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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - MARCH 2018
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OFFICIAL FAMILY:
Click
HERE for NAIFA-Jacksonville's Officers and Board of Directors.
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Message from the President
Michael W. Halloran, CFP, AEP, ChFC, CLU
NAIFA-Jacksonville President
Great Programs - Great Networking!
Our new location for meetings at San Jose Country Club have been a success this year. We are excited that we have seen members that have not attended meetings in a while. If you have not attended a meeting recently, you are certainly missing out. This is also a great opportunity for meeting new people and networking. Our members spoke, and your board listened! Our commitment during each meeting is to provide content that is relevant, timely and special tips that can be immediately used in your practice. Additionally,
members receive continuing education credit for attending NAIFA meetings.
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Be sure to register to attend our next luncheon meeting on March 15th at San Jose Country Club!
While it is not all about the meetings, NAIFA-Florida Lobbyist Tim Meenan provides weekly updates to members via email during the Legislative Session. Click here to view week 7 of the Session Dispatch. NAIFA national continues to work on Federal issues to protect our client's and your business. Click here to read more about Federal issues. Ever visited Washington, D.C. to see the lawmakers in action? Don't miss the opportunity to join over 3,000 NAIFA members for the Congressional Conference May 22-23, click here to learn more.
Our partnership with UNF and Xcel to provide the 215 Prelicensing course - live or online - is going strong! We encourage you to support NAIFA-Jacksonville by using our prelicensing courses. Our state exam passing ratios are the highest in the state!
Back by popular demand - save the date for our annual DAY OF CE on April 19th at San Jose Country Club. We will feature 2 tracks this year. Please put this on your calendar and tell your friends, this is a good way to get five hours quickly.
 We are here for you! Be sure to email us with suggestions to make NAIFA-Jax better!
Mike Halloran
President
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Attend 3 Meetings, Get 2 Hours Free CE!
Members attending our membership lunch meetings in 2018 will be eligible for 2 free hours of CE!
In 2017, NAIFA-Florida Lobbyist Tim Meenan worked closely with the Department of Financial Services (DFS) and the Florida legislature to pass a bill permitting members of NAIFA-Florida to receive CE credit for attending meetings related to membership in the association
COURSE (Seminar) Title:
COURSE (Seminar) Number:
COURSE (Seminar) Offering:
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"NAIFA-Florida Membership - 2018"
102809
1080369 |
NAIFA-Florida members in good standing (only) may receive up to two (2) hours of Florida DFS-approved CE credit per calendar year by attending NAIFA-Jacksonville's membership meetings (at least 4 hours of association meetings).
IT PAYS TO BE A MEMBER!
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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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Network with NAIFA-Jacksonville at our next Membership Lunch Meeting!
  Thursday, March 15th, 2018
San Jose Country Club, 11:30 am - 1:00 pm
7529 SAN JOSE BLVD, JACKSONVILLE, FLORIDA 32217
* * * * * SPECIAL THANKS TO OUR SPONSORS! * * * * *
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The cost to attend our Membership Lunch Meeting is $25.00 for NAIFA-Jacksonville Members and $30.00 for Non-Members.
Please note: If your company is blocking access to our Google registration form, please try switching to alternate data or wi-fi to use a server outside of their corporate office, or email us at info@naifa-jacksonville.org and you will be contacted for registration details!
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!
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REGISTRATION IS NOW OPEN!
NAIFA-Jacksonville Day of CE and Lunch Meeting
Thursday, April 19, 2018 at
San Jose Country Club
$25.00 Members ~ $50.00 Non-Members
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[
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Click HERE
to join NAIFA-Jacksonville TODAY and take advantage of member pricing plus all the benefits that come with being a NAIFA member!
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Check-In & Registration:
8:00 - 8:30 am. Courses begin promptly at
8:30 am.
TWO 5-HOUR CE TRACKS TO CHOOSE FROM!
TRACK 1:
Business Owner and
Executive Solutions
1 Hour, Moderated by
Michael W. Halloran, CFP®, AEP®, ChFC®, CLU®
Course Offering #1044391, Course ID #100398
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Assuring Peace of
Mind in Retirement
1 Hour, Moderated by
Donna Sinor, JD, CLU®, ChFC®
Course Offering #103000, Course ID #1082983
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Leveraging Strategic Partnerships with Social Security
1 Hour, Moderated by
Donna Sinor, JD, CLU®, ChFC®
Course Offering #102998, Course ID #1082984
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Estate Planning for Small Business Owners and Professionals
2 Hours, Moderated by
Michele Collins, JD
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TRACK 2:
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5-Hour State Required Law and Ethics Update
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More details to be announced soon!
Sponsorship opportunities are available! For more information, please contact NAIFA-Jacksonville at (904) 695-2300 or info@naifa-jacksonville.org.
IT PAYS TO BE A MEMBER!
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NAIFA-JACKSONVILLE APPRECIATES OUR SPONSORS!
Sponsorship opportunities are available for all of our events!
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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  Congratulations to NAIFA-Jacksonville's Awards Recipients!
Visit our Facebook page for photo highlights from our 46th Annual Awards Luncheon on February 15th!
