NAIFA-Jacksonville 
JAX ADVISORS ONLINE:  NOVEMBER 2014
 
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
In This Issue
CALENDAR OF UPCOMING EVENTS

 

Wed., Nov. 19, 2014
NAIFA-Jacksonville Joint Membership Luncheon with SFSP featuring NAIFA-Florida Lobbyist Tim Meenan followed by SFSP Video Teleconference (VTC)

Thurs., Jan. 22, 2015
NAIFA Jacksonville Annual Awards: Special Evening Dinner Event

Thurs., Feb. 26, 2015
NAIFA-Jacksonville CE Day

Thurs., March 26, 2015
NAIFA-Jacksonville Membership Luncheon:
Young Advisors Team Panel of Peers

Thurs., April 23, 2015
NAIFA-Jacksonville Membership Luncheon:
Observing Disability Insurance Awareness Month

May 19 - 20, 2015
NAIFA Congressional Conference in Washington, DC - Click HERE for complete details and registration.

Thurs, May 28, 2015
NAIFA-Jacksonville Membership Luncheon:
Annual Meeting and Elections

Thurs., June 25, 2015
NAIFA-Jacksonville Membership Luncheon:
Featuring the Installation of NAIFA-Jacksonville's 2015-2016 Officers and Board of Directors   
   
Check our website for
the latest updates.
   

Quick Links
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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.

 
Frank Mantay, CFP
Message From the President
  
Frank Mantay, CFP
2014-2015 NAIFA-Jacksonville President
    
Your Voice
 
If you missed our October luncheon and the 5-hour Ethics and Compliance CE, we're almost glad you did!  The room was packed with attendees including many new faces from near and far. It was exciting to see so many coming together to stay at the forefront of industry requirements.  Best of all was the conversation and acquaintances that were made.  It's so important to connect with one another and share the challenges and opportunities we all face.  Kudos to Cheryl Canzanella for doing such a great job in arranging the training along with our moderator, Tom Ashley, NAIFA-Florida's VP of Member Relations!

November promises to be an equally exciting event as we join together with the Society of Financial Service Professionals, Northeast Florida Chapter to bring NAIFA-Florida's Lobbyist Tim Meenan, NAIFA's voice in Tallahassee, to give us the latest information on legislative changes affecting our industry and clients.  The lunch portion will provide 1 hour of CE followed by a 2-hour educational program from the Society, "Investing for Income: Current Trends, Strategies and Products." This program provides CE for all disciplines.  

I remember a time in my career when I was "too busy" to tune in to this vital information.   After all, I needed to be in front of clients and engaging them in financial products and services.   In time, I realized that the clients I wanted to be in front of the most were the ones with influence.  In order to gain that influence, I had to be current on the ideas and forces that constantly shape our society.  This is your opportunity to listen  to changes that are coming, influence those changes with your voice, and let our clients know how we're representing them.  Legislators Happy Thanksgiving!and other officials have been invited, so take this opportunity to meet them and remind them of the good, make that GREAT, work you do.

Don't forget to sign up early...  space is limited!
   
Joint Membership Luncheon Meeting with Society of FSP!

NAIFA-Jacksonville Joint Membership Luncheon with the Society of Financial Service Professionals Northeast FL Chapter! 
Society of Financial Service Professionals 
Wednesday, November 19, 2014

University Club of Jacksonville

1301 Riverplace Blvd., 27th Fl., Jacksonville, FL 32207
DIRECTIONS
 

 
GIVING THANKS!
Food Drive
Please note that we will be collecting non-perishable food at our November 19th luncheon for our local food banks. Please remember to bring your food donations to our membership luncheon!


2014 Legislative & Regulatory Updates
 

Tim Meenan

Tim Meenan
 
NAIFA-Florida Lobbyist

Luncheon Presentation includes 1 Hour CE Credit!
Course ID # 1013848

11:30 am
Registration and Networking Opportunity

12:00 - 1:00 pm  
 
Joint Membership Luncheon Meeting

1:00 - 3:30 pm
 
SFSP Video Teleconference (VTC):

Investing for Income:
Current Trends, Strategies, and Products


VTC Includes 2 Hours CE Credit!
   
Our Membership Luncheons are GREAT networking opportunities so Invite a Non-Member to Lunch!

The cost is $50.00 for Lunch & CE. Members of NAIFA or SFSP who RSVP by Friday, November 14th pay only $35.00!  
  

For more information, please contact Association Executive Cherri Coombs Ohmer, LUTCF at 904-695-2300 or email info@NAIFA-Jacksonville.org

VTC OVERVIEW

Ben G. Baldwin, Jr., CLU, ChFC, CFP, MSFS, MSM, AEP moderates this program where Dale Vetter, ChFC, MSFS, CLU, AEP, QFP looks at ways to maximize investment income in a low-return environment. Looking back, he will comment on changes in market performance over the past ten years, illustrating that the market rarely does what we expect it to do, thus the need to plan for contingencies. He will then look ahead and suggest ways of building an investment portfolio to accommodate future anticipated and unanticipated market fluctuations. Marc Silverman, MBA, CLU, ChFC, CFP, will review the most common types of annuities companies are currently offering and some often-overlooked considerations, such as pro-rata vs. dollar-for-dollar features, that buyers must take into account when making a decision to buy an annuity. Finally, he will discuss matching a client's goals with the appropriate annuity. There will be an audience Q&A session following each speaker.

