Happy Holidays!Happy Holidays!NAIFA-Jacksonville 
JAX ADVISORS ONLINE:  DECEMBER 2013
 
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
In This Issue
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It Pays to Be a Member

 
The NAIFA Blog: The Voice of the Agent
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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 are weeks away from the beginning of a new year. 2014 is right around the corner. Many of us are focused on ending this year as strong as we can, while planning for the next. My hope is that you have achieved your goals for 2013, and that 2014 is a great year for you as well.
  
There are many things that we can look at this year as an association and feel good about what we have accomplished. As the Congressional Budget Office looked for tax revenue, we went to DC, 1,000-members strong, to explain to our legislators what harm that would do to our clients and our nation as a whole. We were heard loud and clear.
  
In our state, where the homeowners market always seems to be in crisis, we were able to help craft language that helps our members to better serve their clients and, in the end, help their bottom line.
  
At the local level we have had some great programs.  Our 40- Hour Prelicensing Course in partnership with UNF is going strong and we are partnering with them to provide the Series 6 Course at the end of February.  We are also hosting A Day of CE on February 17th. Remember that out Annual Awards Luncheon will be Wednesday, January 22nd at the University Club followed by 1 hour of CE. This program will feature the 2013 recipients of the C.G. Snead/J.F. Bryan, III Memorial Award and the Community Service Award, the National Quality Award Winners and MDRT qualifiers.
  
In membership registrations, we are working hard and gaining ground. With the help of our membership committee, we have been able to increase membership by 13 new members. We are currently at about 268 and we are looking to end the year on June 30 with 300 members. To reach that goal we need everyone to help. If each one of us brings in one new member, we can surpass our goal of 300.
  
Happy Holidays!Please help us so that we can continue 
protecting this great business of ours.
  
My hope is that you have a great
Christmas, and a very Happy New Year.
      
 
Golf Tournament Highlights!
 
Thank you to all of our golfers and sponsors for making our 12th Annual Golf Tournament on November 4th a success!
 
NAIFA-Jacksonville
   
NAIFA-Jacksonville
  
NAIFA-Jacksonville
NAIFA-Jacksonville
  
  
  
  
Calendar of Upcoming Events

Happy Holidays!No Membership Luncheon in December.
  
HAPPY HOLIDAYS!
 
Wednesday, January 22, 2014
NAIFA-Jacksonville Annual Awards Presentation
and Membership Luncheon
University Club, 11:30 am
CLICK HERE TO REGISTER ONLINE

 

January 24 - 26, 2014
NAIFA-Jacksonville 40-Hour Prelicensing Course
Adam W. Herbert University Center
CLICK HERE TO REGISTER ONLINE
  
Friday, January 24, 2014
Leadership In Life Institute Course starts in Ocala.
CLICK HERE FOR COMPLETE DETAILS
  
Thursday, February 20, 2014
NAIFA-Jacksonville Blood Drive
CLICK HERE FOR UPDATES
 
Wednesday, February 26, 2014
NAIFA-Jacksonville Membership Luncheon
University Club, 11:30 am
  
February 27th - March 1st, 2014
NAIFA-Jacksonville Series 6 Prep Course
Thursday, Friday, Saturday, 8:00 AM - 5:00 PM
Herbert University Center (Building 43)
CLICK HERE FOR COMPLETE DETALS AND REGISTRATION
  
Check our website at www.naifa-jacksonville.org for the latest updates.
  

Young Advisors Team Update
      
NAIFA-Florida 82nd Annual State Conference   
  
You could WIN a FREE Registration to the 82nd NAIFA-FL State Conference, June 19th - 21st, 2014 at the Delray Beach Marriott -- a $345.00 Value!  Raffle tickets are only $5.00 each and proceeds will support the exciting YAT events planned at conference!  Drawing to be held Tuesday, March 11, 2014 at Day on the Hill. 
 
Questions? Please contact YAT Co-Chairs: Jennifer Versaggi at jennifer_versaggi@glic.com or Cheryl Canzanella at ccanzanella@massmutualbrokerage.com.
 
 
NAIFA-Jacksonville Blood Drive

Alicia S. BurstSubmitted by Alicia Burst
Community Service Chair    

 

CONGRATULATIONS!
 
The winners of APPS $100 cash drawing were
Jeanne Peterson and Mark Ferlin, both of MetLife.
 
