NAIFA-Jacksonville 
JAX ADVISORS ONLINE:  APRIL 2014
 
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors - Jacksonville, FL
In This Issue
CALENDAR OF UPCOMING EVENTS
  
Tues., April 8, 2014
NAIFA-Jacksonville Membership Luncheon and program with SFSP
University Club, 11:30 am
CLICK HERE TO REGISTER ONLINE

May 20 - 21, 2014
NAIFA Congressional Conference
Washington, DC
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION

 

June 12, 2014
Blood Drive
Date Change!
Bloodmobile @ 7077 Bonneval Rd, Jacksonville, FL 32216
CLICK HERE TO SCHEDULE YOUR DONATION

June 19-21, 2014
NAIFA-Florida 82nd
Annual Conference
Delray Beach Marriott
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION

Wed., May 28, 2014
NAIFA-Jacksonville Membership Luncheon
University Club, 11:30 am

Wed., June 25, 2014
NAIFA-Jacksonville Annual Meeting and Membership Luncheon
University Club, 11:30 am
 
Sept. 6-8, 2014
NAIFA 2014 National
Career Conference
San Diego, CA 
  
  
Check our website for
the latest updates.   

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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
  

Spring has Sprung!

 

April showers bring May flowers, and it's also a time to happily put the stress of Tax Day behind us.  With the tax code fresh on our minds, it's also perfect timing for NAIFA's Congressional Conference that takes place in our nation's capital on May 20th and 21st.  If you can't make it, be sure to check out the advocacy resources at www.naifa.org to keep up with the issues.  Your voice will surely be requested on our industry's behalf in the coming weeks.

 

We have a special program this month with the Northeast FL chapter of the Society of Financial Service Professionals so we needed to adjust our regular monthly luncheon date closer to the beginning of the month.  We're meeting next Tuesday, April 8th for a special primer leading up to Disability Insurance Awareness Month in May.  It will be a terrific networking opportunity, and our attendees will earn one hour of CE credit while enjoying our guest speaker from the Council for Disability Awareness, Barry Lundquist.  Complete details can be found below and we look forward to seeing you there.  Invite a non-member and register TODAY because time is running out!

 

Be sure to read through our monthly newsletter and make plans to attend all of our upcoming events, welcome our newest members, and take advantage of all the benefits that are available to you as a NAIFA-Jacksonville member.

 

It Pays to Belong! 

 

 

   
NAIFA-Jax Membership Luncheon
 
The month of May is Disability Insurance Awareness Month and NAIFA-Jacksonville has a head start with our Membership Luncheon and Joint Program with the  Society of FSP Northeast Florida Chapter!
 
Society of Financial Service Professionals
 
SPECIAL DATE! 
 
Tuesday, April 8, 2014  
 
11:30 AM - 1:00 PM 
University Club of Jacksonville
1301 Riverplace Blvd., 27th Floor, Jacksonville, FL
 
Barry Lundquist
   
NATIONAL SPEAKER
Barry Lundquist
President, The Council for Disability Awareness
 
The Risk and Consequence of Disability
 
AWARENESS, NEED, PLANNING,
OPPORTUNITY AND RESPONSIBILITY
 
Program includes 1 hour of CE during lunch!

The Council for Disability Awareness (CDA) is a nonprofit organization dedicated to educating the American public about the risk and consequences of experiencing an income-interrupting illness or injury. The CDA engages in research, communications and educational activities that provide information and helpful resources to wage earners, employers, financial advisors, consultants and others who are concerned about the personal and financial impact a disability can have on wage earners and their families.

Council for Disability Awareness
 
 
The Council's website can be found at www.DisabilityCanHappen.org
 
 
REGISTER TODAY!
 
Register Online   
 
 
 
THANK YOU TO OUR SPONSOR!
 
 
Ohio National Financial Services
 
Ohio National Financial Services
Tim Von Ebers, CLU, ChFC
 
 
For more information, contact Association Executive Cherri Coombs-Ohmer, LUTCF by calling (904) 695-2300 or e-mail info@naifa-jacksonville.org.
  
  
NAIFA-Jacksonville Bylaws Update

There are proposed changes to NAIFA-Jacksonville's bylaws that will be voted for approval by the membership.  To view the proposed bylaws changes, click HERE. To view NAIFA-Jacksonville's full bylaws with updates, click HERE.
 
