Next Meeting:

logo WIFS South Florida Chapter
Lunch and Learn
November 5th, 2014

Please Join Us!

Kai Potter


Vice President of business development for Allegiance Marketing Group, is an external fixed index annuities wholesaler for the firm.

Our November Lunch and Learn will feature one of our own, Kai Potter, who will present a most interesting review of Fixed Indexed Annuities.

Whether or not you market Fixed Indexed Annuities, you will benefit by learning how this exciting financial product can offer you and your clients:

  • Growth for income
  • Principal Protection
  • Guaranteed Income for Life

This presentation has been filed with the State of Florida for One Continuing Education Credit for Life agents.

Date and Time

November 5th, 2014
and Network: 11:30 am
Lunch: 12:00 Noon
Presentation by Kai Potter


94th Aero Squadron
1395 NW 57th Ave
Miami, FL 33126


New Cost

$30 Members with Prior Reservation

$40 Non-Members with Prior Reservation*


*Ask us about our special 40% off Non-Members Price that may be available, one time only, for prospective new members attending for the first time or returning after three years’ absence.

Call Rosemary Olson, (305) 915-9034 or

eMail: for details!

We Gratefully Acknowledge our November
Lunch and Learn Sponsor:


Pamela Kirkpatrick, Reverse Mortgage Consultant

Meeting Member/Non-Member


WIFS operates in a spirit of cooperation and mutual respect, and request that all members and sponsors honor this policy by refraining from using our membership directory or soliciting members for recruiting purposes.  Use of the WIFS Member Directory for solicitation, marketing, recruiting, advertising or self-promotion is expressly forbidden and is in violation of the WIFS Recruitment Policy. Abuse of the WIFS Member Directory will result in immediate suspension of membership.