The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
In This Issue

June 12, 2014

Blood Drive
Date Change!
Bloodmobile @ 7077 Bonneval Rd, Jacksonville, FL 32216

June 19-21, 2014
NAIFA-Florida 82nd
Annual Conference
Delray Beach Marriott
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
news and events,
please visit our website
or contact Association
Executive Cherri
Coombs Ohmer, LUTCF
at (904) 695-2300
or email

S. Roger Dominey, CLU, CFP, ChFC
Message From the President
S. Roger Dominey, CLU, CFP, ChFC


Our 2013-2014 membership year comes to a close at the end of the month and we are still working hard to increase membership both locally and on a state level. We hope to become #1 in the federation by June 30th and your help is needed to recruit a new member! 


Our membership numbers are important because it makes our voice louder in Tallahassee and Washington.  Over 700 NAIFA members were recently in DC meeting with our legislators on issues that affect both us and our clients and that 75 million American families depend on us for their financial security, quite often at the worst possible moments of their lives. We continue to be the largest association in the country that continues the fight to protect the interests of our industry and our clients, and your support is appreciated.  


We will welcome summer with our final Membership Luncheon Meeting of the Association year on Wednesday, June 25th at the University Club. Check our website for complete details and I look forward to seeing you there.
Have a Great Summer!
Have a GREAT summer!  




NAIFA-Jax Blood Drive!

Blood Drive Donating blood costs you nothing except a little bit of your time! Please, save a life by signing up for our next drive:

Thursday, June 12, 2014

Our next NAIFA Blood Drive will be held Thursday, June 12th from 2:00 PM until 4:30 PM at the usual location, Liberty Center, 7077 Bonneval Road, Jacksonville, FL 32216

If we have at least 12 viable donors from the insurance industry participating with this drive, a drawing for a $100 cash prize from APPS Paramedical Services will be awarded to one lucky donor!

It Takes All Types!

Please help us stay on time and organized by securing your appointment.

Look for the mobile unit in the parking lot! Please bring along your government issued ID. Process takes about an hour, eat a light meal before you donate, and be prepared to update all your current contact information.

If you have any questions about donating blood, please contact the The Blood Alliance at (888) 447-1479 or visit the website at If you have any questions about the blood drive, please contact Alicia Burst at or (904) 332-8100.

Why Give Blood?

Every day patients in southern region of the United States need blood transfusions to recover from illness and injury. Our goal is to collect about 350 pints daily to meet these patient needs.

We hope you will join us by giving the Gift of Life - a blood donation!

Membership Luncheon Meeting

Next NAIFA-Jacksonville Membership Luncheon Meeting:
Wednesday, June 25, 2014
11:15 AM - 1:00 PM
University Club of Jacksonville
1301 Riverplace Blvd., 27th Floor, Jacksonville, FL
The Changing of the Guard
Tim Holladay, CLU, CASL, LUTCF Join us for our final Membership Luncheon Meeting of the Association Year on Wednesday, June 25th when we'll hold the Installation of NAIFA-Jacksonville's 2014-2015 Officers and Board of Directors.   We'll also welcome guest speaker Tim Holladay, CLU, CASL, LUTCF who will give a "State of the State" address and legislative matters from the 2014 legislative session.  Tim is a NAIFA-Florida Past President and will provide a fresh recap of the annual state conference and what to look forward to at this year's NAIFA National Career Conference and Annual Meeting in San Diego.
Register Online The cost is $20.00 for Members and $25.00 for Non-Members.
Invite a Non-Member to Lunch! 
For more information, please contact Association Execuitve Cherri Coombs Ohmer, LUTCF at 904-695-2300 or email
Membership Drive Heats Up!

Frank Mantay, CFP
Submitted by Frank Mantay, CFP
NAIFA-Jacksonville Membership Chair  
We add two new members to NAIFA Jacksonville in May! Please join me in welcoming these fine financial professionals and thank you to the members who referred them! Also take a moment to read a special message from Paul Brawner, NAIFA-Florida's President as Florida has a great shot at being the largest association in the NAIFA federation and learn how you can earn $500 on your way to helping Jacksonville and Florida grow membership!!

