The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
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please visit our website
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Executive Cherri
Coombs Ohmer, LUTCF
at (904) 695-2300
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S. Roger Dominey, CLU, CFP, ChFCMessage From the President
S. Roger Dominey, CLU, CFP®, ChFC

We have planned many great meetings to help you achieve success in 2014. Here is our luncheon line up for the year.
On January 22nd we will host the Annual Awards luncheon recognizing the 2013 recipient of the C.G. Snead/J.F. Bryan, III Memorial Award, the 2013 recipient of the Community Service Award, (NQA) recognizes the National Quality Award recipients as well as the MDRT qualifiers, NAIFA Jacksonville (JALU) Past Presidents and much more followed by 1 hour of CE moderated by Michael Halloran.  On February 26th, Luther Beauchamp, attorney; March 26th, our Young Advisors Panel; and April 8th, National Speaker - Barry Lundquist, President of the Council for Disability Awareness (a joint meeting with the Society of FSP) just in time to prepare for DIAM in May. May 28th is our Annual Meeting with elections of our 2014-2015 leaders, and June 25th will feature the installation of officers and special speaker. We are also hosting another Day of CE on Monday, February 21st
On March 11th and 12th, we will be traveling to Tallahassee for our Day On the Hill. If you have not attended or it has been some time since you last attended, please make plans to attend. This year we are already hearing of a potential STOLI (Strange Originated Life Insurance) bill. We have also learned that a specific carrier is looking to the state to form a term license only, thus reducing the requirements to this group of agents. There are a few other issues that we are watching closely as well. As you know there will be some talk about property insurance, and I don't think a session could take place without that.
As many of you are aware we have a PAC (Political Action Committee), and a PIC (Political Involvement Committee). These 2 committees work hand in hand to first raise money to contribute to candidates (PAC) and then PIC with the help of PAC delivers those funds. The money collected and contributed to the candidates helps us have a seat at the table. With that money we are able to sit with the candidates and express our views and concerns. At both the state and national level our PAC and PIC are considered the best. If you would like to get involved in either committee or contribute please contact our office.
We look forward to seeing you at our meetings, please join us.
TEAM: Together Everyone Achieves More.
Our hope is that you have a great year, 

NAIFA-Jacksonville Annual Awards Presentation and Membership Luncheon

NAIFA-JacksonvilleWednesday, January 22, 2014

The University Club
1301 Riverplace Blvd.,
27th Floor, Jacksonville, FL 32207

Luncheon and Awards Presentation:
11:30 am - 1:00 pm

One-Hour CE Seminar

1:00 - 2:00 pm - complete details below
Announcement of the 48th Recipient of the
CG Snead/JF Bryan, III Memorial Award


Announcement of the 2013 Recipient of the
NAIFA-Jacksonville Community Service Award


Recognition of NAIFA-Jacksonville's
NAIFA Quality Award Recipients

Plus Presentation of the Managers Membership Award, Recogntion of our Million Dollar Round Table members and long-term Membership Milestones!
Followed by One-Hour CE Seminar, 1:00 - 2:00 pm:
Mike Halloran, CFP, AEP, CLU, ChFC, LUTCFUses of Life Insurance After
Revisions in the 2013 Tax Laws

Moderated by
Michael Halloran, CLU, ChFC, CFP, LUTCF

NAIFA-Jacksonville Past President and
Wealth Management Advisor, Northwestern Mutual
Course Level: Intermediate
This course provides agents and advisors with an in depth review of tax law revisions in 2013 that can have profound impact on their clients life insurance situations. Areas covered include current estate tax exemptions, non-estate tax uses, Dynasty Trusts, planning for non-citizen spouse, planning with qualified plan assets and IRA's, life insurance purchased in ILIT, planning for special needs situation, charitable planning, creditors and representing unauthorized entities.


