NAIFA-Jacksonville 
JAX ADVISORS ONLINE:  JUNE 2015 
 
The Membership Newsletter of the National Assocition of
Insurance and Financial Advisors -
Jacksonville, FL
In This Issue
CALENDAR OF UPCOMING EVENTS

Thurs., June 11, 2015
NAIFA-Jacksonville Blood Drive: Bloodmobile at 7077 Bonneval Rd., Jacksonville, FL 32216. Click HERE to schedule your donation!

Wed., June 24, 2015
NAIFA-Jacksonville and WIFS President's Reception with Juli McNeely at Casa Marina. Click HERE to register online.

Thurs., June 25, 2015
NAIFA-Jacksonville Membership Luncheon at the University Club with Juli McNeely, plus the Installation of NAIFA-Jacksonville's 2015-2016 Officers and Board of Directors. Click HERE to register online.

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

Tues., Aug. 18, 2015
YAT / YPAJ Social Event at Ruth's Chris Steak House, 1201 Riverplace Blvd., Jacksonville, FL 32207. Click HERE for complete details and registration.

October 3-5, 2015
NAIFA 2015 Annual Conference in New Orleans, LA. Click HERE for complete details and registration.     
   
Check our website for
the latest updates.
   

Thought of the Month...
 
"Don't be pushed by your problems, be led by your dreams."

- Submitted by Cindi Cook  

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Member Benefit of the Month...
LastPass Enterprise offers NAIFA Members a centralized, cost-effective and secure platform combining robust password vaulting tools and cloud SSO. More than 10,000 businesses use LastPass Enterprise to help their teams be more efficient while improving security.  NAIFA Members save 15%.

READ MORE...
 

 

It Pays to Be a Member
 
For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, click HERE.
   

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 
NAIFA-Jacksonville President    

A WORLD OF OPPORTUNITY

A world of opportunity is waiting for you. How do I know?  I've experienced this in my own career. I started out as a naive, 27-year-old. I knew there was opportunity to impact the lives of others and that of my budding family. How much, how deeply and how meaningful was yet to be seen.

    
Jacksonville Welcomes National President Juli McNeely for Two Special Events!

Juli McNeely NAIFA-Jacksonville welcomes NAIFA National President Juli McNeely, CFP, CLU, LUTCF for a special President's Reception co-hosted by Women In Financial Services - Northeast FL Chapter (WIFS) on Wednesday, June 24th at Casa Marina from 6:00 - 8:00 pm.

Juli McNeely will also speak at our monthly Membership Luncheon Meeting at the University Club on Thursday, June 25th where we'll also feature the Installation of our 2015-2016 Officers and Board of Directors!


Next YAT / YPAJ Social Event!

Young Advisors Team REGISTRATION NOW OPEN!

Our next YAT / YPAJ Social Event will be held on Tuesday, August 18th from 5:30 - 7:30 pm at Ruth's Chris Steak House.  The event is for members of NAIFA YAT, WIFS, Jacksonville Bar Association, FiCPA, JWLA and SFSP.


YAT Photo Contest!

2015 YAT Photo Contest

2015 Congressional Conference Recap

Maureen Kirschhofer Submitted by Maureen Kirschhofer, CLU, ChFC
National Committeeperson

NAIFA - Securing America's Financial Future

On May 20, 2015 over 800 advisors from all 50 states came to Capitol Hill to share our various concerns with our Legislators.  From NE Florida we had Mike Halloran, Jeremy Pratchard, Paul Broome, Lisa Brooks-Thompson, Lawrence Riegner and myself, Maureen Kirschhofer, who met with our NE Florida Legislators.


Advocacy in Action

NAIFA

The current  Department of Labor (DOL) Fiduciary proposal, as written, would limit the ability of lower and mid-market retirement savers to access advice, service and retirement products. Our success in ensuring investors of all levels have access to affordable, reliable advice depends on the engagement of advisors. Here's what you can do:

 

  1. Join NAIFA or renew your NAIFA memberships to add to our clout with regulators and legislators.

  2. Educate your clients and colleagues about Why The DOL Fiduciary Proposal Would Have A Huge Impact On Advisors And Investors.
     
  3. Share with NAIFA how the DOL rule will impact your practice and, particularly, your clients. You don't have to provide client names, and we will not use your name without permission. These stories may be used in discussions with legislators, regulators, or the media, and they may be useful as we prepare our comments on the rule.
NAIFA is the only organization representing insurance and financial advisors regardless of the products they sell or the focus of their practice. Stay up to date with all of the issues at www.naifa.org/advocacy.

Kevin M. Mayeux is NAIFA's New CEO

Kevin Mayeux The National Association of Insurance and Financial Advisors announced that its Board of Trustees has named Kevin M. Mayeux, CAE, as the Association's next Chief Executive Officer, effective July 1. Mayeux, 45, is Executive Vice President, Chief Officer for North American Operations and General Counsel for the Institute of Internal Auditors (IIA), an international professional society with 185,000 members throughout 190 countries..


Free 1-Year NAIFA Membership for New Advisors!

Margie HarnerSubmitted by Margie Harner
NAIFA-Jacksonville President Elect

 Calling all members! 

Do you know someone just staring out in the business?  NAIFA and NAIFA-Florida are offering a membership offering like never before.  In an effort to expose as many new advisors as possible to the benefits of NAIFA, they are offering FREE membership to any advisor who has been in the industry for less than 3 years, has entered into an agent contract, has never been a member of NAIFA, and lives or works in Florida.

NAIFA-Jax 40-Hour Prelicensing Course!
 
NEW ONLINE COURSE OPPORTUNITY!

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.

Your IFAPAC Contribution is Appreciated!

 

IFAPAC
Please consider a contribution to YOUR Political Action Committee!
 
 
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.
 
 
NAIFA National Conference in New Orleans

NAIFA 2015 Annual Conference
Reasons to Join NAIFA in NOLA:

Have Fun...

Meet People...

Learn Stuff...

NAIFA-Jacksonville  
 
 
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 NAIFA-Jacksonville
    
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 To update your membership information with NAIFA, click HERE.