The Membership Newsletter of the National Association of Insurance and Financial Advisors - Jacksonville, FL  

In This Issue...
NAIFA-Jax Calendar of Upcoming Events

JAN. 26-27, 2016
NAIFA-Florida Day on the Hill in Tallahasse, FL. Click HERE for complete details and registration.

FEB. 25, 2016
NAIFA-Jacksonville 44th Annual Awards Gala. Click HERE to register online!

MAR. 23, 2016
NAIFA-Jacksonville Membership Luncheon Meeting

APR. 27, 2016 
NAIFA-Jacksonville Day of CE

MAY 24-25, 2016 
NAIFA Congressional Conference in Washington DC. Click HERE for complete details and registration.

MAY 25, 2016 
NAIFA-Jacksonville Annual Meeting and Elections

JUNE 22, 2016 
NAIFA-Jacksonville Membership Luncheon Meeting

Thought of the Month

Patience is not the ability to wait but how you act while you're waiting.

- Submitted by Cindi Cook


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It Pays to Be a Member
For the latest NAIFA-Jacksonville news and events, please visit our website at, or contact NAIFA-Jacksonville at (904) 695-2300 or email
Margie Harner
President's Message
Margie Harner, NAIFA-Jacksonville President
Looking back on 2015, NAIFA-Jacksonville has had a busy agenda working to engage our new members, offer value to our current members and to develop future programs that are of interest to all.  We invite you to look at our calendar of events and ask that you please mark your 2016 calendars with your organization's upcoming programs.  
January 26-27, 2016 is our premier event, Day on the Hill.  We welcome all to attend this eye opening event to speak directly to our elected officials on issues that matter the most to our clients and us.  The advocacy arm of NAIFA is wide-reaching and so important to our industry.  One of the biggest issues we are currently facing is the Fiduciary standard.  NAIFA has lead the charge to help keep the Government from over regulating our industry and our ability to work with our clients.  Past President Juli McNeely has been on Capitol Hill numerous times testifying on our behalf.  Your membership keeps us in business.  
Also please be sure to "save the date" to attend our 44th Annual Awards Gala on Thursday, February 25th, 2016.  The location of this event is the beautiful and classy Epping Forest!  Please plan to attend.  Then, March 23rd we are back to the University Club for our Young Advisors Team Panel which is always a huge hit with all attendees.  We have had many of these folks go on to be recognized as top 40 under 40 for the industry for the entire state of Florida and 4 under 40 at NAIFA National.  April 27, 2016 is our annual Day of CE!  Details are in process for this, however, know we will have the latest information for all the mandatory classes we need for compliance.   Beyond that, our MDRT Panel (I am still using ideas I got from our excellent panel last year), Annual Meeting and Elections will be held May 25, 2016 followed by our final meeting of the year on June 22nd.
We have something for everyone planned in the new year.  Our YAT Team also has several events planned with the Young Attorneys and Young Accountants as well.  This union of the 3 organizations has proved to be a great source of business and friendship for the advisors that participate.  
Again, may your holidays be bright and full of many blessings.  Happy New Year!


NAIFA Government Relations Wins and Accomplishments Through August 2011 LEGISLATIVE ALERT!

Your Action is Needed on the Proposed DOL Fiduciary Rule!
Thank you to all of those who have taken the time to respond to NAIFA's GovAlert on the proposed DOL fiduciary rule.  To date Florida members have 154 responders to the alert - approx. 5% of our members. Louisiana is leading with 26%.

I know we can do much better. If you have not responded to this GovAlert, please CLICK HERE to do so now!!

Also, please take a moment to encourage your colleagues, NAIFA member or not, to respond to this alert.  It only takes a minute, and is critically important to our industry!!  It does not matter if someone has already sent a letter on behalf of their company or a different organization, there is nothing wrong with sending MULTIPLE different letters to let Congress know how important this is.

We will receive an update next week - let's double or triple our response !