 
Day On The Hill Recap

NAIFA-Jacksonville was well represented at 2014 Legislative Day on the Hill! 

 

Submitted by Bobby Siddell
     
Florida CFO Jeff Atwater

Meeting with Florida CFO Jeff Atwater 
 
 
NAIFA Day on the Hill brought many opportunities for NAIFA YAT members to learn more about legislative issues and the opportunity to meet with our State elected officials. YAT's are very familiar with the Florida Financial Services because of their required industry licenses and regulatory supervision the State's Financial Services oversees, but many have asked who is this Chief Financial Officer and how does he impact us?  
  
NAIFA-Florida's YAT members had the great opportunity to spend 25 minutes with CFO Jeff Atwater to educate him about hot topic concerns and how we as the next generation of Young Financial Advisors can positively effect change. Over twenty YAT's listened to CFO Atwater stress the importance of NAIFA building credibility and relationships with his office in order to have our voices heard. CFO Atwater went on to say, "elected officials make decisions based on trustworthy organizations who police call their members and demonstrate a strong ethical core." This resonated strongly with many of the YAT's because our business depends on client-advisor trust, but few ever considered the advisor-regulator relationship and how a few bad apples can undermine the integrity of the service we provide to our clients. 
 
The CFO's message was straightforward, how do we as NAIFA's future leaders position ourselves and our organization moving forward. Thanks to everyone who attended Day on the Hill and look forward to seeing everyone (plus their guest) next year. 
 
Check out NAIFA-Jacksonville's most Tweeted selfie with Representative Janet Adkins! 
Chirp Corner

Robin Wahby, CLU
By Robin Wahby, CLU  

Microscope on the First Quarter 2014

(It's not about the punishment)

We're at the end of the first quarter and most people start beating themselves up for what they have not accomplished.

Wrong viewpoint!

Look at where you are going. As I get older, I put more weight on a person's ability to manage and discipline themselves.   
"Talent plays its part, of course, but talent or aptitude is not the difference. Every day in every field or endeavor we see talented men whose special abilities are wasting away, contributing little to the success of the individual or the good of mankind, and every day we observe others who are "less gifted" but who accomplish more."  - B.N. Woodson

All you need to do is this: beginning this very day, stop doing one thing you know you should not do, and start doing each day one thing you know you should do!

That's all! Then a little later, when you have two items mastered, try two more... and then two more. If you did this for two or more habits, your second quarter productiveness would be a lot better -- even infinitely better! 


Membership Report
   
Submitted by Frank Mantay, CFP Frank Mantay, CFP 
NAIFA-Jacksonville Membership Chair

Spring into Membership!

If there was any question about the value of NAIFA membership, it was settled for participants who attended Day on the Hill in Tallahassee. Jacksonville had high participation accompanied by enthusiasm and camaraderie. There were many comments on how valuable the experience was to engage legislators' on topics important to our clients and industry. If you missed the opportunity to go, make sure to renew your membership so you can attend next year!

We added three new members to NAIFA Jacksonville in March! Please join me in welcoming these fine financial professionals:

Kim Stanley, LUTCF, CLTC Kim Stanley 
 
For over 20 years, Kim Stanley Insurance and Financial Services, Inc. has provided clients and their employees benefit programs to meet their needs available at an affordable price. As a professional employee benefits firm, we are dedicated to delivering quality products underwritten by companies with the highest financial ratings. 
kim@kimstanleyinsurance.com
904-247-6752

David Shilby David Shilby 
 
Shilby Financial Group has been serving the financial needs of clients since 1985. Our firm has been built upon trusting relationships. We offer a diverse portfolio of financial products that when matched with your goals and expectations can help you to protect your assets and grow retirement income. Your financial goals are our number one priority.
dshilby@kclic.net
904-716-2153

Michelle Sheridan Michelle Sheridan 
 
Michelle recently joined Prudential's Gulf Atlantic Agency as Manager of Agency Training. Michelle originally hails from Pennsylvania where she ran, then sold a successful Farmer's Insurance agency. Michelle is excited to be developing and growing new talent in Northeast Florida while not wearing snow shoes!
michelle.sheridan@prudential.com  
904-313-2616  
 
Thank you to our member who renewed this month:

Edward Dunmore, CLU, LUTCF with New York Life
  

Current membership count:

NAIFA-Miami Dade - 329
NAIFA-Tampa - 268
NAIFA-Jacksonville - 259
NAIFA-Central Florida - 251

Let's beat Tampa!!     
 
