SUMMER 2015 
The Membership Newsletter of the National Association of Insurance and Financial Advisors - Jacksonville, FL  
In This Issue...

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. 

Wed., Sept. 16, 2015
NAIFA-Jacksonville's first Membership Luncheon of the 2015-2016 Association Year at the University Club with guest speaker Luke Wolkers, 1301 Riverplace Blvd., 27th Floor, Jacksonville, FL. 

October 3-5, 2015
NAIFA 2015 Annual Conference in New Orleans, LA. Click HERE for complete details and registration. 

Thurs., Oct. 29, 2015
Members-Only Legislative Summit at the University Club with NAIFA Lobbyist Tim Meenan.   
Check our website for
the latest updates.   


No matter how educated, talented, rich, or cool you believe you are, how you treat people ultimately tells all. Integrity is Everything.

- Submitted by Cindi Cook  

Officers & Board of Directors
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It Pays to Be a Member
For the latest NAIFA-Jacksonville news and events, please visit our website at www.naifa-jacksonville.orgor contact NAIFA-Jacksonville at (904) 695-2300 or email

Margie Harner
Message From the President
Margie Harner 
NAIFA-Jacksonville President, 2015-2016 

It is my privilege and honor to serve as your NAIFA-Jacksonville President this year.  You have elected a very talented and energetic board and we are preparing for an eventful year.  Please see our calendar of events and add these dates to your calendars now.  You are not going to want to miss these events!  Our focus is to have one, or in a few instances two, focused and valuable events each month for our members.  We want everyone to see the value of your NAIFA membership.

READ MORE...     


Young Advisors Team    Ruths Chris Steak House

Next YAT/YPAJ Social Event will be held TODAY, Tuesday, August 18th at Ruth's Chris Steak House from 5:30 - 7:30 pm

Click HERE for complete details and registration.


NAIFA-Jacksonville's first Membership Luncheon of the 2015-2016 Association Year!

Wednesday, September 16, 2015

The University Club
1301 Riverplace Blvd., 27th Floor, Jacksonville, FL

Luke Wolkers

Luncheon Speaker:

NAIFA-Pensacola Board Member
Certified PPACA Counselor
Rogers Benefit Group

The Affordable Care Act: YES, It Affects YOU!!!

The Affordable Care Act has changed the entire insurance landscape in America in profound ways. Come learn how the changes affect your business, your clients and you as a consumer no matter what line of insurance is your forte. Education on the ripple effect of this legislation is a must for all insurance brokers and agents. Up your professionalism by being "in the know" about ACA!

Special Thanks to Our Sponsor!

Rogers Benefit Group

Check our website at for updates and online registration.


Congratulations to our Top Advisors Under 40! 

Top Advisors Under 40 2015

Joel Blomberg, Bradley Ernst, Marie Galke, Dallas Hempstead, Curtis James, Nathan Rogero, Phil Rogero, and Jason Sanders.

This is NAIFA-Florida's 2nd annual recognition of young agents within our industry chosen by a panel of NAIFA-Florida board members. The award is based on the previous year's 2014 commissions as well as NAIFA association involvement, community involvement, and volunteer efforts in other organizations. For more information, please click HERE.

Congratulations to Angela Brown and Margie Harner, NAIFA-Jacksonville's recent 2015 LILI graduates!

     Angela Brown  Margie Harner
For more information about the Leadership In Life Institute professional development program, please click HERE.

Pinnacle Club Congratulations to our NAIFA-Florida Pinnacle Club Members for active membership recruitment!

Nathan Moore (9), Frank Mantay (8), 
Margie Harner (7), Cindi Cook (6), 
and William "Bill" Koch (5).

For more on the Pinnacle Club, please click HERE.

Special THANKS to our NAIFA-Jacksonville Board Members who took part in the Jax Expo on June 30th!
NAIFA-Jacksonville at Jax Expo 2015
Nathan Moore, Jason Sanders and Cindi Cook at Jax Expo 2015.

September Proclaimed Life Insurance Awareness Month in Jacksonville!

New Jacksonville Mayor Lenny Curry has proclaimed September 2015 as Life Insurance Awareness Month -- click HERE for full proclamation! 

Life Insurance Awareness Month
For more information about the Life Insurance Awareness Month campaign from Life Happens to help the public understand the importance of life insurance, please click HERE.
Life Insurance Awareness Month Proclamation

NAIFA-Jacksonville Installs 2015-2016 Officers and Board of Directors!

2015 Installation Juli McNeely Margie Harner

NAIFA National President Juli McNeely, CFP, CLU, LUTCF was on hand for the installation of NAIFA-Jacksonville's Officers and Board of Directors for the new Association Year, including new President Margie Harner. Juli presented Margie with her President's lapel pin at the 2015 NAIFA-Florida Career Conference in Sarasota on June 27, 2015.

NAIFA Government Relations Wins and Accomplishments Through August 2011 LEGISLATIVE UPDATE:

NAIFA President Testifies On Proposed DOL Fiduciary Rule

In testimony before the Employee Benefits Security Administration of the Department of Labor, NAIFA President Juli McNeely told the panel that the proposed fiduciary rule is unworkable because it could harm the advisor-client relationship and hinder access to affordable advice to smaller- and mid-market consumers and businesses.

McNeely testified on behalf of NAIFA's 40,000 members who primarily serve smaller markets. 



NAIFA-Jacksonville will host a Legislative Summit for NAIFA MEMBERS ONLY on Thursday, October 29th at the University Club, 11:00 am - 2:00 pm featuring NAIFA Lobbyist Tim Meenan


Complete details TBA.

Life Line Screening Member Benefit of the Month

Did you know that you may be at risk for life-threatening diseases and yet have no symptoms? LifeLine Screening can evaluate your risk for several of today's more critical - and often - misdiagnosed healthcare problems. In less than an hour, you can be screened with painless, non-invasive, advanced ultrasound technology for stroke and other disease prevention in the convenience and comfort of your own community. NAIFA Members save significantly on the stroke screening package. 

For more information, please click HERE.

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

Visit our website at for the latest news and updates.