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President's Message
By Margie Harner
2015-2016 NAIFA-Jacksonville President
NAIFA-Jacksonville hosted our Annual MDRT Panel and Annual Meeting on May 25th. Listening to Don White, Brad Ernst, and Tom Foy was very enlightening along with the table topics that gave each of us some useful tools to take back to our offices. Thank you to each of our presenters for sharing their stories and processes for success! We also showcased our new board of directors for the 2016-2017 year who will be officially elected at our next monthly meeting on June 22, 2016 at the University Club.
We are so pleased to announce that Patrick Juliano from the Department of Insurance and CEO Atwater's office will be our speaker for our next meeting, June 22, 2016. He will have timely information from the department and you won't want to miss it. Please make your reservations soon.
This is my last official month as President of NAIFA-Jacksonville. Thank you so much for the opportunity to serve this incredible organization. It has been quite a year! We have had our fair share of challenges to work through along with so many wonderful events and meetings. We continue to grow our association. We wrapped up the pilot program with the addition of over 50 new members who are 0-3 years in the business. With this, we continue to have a very active Young Advisor Group. Our Day on the Hill and the Congressional meetings in Washington D. C. were also attended by NAIFA-Jacksonville members. It is very important that we continue the mission to stay involved with the Advocacy areas of NAIFA - IFAPAC and IFAPIC. Our advocacy arm of NAIFA is alive and well and continues to insure our futures along with the important products we provide to our clients. We participated in many meetings, calls, and emails about the Department of Labor issue and provided education to our members and legislators on this important issue.
Our Gala this year was a fun and classy event! We held the event at Epping Forest and honored Paul Broome, II. CLU, ChFC as this year's winner of the C.G. Snead / J.F. Bryan III Memorial Award for outstanding service. Jim Love, CASL, CLU, CPCU, LUTCF, ChFC was honored as our Community Service Award winner. Many others were honored for MDRT and Quality Awards. Many thanks to our committee for such an enjoyable event.
NAIFA also provides an action-packed Day of CE, Pre-licensing Courses, YAT Panel of Peers, Blood Drives, State and National conferences, and the Leadership in Life Institute Program (LILI). We also have great on-line programs and assistance through state and national NAIFA websites. We want to plug you into areas to keep you active in your organization. We need YOU to help on one of our committees or events. Join in and get involved so you can reap all the benefits of your membership.
Again, thank you for the opportunity to serve as your President this year. It has been and honor and privilege. Your new board of directors will be working hard over the summer months to prepare for an exciting year ahead. Be on the look-out for our Calendar of Events!
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Next NAIFA-Jacksonville Membership Lunch Meeting:
Wednesday, June 22, 2016
University Club, 11:30 am - 1:00 pm
1301 Riverplace Blvd., 27th Floor, Jacksonville, FL 32207
GUEST SPEAKER:
Patrick Juliano
NE FL Regional Manager for CFO Jeff Atwater Plus the Installation of NAIFA-Jacksonville's Officers and Board of Directors for the 2016-2017 Association Year!
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PRESIDENT:
Cheryl Canzanella, LUTCF
PRESIDENT ELECT:
Nathan Moore
SECRETARY/TREASURER:
Angela Brown
IMMEDIATE PAST PRESIDENT:
Margie Harner
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DIRECTORS:
Alicia Burst *
Brian Caves
Cindi Cook *
Scott Fjelstad *
Thomas Foy, Jr., LUTCF *
Curtis James
Joseph R. Jones
Van Mullinax, LUTCF *
* Indicates incumbent board member
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The cost to attend is $22.00 for Members and $27.00 for Non-Members.
Not a NAIFA-Jacksonville member? Click HERE to join TODAY and take advantage of member prices, plus all of the exclusive benefits of membership in YOUR professional association. It pays to be a member of NAIFA!
For more information, please contact NAIFA-Jacksonville at 904-695-2300 or email [email protected].
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Michael W. Halloran to Serve as NAIFA-Jacksonville's National Committeeperson
NAIFA-Jacksonville thanks Michael W. Halloran, CFP, AEP, ChFC, CLU for accepting the position as National Committeeperson for the Association. As National Committeeperson, Mike will act as a senior advisor and consultant to the NAIFA-Jacksonville board and executive committee assisting with the Association's strategic planning process.