NAIFA-Jacksonville Blood Drive
  
In 2014, we've been asked to step up as a group so we've committed to sponsoring four drives next year.  We are an industry who is about protecting financial futures, it stands to reason we should make an effort to simply protect lives.
 
Do you know that as much as 37% of our population is eligible to donate blood, yet only 5% actually do?  It cannot be manufactured,  stored, or promised.  It is up to each and every one of us to give this "gift of LIFE," which it truly is.
 
It costs nothing but your time.  You could very well save as many as 3 lives with the hour you take from your day.  Please consider making this part of your New Year's resolution! 
 
Blood DriveBlood Drive Dates Through 2014!
 
  Thursday, February 20, 2014
  Thursday, June 26, 2014
  Thursday, October 9, 2014
  Thursday, December 11, 2014
 
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.  
  

Membership Report
 
Frank Mantay, CFPSubmitted by Frank Mantay, CFP

268 Members!!
     
 
Welcome aboard to our latest
member of NAIFA-Jacksonville!
  
Katherine BaustertKatherine Baustert is a State Farm agent located in Middleburg. Katherine is a UNF alumni and has been in business since 1999.  We're glad you're part of NAIFA-Jacksonville!
  
Great educational opportunities, networking, camaraderie and advocacy are all part of why we join NAIFA, however here's another reason just in time for the holidays.  NAIFA members receive 35% of on shipping from UPS!  So give Santa a break and put your membership benefit to good use.  Ask UPS for your NAIFA discount and have your membership number handy!
  
Join the membership committee on Monday, December 16th at 4:30 pm as we deck the halls while making some calls for membership.  We'll meet at the offices of Mantay & Company, 3840 Belfort Rd #101, Jacksonville, FL 32216.  Call our membership chair Frank Mantay for more info, at 904.443.2511.
  
  
NAIFA-Jax 40-Hour Prelicensing Course!
 
Professional Development
LIFE, HEALTH INSURANCE AND
VARIABLE ANNUITIES (2-15)
PRELICENSING COURSE
  
Next Course Dates:
January 24 - 26, 2014
(Friday - Monday)
8:00 a.m. to 6:00 p.m.
UNF Herbert University Center
12000 Alumni Dr., Jacksonville, FL 32224
 
Fee: $149.00
 
Looking to broaden your career opportunities? Jobs are available now for those with a 2-15 license. Many of these career positions pay on average $51K+ per year.
  
To prepare you for the test and a career in healthcare insurance sales, you will learn Federal and State regulations, legal concepts of the insurance contract, life and health insurance, health and accident insurance, and disability and medical reimbursements.
  • Course is designed and expertly taught in compliance with the State of Florida's rules.
  • Successful completion qualifies you to take the state exam to obtain a Life, Health & Variable Annuity License.
  • Becoming a 2-15 Agent allows you to sell fixed and variable annuities and all forms of life, health and accident insurance policies representing insurers in Florida.

Complete details can be found on our website or register online at www.unf.edu/ce.

  

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:  

February 27th - March 1st, 2014

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
 
     

Member Benefit of the Month
 
NAIFA Membership Brochure Available for Download
NAIFA's New Membership
Brochure Now Available!

 
NAIFA's New Membership Brochure is
downloadable and available on NAIFA's
website: CLICK HERE.
     
We encourage you to download, save and print this brochure for use in your recruiting efforts.  The Membership Brochure highlights NAIFA's rich array of membership benefits and services, offers member testimonials, and includes a convenient tear-away NAIFA membership application.
  
Copies of the new Membership Brochure are available on the NAIFA Marketplace in limited quantities.   If more than 100 copies of the Membership Brochure are needed, please contact Jodi Meier in NAIFA's Membership Department at jmeier@naifa.org or 703-770-8214.  
  
  
For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit www.naifa.org/benefits.

 
NAIFA-Jacksonville
IT PAYS TO BE A MEMBER!

 
NAIFA is the largest financial services membership association in the United States, comprised of more than 700 state and local associations representing the interests of 200,000 members and their associates nationwide. NAIFA's goal is to protect your livelihood and your clients' financial security.
 
To join or renew securely online, please visit www.naifa.org
 
  
NAIFA-Jacksonville  
 
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Copyright 2013. All Rights Reserved.