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

March 10 - 11, 2015
NAIFA-Florida Day On The Hill in Tallahassee. Click HERE for complete details and registration.

Thurs., March 26, 2015
NAIFA-Jacksonville Membership Luncheon:
Young Advisors Team Panel of Peers. Click HERE to register online!

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

Thurs., May 19, 2015
YAT / YPAJ Social Event
Sponsored by Society of FSP Northeast Florida Chapter and Principal
Click HERE to register online!

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

June 26-27, 2015
NAIFA-Florida Annual Conference
Ritz-Carlton Luxury Hotel, Sarasota, FL
Click HERE for complete details and registration.    
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

Frank Mantay, CFP
Message From the President
Frank Mantay, CFP 
NAIFA-Jacksonville President
Celebrate - Educate - Advocate

If you attended our Day of CE on February 26th, then you know what a fabulous turn-out we had along with outstanding instruction.  Whether you attended the new 5-hour Ethics course or one of the courses focused on advanced uses of life insurance and IRA planning, you walked away armed with powerful knowledge.  Information that will make you a better advisor and sought after resource.   A great big thank you to our sponsors and Cheryl Canzanella along with her team for making this possible.

This month we focus on advocacy. It is so important for our legislative body to hear from us.  While you are meeting with clients, attending training sessions and spending time with family, NAIFA is advocating for you and your livelihood.  Just this past week, Paul Broome led his team to various meetings with local state legislators to build relationships and deliver checks to those representatives who support your career.  Yes, it's that straightforward and logical.  NAIFA supports those who support you.

March 10th will be our annual Day on the Hill in Tallahassee.  There is still time to sign up and if needed, carpool with another NAIFA-Jacksonville member.  Our members will team up and approach assigned legislators with talking points.  If you're uncertain what to say, just tag along and watch the pros in action.  Bottom line: most of our elected officials are sincerely interested in hearing what is important to you.  They also enjoy getting to know their constituents.  By attending, I can promise you this: it will be a career changing experience.

Finally, as the weather slowly begins to warm and the promise of spring arrives, I sense our association growing with enthusiasm, fun and membership.  Take a chance on someone and ask them to join your professional association.  You'll be proud you did.
Thank You to our Sponsors!
Thank You to our Generous Sponsors for NAIFA-Jacksonville's Day of CE on February 26th!

NAIFA-Jacksonville CE Day Main Exhibit Sponsors
Ameriprise Financial
MassMutual - Financial Design Associates

Exhibit Sponsors
Service King Collision Repair Centers
Ash Brokerage
Humana - Senior Bridge

Food & Beverage Sponsors
Margie Harner - State Farm
Island Independent Insurance
Paul Davis Restoration
NAIFA-Florida 2015 Day On The Hill

NAIFA-Florida Day On The Hill

March 10-11, 2015
Tallahassee, FL

Mark your calendars! Same great event you've come to know - but now on a new day!

It's no secret: we need YOU! Attending the NAIFA-Florida Legislative Day On The Hill in Tallahassee is your opportunity to participate in the political process. NAIFA-Florida protects your career before the Legislature.  OUR voices must be heard... and WE can't do it without YOU!
Guest Speakers
Kevin McCarty and Terry Headley

Meet at the Leon County Civic Center. Florida Insurance Commissioner Kevin McCarty, former NAIFA President Terry Headley and NAIFA -FL Lobbyist Tim Meenan will lead the discussion on our advocacy efforts and positions on proposed legislation affecting our industry!

Following the luncheon and briefing you'll meet with your elected representatives and their aides at the Capitol.

Meet and greet with your fellow attendees at the historic Old Capitol Building!

The Holiday Inn and Suites (formerly the Cabot Lodge) is our host hotel and is located at 1653 Raymond Diehl Road. The room rate is $99.00 and includes a continental breakfast! Make reservations by calling (850) 386-7500. After Feb. 23, neither the rate or room availability is guaranteed.

Next NAIFA-Jacksonville Membership Luncheon

You're Invited to our next Membership Luncheon Meeting!


Thursday, March 26, 2015

11:15 AM - 1:00 PM

Ramada Baymeadows
9150 Baymeadows Road, Jacksonville, FL  32256

Young Advisors Team

Featuring NAIFA-Jacksonville's Young Advisors Team  
Panel of Peers

Our Membership Luncheons are GREAT networking opportunities so Invite a Non-Member to Lunch!

The cost is $25.00.
Members who register by March 20th pay only $20.00!

Register Now


Special Thanks to Our Sponsor!

Gibraltar Coins and Precious Metals

For more information, please contact NAIFA-Jacksonville at 904-695-2300 or email

Register Today!

Next YAT / YPAJ Social Event!

Tuesday, May 19, 2015

Black Sheep, 5:30 - 7:30 pm
1534 Oak Street
Jacksonville, FL 32204

NAIFA YAT, WIFS, Jacksonville Bar Association,
FiCPA, JWLA or SFSP pay only $5.00!

Non-members and guests pay

Price includes a drink ticket and appetizers.

Register Online

Thank You to Our Sponsors!

