JAX ADVISORS ONLINE: SUMMER 2013 |
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The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors - Jacksonville, FL |
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 Message From the President
S. Roger Dominey, CLU, CFP�, ChFC We hope you're having a great summer! I would like to thank our 2012-2013 Board of Directors for their hard work all year long ensuring the success of NAIFA-Jacksonville. I would like to welcome back our returning Board Members and extend a warm welcome to our newest board member, Craig Dewhurst. Your NAIFA Officers just returned from our NAIFA-Florida Career Conference in Orlando. We would like to congratulate our incoming NAIFA-Florida President, James C. Koburger, CLU, ChFC, CASL, LUTCF (Tallahassee, FL), and the 2013-2014 NAIFA-Florida Officers and Directors. The 2013 recipient of the prestigious C.G. Snead/J.F. Bryan, III Memorial Award (state) was Gary A. Englund, CLU, CFP�, JD (Lutz, FL). Look for more highlights in the upcoming edition of the NAIFA-Florida Journal. NAIFA is working hard to fight for all of you in order to maintain the tax advantages of our products and to inform our legislators of the immense value our members provide to the public in securing their financial future. I assure you that your 2013-2014 local leaders are already working hard to set appointments with local Legislators and members of Congress, as well as preparing a slate of local program speakers that will be second-to-none. Be sure to visit our website regularly for announcements of our upcoming events. I also want to thank Van Mullinax, LUTCF for his continued leadership in our very successful 40-Hour 2-15 prelicensing course and partnership with UNF. Please refer anyone that is seeking to take this course to our course, which is held monthly at UNF.  Our next Membership Luncheon Meeting is on September 25th at the University Club of Jacksonville. We hope to see you there! Roger
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2013-2014 NAIFA-Jacksonville Membership Luncheon Meeting Dates |
 Mark your calendars now and check our
website at www.naifa-jacksonville.org
for the latest updates!
NAIFA-Jacksonville's Membership Luncheons
are held at The University Club,
1301 Riverplace Blvd., 27th Fl., Jacksonville, FL 32207
(904-686-8826).
September 25, 2013
October 23, 2013
November 20, 2013
January 22, 2014
February 26, 2014
March 26, 2014
April 23, 2014
May 28, 2014
June 25, 2014
For more information, contact Association Executive Cherri Coombs Ohmer, LUTCF at [email protected] or (904) 695-2300.
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 Submitted by Frank Mantay, CFP
Membership Chair
Join us on Monday, August 26th as we beat the heat and put sizzle to our membership numbers. Growing our members is vital in meeting our association's mission. When NAIFA leadership speaks to legislators about interests important to your business, the more members they represent, the more power our message has. Plus we've all heard the expression, "the more the merrier." Well it's true with our association as well. We want to increase the number and diversity of our members in every way.
Our goal for this year is 300 members! Assuming 100% retention, that translates into 24 new members by June 30th, 2014. With everyone's effort and participation we can meet this goal. If you know someone in our industry, you can recruit them!
To serve on our membership committee please join us at:
Mantay & Company offices at 3840 Belfort Rd #101, Jacksonville, FL 32216 on Monday, August 26th at 4:00 pm.
You can also participate remotely from your own office. Please contact Frank in advance.
We'll discuss strategy, goals, awards and recognition along with fun for our committee members and contact current and prospective members. Participants will enjoy summer time treats and rewards to use during their Labor Day weekend. There are special incentives available for YAT participants. Call Frank Mantay, committee chair, at (904) 443-2511 or email [email protected] to learn more.
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September 2013 is Life Insurance
Awareness Month in Jacksonville! |
 In an effort to encourage citizens to learn more about life insurance and its benefits, Jacksonville Mayor Alvin Brown has proclaimed September 2013 as Life Insurance Awareness Month.
CLICK HERE FOR A PDF OF MAYOR BROWN'S PROCLAMATION!
The proclamation coincides with the LIFE Foundation's annual public awareness campaign. There's a growing crisis of too many Americans not having adequate life insurance protection. According to the industry research group LIMRA, 30 percent of US households have no life insurance whatsoever. Today there are 11 million fewer American households covered by life insurance compared with six years ago. A majority of families either have no life insurance or not enough, leaving them one accident or terminal illness away from a financial catastrophe for their loved ones.