Jacquelyn Wheeler Hale Jacquelyn Wheeler Hale, President of Island Insurance Agency since 2003, has an agency focused on being a "business owner's concierge" agency, meaning her team caters to professionals and commercial business owners for all their insurance needs. Her agency also provides worker compensation and employee benefits solutions for employers and employees. Jackie was recruited to NAIFA-Jacksonville by Steve Glenn. Thanks Steve for bringing on great talent! You contact Jackie at 904.264.3663 or

Christopher Bell Christopher E. Bell is a financial professional with National Financial Services Group since March 2014. Chris began his career as an associate of AFLAC and then went to work with Saunders and Company. He was then recruited to Florida Farm Bureau where he placed ninth in the state in life insurance policies sold. He also served as an estate planning specialist with Southern Farm Bureau. Chris is a graduate of Mississippi State University. He volunteers his time with Wounded Warriors and First Tee of Jacksonville. You can contact Chris at 904.208.5034 or

Current membership count:
NAIFA-Miami Dade 327
NAIFA-Tampa 270
NAIFA-Jacksonville 251
NAIFA-Central Florida 245  
Let's beat Tampa!
What it Takes to Be #1
Number 1
At the opening bell today we now  
stand only 24 away from #1!

THANK YOU for responding to the calls! Barely a few weeks ago I wrote to you telling you we were 48 members behind NAIFA-California, with barely a month to go. But because of YOUR action we've chopped that lead in half! Because of YOU we've made a major dent in the big lead they once held. 


As you know, at stake is the claim to the title of #1 state association in the Federation! The membership year ends June 30, so we have only a few weeks left to get this done! 

Please reach out to that one person near you who isn't, but should be, a member of this great association! Tell them our story, and how they can become a part of the next chapter!  

WIN $500

Could you use $500 in your pocket?? Let me rephrase that - do you WANT $500 in your pocket?? Of course you do!! All you have to do is recruit 5 or more new members between now and June 30. It's open to all NAIFA members. Just make sure your name is be listed as the sponsor, and that the applications make it to us on/before June 30. Make that happen and you've got $500 in your pocket!

Just in time for that great conference coming up in Delray Beach!! Click HERE to check out who's already signed up to go!

Thank you for your membership! Thank you for taking the time to read this. And thank you for taking the time to act now! Reach out to that colleague or associate in your office, in the agency next door, or the firm down the street and ensure they join before June 30.


All my best,

Paul S. Brawner, AIP, QAS
NAIFA-Florida Chief Executive Officer



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  


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


NAIFA-Florida Annual Career Conference
Challenges Opportunities Tranformations
 June 20 - 21, 2014

Delray Beach, Florida 
NAIFA-Jax 40-Hour Prelicensing Course!
Professional Development
Next Course Dates:
June 20-23, 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.


Congressional Conference Recap
2014 NAIFA Congressional Conference
On May 20th and 21st, more than 700 NAIFA members attended the association's Congressional Conference in Washington, DC.

NAIFA members paid visits to their Senators and Representatives asking them to carefully consider the negative effects the Camp tax reform draft would have on taxpayers. Proposals in the draft make it more difficult and more expensive for Americans to achieve financial security. The draft includes half a trillion dollars worth of changes to the tax code that would directly or indirectly impact the insurance industry and our clients in an unfavorable manner.

Specifically, nearly $225 billion comes from adverse and complex changes to retirement savings. Another $87 billion in new revenue would come from changes affecting certain life insurance markets, and insurance product and company taxes. Finally, $272 billion comes from adverse changes to the cost of doing business.

Our members also spoke with Members of Congress regarding NARAB II, stressing the importance of removing unnecessarily burdensome aspects of the producer licensing system. There is strong bipartisan support for NARAB II and Congressmen were asked to ensure that the legislation is passed this year.
New NAIFA Congressional Council


 NAIFA Congressional Council



Dear NAIFA Member:
The NAIFA Board of Trustees this year approved the establishment of a new program named the Congressional Council. The Congressional Council formally launched during the recent NAIFA Congressional Conference in Washington, DC.

