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

Thurs., April 23, 2015
NAIFA-Jacksonville Membership Luncheon:
Observing Disability Insurance Awareness Month
Click HERE to register online.

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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Coombs Ohmer, LUTCF
at (904) 695-2300
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Frank Mantay, CFP
Message From the President
Frank Mantay, CFP 
NAIFA-Jacksonville President    

May is Disability Insurance Awareness Month and our Membership Luncheon Meeting on
Thursday, April 23rd will give attendees a head start in boosting DI sales, which is often one of the most overlooked coverages when clients are planning for the future. Dan Van Nostrand of MetLife will be our guest speaker at the Baymeadows Ramada and it's a presentation you don't want to miss.
According to a Life Happens survey, a person has a three in 10 chance of suffering a disabling illness or injury that would keep them out of work for three months or more during their career.  The annual industry campaign offers you the perfect opportunity to talk to people in your community about their disability insurance needs - at a time when it may already be on their minds. Life Happens offers you a wide range of tools and resources to make that job easier.  Check out their website HERE for more information and sales tools to get started.

After a successful networking event for young professionals, our Young Advisors Team (YAT) is doing it again! This time the event will be held at the Rooftop at Black Sheep on Tuesday, May 19th.  The cost is $10.  Young professionals who are members of NAIFA, WIFS, Jacksonville Bar Association, FiCPA, JWLA or SFSP pay only $5.00!  Thanks to our sponsors and friends with the Society of FSP - Northeast Florida Chapter and Principal Financial Group.  Complete details can be found in this membership newsletter as well as our website at
Think Spring! I hope to see you at all of our upcoming events.  As always, if you have any questions, please don't hesitate to contact NAIFA-Jacksonville at (904) 695-2300 or

Thank you for your membership, and
Board Nominations Now Being Accepted

S. Roger Dominey, CLU, CFP, ChFC Submitted by S. Roger Dominey, CLU, CFP, ChFC
NAIFA-Jacksonville Immediate Past President

In accordance to our bylaws, Nominations are now being accepted for NAIFA-Jacksonville's 2015-2016 Board of Directors. 

All nominations must be received no later than April 30th.

Click HERE for a nomination form. Please send nominations to or mail to our office:

P.O. Box 37028
Jacksonville, FL  32236

To view NAIFA-Jacksonville's full bylaws, please click HERE.

Next NAIFA-Jacksonville Membership Luncheon

You're Invited to our next Membership Luncheon Meeting!


Thursday, April 23, 2015

11:15 AM - 1:00 PM

Ramada Baymeadows
9150 Baymeadows Road, Jacksonville, FL  32256

May is Disability Insurance Awareness Month!

Words That Work Playbook:
Language to Drive Your DI Client Discussions


Dan Van Nostrand

Dan Van Nostrand
Regional Sales Vice President, Disability Brokerage, MetLife

We can likely all agree on the importance of protecting your clients' income in the event of a disability.  So why aren't there more conversations taking place about income protection?  Why don't clients have a better understanding of the value of disability insurance?  And ultimately, how can we help producers have more conversations that drive DI sales?

Dan Van Nostrand will illustrate how you can drive engagement and sales by making a few fundamental shifts in how you talk to your clients about Dl.  This playbook focuses on how to:
  • Begin the conversation by identifying the clients most likely to be open to Dl
  • Shift the conversation to emphasize the right details in client-friendly language
  • Sustain the conversation by neutralizing some of the barriers to sales
Register Online
THE COST IS $25.00.

NAIFA-Jax members who pre-register by 4/17 pay only $20.00!

Special Thanks to Our April Program Sponsor!


Dan Van Nostrand is Regional Disability Income Sales Vice President for MetLife with responsibility for the States of Florida and Georgia.   He has 26 years of experience in the disability insurance industry, holding both Field Sales and Home Office positions during that time.  The past 10 years have been with MetLife.  He is a four-time qualifier for MetLife's Chairman's Council and six-time qualifier for MetLife's Leaders Conference.  Dan received his Bachelor's degree in Economics and Political Science from the University of Richmond, Virginia.  He resides in Tampa, FL.

Disability Insurance Awareness Month For more information about Life Happens' Disability Insurance Awareness Month annual campaign, please click HERE.

