Jax Advisors Online


The Membership Newsletter of the National Association of
Insurance and Financial Advisors - Jacksonville, FL
Some readers see this part of our email after the subject line in the inbox.
Margie Harner
President's Message

Margie Harner

The 2016 Day on the Hill is in the books! What a great visit with our legislators and NAIFA members from across the state. This annual event has grown into an incredible opportunity to be involved in the legislative process, to build lasting relationships and to make a difference in the laws that affect all of us and our clients. We were lucky to have four first-time participants this year, Nathan Moore, Jaynee Peterson, Sarah Miller, and Heather Azcueta. Long-time participants, Maureen Kirschhofer, Frank Mantay and myself were also there to support NAIFA-Jacksonville. Catch the fun highlights through the picture montage on the website.

The next BIG EVENT is the NAIFA-Jacksonville 44th Annual Awards Gala at Epping Forest Yacht and Country Club. Please mark your calendar for Thursday, February 25, 2016. Cocktails at 6:00 and the meeting begins promptly at 6:30. Please sign up below for this event to see our local leaders be recognized for their many successes... You may even be one of our honorees so please join in on this exclusive event at the one and only Epping Forest. We also have an exciting line up of speakers to keep us entertained. Our NAIFA-Florida President, Rod Whited, will be joining us and providing an update on important issues. Another special guest is our very own NAIFA-Florida CEO, Tom Ashley. This should prove to be a celebration of success!

Please save the following dates for the rest of the NAIFA-Jacksonville year:

Wednesday, March 23, 2016 - Membership Luncheon meeting featuring our Young Advisor Team Panel. University Club.

Thursday, April 28, 2016 - NAIFA-Jacksonville Day of CE to be held at the Sheraton Jacksonville Hotel, 10605 Deerwood Park Blvd, Jacksonville, FL 32256. Additional information will soon be available with all course offerings. The important Ethics course will be among those offered.

Tuesday, May 24 - Wednesday May 25, 2016 - NAIFA Congressional Conference in Washington DC.

Wednesday, May 25, 2016 - MDRT Panel and NAIFA-Jacksonville Annual meeting and elections.

Wednesday, June 22, 2016 - NAIFA-Jacksonville Membership Luncheon at the University Club.

Please take a look at our website to see the many benefits of your membership. Better yet, feel free to give me (904-296-2500) or anyone on our Board of Directors a call to discuss the many opportunities to get involved. We need YOU to get the maximum out of your membership by participating in one of our many committees or events. 

Happy Valentine's Day!
Have a great month serving your clients!


Thought of the Month

"Leadership is not about results... It's about commitment"  -  Cindi Cook

Blood Drive

Thursday, February 11, 2016 

2:00 - 4:30 pm

Bloodmobile at 7077 Bonneval Rd, Jacksonville, FL 32216

Be a Leader
Be a Leader!

Nominations now being accepted for the 2016-2017 Board of Directors

Are you a "take charge" kind of individual who understands that leading is about motivating and inspiring other to do their best for the good of others? If so, NAIFA-Jacksonville has opened the nomination process for board members and committee chairs for 2016 - 2017. As insurance and financial leaders our clients expect us to lead them in the right direction for a better future. We are looking for individuals who want to do the same for their profession and colleagues. This is your chance to shine and hone your leadership skills. 

There are a variety of areas where you talent is needed. So whether you are interested in membership, advocacy, education, our dynamic Young Advisors Team (YAT), charitable or social concern, there's a spot for you on your association.

Interested? To learn more or nominate someone, contact Frank Mantay, Past President at 904.443.2511 ext. 11 or frank.mantay@prudential.com.

2016 Day on the Hill
2016 Day on the Hill Highlights

Submitted by Nathan Moore
NAIFA-Jacksonville Secretary / Treasurer

On Tuesday, January 26th NAIFA-Jacksonville traveled to Tallahassee for Day on the Hill. The focus of the afternoon was to discuss three key pieces of legislation that directly impact our businesses with our State Representatives and Senators. These items included

· Assignment of Benefits
· Stranger Originated Life Insurance
· Balance Billing for Medical

The day was capped off with a cocktail reception on the top floor of the State Capitol building. A special thanks to our attendees Margie Harner, Heather Azcueta, Frank Mantay, Maureen Kirschhofer, Alicia Burst, Jaynee Peterson, Sarah Miller and Nathan Moore. Please see the attached pictures and we look forward to you joining us next year!

Video Testimonials From First-Time Day On The Hill Attendees!

Day On The Hill Video Testimonials

Click HERE for video testimonials from Sarah Miller, Jaynee Peterson and Heather Azcueta.


YAT / YPAJ Professional Networking Event:

Tuesday, February 16, 2016

Bold Bean Coffee Roasters

5:30 - 7:30 pm at Bold Bean Coffee Roastery at Murray Hill

1179 Edgewood Ave S, Jacksonville, FL 32205

The cost to attend is only $10.00 
for members of NAIFA YAT, Young Attorney of the Jacksonville Bar Association, and Young CPA's - FiCPA who register NOW!

