THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - SEPTEMBER 2016
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Special Video President's Message
from Cheryl Canzanella, LUTCF
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NAIFA-Jacksonville President, 2016-2017
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NAIFA-Jacksonville observes Life Insurance Awareness Month at our first Membership Lunch Meeting of the 2016-2017 Association Year!
Thursday, September 29, 2016
NEW YEAR, NEW LOCATION!
Epping Forest Yacht & Country Club
1830 Epping Forest Dr., Jacksonville, FL 32217
NEW MEMBER ORIENTATION 11:00 - 11:30 AM
Special gift! All new members attending the New Member Orientation will receive a copy of the booklet "The Common Denominator of Success" by Albert E. N. Gray! |
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MEMBERSHIP LUNCH MEETING
11:30 AM - 1:00 PM
GUEST SPEAKER:
Donald F. White, CLU, ChFC, AEP
CEO of Treasure Coast Financial Services
"Creative Ways to Use Life Insurance"
Jacksonville Mayor Lenny Curry programs September 2016 as Life Insurance Awareness Month!
Jacksonville Mayor Lenny Curry has proclaimed September is Life Insurance Awareness Month in Jacksonville to coincide with the annual public awareness campaign from Life Happens. Our first Membership Lunch Meeting of the 2016-2017 Association year will feature Donald White with sales ideas to take advantage of the media campaign!
Make plans to join us on September 29th and see why It Pays to Be a Member!
The cost to attend is $25.00 for Members and $30.00 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! For more information, please contact NAIFA-Jacksonville at 904-695-2300 or email [email protected]. ABOUT OUR GUEST SPEAKER:
Don White is CEO of Treasure Coast Financial Services in Stuart, FL. He is the author of two audio series entitled "Legacy Planning" and "Building a Great Business". For over 20 years Don's daily radio broadcast, God's Money, was heard on WAY-FM in southeast Florida and on the Internet worldwide.
Don is an Excalibur Knight and Inner Circle Member of the MDRT Foundation with 29 MDRT qualifications including 17 consecutive years Top of the Table and 11 additional Court of the Table qualifications ranking him as one of the top 2000 financial advisors worldwide. He received his CLU in 1981, his ChFC in 1986, and Accredited Estate Planner designation in 1994. He became an Accredited Investment Fiduciary (AIF) in 2013. He is Past-Chairman (and current Treasurer) of Love without Boundaries Board of Directors, a non-profit organization assisting orphans and vulnerable children.
A world-renowned communicator, Mr. White has spoken on virtually every corner of the globe, including several talks at the MDRT Annual Meeting, the keynote to the first-time attendees of the 2000 MDRT Annual Meeting and a main platform speaker at the 2014 meeting in Toronto.
He is the proud father of twin adopted girls from China, Sydney and Reagan. His first and only wife, Grace, does all she can to keep him home with her and their kids, rather than riding his bicycles, golfing, rowing, boating, scuba diving or skiing in the Rockies. He can be reached via the web at www.TCFin.com or toll-free 1-800-728-6342. |
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SAVE THE DATE! SPECIAL EVENING EVENT! NAIFA-Jacksonville's 45th Annual Awards Gala
Thursday, November 17, 2016
Epping Forest Yacht & Country Club, 6:00 - 8:30 pm
Presentation of the 2016 C.G. Snead/J.F. Bryan, III Memorial AwardPresenation of the 2016 Recipient of the Community Service AwardRecognition of the National Quality Award AchieversRecognition of the MDRT QualifiersSPECIAL PRESENTATION BY Steve Saladino, LUTCF
NAIFA-FL President GUEST SPEAKER
Brent Martineau
Action Sports JAX Sports Director at CBS47 and FOX30
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NAIFA-Jax Calendar of Upcoming Events
= ADD TO CALENDAR
September 17th - 19th, 2016 NAIFA Annual Meeting "Performance + Purpose" in Las Vegas, NV CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
Thursday, September 29, 2016 New Member Orientation: 11:00 am Membership Luncheon Meeting: 11:30 am - 1:00 pm Kickoff Meeting featuring Real Life Stories Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217
Thursday, October 13, 2016 Board Meeting - All Members Welcome: 8:30 - 10:00 am Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216
Thursday, October 27, 2016 New Member Orientation: 11:00 am Membership Luncheon Meeting: 11:30 am - 1:00 pm Advocacy & Legislation Month Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217