NAIFA-Florida's New 40 Under 40 Award
   
NAIFA-FloridaNAIFA-Florida is proud to announce a new initiative designed to recognize the success of young agents in our industry.
  
"TOP 40 ADVISORS UNDER 40"

This award recognizes excellence and achievement in the Insurance and Financial Services industry by measuring business production, years in business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida board members.

The award will be based on an advisors' 2013 commissions, NAIFA association involvement, community involvement, and volunteer efforts in other organizations.

We ask for your support in distributing this information to company Directors, Managers and Supervisors in an effort to nominate worthy candidates to represent your local association. We believe this program will provide your local association an outstanding opportunity to recognize young producers who are actively involved in NAIFA, as well as attract, motivate and engage new participants.

If a candidate is selected he/she will be recognized as one of Florida's Top Advisors Under 40 in a special section of the NAIFA-Florida website, as well as recognition at the annual NAIFA-Florida career conference on June 20-21 in Delray Beach!

Application deadline is May 1st!

Click HERE for complete details and application.


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.
 
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
  
 
NAIFA-Jax 40-Hour Prelicensing Course!
 
Professional Development
LIFE, HEALTH INSURANCE AND  
VARIABLE ANNUITIES (2-15)  
PRELICENSING COURSE
  
Next Course Dates:
April 25 - 28, 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 and College for Financial Planning form LUTCF Advisory Group
 
John Nichols, MSM, CLU Submitted by John Nichols, MSM, CLU
NAIFA National President 
 
Dear NAIFA Members: 
 
I am pleased to announce that NAIFA and the College for Financial Planning have formed an Advisory Group for the Life Underwriter Training Council Fellow (LUTCF) designation in support of the re-launch of the program in July 2015. The group will provide strategic guidance in three areas: subject matter expertise for the new LUTCF curriculum, application to the workplace, and areas for future development of the LUTCF program.

Working with this group, the College for Financial Planning will employ an industry and academically recognized best-practice for developing curriculum. This Content Validation Study approach defines the critical behaviors required for effective job performance which can then help identify the necessary knowledge, skills, abilities and other characteristics required to successfully perform the job functions and tasks.

We are honored to welcome these distinguished industry leaders to participate in the development of the new LUTCF designation program and look forward to their advice and direction as NAIFA and CFFP prepare to launch this dynamic and innovative curriculum for financial professionals.

NAIFA and CFFP announced the partnership in February. Details on the new LUTCF program will be provided in September 2014, including information about the new course curriculum, program completion requirements, class scheduling, pricing, and moderator recruitment. Registration for the new LUTCF program will begin after January 1, 2015, and classes are scheduled to begin July 2015.

For more information about CFFP, click here. For more details about NAIFA's LUTCF, check the FAQ page on the NAIFA web site throughout the year.

Sincerely,

John F. Nichols, MSM, CLU

 
Member Benefit of the Month
 
NAIFA NAIFA Members Save 15% with the College for Financial Planning  
 
Professional designations signal a commitment to your career while representing accomplishment and expertise within the insurance and financial industry.

NAIFA's partnership with the College for Financial Planning includes a 15% discount for NAIFA members. Founded in 1972, The College created the Certified Financial Planner™ (CFP®) certification and is the exclusive provider of 8 additional industry benchmark designations, Series Exam Prep courses, and 3 Master of Science degrees.

Click HERE for more information. 
 
 
NAIFA Book of the MonthThe Ski is Not the Limit 

 

NAIFA National launched a new Book of the Month Program, and the premier book in this launch is the award-winning book, "The Sky is Not the Limit - Discovering the True North for Your Life's Path" by Phillip C. Richards, CFP, CLU, RHU.

The book offers you practical tips for recognizing your strengths and for developing self-awareness, perseverance, discipline, and other traits that can guide you to a lifetime of happiness and contentment. Mr. Richards, who is Chairman of the Board and CEO for North Star Resource Group, has been a frequent speaker at several NAIFA state and local events.

For more information and/or to order your copy today, visit the NAIFA Marketplace. Click HERE. 
 
 
Member Benefit of the Month
For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit www.naifa.org/benefits.

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
 
NAIFA-Jacksonville  
 
 
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