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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - SUMMER 2017
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Message from the President
Michael W. Halloran, CFP, AEP, ChFC, CLU
NAIFA-Jacksonville President
This year will be a fun and rewarding one for NAIFA-Jacksonville. We have a very experienced Board and we are planning to give you your money's worth with programs and benefits. Be sure to plan and mark your calendars today so you don't miss a meeting.
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This year, starting with our first meeting in September, the programs will focus on Sales Ideas and Practice Management Techniques. We guarantee you will be able to get at least one idea from EACH meeting that will more than pay for your dues for the year.
The September 21st Meeting will be a panel with 4 successful agents, that have 3 years or less in the business. They will share their success story, and how they built their practice. Why is it that many agents fail in their first 2 to 3 years in the business?
This panel will be moderated by
Paul Broome II, a current and lifetime member of MDRT. The panelists are
Keith Gause of Northwestern Mutual,
Stephanie Frehse from State Farm,
Burt Beal of Prudential, and
Darnell Mote from New York Life.
This year our focus will be to help you get where you want to be. The NAIFA Meetings will not be a place to find a new job or new recruits.
The meetings will be held at
San Jose Country Club. The Club has plenty of free parking and great food.
We would love to have you serve on a committee. If you have any questions, would like to be sponsor or have suggestions don't hesitate to speak to one of our board members, myself or contact our office today.
Let's make this a great year for all of us. We look forward to seeing you on September 21st!
Click HERE for NAIFA-Jacksonville's 2017-2018 Officers and Board of Directors.
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NAIFA-Jacksonville's First Membership Lunch Meeting of the 2017-2018 Association Year:
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Thursday, September 21st, 2017
NEW LOCATION!
San Jose Country Club / 11:30 AM - 1:00 PM
7529 San Jose Blvd., Jacksonville, FL 32217 -
DIRECTIONS
PANEL DISCUSSION:
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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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"Achieving Success in the Early Stages of Your Career"
How did they do that? A Path to Success!
Make plans to join us for our first Membership Lunch Meeting of the new Association Year featuring our special panel discussion on Sales Ideas and Practice Management Techniques! The panel will be hosted by NAIFA-Jax's own Paul A. Broome II, CLU, ChFC, CASL of New York Life with four panelists with 3 years or less in the business.
Our guest panelists are Keith Gause from Northwestern Mutual, Stephanie Frehse from State Farm, Darnell K. Mote from New York Life, and Burt Beal from Prudential.
SPECIAL THANKS TO OUR SPONSORS!
REGISTRATION IS REQUIRED.
NAIFA-Jacksonville Members:
$25.00. Non-Members:
$30.00.
Please click HERE to register online. If your company is blocking access to our Google registration form, please contact us at info@naifa-jacksonville.org and you will be contacted for registration details!
It Pays to Be a Member!
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NAIFA-JACKSONVILLE CHANGING OF THE GUARD:
NAIFA-Jacksonville installs Officers and Board of Directors for the 2017-2018 Association Year
Congratulations to our newly installed NAIFA-Jacksonville Officers and Board of Directors for the 2017-2018 Association Year! The installation was held at NAIFA-Jacksonville's Annual Meeting on June 22nd and officiated by NAIFA-Florida President
Steve Saladino, LUTCF.
| PRESIDENT: |
Michael W. Halloran, CFP, AEP, ChFC, CLU
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PRESIDENT ELECT:
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Robert Tison, LUTCF
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SEC / TREASURER:
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Curtis James, Jr.
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PAST PRESIDENT:
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Cheryl Canzanella, LUTCF
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NAT'L COMMITTEEPERSON:
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Gene Bryant
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BOARD OF DIRECTORS:
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Ann Burkett
Alicia Burst
Matthew Campbell
Brian Caves, FICF, LUTCF
Julie Chancellor
Scott Fjelstad
Van Mullinax, LUTCF
Tara Showalter, JD, CFP |
Our June membership lunch meeting also featured our annual MDRT Panel with sales ideas from Thomas D. Foy Jr., LUTCF, Founder/Owner of IRIS Financial Services, and Paul Broome II, CLU, ChFC of New York Life.