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Dear Advisors,
Because you support NAIFA with your membership, we're bringing you an opportunity to learn from one of the greatest minds in the industry,
Tom Hegna! Don't miss Tom's newest presentation "Retirement Challenges for Women" on Power Session LIVE by NAIFA ClientCast®. This fast-paced webinar will leave you with tons of ideas to help you fill your calendar and close more sales!
This session is valued at $100, but your seat is complimentary as a NAIFA Member.
This session will be held on
Friday, March 9th, 2018 at
11:30 AM ET
The Power Session LIVE Advisor Webinars and NAIFA ClientCast® Automatic Marketing Program are part of your benefit as a NAIFA Member.
Learn more about this benefit that helps thousands of advisors
get more appointments and close more sales.
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NAIFA Advocates With States To Help Veterans Become Advisors
NAIFA has spearheaded an effort to encourage state insurance commissioners to participate in a
Veteran's Administration program that pays licensing and certification fees, up to $2,000, for former members of the military pursuing new professions.
So far, nearly two dozen states have gotten their insurance licensing regimes approved by the VA, most at the urging of NAIFA state associations. A new
Advisor Today article provides more details about this highly successful NAIFA advocacy initiative.
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MEMBER ADVOCACY IN ACTION!
Annual NAIFA Congressional Conference in Washington, DC!
May 22nd - 23rd, 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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 FROM ADVISOR TODAY:
Marc Silverman and Other Experts to Present at NAIFA's Performance + Purpose Conference
NAIFA members who are planning to attend the association's 2018 Performance + Purpose Conference are in for an experience they will never forget. The conference, which takes place September 13 to September 16 in San Antonio, promises to deliver everything that is on the wish-list of many attendees: a chance to give back to the community, unparalleled opportunities for networking, and top-notch presentations by some of the best speakers in the industry.
One of these speakers is Marc Silverman, CLU, ChFC, CFP, president of Silverman Financial in Miami. During his session titled, Prospecting Your Way to the Top, attendees will gain best practices on prospecting and marketing, and walk away with practical ideas they can implement as soon as they get back to the office.
When we caught up with Silverman recently, he explained why he chose to focus his presentation on prospecting and marketing. "Prospecting is the lifeblood of our business," he told us, "and it should be top of mind for all agents and advisors. It is the key to success in the business."
All agents and advisors need to prospect, Silverman stressed; if they don't, their business will suffer. But like many other disciplines, prospecting must be done in a consistent manner if advisors hope to achieve any level of success. So, they need to learn how to get in front of prospects and how to ask for their business. "If you don't prospect well and prospect consistently, you will soon be unemployed," he said.
For his part, Silverman focuses primarily on workshops and dinner seminars when he prospects. For one of these events, he recently brought in a star from Broadway to sing for over 200 people. "That was a huge success," he said.
Silverman has been in the financial-services industry since 1989. He is a highly sought-after speaker who has been invited to present at many high-level industry meetings. He decided to add P+P to his long list of speaking engagements because of the high regard he has for NAIFA. "Anything that NAIFA does is good for the industry and for members," he said. "So when I was asked to speak at the P+ P Conference, I said yes."
NAIA's P+P Conference for 2018 is a new kind of meeting - a meeting where you will learn from experts like Silverman, and also have a chance to be an expert yourself, thanks to Braindates - a new peer-to-peer learning system. And no matter what stage of your career you are in, you will find something at the meeting you can use to take your practice to a higher level of success.
Ayo Mseka
Advisor Today Editor-in-Chief
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Stay Up To Date with NAIFA-Florida Session Dispatch!
NAIFA-Florida Session Dispatch is published weekly by
Timothy J. Meenan, NAIFA-Florida Lobbyist and provides the latest legislative updates as well as a summary of the most relevant bills facing the industry. Session Dispatch is published each week that the legislature is in session.
Click HERE to access the latest issue as well as archives.
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NAIFA-Jax's Upcoming 215 LHVA Prelicensing Course Opportunity
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
Click
HERE
to register for the next
live Prelicensing Class!
2018 LIVE CLASS SCHEDULE:
MARCH 9, 10, 11, 12 / MARCH 17, 18, 19
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm
MAY 4, 5, 6, 7 / MAY 12, 13, 14
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm
JULY 13, 14, 15, 16 / JULY 21, 22, 23
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm
SEPT 7, 8, 9, 10 / SEPT 15, 16, 17
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm
NOV 30, DEC 1, 2, 3 / DEC 8, 9, 10
Fri - Mon / Sat - Mon, 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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 MEMBER BENEFIT OF THE MONTH
LUTCF Scholarship for YAT Members!
The 2018 LUTCF® Scholarship Program
NAIFA and the College for Financial Planning (CFFP) are offering two full LUTCF® Scholarships this year. Each scholarship recipient receives tuition credits for each of the three courses that compose the LUTCF designation program. The application deadline is May 1, 2018.
In order to be considered for a scholarship, applicants must:
* Be a NAIFA member in good standing.
* Be YAT-eligible (40 years of age or under OR have been licensed for less than five years as of May 1, 2018).
* Have the endorsement of a member of NAIFA.
CLICK HERE to apply for the LUTCF® Scholarship.
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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Introducing th
e 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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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 © 2018. All Rights Reserved.
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