Attendees will learn:
  • Discover how to maximize investment income in a low-interest rate environment
  • Know how to implement an investment strategy to offset market swings
  • Understand the major differences among annuities being offered by companies today
  • Review some commonly overlooked features about annuities and relate them to client goals
Who should attend?

Estate planners, financial planners, investment advisors, insurance producers, and retirement counselors.

Complete VTC details can be found here
 
    
Young Advisors Team Report

NEXT YAT SOCIAL EVENT!

Young Advisors Team

Thursday, November 6, 2014

The Brio Tuscan Grille, 4:30 PM

4910 Big Island Dr, Jacksonville, FL 32246

Contact YAT Chair Rebecca Brothers to RSVP and obtain more details: phone 904-999-3105 or email brothers.rebecca@principal.com.


What NAIFA and YAT Means to Me...

Submitted by Howie Frank

It is with a heavy heart that I write this month's entry to our newsletter. The reason being is that in a few weeks I'll be moving out of the Jacksonville area to continue my career in another state, and although NAIFA will exist there, it will not be my familiar chapter I've grown to appreciate and enjoy over the last ten years.

What makes this association special are the people. Getting into this business at the age of 24, I knew only one person involved in insurance. She was my aunt, manager, and mentor, Margie Harner. She's taught me everything I know and I'll forever be grateful for the opportunity to work with her. NAIFA allowed me to meet other advisors, some just starting out like I was, and show that ultimately we're all in this together. There was an immediate sense of camaraderie that still follows the organization today and I have no doubt it will continue into the future.

I've also had the pleasure of being involved in the Young Advisors Team (YAT) during my time in NAIFA-Jacksonville. I've seen our local YAT chapter go from a few meetings a year to multiple socials, meet and greets and panel discussions that truly bring value to our younger members. But above all, YAT has made it possible for like-minded individuals to get together, share ideas and help fellow members realize that there are other professionals who meet the same challenges and obstacles as they do. I've made some incredible friends through YAT, and without it, this wouldn't have been possible. I would encourage all managers who are hiring new agents to get involved with YAT as much as they can. Your young advisors are going through a difficult start-up process and need the support that the Young Advisors Team can provide.

In closing, we are all part of a great organization but there's one simple step that must be taken to achieve our goals. Get involved. Whether it's attending the monthly meetings, teaching one session of our 40-Hour Life and Health class or going to our annual Day on the Hill event, your organization needs you as much as you need it. If you're on the fence about whether to join, go to Day on the Hill in Tallahassee. You'll realize that our lawmakers and representatives have so much happening to them on a daily basis, they can't possibly know everything about insurance and financial services. That's where we come in. Share your knowledge and expertise with those who will be making the laws that will directly influence your business. Do everything you can to make sure this industry is better off when you leave it for a future generation. There are people fighting everyday for you in NAIFA, join them.

Thank you NAIFA-Jacksonville,

Howie Frank

For more information about NAIFA's Young Advisors Team, please visit www.naifa.org/benefits/yat
 

IFAPAC Report

IFAPAC A special "Thank You Reception" was hosted by our IFAPAC Chair Robin Wahby on Wednesday, October 29th. 

Click HERE for more photo highlights!

IFAPAC Reception Photos

We appreciate our IFAPAC contributors and want to congratulate our 2014 contributors.  A complete list can be found HERE.

2014 IFAPAC contribution deadlines are approaching.  If you have not made your 2014 contribution, please click HERE or contact IFAPAC Chair Robin Wahby at 904-372-9997.
 

NAIFA-Jacksonville Membership Report

Margie Harner Submitted by Margie Harner
Membership Chair

Your membership committee needs YOU!  Please bring a friend to our next event.  We need to show our members and non-members the many benefits of NAIFA.  If you are interested in becoming active in your Professional Organization, we have plenty for you to help with.  We will be making calls to agencies to remind them of events, luncheons, and socials and maybe YOU could be that contact for your office.  If you are interested, please contact me, Margie Harner, at 904-296-2500.

It is my honor to introduce two of our newest NAIFA-Jacksonville members, Zeak Davenport and Nathan Moore

Zeak Davenport Zeak Davenport is originally from San Antonio, Texas. In 2002 he earned his BS from Texas A&M University and was commissioned into the United States Navy. While on Active Duty as a Naval Officer, Zeak earned his MBA from the University of Texas at Dallas. After 11 years of Active Duty that included four deployments overseas, he left the Active Duty side of the Navy and began a financial career with Prudential. Additionally, Zeak continues to serve his country as a Lieutenant Commander in the Navy Reserves. He has been happily married to his wife, Elizabeth, for eight years and has a five year old son (Clark), a two year old daughter (Lucy) and a baby on the way, due in March. He enjoys spending time with his family, being involved in his church, reading Dean Koontz novels, and traveling abroad.