Photo highlights can be found on our Facebook page by clicking HERE!
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IN MEMORIAM:
Stanley L. Stone
Former NAIFA-Florida Association Executive Stan Stone passed away due to cancer on July 14 at his home in Tampa. He was 87.
Stan served FALU (now NAIFA-Florida) for over 35 years and was the first paid Executive of the statewide association. He retired in 1994 and, upon his retirement, Herb Morgan was named the new Association Exec and the office was moved from Tampa to Tallahassee. Stan served the state association from its infancy, nurturing the association as it grew into one of the largest and most effective state associations in the NAIFA federation.
The Stanley L. Stone "Association Executive of the Year" Award is named after him, of course, and was first presented in 1994 at the association's annual conference. The award is presented to a deserving local association executive, or to the person who fulfills that role, in NAIFA-Florida's local associations.
Arrangements are still pending, but we'll update you as we learn the details. Please keep wife Lois and the rest of the family in your thoughts and prayers.
If you know of any past leaders/members who knew Stan, please pass the word along. As the years go by, our contact records become less accurate and I'm concerned that some past leaders/members will not receive this message.
Tom Ashley
CEO, NAIFA-Florida
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 CONGRATULATIONS NAIFA-JACKSONVILLE!
Gold Recipient of NAIFA's Jack E. Bobo Award of Excellence
NAIFA-Jacksonville was named a Gold Achiever for the coveted 2015-2016 Jack E. Bobo Award of Excellence, presented by the National Association of Insurance and Financial Advisors (NAIFA). The award recognizes associations in the NAIFA federation that excel in areas critical to their success and growth over a one-year period. Those areas are professional development, advocacy, membership and governance.
NAIFA-Jacksonville is one of only 8 local associations nationwide to achieve the Gold Level status and will be recognized at the NAIFA 2017 Annual Meeting in Orlando. NAIFA-Jacksonville's achievement will also be promoted in the official NAIFA Awards Book distributed at the Annual Meeting.
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NAIFA Performance + Purpose 2017 Annual Conference
SEPTEMBER 8 - 10, 2017 : ORLANDO, FLORIDA
NAIFA Performance + Purpose is a new kind of meeting. It is your meeting. More than ever before you can customize your sessions from programming targeted to advanced advisors, young advisors and everyone in between. You will learn from the experts and be the expert with a new peer-to-peer learning system. And, you will have more fun than you have ever had at a NAIFA meeting.
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NAIFA-Florida Installs New Officers, Directors and Committee Chairs at Annual Conference
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President:
President Elect:
Vice President:
Secretary/Treasurer:
Immediate Past President:
National Committeeperson:
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 Linda Moore
Shelita Stuart, LUTCF
Joe Chalom, CLU, RICP, LUTCF
Tiffany Drewes
Steve Saladino, LUTCF
Tom Cothron, LUTCF
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| Directors At Large: |
Maureen Kirschhofer, CLU, ChFC
Rick Senderling
Jennifer Versaggi
Craig Duncan, ChFC
Toni Stanaland
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| NAIFA-Florida P.C. Chair: |
Melissa Snively
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Standing Committee Chairs:
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Membership:
Cheryl Canzanella, LUTCF
Governance:
Steve Saladino, LUTCF
NAIFA-Florida IFAPAC:
Melissa Snively
Government Relations (APIC):
Mike Peters, CLU, ChFC, LUTCF
Legislative:
Tim Holladay, CLU, CASL, LUTCF, JD
Health:
Terri Seefeldt, RHU
LILI (Leadership In Life Institute):
Steve Ward
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 FROM THE ADVISOR TODAY BLOG:
Consumers with Advisors More Financially Prepared and Confident Than Do-It-Yourselfers
A study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it's because they are capable of managing their finances alone.
However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial terminology, such as long-term-care insurance (41%), Roth IRA (69%) and annuities (49%).
