JAX ADVISORS ONLINE: APRIL 2013 |
|
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors - Jacksonville, FL |
|
|
|
 Message From the President
S. Roger Dominey, CLU, CFP®, ChFC
Over 30 years ago, I graduated from college with dreams of a successful future. I quickly decided that I wanted to build a business for myself, not by myself. Thus I entered the insurance and financial services business. Almost immediately, a senior mentor said to me, "Roger, if you are serious about the business, you better become a member of NALU." (Which today is known as NAIFA.)
"Why is this so important?" I asked. His response rings true today as much and more than it did those many years ago.
NAIFA is the leading advocate for maintaining the viability of our career in both Washington and Tallahassee! NAIFA members make more money often because they are better trained, informed, and plugged in to the vital importance of their industry and career!
NAIFA members enjoy the camaraderie of knowing and socializing with others who have developed successful careers.
NAIFA members are constantly afforded the opportunity to obtain the necessary continuing education credits they need to maintain their licenses through our CE programs and lunches.
As Washington and our State look for ways to reduce deficits and create new sources of revenue funding, our industry and our clients are under attack like never before.
You need NAIFA to fight for you and we need you as well.
Please get one person you know to join NAIFA this month! We are all in this together!
|
|
NAIFA-Jacksonville Membership Luncheon |
Wednesday, April 24, 2013
1301 Riverplace Blvd., 27th Fl. Jacksonville, FL 32207
 11:30 am - 1:00 pm
Just in time to prepare for Disability Insurance Awareness Month:
"Disability Insurance:
"A Real Life Story!" GUEST SPEAKER:
James Hasley, CFP®, CLU, ChFC, CLTC, CFBS, LUTCF
Jim received a Bachelor of Science in Business Administration from the University of Central Florida. In 1993, Jim accepted a position at MassMutual's Orlando Agency where he worked with experienced agents learning fundamentals of insurance and investments. In 2001, Jim founded the Legacy Financial Group in Maitland and his practice evolved to include comprehensive financial planning, estate analysis and business succession planning. 2013 brought Jim back to his roots. Brad Combes, a Career Agent of MassMutual and manager of the Orlando office requested Jim to assist as a mentor to advisors in their office. The merger has allowed Jim to pursue a passion as a financial author and speaker with articles appearing in national publications like Newsweek, Advisor Today, and Life Insurance Selling Magazine. Jim has been a featured speaker at the NAIFA National Conference and the DI & LTC Insurers' Forum sponsored by the Society of Actuaries and the Life Insurance Market Research Association. He has also appeared as an advisor for the American College's Wealth Channel. Jim is a member of the Central Florida Estate Planning Council, the American Society of Financial Services Professionals, and is President-Elect for NAIFA-Central Florida. In 2010 he earned a realLIFEstories Client Service Award from the LIFE Foundation and his "realLIFEstory" appeared in the September 2010 issue of Newsweek, "Survival Instincts, Smart Planning Save the Day" (CLICK HERE), as part of the public awareness campaign. Jim is a life member of the Million Dollar Round Table and a National Quality Award Winner. Jim has been happily married to his wife Michelle for fourteen years, they have two son's Zachary (11) and Joshua (10); and they are members of St. Stephens Church in Longwood. Jim is a Committee Member for Boy Scout Troop 773, an Orange County Teen Court Volunteer & past board member, a Graduate of Leadership Orlando Class '67, Past President of the C.F. Sigma Chi Alumni Chapter, a member of the UCF Golden Knights Club, and a member of the UCF Charles Millican Society. In July 2012 Jim swam the "lucky" 13th leg in a successful attempt to set a new World Record in the 100,000 meter Open Water Relay. He enjoys spending time with his family, reading, scuba diving, swimming, outdoor adventure, traveling and good cooking.