Mike Peters, CLU, ChFC, CASL, LUTCF
Association Political Involvement Chairman, NAIFA-Florida
Cell: 727-992-8109

NAIFA-Florida Day on the Hill


NAIFA-Jacksonville will reimburse first-time attendees 50% of the DOH registration fee (not to exceed $47.50).

  • First-time attendee
  • Register
  • Attend DOH
  • Submit a short testimony video to the association office by February 10, 2016.
It's that simple!  CLICK HERE to register today!

NAIFA-Jacksonville will not host its regular luncheon program in January because everyone is strongly encouraged to attend DOH.   Let your voice be heard!


Past President Frank Mantay is organizing carpools.  If you would like to carpool (recommended) to Tallahassee, we have several leaders offering transportation. Please contact Frank Mantay by email or call 904-443-2511, x11.

NAIFA-Jacksonville 44th Annual Awards Gala!

Thursday, February 25, 2016

6:00 pm Cocktails & Social   /   6:30 pm Program 


Epping Forest

1830 Epping Forest Drive, Jacksonville, FL 32217

Featuring the recognition of NAIFA-Jacksonville's:

Past Presidents  /  Long Time Members
2015 National Quality Award Recipients
MDRT Qualifiers

Plus the Announcement of NAIFA-Jacksonville's 2015 Community Service Award recipient and the 2015 recipient of the C.G. Snead/J.F. Bryan, III Memorial Award for Outstanding Service!


Register Online

Attendees must choose a meal selection during registration.


APPS, Farm Bureau, Principal and
North Florida Financial/Guardian

Cheryl Canzanella Congratulations to NAIFA-Jacksonville's own Cheryl Canzanella!

The Women in Insurance & Financial Services has selected Cheryl Canzanella, LUTCF, as the recipient of its prestigious Member of the Year Award! The award recognizes the consistent and ongoing commitment and contribution to WIFS on a local or national level.


40-Hour Pre-licensing Course
NAIFA-Jax Presents the 215 LHVA Prelicensing Course ~ Live and Online!
Please note that HB 1133 that was recently approved took effect on October 1, 2015.  The course will now run 60 hours and the price has increased from $149 to $200. 


December 4, 5, 6, 7, & 12, 13, 14
8:00am - 6:00pm

Online classes also available!
Click HERE for complete details and registration for our live and online class opportunities.


NAIFA-Jacksonville thanks all of our volunteers and supporters who served at the Sulzbacher Center on November 4th. Your time and generosity is appreciated!
Highlights from the Sulzbacher Center 

NAIFA-Jax Advocacy in Action!

NAIFA-Jacksonville Advocacy Highlights

Click HERE for photo highlights from Legislative Advocacy Month

Special Thanks to the Sponsors of our Advocacy 
and Legislative Summit Event on October 29th!

Oasis Senior Advisors
AXA Advisors

Leadership In Life Institute
NAIFA-Florida LILI classes in Tallahassee begins in January!

Click HERE for Student Application.
Click HERE for course details.
New NAIFA LUTCF Designation Program
Member Benefit of the Month:

Take Advantage of NAIFA's LUTCF® Designation Program
The LUTCF is designed to help agents and new advisors offer more comprehensive financial advice. The new LUTCF is right for you if you identify with one or more of the following:
  • You are new to the industry and are looking to develop fundamental prospecting, selling and practice management skills plus working knowledge of the four practice specialties.
  • You are a financial professional seeking a broad understanding of the insurance industry and how it can impact financial planning and advising.
  • You are insurance agency or home office staff seeking a comprehensive overview and an understanding of the business aspects of the industry.
Click HERE for complete details and registration.
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For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit

Ask a non-member to join NAIFA! 

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

Free One-Year NAIFA Membership for New Advisors!

Free NAIFA MembershipDo you know someone just starting 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.

Eligible advisors must join by December 31st, 2015 in order to receive the one year of free membership. The membership pilot is open to new NAIFA members only. Click HERE for a promotional flyer with complete details.

If you know of someone who meets the qualifications, please use the code "NAIFAFLFREE" via or click HERE for a printable PDF application.

For more information, please contact contact Tom Ashley at 850-422-1701 ext. 202 or