Thursday, November 10, 2016 Board Meeting - All Members Welcome: 8:30 - 10:00 am Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216
Thursday, November 17, 2016 45th Annual Awards Gala: Evening Event, 6:00 - 8:30 pm Presentation of the 2016 C.G. Snead/J.F. Bryan, III Memorial Award Presentation of the 2016 Recipient of the Community Service Award Recognition of the National Quality Award Achievers Recognition of the MDRT Qualifiers Special Presentation by Steve Saladino, LUTCF, NAIFA-FL President Guest speaker Brent Martineau, Action Sports Jax Sports Director at CBS47 and FOX30 Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217
Thursday, December 8, 2016 Board Meeting - All Members Welcome: 8:30 - 10:00 am Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216
Check our website at www.naifa-jacksonville.org for the latest news and updates.
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NAIFA-Jacksonville Appoints Curtis James, Jr. as YAT Chair
Whether you're new to NAIFA, or have been a member for several years, our Young Advisors Team provides you with resources geared specifically to your career development needs as a young insurance or financial advisor. We provide you with a variety of tools that you can use to better equip yourself to overcome challenges and achieve your professional goals. NAIFA-Jacksonville recently appointed Board Member Curtis James, Jr. as YAT Chair.
Curtis is a Financial Services Professional in the Jacksonville General Office of the New York Life Insurance Company in Jacksonville, FL. His passion is helping individuals, families, and business owners reach their personal and financial goals, and making sure that they are financially literate in the areas of insurance and retirement planning. In 2015, Curtis was recognized by the National Association of Insurance and Financial Advisors as a Top 40 Under 40 Advisor in the state of Florida.
Curtis is active in his community through various charitable, industry, and civic organizations such as Communities in Schools, The National Association of Insurance and Financial Advisors, and The National Association of Black Accountants. He also recently started his own networking group designed to allow business owners to collaborate about issues relevant to the business community. During his free time, Curtis enjoys spending time with his family, reading, playing golf, and is a huge sports fan.
Curtis is married to Maritza James, and they are the proud parents of two children. He and his family currently reside in Jacksonville, FL.
For more information about YAT, please click HERE or contact Curtis James, Jr. at 904.997.3036 or [email protected].
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NAIFA-Jacksonville Membership Update
Submitted by K.C. Padget Membership Director
Membership is the life blood in any organization. Our membership goal for the current year is 288 and our current membership is 238. We are behind our goal number however I am confident with our entire membership working together we will see an increase very soon.
I cannot emphasize how important membership is to our future and the need to increase the number of insurance and financial advisors to join us in this organization.
Help your leaders by recruiting a new member and if you know someone in our business that is not a current member - invite them to our NAIFA Kick-Off Meeting September 29, 2016.
Did you know that if you help recruit just 5 new members this year, you will become an esteemed NAIFA -Florida's Pinnacle Club Member receiving the Pinnacle Club lapel pin and special recognition at the NAIFA-Florida Annual Career Advancement conference?
We are asking members to also support our membership committee by volunteering to make just 5 phone calls to help welcome new members, calls to those that have mistakenly lapsed membership and those up for renewal.
We all have the same 24 hours in the day so please contact K.C. Padget, Membership Director at 904-599-2588 or email [email protected].
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Please Consider a Contribution to IFAPAC
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 and to contribute securely online, please visit:
www.naifa.org/advocacy/IFAPAC |
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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:
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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IT PAYS TO BE A MEMBER!
#NAIFAJAX
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Copyright � 2016. All Rights Reserved.
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