 The cost is $20.00 for members and
$25.00 for non-members and guests. CLICK HERE TO REGISTER ONLINE! For more information, please contact Association Executive Cherri Coombs-Ohmer, LUTCF at (904) 695-2300 or e-mail info@naifa-jacksonville.org. SPECIAL THANKS TO OUR SPONSOR!
 R. Clarke Morris, 305-448-0100 |
 Submitted by Alicia Burst
Community Service Chair
Our February drive's recipient of the APPS' $100 drawing was APPS' very own Kim Walsky. Kim started donating when she worked at the DellaPorta Group and her name was pulled at the NAIFA luncheon on March 27th. She was not even aware of the prize, so it was quite the pleasant surprise for her.
Thank you, Kim and congratulations!
Our next drives are scheduled for June 27th and October 10th. Please check the NAIFA-Jacksonville website for the details and your emails to remind you and allow you to sign up.
Alicia Burst, Community Service Chair
Phone 904-332-8100
E-mail alicia@appsjax.com
|
 Securities LicensingBuild Client Wealth With Securities.
Pass the Investment Company Products/Variable Contracts Representative Exam, commonly referred to as the Series 6, and be licensed to conduct business in financial products.
April 25-27, 2013
Thursday, Friday, Saturday: 8:00 AM - 5:00 PM (3 Sessions)
Hours: 24.00
CEUS: 2.40
Location: Herbert University Center (Building 43)
Instructor: Robert Markwalter
Registration Fee: $295.00
Click HERE for complete details and registration!
|
Professional Development -
Prelicensing and CE |
 NAIFA-Jacksonville is committed to providing quality education to its members and potential members. That's why our 2-15 prelicensing course is one of the best in Florida. Be sure to send those interested in obtaining their 2-15 licenses to our course which are live monthly, in partnership with UNF. The next class is April 19-22. We also offer this course online. Visit the Professional Development tab on our website to learn more. These courses provide revenue for NAIFA-Jacksonville!
CE - we all have to have it. Many of our monthly luncheons provide continuing education, in addition we host a day of CE in the spring and fall each year. You're sure to stay in compliance by attending NAIFA Jacksonville's CE programs.
Another great member benefit! NAIFA-Florida is pleased to be in partnership with WebCE, a leading provider of insurance continuing education services. Through this partnership, NAIFA-Florida members are eligible for a 10% discount on fees to purchase top-notch online continuing education for insurance professionals. Click HERE to learn more.
Anti-Money Laundering Training Course - Federal law requires insurance agents and brokers to complete Anti-Money Laundering Training.
NAIFA-Jacksonville has partnered with UNF Division of Continuing Education for Financial & Professional Services to present the Series 6 prep course. The next class will be April 25-27. Click HERE to register or obtain additional information.
|
 NAIFA-Jacksonville appoints their
2013 Political Action Committee Chair:
Joseph J. Maltese, CLU, ChFC, CFP®
We are delighted to announce our 2013 Political Action (IFAPAC) Chairperson, Joe Maltese. Our most recent recipient of the C.G. Snead/J.F. Bryan III Memorial award, Joe is a true believer in our PAC. He joined NAIFA (then NALU) in 1997, served as a Board of Director and has served on every committee before becoming President in 2009-2010.
Joe has always been conscious of our Political Action Committee and has been recognized at the State and National levels as being one of the highest PAC contributors at the Diplomat level for years. We know that our PAC will achieve new heights under his leadership. Thank you Joe for your service.
For more information about IFAPAC, please click HERE.
|
2013 Day on the Hill Recap |
 Submitted by
Maureen Kirschhofer, CLU, ChFC
National Committeeperson
On Monday, March 11th, ten NAIFA members from Jacksonville attended the annual Day on the Hill in Tallahassee, FL. Cherri Combs Ohmer, Robert Siddell, Paul Broome, Roger Dominey, Howie Frank, Margie Harner, Maureen Kirschhofer, Todd Middleton, Alicia Burst and Cheryl Canzanella attended the event. I was proud that we had 10 attendees from Jacksonville but would love to see more. If you have never been to see the event, put it on your schedule for next year.