 Serving as LIAM spokesperson this year is former NFL MVP quarterback Boomer Esiason, who will be sharing his story as part of Life Insurance Awareness Month this September.
Boomer lost his mother when he was just seven years old, an experience that shaped who he is today, both personally and professionally.
For more information about Life Insurance Awareness Month including a Producer's Toolkit to help you include LIAM in your marketing plan, check out LIFE's website by clicking HERE.
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Young Advisors Team (YAT) Update |
 YAT Committee Meeting:
Thursday, August 29th at 5:30 pm
"Discussion of Top 40 Under 40 -
Commitment and Implementation"
Principal Financial Group - Conference Room
7077 Bonneval Road, Suite 380
Jacksonville, Florida 32216
NAIFA-Jacksonville YAT Social:
Wednesday, September 18th at 5:30 pm
Featuring guest speaker on Sports Marketing (TBA)
Cantina Laredo
 10282 Bistro Drive
Jacksonville, FL 32246
904-997-6110
All YAT Social's will be held in the Private Room at Cantina Laredo for the 2013-14 Association Year!
NAIFA-Jacksonville Welcomes
Rebecca Brothers as YAT Chair!
 As a Marketing Consultant in the North Central Florida Business Center with the Principal Financial Group�, Rebecca works closely with Financial Services Representatives in developing personalized marketing plans and providing marketing plan consultations. Rebecca's skills and areas of expertise include market development, social media marketing, initiating marketing projects, and as a member of the Management Team she spends time promoting the Principal brand in the North Central Florida area. Rebecca is also the Regional Marketing Consultant for the Michigan and South West Business Centers of the Principal Financial Group providing day to day strategic support to the management teams and representatives. Rebecca joined the Principal Financial Group North Central Florida Business Center in December 2002.
Rebecca grew up in Cincinnati, Ohio and attended Morehead State University in Morehead, Kentucky and the University of Cincinnati in Cincinnati, Ohio where she majored in Art History and Public Relations. Rebecca is also Life and Health licensed and is a member of the National Association of Professional Women (NAPW), the Women in Insurance and Financial Services (WIFS) Northeast Florida and a member of NAIFA-Jacksonville.
Rebecca has lived in Jacksonville for ten years and is drawn to and passionate about charitable organizations such as The Blood Alliance, Salvation Army, and the humane society. Her hobbies and interests include going to the gym, beach, reading and college football, cheering on her Ohio State Buckeyes.
Rebecca can be contacted at (904) 999-3105 or [email protected].
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NAIFA-Jax 40-Hour Licensing Course! |
Approved by the Department of Financial Services
Course ID 38274
 Next LIVE Course Dates:
August 16th - 19th, 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.
Location:
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.
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 Submitted by Alicia Burst
Community Service Chair
Host Families Needed for
International Students
Scholarships for Education and Economic Development (SEED) is currently seeking HOST FAMILIES for female students arriving on August 7, 2013, as they begin their two-year course of study at Florida State College at Jacksonville.
These students will study under scholarships awarded to them by Georgetown University in Washington, D.C. These are highly qualified young women from Central America, the Caribbean, and Mexico, who are economically disadvantaged and have no college background. Scholarship recipients train to become leaders and promoters of economic and social development in their home countries. The ultimate goal of the SEED Program is for all students to return home as agents of change who will make a difference in the lives of their families, communities and countries.
For complete details, please click HERE.
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 Submitted by
Joseph Maltese, CFP, ChFC, CLU, LUTCF
The Squeaky Wheel
We've all heard the expression, "...the squeaky wheel gets the grease." The gist of this expression is that in order to receive help, advancement, or some other want or need, it is necessary to be heard, and heard loudly.
In our democratic government of the people, policy is formed by legislators in response to constituents or people with the loudest voice near the ear of the legislator. Long ago, people discovered that the best way to have legislation favorable to their particular cause enacted was to help the legislator to become elected or re-elected. People also discovered that if they banded together and combined their resources, their "voices" became louder and more powerful. Thus were born political action committees or PACs.