Mike is a Wealth Management Advisor with the Northwestern Mutual Financial Network and a part time professor at the University of North Florida. He has appeared in several publications including USA Today, Chicago Tribune, Congressional Quarterly, Dow Jones News Wire, National Underwriter, Money, Life Association News and Life Insurance Selling.
Mike is a past President of the National Association of Estate Planners & Councils and was recently elected into the NAEPC Hall of Fame. He is also a past national director of the Society of Financial Service Professionals, past director of the Florida Association of Insurance and Financial Advisors, past president of the Jacksonville Association of Insurance and Financial Advisors, Northeast Florida Estate Planning Council, Jacksonville Chapter of the Society of Financial Service Professionals, and the Jacksonville and Buffalo Chapters of the General Agents and Managers Association. Mike attended Florida State University.
Looking Ahead at the 2016-2017 Association Year...
NAIFA-Jacksonville board members getting to know each other and preparing to make our Association the best!
From left to right: Margie Harner, Brian Caves, Cheryl Canzanella, K.C. Padgett, Maureen Kirschhofer, Joe Jones, Mike Halloran, Nathan Moore, and Alicia Burst (seated).
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"The Secret of change is to focus all of your energy not on fighting the old, but on building the new." - Cindi Cook
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Congressional Conference Review
By Cheryl Canzanella, LUTCF
NAIFA-Jacksonville President Elect
Visit Our Facebook Page for Photo Highlights! Click HERE!
In May, Maureen Kirschhofer and I joined 800 of our closest NAIFA friends from all over the U.S. to attend the NAIFA Congressional Conference in Washington, D.C. Representing Duval and surrounding areas, we met with Senator Nelson, the office of Rep. Ron DeSantis, the office of Rep. Ander Crenshaw and Rep. Corrine Brown. This year's message was simple yet powerful....We represent Main Street NOT Wall Street. Sharing our stories on the value we bring to over 75 Million American families through Life Insurance, Annuities, Retirement Savings and Employee Benefits. How exhilarating is was to educate members of Congress on the concerns of the new DOL rule and how it will impede the ability for consumers to access to professional advice that we offer every day. With the implications of future public policy and tax reform being right around the corner, it is vital that we build stronger relationships and have these conversations with our representatives TODAY, before it's put in ink TOMORROW.
Every year NAIFA goes to battle for your career, so I encourage you to get on board for future opportunities and have your voice heard. I have to admit, there is an unforgettable sense of excitement just being in the halls of Congress and having the opportunity to meet with our lawmakers on behalf of our industry. I'm proud to be a participating member of a powerful grassroots effort that only NAIFA can provide.
"We in America do not have government by the majority. We have government by the majority who participate." ~ Thomas Jefferson.
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Apply Today for NAIFA-Florida's Top 4 Advisors Under 40!
Please submit all nominations by June 15, 2016! Click HERE for complete details and application.
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The 2016 NAIFA Conference in Las Vegas is
Performance + Purpose!
NAIFA marks the 127th meeting of our association with a renewed focus on helping advisors succeed. The NAIFA Annual Conference is now NAIFA Performance + Purpose 2016, highlighting the focus on education, motivation, and participation in the community of advisors. Registration for NAIFA Performance + Purpose 2016 is now open! Performance + Purpose 2016 will take place September 17-19, 2016 in Las Vegas, Nevada. Pre-conference events and early check-in will take place on Friday, September 16.
The official Performance + Purpose 2016 hotel is the Rio All-Suite Hotel and Casino. All main stage sessions, workshops, the Expo, and committee meetings will take place at the Rio All-Suite Hotel and Casino at 3700 W. Flamingo Road, Las Vegas, Nevada 89103.
For complete details and registration, please click HERE.
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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.
LIVE CLASS SCHEDULE THROUGH 2016:
July 22, 23, 24, 25, 30, 31 + August 1st8:00 am - 6:00 pm
August 19, 20, 21, 22, 27, 28, 29
8:00 am - 6:00 pm
September 16, 17, 18, 19, 24, 25, 26
8:00 am - 6:00 pm
October 21, 22, 23, 24, 29, 30, 31
8:00 am - 6:00 pm
November 11, 12, 13, 14, 19, 20, 21
8:00 am - 6:00 pm
December 9, 10, 11, 12, 17, 18, 19
8:00 am - 6:00 pm
Online classes also available! Click HERE for complete details and registration for our live and online class opportunities.
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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.
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