The day began at the Civic Center near the Capitol. Tim Meenan discussed the issues that we were going to bring to our legislators. As we cruised the legislators, it was apparent that there is much respect and admiration for our Lobbyist. More than 130 agents participated in this year's NAIFA-Florida Legislative Day On the Hill continuing our streak as the largest in-session conference of agents. We fanned out all over the capitol to lobby for the Citizens clearinghouse, which will bring new options to captive agents, to oppose the hedge fund backed attempt to legitimize Stranger Originated Life Insurance, and to educate legislators on the implementation of Federal Health Care reform here in Florida, including regulation of Navigators who will be placing customers into health plans on the exchange.
While we were not able to visit directly with each legislator, we managed to see their assistants and leave material for them to review. We divided them into three areas of the Capitol and it worked out much better than trying to do all of them ourselves. Three of us met them together and each took one of the items to discuss.
Finally our day ended with the Jacksonville contingent meeting for dinner at Bone Fish somewhat exhausted but happy that we were able to accomplish all that we did. Tuesday training in collecting PAC contributions and Membership commenced early.
Put it on your calendar and join us next year. We need you. You may not have a relationship with a local person but this is how the contact can begin. Get involved, it is so important to have them hear our voice.
Click HERE to view the NAIFA Florida's Legislative agenda.
|
2013 Herb Morgan Award of Excellence |
It is with great pride and excitement that we share the announcement of Don Brown, of NAIFA-Miami Dade, as the recipient of the prestigious NAIFA-Florida Herb Morgan Award of Excellence! Don was presented the award at the 2013 NAIFA-Florida Legislative Day On the Hill in Tallahassee on March 11th.
From left to right:
Don Brown, Terri Seefeldt, and Tim Holladay
Don proudly carries the legacy of a family tradition of service in the insurance and financial services industry. To know Don is to witness a man committed to upholding the highest standard of honor, integrity and excellence in all that he does.
Don has dedicated over 28 years of his life to the insurance and financial services industry, and routinely does more than is ever asked or expected. He consistently demonstrates that most-respected trait of taking the initiative to embrace the challenges and find the solutions.
He has a storied history of service and leadership in this great association we call NAIFA-Florida, most notably as President of NAIFA-Miami Dade, President of NAIFA-Florida, and National Committeeman for NAIFA-Florida!
NAIFA-Florida is proud to have Don Brown as one of its own, and equally proud and excited to share the news of his selection to receive Herb Morgan Award of Excellence.
Congratulations Don!
The Herb Morgan Award of Excellence was created in 2011 to honor the many contributions and achievements of an industry leader known by the name Herb Morgan. Herb was a native of Tallahassee, and a 1966 graduate of Florida State University. He was elected to the Florida House of Representatives in 1974, and served as Chairman of the powerful House Appropriations Committee for six years and as Chairman of the House Rules and Calendar Committee for two years. Herb was an eight time recipient of the Legislature's Allen Morris Award, and was honored by his fellow members of the House of Representatives in 1981 and 1984 as "Most Effective Member of the House."
In 1988, Herb joined our association as full-time Legislative Vice President, and in 1994 he was selected to lead the NAIFA-Florida staff as Chief Executive Officer. In this role, Herb oversaw the association and provided the firm, decisive leadership critical to ensuring our continued success. His effectiveness as a lobbyist representing members before the legislature, the Department of Financial Services, and the governor's office is evidenced by the thousands of insurance-related bills in which he influenced the language or outcome over the years. Herb served as NAIFA-Florida's top executive and lobbyist until his passing in 2003.
In recognition of his incredible service and dedication to the insurance industry in Florida, Herb was recognized with the posthumous award of the NAIFA-Florida Distinguished Service Award, the associations' highest honor bestowed on a non-agent.