Society of Financial Service Professionals


Principal Financial Group 

Young Advisors TeamYPAJ was created by NAIFA-Jacksonville's Young Advisors Team (YAT) in order to help insure the success and growth of our young industry professionals in developing mutually beneficial relationships that are a part of building a thriving and sound practice.

Our vision is for you to build and develop lasting mutually beneficial relationships and referral sources between Young Advisors, Attorneys, and CPA's so that they may meet each other in an informal, non-threatening/intimidating environment to network with like-minded industry professionals that they think they would work best with as lasting professional relationships.

For more information, please contact YAT co-chair Rebecca Brothers at 904-999-3105 or

Happy 125th NAIFA!

Happy 125th to NAIFA from Capitol Hill

Visit for complete anniversary details!

APIC: Advisors Political Involvement Committee

Advisors Political Involvement Committee
NAIFA'S Advisor Political Involvement
Committee at Work for YOU

In less than a minute, you can help NAIFA!
It's important to have your home address and email on file so that NAIFA can pinpoint your legislative district.
Please go to and update your NAIFA member profile OR call (877) 866-2432.

You may have never run for public office. You might not know much about politics. But with NAIFA's Advisors Political Involvement Committee (APIC), you can still make a difference. Influence how Congress votes on legislation important to insurance and financial services professionals. You can get involved in a number of ways. The level of involvement is up to you. For more information, please contact Maggie Fogg at 703-770-8154 or

Member Benefit of the Month
NAIFA Members Only Webinar Series

Building Business in the Hispanic Market:  
Building the Hispanic Market Through  
a Cultural Engagement Lens
Exclusive Members-Only Webinar:  
Wednesday, March 11, 2015 
2:00 - 3:00 PM EDT
Presented by Glenn Llopis

Hispanics are among the most misunderstood and undefined consumers in the marketplace. Given the seismic cultural demographic shift happening across America, it's hard to fathom why brands have been so slow to respond to the enormous opportunity Hispanic consumers represent as their purchasing power is estimated to rise to $1.9T based on the most recent Multicultural Economy reported by the Selig Center for Economic Growth at the University of Georgia - Terry College of Business.

In this webinar, Glenn Llopis, Hispanic client engagement expert, bestselling author and business leadership contributor to Forbes, Harvard Business Review and Huffington Post will discuss how to leverage the six essential characteristics of 21st Century business leaders to create grow and sustain new business in the Hispanic market.

    See Opportunity in Everything  
    Anticipate the Unexpected  
    Unleash Your Passionate Pursuits  
    Live with an Entrepreneurial Spirit  
    Work with a Generous Spirit  
    Lead to Leave a Legacy

From these insights, you will also learn to see through the Hispanic client lens to consistently be more aware and culturally sensitive - to assure that you are not unknowingly creating tension, before and during the relationship, that can threaten long-term loyalty and trust.

Glenn Llopis is the Chairman of the Glenn Llopis Group and Founder/CEO of Center for Hispanic Leadership - a nationally recognized thought-leadership, human capital, and business strategy consulting firm. He is the best-selling author of the book, "Earning Serendipity" and contributing writer to Harvard Business Review, Forbes, and Huffington Post.

A consultant, executive coach and keynote speaker amongst Fortune 500s Glenn is a member of the Kellogg Innovation Network and serves on the advisory board of the Brittingham Social Enterprise Lab at the Marshall School of Business at the University of Southern California. Glenn is frequently featured as a business leadership expert on CNN, Fox News, Bloomberg, Univision, ABC, NBC, and CBS.  

For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please click HERE.

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-Jax 40-Hour Prelicensing Course!

Take the Pre-licensing Course online!    
XCEL Testing Solutions

NAIFA-Jacksonville has partnered with XCEL Testing Solutions to provide online pre-licensing courses through NAIFA-Jacksonville. XCEL Testing Solutions headquartered in Jacksonville is a national leader in online insurance education.

In partnership with NAIFA-Jacksonville students can now enroll in their industry-leading Prepare to Pass Course Bundle Pre-Licensing courses for only $99.00! The bundle include the Florida-approved 214 - Life & Variable Annuity, 215 - Life, Health and Variable Annuity, or 240 - Health and Accident course, Cliff Notes, Prep Review Course, State Exam Simulator and Student Mentoring.

Use the promo code NAIFAJAX to receive the $100 discount off tuition!
CLICK HERE to enroll and save $100 by enrolling through NAIFA today!

March 13th - 16th       
(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

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 brought 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!


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

Let's Go to New Orleans!

NAIFA 2015 Annual Conference The NAIFA 2015 Career Conference and Annual Meeting will take place October 3-5, 2015 in New Orleans, Louisiana.

Conference events will take place in the Ernest N. Morial Convention Center at 900 Convention Center Blvd, New Orleans,

LA 70130. The headquarters hotel is the Hilton New Orleans Riverside at 2 Poydras St, New Orleans, LA 70130.

NAIFA will have an additional hotel room block available at the Hampton Inn & Suites New Orleans Convention Center at

1201 Convention Center Blvd, New Orleans, LA 70130.

Registration and housing will be online by April 1, 2015. For the latest updates, please visit

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.
Don't Lose Us in Your Spam Filter!

Please add or 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.
Please keep us up to date with your contact information!

 To update your membership information with NAIFA, click HERE.