The Congressional Council stems from the NAIFA Steering Council, which was carried over from The Association of Health Insurance Advisors' (AHIA) union with NAIFA. The purpose of the Steering Council has been to protect our members' businesses from adverse legislation and regulation. Steering Council dues have served as donations to the NAIFA War Chest and used to fund high priority - often emergency - legislative and regulatory initiatives that exceed NAIFA's budget. Examples of how War Chest funds may be used include:
  • Activation of the grassroots network
  • Promotion of the value of the agent-advisor through enhanced public relations
  • Enhancement of lobbying efforts to influence lawmakers, especially members of Congress
  • Issue-specific targeted media campaigns using television, print, radio, and/or new media
  • Involvement of members in Days on the Hill
The Congressional Council is a "repackaged" version of the Steering Council program and is designed to maximize NAIFA's donor giving programs - IFAPAC and the War Chest. Congressional Council Members contribute both a minimum $2,500 annual contribution to IFAPAC and a minimum $500 annual contribution to the War Chest. In exchange for their investment in NAIFA's political programs, members receive the following benefits:
  • New - Advisory Group membership to inform the NAIFA Government Relations Committee
  • New - U.S. Capitol Evening Tour during the Congressional Conference
  • New - Exclusive Membership-only Lapel Pin
  • New - Public Recognition at NAIFA meetings and in NAIFA publications
  • Subscription to National Journal
  • Subscription to the weekly, policy-oriented Monday Morning Memo
The Advisory Group will be made up exclusively of Congressional Council members. The group's role will be to provide insight and feedback to the NAIFA Government Relations team and the NAIFA Government Relations Committee as they work to submit formal policy recommendations to the NAIFA Board of Trustees. The group may be asked to informally advise NAIFA staff on issues related to a member's professional experience and expertise; may receive policy or industry-related surveys; may be asked to assist NAIFA staff with technical data; and may have opportunities to provide comments and specifics on legislation and regulations that fall within their areas of expertise.

If you, like me, wish to be a part of this important new group, please contact Jill Hoffman at 703-770-8158.


Dr. Susan B. Waters, CAE
Chief Executive Officer 
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.

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.
YAT Recruitment Initiative 
Earn a Free Registration for the 2014 NAIFA Conference in San Diego!

Each new member you recruit to NAIFA strengthens the position of the association and therefore the industry. Any YAT who recruits 12 or more NEW members will receive a free registration for the 2014 NAIFA Career Conference and Annual Meeting in San Diego, CA, September 6-8, 2014. The YAT who recruits the most NEW members will also receive airfare (up to $500*) to attend the Conference. 
Click HERE for complete details! 

Become a YAT at HEART! 
Member Benefit of the Month
Providing innovative solutions that protect your bottom line and assure peace of mind

TASC is a leading TPA that provides expert administration and innovative service offerings to employers of any size,
nationwide, for their employee benefits (FSA, HSA, HRA, COBRA, FMLA, ERISA, and Payroll). Since 1975 our core focus has been to develop and deliver the quality programs employers need and trust.

The Group Division of TASC services employee benefits administration to companies of all sizes. The offerings are extensive and include:

* FlexSystem - Flexible Spending Accounts (FSA)
* DirectPay - Health Reimbursement Arrangement (HRA)
* COBRAToday - COBRA Administration
* FMLAMatters - FMLA Administration
* ERISAEdge - ERISA Compliance Management
* PayPath - Payroll Services

The Microbusiness Division of TASC offers tax-saving services to farmers and small business owners in the form of AgriPlanNOW and BizPlanNOW. Both AgriPlanNOW and BizPlanNOW are IRS approved Health Reimbursement Arrangements (HRAs) that save Participants an average of $5,000 a year. Business owners are able to deduct 100% of federal, state, and FICA taxes for family medical expenses. The key benefit being business owners can declare family medical costs as business expenses, rather than personal deductions.

For more information on the offerings, visit Want to become a TASC Provider? Contact 800-422-4661 and ask for Provider Services. Be sure to mention you are a NAIFA Member!

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
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