NAIFA-Jacksonville 
JAX ADVISORS ONLINE:  OCTOBER 2013
 
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
In This Issue
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Happy Halloween!   
 
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

    
October is our Annual Legislative Month.  Our Jacksonville Political Involvement Committee (IFAPIC) team was very busy in August and September visiting local Representatives, Senators and members of Congress during their recent recess.  Thank you Paul Broome II, your IFAPIC Committee Chair, and Co-Chair Craig Dewhurst for your hard work and commitment in explaining the important issues so they are all equipped with the knowledge they need as they move back into session.  
 
The NAIFA National Convention recently convened in San Antonio, TX with your National Committeeperson Maureen Kirschhofer and President Elect Frank Mantay representing NAIFA-Jacksonville.   There were 6 proposed amendments; 5 were defeated and 1 passed.  The Young Advisors Team is now a standing committee.
 
It is hard to believe we are in the final quarter of the year.  We have many events planned and I hope to see each of you at one of them by the end of the year.  Join us on Wednesday, October 23rd at the University Club for our monthly luncheon where the topic will be "The Economy and the Markets."  We will host our 12th Annual Golf Tournament on Monday, November 4th at St. Johns Country Club complete with a live auction.  On Wednesday, November 20th we'll have a joint meeting with the Society of Financial Service Professionals, the Northeast Florida Chapter.  The lunch speaker is Senator Aaron Bean, and after lunch the Society will then bring us a 2-hour educational program, "The Tax Code and the Affordable Care Act" providing CE for most disciplines.
 
Be sure to read the committee activities below so you will be in the know.  Been thinking about getting involved?  We could use more active members and we have a place for you, contact our office today info@naifa-jacksonville.org.

Thank you for your membership!
 
Roger
 


 
You're Invited to NAIFA-Jacksonville's Next Membership Luncheon!
 
NAIFA-Jacksonville
Wednesday, October 23, 2013

The University Club, 11:15 am - 1:00 pm
1301 Riverplace Blvd., 27th Fl., Jacksonville, FL 32207
   
GUESTS ARE WELCOME!

Check-In & Registration - 11:15 am
Buffet Lunch & Annoucements - 11:30 am
Program & Guest Speaker - 12:00 - 1:00 pm

"Economy and the Markets"
 
Robert Schlegel
     Guest Speaker:  
     Rob Schlegel
  
The luncheon cost is $25.00. Members who RSVP by 12:00 noon on Friday, October 18th, the cost is only $20.00!

 
Register Online  
 
Special Thanks to Our Sponsor!
 

Curian Capital  

Attendees must register by 12:00 noon on Friday, October 18th.
 
For more information, contact Association Executive Cherri Coombs Ohmer, LUTCF at info@naifa-jacksonville.org or (904) 695-2300.
 
 
National Committeeperson Report

Maureen Kirschhofer, CLU, ChFCA Report on the 124th Annual
NAIFA Convention

 
Maureen Kirschhofer, CLU, ChFC
  
The 124th Annual Career Conference and Annual Meeting of Naifa opened at the San Antonio Convention center on Saturday, September 28th.  Frank Mantay and myself served as the NAIFA Jacksonville representatives at the meeting and our Executive Secretary, Cherri Coombs Ohmer, attended the Execs Sessions.  From the dynamic opening session on Saturday afternoon to the closing voting and announcing of Amendments, this was an excellent meeting.
   
There were too many sessions to discuss all of them but I would recommend looking at the information on the LIFE website, www.lifehappens.org, and check out the real life stories that were presented at the meeting live.  It will reinforce the importance of what we do everyday.  Bring a tissue because I will be surprised if you won't need one.
 
  
  
 
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!

    
In Memoriam
 
Jay DuPre JerveyLongtime NAIFA-Jacksonville member Jay DuPre Jervey passed away on September 5, 2013 at the age of 82 following complications from a stroke in April of this year.
  
He was born in New York City, the only child of John D. Jervey and his wife, Juliette Ast Jervey. At the age of 17 Jay entered the U.S. Navy and attended submarine school. He later transferred to the U.S. Air Force where he was a cryptographer during the Korean conflict.
  
Jay enjoyed a various and stellar career in the life insurance business beginning as an underwriter for Prudential in 1952. He later formed his own life insurance company, American Life, where he served as executive vice president of underwriting, reinsurance, new business and policy service. After he sold this company he started Jervey & Company, an independent life brokerage agency, in the old Adams building in downtown Jacksonville and later moved to the San Marco area of Jacksonville.
In 1984 Jay was invited to join the prestigious Risk Appraisal Forum where he actively participated until his elevation to status Emeritus in 2006.
  
A passionate golfer, Jay played over 225 courses throughout the United States. Whenever playing in Florida he could always be found with his constant and enduring golf buddies, Art Snure, Lloyd Butler and Bill Billy. Jay's talents on the greens were superseded only by his quest for the 19th hole beverage.
  
Jay is survived by his wife of 25 years, Pamela Morris Jervey of Fernandina Beach; the mother of his three children, Jean Jervey of Mandarin, FL,  daughter Kathy McCoy (Terry) of Jacksonville ,two sons: Dan Jervey of St. Augustine and Steve Jervey (Sharon) of Melbourne. Jay is also survived by four grandchildren, Daniel Jervey, Jr. and Katie Jervey of Jacksonville, Chris Jervey of New York City and Jayna Jervey of Pentagon City, VA., one great grandson, Braiden Jervey of St. Augustine and his favorite cousin, Joseph Walsh (Lou) of Mandarin.
  
In lieu of flowers Jay would prefer a contribution to the charity of your choice and the indulgence of an evening beverage in his remembrance.
  