Register Now!

Regular Cost: $15.00


State Farm
Margie Harner / State Farm

For more information, please contact YAT Chair Marie Galke at
904-613-0521 or email Marie.Galke@axa-advisors.com.

Young Advisors Team

YPAJ 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 about NAIFA's Young Advisor Team, please click HERE.


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 Para Medical Services
Farm Bureau Insurance
Principal Financial Group
North Florida Financial

Four Under Forty
Advisor Today's Four Under Forty

Nominate a Rising Star Now

Someone you know is a leader. He or she is successful, of course, but also committed to their community, family and team. They're already a great example for their peers. Nominate them for Advisor Today's Four Under Forty Awards. It's the recognition they deserve and the next step in their amazing career.

Winners will appear on the cover of Advisor Today, which will be showcased at the NAIFA Career Conference and Annual Meeting. But that's just the beginning. Past Four Under Forty winners have a proven track record of continued success through industry leadership roles, speaking engagements and increased peer recognition.

All NAIFA members are welcome to nominate a rising star for Four Under Forty. Nominees must be NAIFA members in good standing and 40 years of age or younger. Click HERE for the form (PDF).

The deadline for submissions is April 4! Click HERE for complete details.

Trust a NAIFA Advisor
NAIFA Launches "Trust a NAIFA Advisor" Consumer Campaign

NAIFA's multimedia consumer awareness and empowerment campaign has begun, aimed at helping consumers understand the value a trusted advisor can add to help them plan for the future. 

The consumer website, www.AdvisorsYouCanTrust.org has gone live and helps advisors utilize the tools and resources available to help them communicate the value NAIFA members bring to their clients as trusted advisors.

For more information about the awareness campaign, click HERE.

Let's Go to Washington, DC!

NAIFA Congressional Conference

In the past three years, over 2,500 NAIFA members from every corner of the country came to Washington, DC and took to Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.

On May 24th-25th, 2016 NAIFA will be holding its 2016 Congressional Conference with a similar goal - to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members, and educate them on the value of life insurance, annuities, retirement savings, and employee benefits for 75 million American families.

For a special YouTube video, please click HERE.

For complete details and registration, please visit:

New NAIFA LUTCF Designation Program
Put Yourself on the Path to Success with the new NAIFA LUTCF

The LUTCF® or Life Underwriter Training Council FellowSM professional designation program, was established by NAIFA in 1984. The program was designed to help agents and new advisors offer more comprehensive financial advice. Since that date more than 50,000 LUTCF® designations have been conferred.

In February of 2014, the College for Financial Planning and NAIFA partnered to create an all-new version of the LUTCF® for 2015 and beyond.

NAIFA-Jacksonville is seeking to bring back the live LUTC courses this Spring. If you have an interest in taking the LIVE LUTC courses please contact our office today info@naifa-jacksonville.org to inquire. The course will be 1 day a week for two hours. Most classes complete within 9 weeks.

Click HERE to review details about the LUTC designation, the courses and tuition costs. Remember - NAIFA members save with at 15% discount of tuition. Class bundles are also available.

Tim Meenan
NAIFA-Florida-Session Dispatch 

Each week during Florida's legislative session, NAIFA-Florida Lobbyist Tim Meenan reports on legislation impacting our members. Stay on top of the progress of insurance and financial services-related bills moving through the House and Senate each week by reading "Session Dispatch". For archived editions of "Session Dispatch", please visit the NAIFA-Florida website: www.naifa-florida.org.

NAIFA-Jax Presents the 215 LHVA Prelicensing Course ~ Live and Online!

The cost to attend is $200. Live classroom course is seven days each month from 8:00 am - 6:00 pm.

215 LHVA Prelicensing Course

February 19, 20, 21, 22, 27, 28, 29
8:00am - 6:00pm

March 11, 12, 13, 14, 19, 20, 21
8:00am - 6:00pm

Online classes also available!

Click HERE for complete details and registration for our live and online class opportunities.

Contribute to IFAPAC!

The Insurance and Financial Advisors Political Action Committee (IFAPAC) advances the legislative interests of NAIFA, seeks to preserve a favorable governmental climate, and promotes the best interests of consumers - as served by active members of local associations - by supporting the campaigns of carefully selected candidates for elective office.

NAIFA cannot contribute to political candidates. IFAPAC can, and that's what we do! In fact, IFAPAC consistently ranks in the top tier of more than 4,600 federal PACs in its political receipts and contributions to candidates.

For Three Easy Ways to Contribute to IFAPAC, please click HERE.

For more information about IFAPAC, please visit www.naifa.org/advocacy/IFAPAC.

NAIFA Jacksonville

It Pays to Be a Member

For the latest news and updates, please visit our website at www.naifa-jacksonville.org. For more information, please contact NAIFA-Jacksonville at (904) 695-2300 or info@naifa-jacksonville.org.