The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
In This Issue
Mon., Feb. 17, 2014
presents A Day of CE
Sheraton Hotel, 10605 Deerwood Park Blvd.
Click HERE for
complete details.
Thurs., Feb. 20, 2014
Blood Drive
Bloodmobile at
7077 Bonneval Rd,
Jacksonville, FL 32216 
Click HERE for
complete details.
Feb. 21 - 24, 2014
40-Hour Prelicensing
Adam W. Herbert
University Center
Click HERE for
complete details.
Wed., Feb. 26, 2014
Membership Luncheon
University Club, 11:30 am
Click HERE for
complete details.
Feb. 27th, 28th and
March 1st, 2014

Series 6 Prep Course
Herbert University
Center (Building 43)
Click HERE for
complete details.
March 11 - 12, 2014
NAIFA-Florida Legislative
Day On The Hill
Tallahassee, FL
Click HERE for
complete details. 
May 20 - 21, 2014
NAIFA Congressional
Washington, DC
Click HERE for
complete details.
Wed., March 26, 2014
Membership Luncheon
University Club, 11:30 am
Check our website for
the latest updates.


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please visit our website
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Executive Cherri
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at (904) 695-2300
or email

S. Roger Dominey, CLU, CFP, ChFCMessage From the President
S. Roger Dominey, CLU, CFP®, ChFC

February and Valentine's Day is a perfect time to remind clients and prospects of their need to protect the ones they love through proper life insurance planning. This is the sixth year that the LIFE Foundation has promoted its "Insure Your Love" campaign to raise awareness about life insurance, also known as "love insurance". Click HERE for complete details.
We've got a lot going on this month and next on a local and state level.  We continue to provide our members with the best CE opportunities and NAIFA-Jacksonville has a Full Day lined up February 17th.  Members can earn seven hours of CE credit, including the required Florida Senior Suitability course, for only $25.00.  Complete details can be found below, as well as details about our Membership Luncheon on February 26th.  This month we welcome attorney and author Luther Beauchamp and I encourage you to invite a non-member to join us.
I further encourage you to become more active in our political advocacy efforts, and our biggest state-level event is the perfect time to show up: the annual Legislative Day on the Hill in Tallahassee.  We'll meet up with NAIFA members making the trip from around the state to personally talk to our legislators and we want you to join us.  Complete details can be found on NAIFA-Florida's site:
Happy Valentine's Day!Have a GREAT month, and I look forward to seeing you at our next luncheon.
Happy Valentine's Day!
NAIFA-Jacksonville Presents
Monday, February 17, 2014
8:00 AM - 4:30 PM
Sheraton Hotel, 10605 Deerwood Park Blvd. 
Includes the required Senior Suitability!
*  Benefiting from a Low Interest Rate Environment
*  Building Flexibility in your Life Insurance Trust
*  Life Insurance in Qualified Plans
*  Senior Suitability
Register OnlineThe cost is $25.00 for Members paid in
advance and $35.00 for Non-Members.
Financial Design Associates   
APPS     State Farm     EMSI  
For more information, contact Association Executive Cherri Coombs-Ohmer, LUTCF by calling (904) 695-2300 or e-mail


Alicia S. BurstSubmitted by Alicia S. Burst
Next Blood Drive:
Thursday, February 20, 2014
Did you ever hear a broken record?  I realize that most of you producers are not old enough to have had that experience!  This is when a 45 or LP developed a scratch and you'd hear the same words over and over because the needle on the record player would not advance.
Speaking of needles and redundancy, one thing that does not change is the constant need for blood supplies.  Blood is something that cannot be manufactured or generated in any way.  It requires the generosity of time and compassion from individuals in order to have these supplies available for those in need.  My hope is that more of you really understand this need and will consider donating, not just once but perhaps for the rest of your life.
Our industry is about protecting families on the financial side, so why not choose another form of protection such as the ability to save a life?
Blood DriveOur NAIFA-Jacksonville Blood drives will be held at the Liberty Center - 7077 Bonneval Road, Jacksonville, 32216 on the following afternoons, just watch your email and NAIFA website for details:
February 20th, June 26th, October 9th and December 11th.  Remember that APPS Paramedical Services donates a $100 prize to be drawn from those who donate on behalf of our industry!  You do not need to be an agent, just be employed in the insurance field and must donate at our specific drives.
NAIFA-Jax Membership Luncheon!


