NAIFA-Jacksonville 
JAX ADVISORS ONLINE:  SEPTEMBER 2013
 
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
In This Issue
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NAIFA 2013 Career Conference & Annual Meeting:
Sept. 28 - Oct 1, 2013
San Antonio, TX
Click HERE for complete details and registration!
  
  
  
NAIFA-Jacksonville  
 
For the latest
NAIFA-Jacksonville
news and events,
please visit our website
at www.naifa-jacksonville.org,
or contact Association
Executive Cherri
Coombs Ohmer, LUTCF
at (904) 695-2300
or email
info@naifa-jacksonville.org.

 
 
S. Roger Dominey, CLU, CFP, ChFCMessage From the President
S. Roger Dominey, CLU, CFP, ChFC
    
We hope you had a great summer!  Autumn is officially upon us.  Our kids are back in school, football fills our weekends, and before long, Christmas decorations will be arriving in the stores.
 
We have a dynamic group of speakers lined up for our upcoming luncheons.  We are starting the autumn with our Annual Kickoff Membership Luncheon on Wednesday, September 25th.  Sheriff John Rutherford will be presenting, "The Future of Crime and Safety in Jacksonville."  He will discuss budget and pension concerns and how it affects you, the citizens of Jacksonville.
  
In other news, Mayor Alvin Brown has proclaimed September as Life Insurance Awareness Month. The website, www.lifehappens.org, is a great resource for information regarding the various insurance products including life, disability, long-term care, health, annuities, and business insurance. I would encourage you to give it a look.
 
See you on the 25th at the University Club!
 
Regards, 
 
Roger


 
NAIFA-Jacksonville's 12th Annual
Golf Tournament and Live Auction!
 
Monday, November 4, 2013
  
 
   
St. John's Golf and Country Club
 
Money raised will benefit Children's Home Society of Florida, Faith Field Baseball Ministries and NAIFA-Jacksonville!

    
LUTC Course Opportunity!
 
Essentials of Business Insurance
FA 251 - 2200-3452
 
Moderated by
Donald Salter
donald.salter@prudential.com
 
Starts Friday, September 20, 2013!
  
    
NAIFA-Jacksonville Kick-Off
Membership Luncheon!
 
NAIFA-Jacksonville
Wednesday, September 25, 2013

   
GUESTS ARE WELCOME!
 
Check-In & Registration - 11:15 am
Buffet Lunch & Annoucements - 11:30 am
Program & Guest Speaker - 12:00 - 1:00 pm
 
Mayor Alvin Brown Proclaims September
as Life Insurance Awareness Month!


Sheriff John Rutherford PLUS GUEST SPEAKER:
   
Sheriff John Rutherford

The Future of Crime and
Safety in Jacksonville


A DISCUSSION ON BUDGET AND PENSION CONCERNS AND HOW IT AFFECTS YOU

The luncheon cost is $25.00. Members who RSVP by 12:00 noon on Friday, September 20th, the cost is only $20.00!
 
    
Register OnlineCLICK HERE FOR COMPLETE DETAILS
AND ONLINE REGISTRATION!

 
 
Special Thanks to Our Sponsor!


Roy Miller and Associates CPAs 

Attendees must register by 12:00 noon
on Friday, September 20th.

 
For more information, contact Association Executive Cherri Coombs Ohmer, LUTCF at info@naifa-jacksonville.org or (904) 695-2300.
 
 
2013-2014 NAIFA-Jacksonville Membership Luncheon Meeting Dates
 
Meeting CalendarMark 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 info@naifa-jacksonville.org or (904) 695-2300.
 
  
Membership Round-Up Has Begun!
 
Frank Mantay, CFPSubmitted by Frank Mantay, CFP
Membership Chairperson
 
In August the membership committee met to organize recruiting teams and plan the membership drive for the year ahead. Two teams were established; The Blue team captained by the cunning Gene Bryant and the Red team led by the fearless Cindi Cook! Here are the rest of the team members:

RED
Bobby Siddell
KC Padget
Jeni Geis
Frank Mantay

BLUE
Tracey Gess
George Carnicle
Margie Harner
Sylvester Thomas
     
There's still room on the teams for those interested in joining!
 
NAIFA-Jacksonville's big, hairy, audacious goal is to return to our previous membership level in 2012 of 300 members! We need you to identify candidates that should be part of our association. This is your professional association and you can recruit those ethical insurance and financial advisors that best represent you in our community. 
 