Nathan Moore Nathan L. Moore has been with AXA Advisors, LLC since February of 2004.  He is a Divisional Executive Vice President with the Continental Division, leading an office that currently houses more than 50 financial professionals in Northern Florida and Southern Georgia. AXA Advisors and GAMA International have recognized Nathan's leadership nationally for outstanding performance and growth.  This recognition includes the prestigious National Builders Trophy and inclusion into the AXA Advisors' Elite Leaders Program.  In 2012 Nathan was awarded the International Management Award from GAMA International.

In addition to his leadership role, Nathan also works with select clients as a Retirement Planning Specialist earned from The Wharton School, University of Pennsylvania.  Only a select group of AXA Advisors nationwide complete this elite program.  The Wharton School is recognized around the world for its academic excellence at every level of business education.  Nathan holds the FINRA series 7, 66, 24, 53 registrations and his appropriate state Life and Health licenses and is in the matriculation process for the CFP professional designation through Boston University.


In addition to his professional licenses, Nathan graduated from Ashland University in 2002 with a double major in Finance and Economics.  While at Ashland he participated in the Eagle Investment Group and Varsity Baseball.  In 2013 Nathan was inducted into the Ashland University Athletic Hall of Fame.


Nathan is married to his wife Alyssa and has two children Kennedy and Rowan.



Member Spotlight

Maureen Kirschhofer, CLU, ChFC Maureen Kirschhofer, CLU, ChFC is featured in the latest issue of Broker World magazine! Maureen is our current National Committeeperson with a long and rich history with NAIFA-Jacksonville. She also served as President 1990-1991 under the Jacksonville Association of Life Underwriters. 
 
Click HERE to read the article! 


NAIFA Celebrates 125 Years!

NAIFA 125 Years

Visit www.NAIFA125.org for complete details!

NAIFA125 on YouTube 

Click HERE for special YouTube video!


NAIFA-Jax 40-Hour Prelicensing Course!
 
Professional Development
LIFE, HEALTH INSURANCE AND  
VARIABLE ANNUITIES (2-15)  
PRELICENSING COURSE
  
Next Course Dates:
November 14th - 17th   
(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

2015 NAIFA Congressional Conference


REGISTER TODAY!

Registration for the May 19-20, 2015 NAIFA Congressional Conference is now open! Please remember that the first 600 registrants for the NAIFA Congressional Conference will be eligible for a reimbursement of up to $350 to cover their travel and lodging expenses, if they meet the eligibility requirements, which include staying at one of the official NAIFA Congressional Conference hotels. You can view the full reimbursement guidelines when you register. Don't wait! Click HERE to register now!

NAIFA's Congressional Conference will bring NAIFA members together to learn about the legislative issues that matter to people in our industry, and most importantly, our clients. You will then take that knowledge to Capitol Hill when you meet with your Members of Congress to discuss these issues. For additional information about the Conference, view the FAQs.

The November elections will bring many new elected officials and the looming threat to the tax status of many insurance products is very real. NAIFA needs you to attend this Conference to ensure laws and regulations are designed to enhance, not restrict, the ability of middle market families to have access to products and services offered by our members. Please register and join me in May where together, we can make a difference!

Sincerely,

Juli Y. McNeely, LUTCF, CFP, CLU
President
National Association of Insurance & Financial Advisors

 
SAVE THE DATE!

Annual Awards Presentation Annual Awards Presentation
NAIFA Jacksonville Annual Awards

Special Evening Dinner Event

Thursday, January 22, 2015

FEATURING

CG Snead/JF Bryan, III Memorial Award
NAIFA-Jacksonville Community Service Award
NAIFA Quality Award Recipients
Managers Membership Award

Plus recognition of our Million Dollar Round Table members and long-term Membership Milestones. Mark your calendars now and check our website for the latest updates!

 

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
 
NAIFA NAIFA Free Webinar Series

FREE and only available to NAIFA members!

NAIFA's monthly webinars feature timely information and training on topics of interest in one of five practice specialties - life insurance and annuities, health and employee benefits, multiline, financial advising and investments, and practice management. Past webinars can be found on NAIFA's website, including:

Referrals Without Asking
Featuring Bill Cates
CLICK HERE

Retirement Alpha: Why the Life Insurance Industry has a Monopoly on the Baby Boomer Crisis
Featuring Tom Hegna, CLU, ChFC, CASL
CLICK HERE

To view the webinar archives, please click HERE.
 

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
Ask a Non-Member to join NAIFA today!

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  
 
 
Don't Lose Us in Your Spam Filter!

     
Please add info@NAIFA-Jacksonville.org or Cherri@NAIFA-Jacksonville.org to your e-mail "Contacts" list and update your spam filters to allow us to deliver the latest NAIFA-Jacksonville news and events! For more information, contact the Association office at (904) 695-2300.
     
 NAIFA-Jacksonville
    
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 To update your membership information with NAIFA, click HERE.
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