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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - DECEMBER 2017
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The NAIFA-Jacksonville Board of Directors extends to our members and their families a joyous Holiday Season and a most prosperous and healthy New Year!
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Message from the President
Michael W. Halloran, CFP, AEP, ChFC, CLU
NAIFA-Jacksonville President
This month has been an exciting one for us and, more importantly, for our clients. The United States House and Senate have both passed a tax bill. The two groups will need to get together in a Conference Committee to work out a final bill that will be passed by both houses. This Bill should give tax relief to our clients and also to us. The Bill should also lower the Corporate Income Tax rate which should stimulate the economy. A stimulated economy should help us all.
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The Bill in the Conference Committee needs some work and here is where NAIFA comes in. Part of the dues that we pay goes for the Lobbyists who are employed by NAIFA. There was a part of the proposed tax law that would have hurt the taxation of all of our companies, which in turn
would make our products not as competitive. NAIFA, AALU, and ACLI helped correct the bad language. That correction definitely covered the dues that we are paying for many years. We need your help in getting your friends and co-workers to join NAIFA.
 Please remember that all of our meetings will cover sales ideas that can be used in the field. If you are not at the meeting, you will not get them. At our last meeting,
Bill O'Leary, an Estate and Business Attorney, gave us all some great ideas on how to work with our clients when they need help from an attorney. On the way out, one of our members said
that these are the kind of meetings that we should go to and not miss.
I realize that agents and advisors are members of many organizations, and some for networking purposes. NAIFA is your professional association, where you can continue your education and grow your business. It has been proven that
NAIFA members make more money.
If you have any ideas that will help, please tell us. From my family to yours, wishing you all have safe holiday and prosperous new year in 2018.
Mike
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NO MEMBERSHIP MEETING IN DECEMBER
NAIFA-Jacksonville's next Membership Meeting is
Thursday, January 18th, 2018 at
San Jose Country Club. Check our
website and membership communications for the latest updates and online registration.
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SPONSORSHIP OPPORTUNITIES AVAILABLE!
Sponsorship opportunities available for NAIFA-Jacksonville's events and membership lunch meetings! Click HERE for complete details, or HERE for PDF format.
For more information about sponsorship opportunities, please contact NAIFA-Jacksonville at (904) 695-2300 or info@naifa-jacksonville.org.
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SAVE THE DATES! NAIFA-JACKSONVILLE EVENTS PLANNED FOR 2018!
NAIFA-Jacksonville Membership Lunch Meeting:
Thursday, January 18th, 2018
NAIFA kicks off the New Year with
Jamie Mendelsohn, Executive Vice President of Ashar Group, LLC. She partners with the nation's leading wealth management firms, attorneys, CPAs, trust, and financial planning advisors in the Secondary Market. Jamie's national network and advanced sales experiences has led Ashar to many key accounts. With a proven ability to successfully analyze an organization's business needs, she helps Ashar's business partners grow their Secondary Market solutions in an efficient manner. For upwards of a decade, she has worked closely with independent and professional advisors, regional broker dealers and brokerage general agencies, as well as Financial Institutions with a national footprint. She has spoken at numerous financial services conferences and provides continuing education for both financial advisors and professionals nationwide. Her capacity to handle the most complex cases, and her relentless pursuit of excellence representing the interests of advisors and their clients, places her in the top echelon of market professionals.
NAIFA-Jacksonville Annual Awards Presentation and Membership Luncheon:
Thursday, February 15th, 2018
 NAIFA-Jacksonville Membership Lunch Meeting:
CELEBRATE YAT - NAIFA'S YOUNG ADVISORS TEAM!
Thursday, March 15th, 2018
NAIFA-Jacksonville Day of CE!
Thursday, April 19th, 2018
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SPECIAL THANKS TO OUR NOVEMBER MEETING SPONSORS!
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Sponsorship opportunities available for NAIFA-Jacksonville's events and membership lunch meetings!
Click HERE for complete details, or HERE for PDF format. For more information about sponsorship opportunities, please contact NAIFA-Jacksonville at (904) 695-2300 or info@naifa-jacksonville.org.
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 Introducing the New NAIFA Solution Center
NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. So to keep with our mission, we've designed this space just for you, your career and to help you be the best boss of you.
In the Solution Center you will find expert tips and advice, certifications and ways to self-promote so that you can become the best advisor possible as well as take your career to the next level.
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FROM NAIFA CEO KEVIN MAYEUX:
Tax Reform Illustrates the Importance of NAIFA Membership
"Laws are like sausages. It's better not to see them being made."
Dear friends,
Times like these are a big reason you are a NAIFA member. Congress and the administration are deep in the sausage-making process of tax-reform. I don't need to tell you how important tax laws are to the success of your family, your business, your clients, and our country. Though much is happening behind the scenes as negotiations occur, tradeoffs are made, and agreements are reached, you can rest assured that NAIFA is there to provide a voice for the industry and to look out for your interests and those of consumers who need the products and services you provide.
CLICK TO READ MORE...