Invite a non-member to lunch!
Wednesday, February 26, 2014

11:30 am - 1:00 pm at The University Club
1301 Riverplace Blvd., 27th Fl., Jacksonville, FL 32207
Luther Beauchamp"Put Your Heart into Your Work"

Luther Beauchamp
Luther Beauchamp (pronounced "Beach-um") has practiced law in or near his home town for more than 40 years and still hasn't gotten the hang of it.
Luther's office is located only 2 blocks from the house in which he was born less than 100 years ago.  The short (nearly 5' 4" with blisters on his feet) lawyer explains that even though there is not much of him above ground his roots are very deep.
There is an explanation for the way his name is pronounced.  Luther says he had illiterate ancestors who either could not spell "Beachum" or could not pronounce "Beau-champ."
A graduate of Chiefland High School, Florida State University and the Vanderbilt University School of Law, Luther often shares stories from his school days including those relating to "the great football tradition at Vanderbilt University."
Luther and his wife Vera have 2 adult children (they weren't born that way but grew into adults) and 9 grandchildren.  Their daughter is the wife of a pastor in Georgia and their son is director of campus ministries in the Tallahassee area.  The son also wrote the "Forewarning" for Luther's first book, "I'll Try to Be Short..."  His second book about funny things in law school and law practice is called "Legal Shorts... Not Briefs."
Speaking to various business, professional and church groups many times each year, Beauchamp encourages his audiences with a broad range of humor.  Luther says we should find humor every day and he believes that most people can be funnier than they look.
The cost in advance is $20.00 for Members and $25.00 for Non-Members.
For more information, contact Association Executive Cherri Coombs-Ohmer, LUTCF by calling (904) 695-2300 or e-mail
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
We need YOU in Tallahassee - NOW more than EVER!
You're invited to join your colleagues at NAIFA-Florida's legislative event of the year!  Once again there will be numerous legislative proposals, including health care reform, with real potential to greatly impact the industry and your careers!  It's imperative that you join us in Tallahassee to personally discuss with your legislators the issues of vital importance to your profession, the protection of your business, and your clients' financial security.

The Chirp Corner
Robin Wahby, CLUBy Robin Wahby, CLU
"Yes, we all are on our way to new goals. The path to success is the same as the path to failure. Your vision must be clear. I like this definition of growth because it is real:
Continued growth is the result of drive and new learning minus the interference of self-defeating thinking that clutters the mind.
So let's focus:
Purpose - Why I am in business
- What separates me from others
- What I get as a result of achieving my purpose
- What I don't have enough of
Key Goals
- What I must achieve that will give me what I need
Key Strategies
- How I will achieve my goals
- What I need from others
This is a simple self-check while reviewing your business plan and goals.
We all build relationships by helping people deal with anxiety. We help ourselves by dealing with our anxiety issues. In conclusion, if your vision is set, execute and think about the steps above.
If you only remember one thing from this CHIRP, remember that anxiety is a lack of personal mastery - It is NOT personal inadequacy. Master your Key Strategies and see your success fly!
Membership Update
Frank Mantay, CFPSubmitted by Frank Mantay, CFP

NAIFA-Jacksonville Membership Chair 


NAIFA-Jacksonville added four new members to our ranks in January!!  What a great way to start the year for our association and these new members. It's exciting to see the diverse experience and backgrounds of these four individuals.  We welcome them and their involvement! Take a moment to learn more about them by reading their accomplishments.
Do you know someone who should be involved with NAIFA?  Invite them to our February luncheon so they learn more about the association created to protect their careers and clients.
Louis GivensHere's a snapshot of Louis Givens' unique background.  He graduated from Florida State University and majored in Biological Science. In addition to being a student at Florida State University, he played two years on the football team under legendary coach Bobby Bowden. Currently, Louis mentors youths in the greater Jacksonville area and enjoy giving back to my community.  Louis works with Liberty Mutual at their Mandarin office.
Jessica Kenney After receiving her Bachelor degree from the University of North Florida, Jessica Kenney used her education to promote healthy financial lifestyles among people like herself. She became a member of the Financial & Investment Society, a Certified Mentor and joined the business fraternity, Delta Sigma Pi. In 2008, Jessica joined Ullmann Financial as an apprentice to Deanna Brown, CFP®. A year later, Jessica was promoted to a full time financial planner.  She is a member of the Financial Planning Association®, Estate Planning Council of Northeast Florida®, and holds her FINRA Series 7, 65, and 63 securities registrations. She is a graduate of the University of North Florida with a Bachelor of Business Administration in Finance and Investments. In her free time, Jessica enjoys traveling, exercising, playing beach volleyball, and pausing to enjoy the serenity of the Florida seaside. Her community involvement is helping at risk adolescent girls at PACE®. Jessica is honored to be a proud member of the Ullmann Financial Team.
Eric StrattonEric Stratton is the President of Stratton & Company, and has worked in insurance and financial services since 1998. A native of Jacksonville, Florida, Eric has focused his training and expertise on the design of retirement strategies for the unique needs of today's seniors.
Rick WilkinsRick Wilkins joined Principal Financial Group in September 2010.  An entrepreneur, he previously owned Wilkins Academy of Baseball, LLC.  Rick attended Furman University and studied civil engineering.
Member Benefit of the Month
Cheryl CanzanellaSubmitted by
Cheryl Canzanella Goodell, LUTCF