The membership committee's next meeting is October 28th in a Gators vs Dog showdown theme. Whether you're a Florida Gator or Georgia Bulldog, you'll want to recruit more of your team members to NAIFA. This recruiting event will warm up the Gator Bowl activities for the week. Be prepared to eat like a gator/bulldog after a competitive round of recruiting new members and saying thank your to current ones. To participate contact Frank Mantay at 904.443.2511 ext 11 or email frank.mantay@prudential.com.
     
NAIFA-Jacksonville Membership Committee

    
2013-2014 Membership Committee

 George Carnicle, KC Padget, Gene Bryant,
Tracey Gess, Cindi Cook, and Bobby Siddell
 
Welcome to the following new, transferring and
returning NAIFA-Jacksonville members!

 Ira Richardson
Financial Design Associates / MassMutual

Thomas Foy
Iris Financial Services / LPL Financial
 
John Holdorf, CLU, ChFC
MetLife
 
Sylvester Thomas, LUTCF
New York Life
 
Eddie Swan, LUTCF
  
     
Young Advisors Team (YAT) Update
 
NAIFA-Jacksonville Young Advisors Team

NAIFA-Jacksonville YAT Social!

Wednesday, September 18th
Cantina Laredo, 5:30 pm

Featuring guest speaker on Sports Marketing (TBA)


Cantina Laredo

Cantina Laredo, 10282 Bistro Dr., 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!
 
 
CLICK HERE TO REGISTER ONLINE FOR
THE SEPT. 18TH YAT SOCIAL!


For more information, contact YAT Chair Rebecca Brothers at (904) 999-3105 or Brothers.Rebecca@principal.com.
  
  
  
Rebecca BrothersFollow NAIFA-Jacksonville and YAT on Twitter, Facebook, and LinkedIn!
 
Submitted by Rebecca Brothers
NAIFA-Jacksonville YAT Chair
 
Well this year is off to a great start for YAT!  We had our first meeting for the year on August 29th. With good attendance and a very engaging energetic group! Watch for great things from your YAT's this year! We would like to thank Howie Frank for starting up our Twitter Account!  Please follow us @NAIFAJAX for the latest and greatest NAIFA-Jacksonville and YAT happenings.  You will be able to follow us LIVE at our socials and meetings simply by using #YATJAX.

       
September 2013 is Life Insurance
Awareness Month in Jacksonville!
 
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. 
 
Life Insurance Awareness Month  
 
Boomer EsiasonServing 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.


NAIFA-Jax 40-Hour Licensing Course!
  
Approved by the Department of Financial Services
Course ID 38274
 
Professional DevelopmentNext LIVE Course Dates:
September 20th - 23rd, 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.
    
 
NAIFA-Jacksonville Blood Drive

Blood DriveOnce again, a $100 cash prize from
APPS Paramedical Services will be
given to one lucky NAIFA donor!


THURSDAY, OCTOBER 10, 2013

1:00 to 5:00 PM
 
Blood Mobile at Liberty Center
7077 Bonneval Road, Jacksonville, FL 32216
 
PLEASE REGISTER ONLINE:
 
    
If you have any questions about donating blood, please contact the The Blood Alliance at (888) 447-1479 or visit the website at www.thebloodalliance.com.
 
If you have any questions about the blood drive, please contact Alicia Burst at alicia@appsjax.com or (904) 332-8100.
  
 
NAIFA-Jax Series 6 Prep Course!
  
Series 6 Prep CourseSecurities 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: October 17-19, 2013
Thursday, Friday, Saturday, 8:00 AM - 5:00 PM
 
Hours: 24.00
CEUS: 2.40
Location: Herbert University Center (Building 43)
 
Committee Chairman:
Daniel Landrau, Daniel.l.landrau@ampf.com

Registration Fee: $240.00

COMPLETE DETAILS AND REGISTER ONLINE!


Textbook and software package is sold separately. Click here:

http://www.securitiesce.com/web/pages/series6/index.php
 

    
 
Advocacy in Action!

Our local IFAPIC Committee has been very busy scheduling appointments and visiting our local officials!

NAIFA-Jacksonville Advocacy at Work
  
NAIFA-Jacksonville visits Senator Aaron Bean to discuss important issues that affect our industry. Pictured above are Paul Broome, II, CLU, ChFC, CASL; Senator Aaron Bean; Maureen Kirschhofer, CLU, ChFC; and Craig Dewhurst.
   

NAIFA-Jacksonville Advocacy at Work
 
From left to right: Representative Travis Cummings, Margie Harner, Maureen Kirschhofer and Craig Dewhurst.

  
NAIFA-Jacksonville  
 
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 NAIFA-Jacksonville
    
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Copyright 2013. All Rights Reserved.