NAIFA has long put forward one of the larger PACs in Washington. NAIFA supports PACs in every state as well. Legislators realize that NAIFA's 200,000* members represent a large group of voters, a fact that allows NAIFA members an audience with every U.S. Senator and Congressman/woman.
While speaking directly with legislators is important, it is more important to have them agree to protect our products and services for our clients and ourselves. That is where the PAC comes into play. There are many political action committees in Washington and the state houses that continuously lobby for their own agendas. Additionally, politicians are constantly bombarded by various lobbying groups to fund various interests for states, corporations, and industries. Politicians decide to where utilize tax dollars to fund these interests, but tax dollars are a limited resource. The end result is legislators attempting to generate revenue by increasing the supply of tax dollars by raising taxes and eliminating the tax-favored status of structures like permanent life insurance and retirement plans.
In our state, we enjoy an exemption from sales tax on many of the products and services we sell to our clients. Whenever the state is in a revenue crunch, theses exemptions come under scrutiny. If this exemption was ever eliminated professionals in the insurance and financial services field would have to pay this sales tax out of their own earnings since no method exists to pass these taxes onto the client.
NAIFA needs your help to keep our wheel squeaking loudly. There are some that fund the pack generously and regularly but many do not. These "freeloaders" must help as well. Webster defines freeloading as "imposing on another's generosity without sharing in the cost or responsibility involved."
Please be involved. Get your colleagues involved as well. If you are a NAIFA member do your part to contribute to our political action committee. It only costs $8.35 per month to be a Century contributor. If you are not a member, join us. There are over 1,200,000 licensed life insurance agents** in the United States. If all would join NAIFA and contribute only $8.35 per month to the PAC, NAIFA would easily be the force all legislators would want to help.
Click HERE to make your IFAPAC Contribution today! If you'd like to volunteer and get involved please contact our local NAIFA office right now at [email protected] to sign up to help! To all of those already doing their share, thank you one and all!
* www.NAIFA.org
** Financial Media Group, LLC, 2012
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August is 100% Back to the PAC Month! |
NAIFA CEO Dr. Susan Waters, CAE and NAIFA Secretary Juli McNeely, LUTCF, CFP, CLU have generously agreed to match the first $3,500 in contributions from new contributors during this campaign!
Don't Miss Out on a Chance for More IFAPAC Dollars!! August is National Back the PAC month and all across the Federation, IFAPAC volunteers will contact NAIFA members to thank and encourage them to join, increase and renew their participation in IFAPAC - their Career Protection Insurance! In order to receive the McNeely-Waters Match, contributions must be received by IFAPAC headquarters no later than 2 pm Friday, August 30, 2013. Contributions can be made by online credit card or they can be faxed to 703.770.8438 or emailed to [email protected]. Contributions not reported to IFAPAC headquarters will not qualify for a matching contribution. The matching program is based on first come, first served.
To qualify for a matching contribution:
- The contribution must be from a first time or lapsed contributor who has not given since 12/31/2009.
- The individual contribution must be at least $100, but $100 will be matched for higher dollar contributions. For instance, $100 of a $500 contribution will be matched.
For more information about IFAPAC and to contribute securely online, please click HERE, or contact NAIFA-Jacksonville IFAPAC Chair Joseph Maltese, CFP, ChFC, CLU, LUTCF at (904) 645-9936 or [email protected].
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NAIFA CEO Dr. Susan Waters Recognized for Excellence in Association Leadership |
 ASAE - the membership association for association executives - will honor NAIFA CEO Dr. Susan B. Waters, CAE, with the 2013 Key Award. The Key Award recognizes the association CEO who demonstrates exceptional qualities of leadership in his or her own association and displays a deep commitment to voluntary membership organizations as a whole. Click HERE for more details.
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NAIFA 2013 Career Conference
September 28 - October 1, 2013
San Antonio, Texas
Click HERE for complete details and registration! |
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Don't Lose Us in Your Spam Filter! Please add [email protected] or [email protected] 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.
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Copyright � 2013. All Rights Reserved.
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