NAIFA-Florida Young Advisors Team Chair 


More and more young advisors are registering for the "NAIFA Solutions Sessions" YAT-focused coaching program that features a different practice management topic each month. We invite the first 50 registrants to participate in this FREE one-hour, interactive group coaching session led by Advisor Solutions Coach, Daniel C. Finley. 
This month's topic, "What's Your Elevator Speech? Building Credibility, Curiosity and Connection" will be held on Tuesday, February 25, 2014 from 4:00 - 5:00 pm

Picture this... you are at a networking event when you strike up a quick conversation with a stranger and the next thing you know, they ask you the inevitable question, "So, what do you do?" You immediately try to think of the perfect thing to say. This is your moment to shine! But, do you? Or do you simply give a generic response such as, "I'm a financial  advisor with XYZ firm?"

NAIFA members click below to register for this complimentary tele-seminar:

Advisor Solutions NAIFA Member Tele-seminar Registration Link: What's Your Elevator Speech? Building Credibility, Curiosity and Connection on Tuesday, February 25, 2014 from 4-5pm ET.


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.
To join or renew securely online, please visit
Legislative Update
Agent Licensing Reform Passes Senate as Part of Flood Insurance Rate Reform Bill

Issue: Insurance Regulatory Reform
Date: January 30, 2014
Action Taken: The Senate today passed S. 1926, the Homeowner Flood Insurance Affordability Act, which provides rate relief for homeowners who cannot afford the new flood insurance rate hikes that resulted from reforms enacted in 2012. Also included in the flood bill is the legislative text of a NAIFA-supported bill known as the National Association of Registered Agents and Brokers Reform Act (NARAB II).  In September 2013, the House passed NARAB II by an overwhelming vote of 397 to 6. The Senate bill is a companion to the House bill.
Background: NARAB II will establish a national licensing organization to allow agents to operate in multiple states more efficiently. An agent will still have to be licensed in his or her home state, and membership in NARAB will permit the agent to operate in every other state in a streamlined manner. NARAB maintains strict licensing and continuing education requirements, and preserves all regulation of insurance at the state level. It also provides an additional layer of consumer protection by requiring the agents who become members to undergo federal criminal background checks.
NAIFA Win: Among the major successes today was the defeat of an amendment offered by Senator Tom Coburn (R-OK) by a vote of 24-75. The Coburn Amendment would have allowed a state to opt-out of the licensure entity. The Coburn Amendment was a "poison pill", which would have undermined the effectiveness of NARAB. Prior to today's Senate action, Senator Coburn blocked the Senate from taking up the NARAB legislation that previously passed the House. NAIFA-Oklahoma actively lobbied Senator Coburn to release his hold and allow the Senate to proceed by agreeing to a vote on his amendment. Today NAIFA prevailed. NAIFA APIC key contacts and grassroots around the country were activated and achieved a successful result. Click here to see if your Senators voted with NAIFA and voted no on the Coburn Amendment.
Next Steps: Because the flood rate reforms were enacted to make the National Flood Insurance Program (NFIP) actuarially sound, the status of a flood rate relief bill remains uncertain in the House. It is clear that there is wide spread support for providing relief for policyholders, but there is concern that delaying the reforms will perpetuate an unsustainable program that is $24 billion in debt. As the flood rate relief efforts continue, NAIFA urges the Members of the House of Representatives to reaffirm their support for NARAB and include the legislative text of the bill in any flood rate relief legislation.
NAIFA Staff Contact: Jill Hoffman, Assistant Vice President - Federal Government Relations, at; or Kyle Kunkler, Program Manager - Government Relations, at
Please visit us at 
NAIFA Congressional Conference
2014 NAIFA Congressional Conference
In April 2013, over 1,000 NAIFA members from every corner of the country came to Washington, DC and took to Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.
On May 20th-21st, 2014, NAIFA will be holding its 2014 Congressional Conference with a similar goal - to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members, and educate them on the value of life insurance, annuities, retirement savings, and employee benefits for 75 million American families.
Please register today and join us in this important effort to educate lawmakers about the value of your business to your clients!
The first 600 NAIFA members to register, who meet certain criteria, will be eligible to receive a reimbursement (up to $350 each) to offset their travel expenses!
Reimbursements will be distributed after the conclusion of the Congressional Conference. NAIFA will contact eligible registrants regarding how to apply for the reimbursement. Save your airfare, hotel and ground transportation receipts for this meeting. All reimbursement requests will be subject to verification. Those not within the first 600 will be placed on a waiting list and will be added to the eligibility list as cancellations occur.
NAIFA-Jax 40-Hour Prelicensing Course!
Professional Development
Next Course Dates:
February 21 - 24, 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


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: 
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,
Registration Fee: $240.00
Textbook and software package is sold separately.
Click here:
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