 

NAIFA-Vermont members can bring a non-member industry professional as their guest, at no charge. Please register guest(s) prior to September 21st to help with our count.

We look forward to seeing you September 21st from 11:30 am - 1:30 pm ET at:

Great Room at Main Street Landing Performing Arts Center
60 Lake Street
Burlington, VT 05401

Please be sure to use the above address, as there are two Main Street Landing locations in Burlington.

Are you or your business interested in sponsoring a future meeting? Please visit our sponsorship page to find all available opportunities to partner with NAIFA-Vermont.


Thank You Sponsors!

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