The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
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S. Roger Dominey, CLU, CFP, ChFCMessage From the President
S. Roger Dominey, CLU, CFP, ChFC
June marks the end of another fiscal year.  We are putting our strategic plan together for the
New Year and certainly invite our members' ideas and suggestions.  We will continue to focus on Advocacy, Professional Development and Practice Resources.
Make plans to join us at our Annual Meeting on June 26th, we will host a New Member Orientation at 11:00 am and we will be inducting our 2013 - 2014 Officers and Board Members.  Our guest speaker will be Steve Glenn, CLU, ChFC, MSFS, MSM with a special presentation on "Learning From the Lessons of Time," a compelling track for the sale of annuity products.   We urge all members to attend, and bring a guest.
We are just shy of our annual membership goal but I do believe we will end the year on target. I encourage all of you to promote NAIFA and advise your colleagues in the industry that are not members how serious our industry is being threatened, tell them about NAIFA's advocacy efforts.
Together we can all win. NAIFA is our career insurance!
Young Advisors Team Social Event!
NAIFA-Jacksonville Young Advisors TeamJoin YAT for another exciting educational social & learn "How to Incorporate Retirement Plans into Your Practice"
Special Guest Speaker:

Steven Glenn, CLU , ChFC, MSM, MSFS

Steven GlennAgency Director of Advanced Planning at Financial Design Associates
Comprised of like-minded young professionals throughout the financial services industry, this is an opportunity to find the missing link to your success by sharing ideas, referrals and tips while casually enjoying a nice evening. As young advisors, we can all appreciate that networking and building connections can be a valuable tool to contribute with the growth of our businesses.
Wednesday, June 12, 2013  |  5:00 - 7:00 pm
Cantina Laredo

10282 Bistro Dr. Jacksonville, FL 32246
(904) 997-6110
$5.00 registration includes Happy Hour prices on Casa Rita's, Chips, Salsa & Guacamole.
RSVP by June 10th!
For more information, please contact:
Cheryl Canzanella, YAT Chair 
David Northrup 
Rebecca Brothers   
Who is YAT? NAIFA created the Young Advisors Team (YAT) for members who are 40 years of age and under, or within their first five years in the industry.  NAIFA realized the needs of someone just starting out in the industry are far different from the needs of a veteran who has been working for many years. The purpose of YAT is to research the needs of young advisors and to ensure that they receive the vital tools, resources, and networks necessary to succeed in the financial services industry.

YAT's mission is to SOW the value of membership with new and young advisors, so they are empowered to SURVIVE their first years in the business, to GROW into involved NAIFA members and become successful advisors who THRIVE in the industry and our association.
NAIFA-Jacksonville Membership Luncheon
Wednesday, June 26, 2013

The University Club
1301 Riverplace Blvd., 27th Fl.
Jacksonville, FL 32207
New Member Orientation - 11:00 am

Plus Induction of NAIFA-Jacksonville's
2013-2014 Officers and Board Members

Followed by our Guest Speaker:
Steven Glenn, CLU, ChFC, MSFS, MSM
Steven Glenn
Learning From the
Lessons of Time

Steven is a Financial Services Professional with Financial Design Associates.  He has been in the financial services industry since 1970.  He has received a Bachelor of Arts in Sociology from the University of Miami.  He has also received two degree from the American College: Master of Science in Financial Services and Master of Science in Management.  He received two certifications from the American College including  Chartered Life Underwriter, Chartered Financial Consultant.
Previously, Steven worked with UBS holding the title of a Corporate Vice President in Life Insurance and Annuity Sales.  He also was the Director of Corporate Retirement Plans.  In his personal life, Steven's hobbies include boating, fishing, spear fishing, water skiing and scuba diving. He has four children and seven grandchildren.

Zellner Insurance Agency 

Zellner Insurance Agency
(904) 356-1492
Register now! The cost is $20.00 for members and
for non-members and guests.

Online registration and prepayment is
necessary by Friday, June 21st.
For more information, please contact Association Executive Cherri Coombs-Ohmer, LUTCF at (904) 695-2300 or e-mail

In recognition of Charles "Bob" Mitchell's 31 years of outstanding contribution, support and membership to NAIFA-Jacksonville, a special award was presented to his widow,
Cheryle Mitchell, by Lynn Kleck at our Annual Meeting and Membership Luncheon on May 22, 2013.
40-Hour Prelicensing Course
Approved by the Department of Financial Services
Course ID 38274
Professional DevelopmentNext LIVE Course Dates:
June 21st - June 24th, 2013

Courses are Four 10-hour days, Friday, Saturday, Sunday and Monday, from 8:00 a.m. - 6:00 p.m. NAIFA-Jacksonville provides top-quality moderators for each of the days. The course is designed to prepare you to take the state exam.
Adam W. Herbert University Center
12000 Alumni Drive, Jacksonville, FL 32224
Click HERE to register online!
For complete details on our website, please click HERE.
Series 6 Prep Course
Series 6 Prep Course
Securities Licensing
Build 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.
Next Course Dates: August 1-3, 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
Check our website for online registration.
The 2013 Managers Membership Award
NAIFA 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.
The deadline for applications is Friday, June 14th.
For complete requirements and 2013 Managers Membership Award application, please visit
81st Annual NAIFA-FL Career Conference
July 15 - 17, 2013

JW Marriott Grande Lakes in Orlando

81st Annual NAIFA-FL Career Conference - Pinnacle of Success: The MDRT Experience

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!

Mark Your Calendars for San Antonio!
NAIFA 2013 Career Conference
& Annual Meeting
2013 NAIFA Convention and Career Conference
September 28 - October 1, 2013

San Antonio, Texas
Click HERE for complete details and registration!

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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.
For the latest NAIFA-Jacksonville news and events, please visit our
website at, or contact Association
Executive Cherri Coombs-Ohmer, LUTCF at (904) 695-2300
or email

Copyright 2013. All Rights Reserved.