NAIFA-Jacksonville 
JAX ADVISORS ONLINE:  MAY 2014
 
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors - Jacksonville, FL
In This Issue
CALENDAR OF UPCOMING EVENTS
  
May 16 - 19, 2014
NAIFA-Jacksonville 40-Hour Prelicensing Course
UNF Herbert University Center
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
 
May 20 - 21, 2014
NAIFA Congressional Conference
Washington, DC
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
 
May 28, 2014
NAIFA-Jacksonville Annual Meeting & Membership Luncheon
University Club, 11:30 am
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
  
June 25, 2014
NAIFA-Jacksonville 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, ChFC
Message From the President
  
S. Roger Dominey, CLU, CFP®, ChFC
  

We're well into the month of May and we're about to hold our Annual Meeting on MAY 28th. It's important that you attend because we'll be holding our election of Officers and Directors for the 2014-2015 Association Year, and we'll also be voting on some bylaws changes.  Your opinion as a member is important to us and complete details can be found in this newsletter below. We'll also welcome TV anchor Donna Deegan as a guest speaker.

 

Our newly installed Board of Directors will be hard at work through the summer break in planning for our meeting programs. As always, NAIFA-Jacksonville will provide top-quality speakers and a strong line-up of CE courses for our members. Be sure to check our website at www.naifa-jacksonville.org for the latest updates.

    

Have a great month, and I look forward to seeing you on May 28th. 

  

Roger

 

   
Annual Election of Officers
and Board of Directors

In accordance with the Bylaws - Article VIII on April 11, 2014 the Governance Committee recommended and the board approved the 2014-2015 slate of Officers and Directors.

OFFICERS
 
PRESIDENT:
Frank Mantay, CFP®
 
PRESIDENT ELECT:
Margie Harner
 
SECRETARY/TREASURER
Cheryl Canzanella
 
IMMEDIATE PAST PRESIDENT
Roger Dominey, CLU®, ChFC®, CFP®
 
NATIONAL COMMITTEEPERSON
Maureen Kirschhofer, CLU®, ChFC®
 
BOARD OF DIRECTORS
 
Paul Broome, CLU®, ChFC®, CASL *
Rebecca Brothers
Alicia Burst *
Cindi Cook *
Richard Dwyer, AIF
Thomas Foy, Jr., LUTCF
Van Mullinax, LUTCF *
Robin Wahby, CLU® *

 

* Indicates incumbent board member

ARTICLE VIII - NOMINATIONS AND ELECTIONS

Section 3. The Committee on Governance shall prepare an election ballot containing the names of the Committee's nominees for officer and director positions. Nominees selected by the Committee shall be published in the association newsletter or special bulletin and distributed to all Active and Associate members of this Association at least one month prior to the annual meeting. In addition, nominations from the floor may be presented at the annual meeting, provided that written notice stating the name of the person to be nominated shall have been received by the Secretary of this Association at least fourteen (14) days prior to the annual meeting. The annual meeting will be May 28, 2014.

NAIFA-Jacksonville Bylaws Updates

To view the proposed bylaws
changes, click HERE.
 
To view NAIFA-Jacksonville's full bylaws
with updates, click HERE.
 
 
NAIFA-Jacksonville Annual Meeting
and Membership Luncheon
 
Invite a Non-Member to Our Luncheon! 
 
NAIFA-Jacksonville
     
Wednesday, May 28, 2014

University Club of Jacksonville, 11:15 AM - 1:00 PM

GUEST SPEAKER

 

Donna Deegan  
Donna Deegan

Breast Cancer Awareness Advocate and Former WTLV/WJXX First Coast News Television Anchor, Founder of The Donna Foundation

 

Plus the Election of NAIFA-Jacksonville's 2014-2015 Board of Directors, and membership vote on our proposed Bylaw Changes.
 
 
REGISTER TODAY!
 
Register Online
 
 
 
 
THANK YOU TO OUR SPONSOR! 
 
State Farm
Craig Dewhurst
 
 
For more information, contact Association Executive Cherri Coombs-Ohmer, LUTCF by calling (904) 695-2300 or e-mail info@naifa-jacksonville.org.
  
  
NAIFA Managers Membership Award
 
NAIFA Managers Membership Award Connecting You to the Recognition You Deserve!

The Managers Membership Award recognizes organizations that support a strong financial services industry by investing in NAIFA. Life, health and multiline agencies and financial groups are eligible to receive this award by ensuring that a certain percentage of their agents, based on the organization's size, are NAIFA members. 

All applications must be submitted online by Friday, June 13, 2014.  

  

Agencies must meet the requirements of number of agents and percentage of NAIFA members as outlined below:      

 

Achievement Matrix

 

Number of Agents in Organization:

Percent of Membership Required:

5 agents (minimum)

100%

6-10 agents

100%

11 agents or more

90%

 

 

The agency manager must be a member of NAIFA and GAMA International to qualify for the award.  For all requirements and application, please visit the website at www.naifa.org/mma.

  

 
NAIFA-Jax 40-Hour Prelicensing Course!
 
Professional Development
LIFE, HEALTH INSURANCE AND  
VARIABLE ANNUITIES (2-15)  
PRELICENSING COURSE
  
Next Course Dates:
May 16 - 19, 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 by clicking HERE.

  

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!
 
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
  
 
NAIFA-Florida Annual Career Conference
Challenges Opportunities Tranformations
 
 June 20 - 21, 2014

Delray Beach, Florida 
 
 
Your Support of IFAPAC is Appreciated!
 
NAIFA strives to keep members and lawmakers informed about where we stand on important issues. By clicking HERE, you can find NAIFA's stances on the issues that matter most to the business of insurance and financial advising. Check regularly for updates and additional information.

IFAPAC Please consider a contribution to YOUR Political Action Committee!

The Insurance and Financial Advisors Political Action Committee (IFAPAC) is a term used to describe collectively the PAC sponsored by NAIFA at the federal level and the PACs sponsored by each state association. Each PAC is a fund that supports the campaigns of candidates for public office who understand issues important to insurance agents and financial advisors. IFAPAC's goal is to help the associations advance the legislative and regulatory interests of the members of NAIFA. While any U.S. citizen can contribute to IFAPAC, only members of local NAIFA associations may be solicited to do so. Contributions must be voluntary. Contributions are not tax deductible for federal income tax purposes.

Of approximately 4,600 political action committees registered with the Federal Election Commission, IFAPAC ranks in the top tier. IFAPAC is the largest insurance PAC in the country. In the last election cycle, the national IFAPAC contributed approximately $1.1 million to federal candidates and committees.

For more information about IFAPAC and to contribute securely online, please click HERE.
 
 
Member Benefit of the Month
 
Training and communications materials, including HIPAA
 
Total HIPAA Compliance  
 
Total HIPAA Compliance prepares health insurance agents, HR professionals, Privacy and Security Officers, healthcare professionals and subcontractors of Business Associates to meet federally mandated HIPAA compliance regulations. With more than 100 years of combined regulatory, educational, professional management and healthcare experience, our staff prepares and delivers educational products and communications training in a variety of media that best meets the needs of individual learners.

HIPAA/HITECH training (Privacy and Security) and culture change management are our areas of concentration. When creating multi-media training products, we collaborate with prominent health law and business attorneys and e-health consultants so that the materials we offer are accurate and up-to-date. 
 
NAIFA Members are eligible for 10% off all products, including HIPAA 2.0 for Agents and Brokers. Call 800-344-6381 and mention NAIFA13 to receive your 10% member discount. You can order online at www.TotalHIPAA.com with the same discount code.


NAIFA
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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