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

Day On The Hill Highlights & Talking Points

NAIFA-Florida Day on the Hill

March 10-11, 2015 ~ Tallahassee, Florida

Howard RosenblattNAIFA-Jacksonville congratulates Howard M. Rosenblatt, P.A. of Gainesville, FL as the 2015 recipient of the NAIFA-Florida Herb Morgan Memorial Award, presented at the 2015 Legislative Day on the Hill in Tallahassee.

Click HERE for legislative talking points and photo highlights!

Register Today!

Next YAT / YPAJ Social Event!

Tuesday, May 19, 2015

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

The cost is $10.00.

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

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

NAIFA-Jax Members Receive Special Recognition!

Cheryl Canzanella Congratulations to Cheryl Canzanella who was recently awarded the Women in Business Pioneer of the Year Award from Women Business Owners of North Florida.  Pioneer of the year candidates have blazed the way by making significant, long-term contributions to the role of women business owners in our community and/or NE Florida and who have incurred significant business obstacles along the way.

Candidates may come from any sector of the local business community, including nonprofit organizations. 

Clck HERE for details.

Nathan Moore Congratulations to Nathan Moore who was recently recognized by the Jacksonville Business Journal as a 40 Under 40 Honorees. 

The Business Journal has selected 40 of Northeast Florida's brightest, most-promising professionals to be recognized in the 15th Annual 40 Under 40 awards event that will take place on Thursday, April 6th.

Click HERE for details.

NAIFA-Florida Top Advisors Under 40
NAIFA-Florida NAIFA-Florida YAT is proud to announce our 2nd annual recognition of young agents within our industry!

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 advisor's 2014 commissions, NAIFA association involvement, community involvement, and volunteer efforts in other organizations.  As an individual advisor, this program presents an opportunity for you to be recognized for your efforts. If you are a manager this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential!

Registration is now open! 

The deadline is May 15th. Please click HERE for more information.
NAIFA National YAT Leader of the Year Award
Young Advisors Team Nominations are now being
accepted for the 2015 YAT
Leader of the Year Award!

The YAT Leader of the Year Award is an award that recognizes the work of an individual YAT member who has demonstrated a high level of commitment to NAIFA and to the industry, has proven to be successful in his or her career, and active within his or her community.  

Any current NAIFA member may nominate a current YAT member, therefore, you are highly encouraged to promote the YAT Leader of the Year award to your entire membership. Please click HERE to view/print the award flyer.

To submit a nomination:
  • Click HERE to complete the online nomination form
  • Submit three letters of recommendation to
  • Complete the above steps by Thursday, April 30th
The YAT Leader of the Year will be recognized on the NAIFA website, via a press release to the membership as well as during the 2015 NAIFA Career Conference and Annual Meeting in New Orleans, LA, October 3-5, 2015.

For more information or to learn about past recipients of the award, please click HERE.

If you have questions regarding the eligibility requirements or online application, email us at or contact Michelle Zaman at (703) 770-8228.
Member Benefit of the Month

BASIC Guru is the premier tool for small group life and health agents who want to differentiate their agency from their competitors proactively.  Insurance agents find tremendous value in our agency management system, while employers find value in our online tools that help increase employee retention, keep employers compliant with complex HR issues, and communicate benefit information with employees.

Agents can access all their records, store carrier benefit plans, track their book of business, and create reports for summary of benefits and commission

Employers can access all their benefit data including summary of benefits, network options and plan costs. They can also use BASIC Guru to store HR forms and documents that they would like to share with employees.  Create benefit statements for employees at no cost.  Employers can even use BASIC Guru as their own company Intranet, access all their benefit data including summary of benefits, view network options and HR communications through BASIC Guru.

An agent with BASIC Guru is going the extra mile to provide exceptional customer service.  Don't settle, expect the best!

* BASIC Guru stores all of your benefit data in 1 place
* You have 24/7 secure web access
* Create Total Compensation Statements (at no additional charge)
* Use our technology for your small group online enrollments
* Managed HR Portal where your clients can obtain answers to HR questions, forms, etc

NAIFA Members save 13 % off the standard price. Free weekly demos are available. Please visit or call 888-624-4878. Be sure to mention you are a NAIFA Member.     

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!

April 17 - 20, 2015        
(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! 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 now online! 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 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.