NAIFA-Jacksonville extends its most sincere condolences to Jay's family.
  
  
IFAPAC Update
  
Joseph J. Maltese, CLU, ChFC, CFPSubmitted by
Joseph J. Maltese, CFP, ChFC, CLU

IFAPAC Chair

 

"Never has the danger to our livelihood been so great!"
     
It seems I have been hearing that statement for the better part of 2 decades.  Is the legislative climate constantly becoming more challenging?  Are more legislators looking for tax dollars from the death benefit or the inside buildup in life insurance?  Are we as an industry becoming more complacent and allowing legislators to tax our products freely?  Has the economy gotten so poor that legislators will find revenue wherever they can?
 
The answer to all these questions is ... Maybe.   In my opinion though, things haven't changed all that much over the last couple of decades.  So why then, do we keep hearing, "Never has the danger to our livelihood been so great?"  The reason may be simply that our industry is always in danger of being misunderstood by legislators and will always be a target for a revenue grab.
 
One reason the PAC is so important is because things don't change.  Without our continued diligence and watchfulness, there is always a danger that misguided legislation will harm the products and services we deliver to our clients, and ultimately harm our business.
 
In addition to protecting our products and services, our PAC gives us a voice to change policies that are outdated and cumbersome.  An example of this is the current legislation in the Senate that was recently passed by the House known as NARAB II (a.k.a. H.R. 1155 and S.534) The National Association of Registered Agents and Brokers Reform Act of 2013 will allow those of us that transact business in states other than our home state to register with NARAB instead of having to carry multiple non-resident licenses.  This will save countless dollars and hours for many of us, and allow us to keep and service clients that move to other states.
 
Much of what our Political Action Committee does involves assuring that legislators friendly toward our industry get elected and re-elected.  Currently this burden is carried by fewer NAIFA members than you might think.  In our Jacksonville NAIFA, for example, the burden of funding the PAC is currently born by about 12.5% of our membership.  We need 61 more contributors to reach our goal of 35% participation.
 
If we can help our state reach a 35% participation rate by the end of December 2013 our State IFAPAC will receive 60% of all shareable contributions for the first six months of 2014.   
 
PLEASE HELP US!  $8.34 per month via check-o-matic is all it takes to become a Century member!
 
Finally, please allow me the opportunity to thank my Co-Chair, Steve Glenn and the PAC committee for their work smiling and dialing, and all the PAC contributors that keep the PAC funded.  Jacksonville has one of the better contribution rates in our state.
 
Let's hit our 35% goal.  Are you or one of your colleagues one of the 61 additional contributors we need?  If so, call Cherri Coombs, Steve Glenn, or me to learn how easy it is to be a Century member!
 
For more information about IFAPAC and to contribute securely online, please visit www.naifa.org/advocacy/ifapac
  
 
NAIFA-Jax 40-Hour Licensing Course!
  
Approved by the Department of Financial Services
Course ID 38274
 
Professional DevelopmentNext LIVE Course Dates:
October 18th - 21st, 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-Jax 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:  

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
 
     

Membership Report
 
Frank Mantay, CFP Submitted by Frank Mantay, CFP
 
October 2013 Membership Count:
 
NAIFA-Jacksonville Membership Update 272 NAIFA-Jacksonville Members and Growing!!!
 
On our way to 300 members by June 30th, 2014, we'll need to pass up Tampa, currently #2 in Florida with 278 members. Let's do it by year end!

 

Our membership drive is full swing and I want to thank our committee for taking the time to talk to individuals one on one or in agency presentations regarding the benefits of NAIFA. If you know someone who should be a member please refer them to one of these individuals or invite them to our next luncheon.
 
RED                                       BLUE
Gene Bryant - Captain             Cindi Cook - Captain
Bobby Siddell                          Tracey Gess
KC Padget                              George Carnicle
Jeni Geis                                 Margie Harner
Frank Mantay                          Sylvester Thomas
  
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 you to current ones. To participate, contact Frank Mantay at 904.443.2511 ext 11 or email frank.mantay@prudential.com.
     
Zachary CohenWelcome to the following new, transferring and returning NAIFA-Jacksonville members!
  
Zachary Cohen
, Disability Income Specialist with Guardian Life Insurance Company of America and newly married!
   
  
Health Insurance Update
 
NAIFANAIFA Survey Examines Agent and
Broker Role in Affordable Care Act
Implementation

  
With enrollment for health insurance plans available through state and federally facilitated marketplaces just days away, a new survey of NAIFA members shows that agents and brokers are unwilling to sit on the sidelines and instead will take an active role in helping consumers navigate the complex world of the health insurance marketplace under the Affordable Care Act.
   
According to the survey, more than half (56 percent) of NAIFA members who sell health insurance said they plan to sell plans through state or federally facilitated marketplace when enrollment opens to consumers on Oct. 1. Of the 54 percent who live in states with a federally-facilitated marketplace, 50 percent of respondents said they have participated in government training for agents from the Centers for Medicare & Medicaid Services (CMS), and 29 percent said they plan to take the training. The survey of 600 NAIFA members, conducted Sept. 10-12, 2013, was released here during the NAIFA Career Conference and Annual meeting.
  
"It's not surprising our members are taking the time to participate in training so they can continue to serve clients with expert advice on health insurance plans that will be available in the group and individual market," said NAIFA President-Elect John F. Nichols, MSM, CLU.  "While the thousands of 'navigators' hired will help consumers enroll for plans through the marketplace, consumers and businesses will require assistance that goes far beyond registering for a plan. That's what our members can best provide."
       
 
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