APPS Para Medical Services 
For more information, contact Association Executive Cherri Coombs-Ohmer, LUTCF by calling (904) 695-2300 or e-mail
Calendar of Upcoming Events
Wednesday, January 22, 2014
NAIFA-Jacksonville Annual Awards Presentation
and Membership Luncheon
University Club, 11:30 am


January 24 - 26, 2014
NAIFA-Jacksonville 40-Hour Prelicensing Course
Adam W. Herbert University Center
Friday, January 24, 2014
Leadership In Life Institute Course starts in Ocala.

Wednesday, January 29, 2014
YAT Kick-Off Social
Cantina Laredo, Towne Centre, 6:00 pm
Monday, February 17, 2014
NAIFA-Jacksonville presents A Day of CE
Complete details TBA
Thursday, February 20, 2014
NAIFA-Jacksonville Blood Drive
Wednesday, February 26, 2014
NAIFA-Jacksonville Membership Luncheon
University Club, 11:30 am
Check our website at for the latest updates.

Young Advisors Team Update
YAT Young Advisors TeamYAT Kick-Off Social!
Wednesday, January 29th, 2014 
6:00 pm

Cantina Laredo - Towne Centre
Please RSVP by emailing
or via Facebook by clicking HERE.
Join the YATs as we kick off 2014 -- we will briefly touch on our social schedule for 2014, available sponsorship opportunities and benefits, March's Panel of Peers, Day on the Hill, YAT Awareness Month (March), and the State Conference in June. Enjoy happy hour-priced cocktails, and complimentary salsa, chips and the best guacamole in Jax! 
We will also hear from Patrick, the GM of Cantina Laredo Jacksonville, FL, and our gracious host on how they can make your event the best ever from business to pleasure.
Please contact me with any questions or if you would like to sponsor this social.
See you there!
Becky Brothers

The Chirp Corner

Robin Wahby, CLUBy Robin Wahby, CLU
We all need periods of retreat. I hope that each and every one of you were able to retreat and reenergize over the holidays. Now, you are full of ideas and vitality - right? Not always.
During my year at Leadership Jacksonville we discussed Leadership vs Trusteeship. We discussed the "Black Blob" this inner self, vastly unknown because people/leaders focus on the external, not the internal. Have you met some really nice people yet the minute something goes wrong with their external world, they lash out at every person in their path?
Even Outward Bound's mantra is "if you can't get out, go in," meaning we have to get in touch with our inner self.
So, if you are feeling rejuvenated or not quite there yet - think about your greatness. Your purpose, your courage ( I mean you chose this great industry so you must be courageous!). The goal is to be integrated to reduce the power of the black blob. We can also say it is true acceptance, "I am not perfect. You are not perfect, and its all okay!"
Finally, here was our mantra at Leadership Jacksonville: "Each of us must first accept the responsibility, first for our own life, secondly for the lives of others around us, and thirdly, for our own community so that these public responsibilities become the final crown on each life, the climax of our education."
My wish for you is clarity and vision to attain all your goals in 2014.
NAIFA-Florida Day on the Hill

Registration now OPEN for NAIFA-Florida Legislative Day on the Hill!
NAIFA-Florida Legislative Day on the Hill    
March 11-12, 2014
Donald L. Tucker Civic Center
Tallahassee, FL

NAIFA-Jax 40-Hour Prelicensing Course!
Professional Development
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


Member Benefit of the Month
Microsoft Office 365Microsoft® Office 365
The power of cloud productivity
to your business

NAIFA members now have access to Microsoft® Office 365, which delivers the power of cloud productivity to your business. Office 365 is a flexible per user/per month subscription service with a number of plan and service options. Select the products that best meet your needs as a standalone service, or choose from Productivity Plans which bundle services and provide additional savings. 
Microsoft Office 365 services:
  • Office Professional Plus
  • Office Web Apps
  • Exchange Online
  • SharePoint Online
  • Lync Online 

Click HERE for complete details!

For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit


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.
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