While roughly half of Americans who have never hired a financial professional feel confident with traditional terms like "life insurance"(51%) and "401(k)"(52%), the proportion of those who feel confident seems to drop when it comes to more complex areas such as "long-term care-insurance"(31%), "Roth IRA"(42%) and "annuities"(28%).
"These results further emphasize the importance of planning for a healthy financial future," said Mark J. Hanna, CLU, ChFC, MDRT President. "Consider working with an advisor like hiring a professional builder to renovate your home. While you may be able to paint the walls on your own, your overall knowledge wouldn't enable you to replace your pipes or build new cabinets in your kitchen."
Millennials still not preparing
Thirty-six percent of employed Millennials (ages 18-34) whose company offers a 401(k) or pension plan are not participating in it, despite last year's MDRT survey findings that the average Millennial expects to retire at a younger age than other generations.
Of the Americans who have never hired a professional, less than half (46%) have a retirement plan or emergency fund, only 19 percent have a long-term financial plan for the future, and 46 percent have life insurance. This is in contrast to the 21 percent who have hired a financial planner, in which 77 percent have a retirement plan or emergency fund, half have a long-term financial plan for the future, and 63% have life insurance.
When those who have never hired a financial professional were asked why:
- 44 percent say they don't have enough assets or money to need one.
- 38 percent say they are capable of managing their own finances.
The survey was conducted online from February 6-8, 2017, among 2,202 U.S. adults ages 18 and older, among whom 490 have hired a financial planner and 1,712 have not.
Ayo Mseka
Editor-in-Chief
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 LifeHappensPro presents the annual Life Insurance Awareness Month industry-wide campaign in September:
It's Time for Your First Pit Stop for More Danica Patrick LIAM Resources
This year we have the largest offering of resources for Life Insurance Awareness Month since we started LIAM 14 years ago!
From now through LIAM, we will continue to roll out more and more great ways to reach out to clients and prospects about their life insurance needs.
We are expanding on LIAM spokesperson Danica Patrick's message about financial fitness to include:
- Danica's great 30 second video and flyer with the same message
- All the new Danica animated video quotes (These are so cool, and remember videos are #1 on Facebook)
All Danica's great quote graphics, which can be used on social media, in newsletters, on your website and more!
Hopefully you have already accessed these great resources your LifeHappensPro.org account:
- Danica's 15-sec. video and companion financial fitness flyer
- Twitter and Facebook cover photos featuring a Danica's message
- AND, start getting a general financial fitness message out with some great messaging via a flyer, life hint graphic and quote graphics - including our Barometer Study stats!
Remember, all these resources can be "made your own." Customize them, put your brand, logo or photo on them, embed the videos on your website. And that's just the beginning.
Check it all out at LifeHappensPro.org/liam.
Remember, you must be logged into your Life Happens Pro Plus or Premium account to access LIAM resources.
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Register Today for the 2018 Legislative Day on the Hill!
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!
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MEMBER BENEFIT OF THE MONTH:
Lenovo
NAIFA members can save up to 20% off the everyday public web price of Lenovo's product line. Take advantage of great deals on everything you need for your office and home, including all laptops, tablets, desktops, all-in-ones, workstations, servers, and accessories. This includes savings on a variety of top products, including the award winning ThinkPad notebooks.
NAIFA members also receive:
- Free ground shipping on all web orders
- eCoupons each month with special limited time savings
- Access to energy-efficient green technologies
For more information and easy ordering, call
800.426.7235, ext. 9405 or visit
www.lenovo.com/naifa and experience the Lenovo difference! Be sure to check the website often - special offers change frequently.
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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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:
UNF Adam W. Herbert University Center
COURSE ID #93833
Next live course dates in 2017:
September 8, 9, 10, 11, 16, 17, 18
Course Offering #1066679
ONLINE CLASSES ALSO AVAILABLE!
Click
HERE for complete details and registration for our live and online class opportunities.
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GOVERNMENT ADVOCACY
NAIFA's Mission Aided with PAC and PIC
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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