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MEMBER ADVOCACY IN ACTION! SAVE THE DATES AND PLAN TO ATTEND!
NAIFA-Florida 2018 Legislative Day on the Hill in Tallahassee in January, and NAIFA Congressional Conference in Washington DC in May!
NAIFA-Florida's Legislative Day on the Hill for 2018 is set for Tuesday, January 23rd in Tallahassee. Traditionally, our Day on the Hill event is scheduled for two weeks after the legislature convenes each year.
In 2018, the legislature is scheduled to convene on January 9th.
NAIFA-Florida members are encouraged to attend Day on the Hill, to lend your voice before legislators regarding the very important issues which come before the legislature impacting insurance and financial advisors.
So mark your calendar and REGISTER NOW for January 23rd, 2018 for the NAIFA-Florida Legislative Day on the Hill in Tallahassee!
MARK YOUR CALENDARS!
The 2018 Congressional Conference is scheduled for May 22-23, 2018!
In the past four years, over three thousand NAIFA members from every corner of the country came to Washington, D.C., and visited Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.
NAIFA held its 2016 Congressional Conference to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members from all 50 states, and educate them on the value that NAIFA members bring to their clients and the solutions they provide for 75 million American families.
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 NAIFA LACP Certification Program
The NAIFA Life and Annuity Certified Professionals (LACP) certification serves consumers by recognizing financial professionals with a mark of distinction for their product knowledge, consultative sales process and compliance to ethical, legal, and regulatory requirements. LACP practitioners are held to a standard of excellence that defines and differentiates them from their peers and to the clients they serve.
To become an LACP, practitioners will meet the
eligibility criteria and successfully complete the LACP examination. For more information about NAIFA's LACP Certification Program, please visit:
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NAIFA-Jax's Upcoming 215 LHVA Prelicensing Course Opportunity
Check our website for upcoming live course dates in 2018!
The cost to attend is $200. Live classroom course is seven days each month from 8:00 am - 6:00 pm:
UNF Adam W. Herbert University Center
COURSE ID #93833,
COURSE OFFERING #1061746
ONLINE CLASSES ALSO AVAILABLE!
Click
HERE for complete details and registration for our live and online class opportunities.
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 FREE NAIFA MEMBERS-ONLY WEBINAR:
College Funding 101 - Sallie Mae and NAIFA Make You the Expert
Wednesday, December 13, 2017 / 3:00 PM - 4:30 PM EST
Join NAIFA Trustee and college funding expert Brock Jolly along with Karie Bedford and Chad Pisorchik from Sallie Mae for an enlightening webinar on the new Sallie Mae / NAIFA partnership which will provide NAIFA members with free college planning tools.
CLICK HERE
to register for this Sallie Mae sponsored webinar, College Funding 101 - Sallie Mae and NAIFA Make You the Expert
on Wednesday, December 13th from 3:00 PM - 4:30 PM EST.
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MEMBER BENEFIT OF THE MONTH
Members can now receive up-to-date text messages from NAIFA-Florida - reminders about educational (webcast) opportunities from NAIFA, action alerts regarding state and national issues/legislation, and upcoming state and national events.
"We have subscribed to a text-messaging platform call
Skipio - for the primary purpose of enhancing NAIFA-Florida's communications capabilities with our members," according to NAIFA-Florida CEO Tom Ashley. "So often, communications can be challenging because of the overload in content. We want to assure our members that we will not overwhelm you with lengthy and frequent text messages - only periodic, short messages to act as reminders or calls to action for our advocacy efforts."
Ask a non-member to join NAIFA today!
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.
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GOVERNMENT ADVOCACY
NAIFA's Mission Aided with IFAPAC and APIC
The core mission of the National Association of Insurance and Financial Advisors is advocacy. There is a common misconception that NAIFA membership dues include all the dollars needed to fund our national and state advocacy efforts. The fact is that NAIFA spends over 25% of its 12 million dollar annual budget to pay for lobbyists and programs to support our advocacy efforts. However, additional funds are needed to help gain access to our elected representatives. The source of these funds are from the Insurance and Financial Advisors Political Action Committee (IFAPAC).
IFAPAC's goal is to help the associations advance the legislative and regulatory interests of the members of NAIFA. While any U.S. citizen can contribute to IFAPAC, only members of NAIFA may be solicited to do so. Contributions must be voluntary. Contributions are not tax deductible for federal income tax purposes. Of approximately 4,600 political action committees registered with the Federal Election Commission, IFAPAC ranks in the top tier. IFAPAC is the largest insurance PAC in the country. In the last election cycle, the national IFAPAC contributed approximately $1.8 million to federal candidates and committees.
Insurance and Financial Advisors Political Involvement Committee (IFAPIC)
Our business is based on building relationships. The world of politics is no different. One of NAIFA's greatest strengths is that we have membership representation in each Congressional District in the country.
It is vitally important that we know which of our members know elected officials and how well they know them. Please click on the link below and complete the legislative contact form:
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IT PAYS TO BE A MEMBER!
#NAIFAJAX
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Copyright © 2017. All Rights Reserved.
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