The Herb Morgan Award of Excellence recognizes one special member of the NAIFA-Florida professional association who clearly goes above and beyond what is expected. The award is given to one member who is not currently serving as a member of the state association board of directors, contributes to the NAIFA-Florida IFAPAC at Envoy Level or higher, is a member of the Pinnacle Club for membership recruitment, demonstrates leadership skills and develops future leaders, is politically involved in advocacy, and is considered a "go to' person for the NAIFA-Florida lobbyist.
As you can see, the recipient of the Herb Morgan Award of Excellence will be someone who has dedicated themselves to the protection and betterment of our professional association, and has shown clear willingness to make the sacrifices necessary to achieve those ideals.
|
The 2013 Managers Membership Award |
 Connecting You to the
Recognition You Deserve!
NAIFA's Managers Membership Award recognizes organizations that support a strong financial services industry by investing in NAIFA and its efforts. Life, health and multiline agencies and financial groups are eligible to receive this award by ensuring that a certain percentage of their agents, based on the organization's size, are NAIFA members.
Organizations will be recognized in numerous ways for their achievement including recognition in NAIFA publications, on the NAIFA website and at the NAIFA Career Conference and Annual Meeting. Additionally, winners will receive recognition at LAMP, GAMA International's annual meeting and in the GAMA International Journal.
Managers Membership Award recipients also receive a certificate to display, a congratulatory letter from the national presidents of NAIFA and GAMA International, a commemorative lapel pin and a gift from the Life and Health Insurance Foundation for Education (LIFE) to honor this special achievement.
For complete requirements and 2013 Managers Membership Award application, please visit www.naifa.org/mma.
|
Insurance Advisors Needed
for MoneyWi$e Week! |
Submitted by Frank Mantay, CFP
Last year was the inaugral citywide initiative to increase the financial literacy and well being of Jacksonville residents known as MoneyWi$e Week. Supported by the Mayor's office, this intiative aims to teach our neighbors and friends the importance of using their hard-earned money to achieve financial security and prosperity.
Last year, several financial associations participated offering expertise in accounting, investing, budgeting, etc. Insurance matters were lightly touched upon and this is our opportunity as NAIFA members to demonstrate our knowledge and service to the community! Many classes were very well attended, so the need is out there for your expertise.
If you are interested, please contact Frank Mantay at (904) 443-2511 ext. 11 for more details.
|
|
81st Annual NAIFA-FL Career Conference |
REGISTRATION IS OPEN - ACT NOW!
July 15 - 17, 2013
JW Marriott Grande Lakes in Orlando Register now for NAIFA-Florida's 81st Annual Career Conference and Expo at the crown jewel of Orlando luxury resorts - the JW Marriott Grande Lakes! Join your colleagues from around the state and be a part of the event of the year! Experience a blast of motivation from industry titans like Tom Hegna, Van Mueller and Ryan Pinney, who will charge you up and give you new ideas, perspectives and insights to power your career to the PINNACLE OF SUCCESS! CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION! |
|
Member Benefit of the Month |
|
Errors and Omissions (E&O) Coverage
 The NAIFA-endorsed Professional Liability Insurance Program is made available exclusively to NAIFA Members by CalSurance Associates, a division of Brown & Brown of California, Inc. This new program brings new and improved policy coverage, added services, online applications, a fresh underwriting perspective and an expanded marketing outreach program to NAIFA members.
NOW AVAILABLE!
The NAIFA Risk Management/Loss Control Seminar - a FREE online risk management course that can save you 10% over the next three policy terms. (As referred to on your E&O application) Click HERE for more information and to register. |
|
|
Don't Lose Us in Your Spam Filter! Please add info@NAIFA-Jacksonville.org or Cherri@NAIFA-Jacksonville.org to your e-mail "Contacts" list and update your spam filters to allow us to deliver the latest NAIFA-Jacksonville news and events! For more information, contact the Association office at (904) 695-2300. Please keep us up to date with your contact information!
To update your membership information with NAIFA, click HERE.
|
|
|
|
|
Copyright © 2013. All Rights Reserved.
|
|
|
|
