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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - OCTOBER 2016
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Video President's Message of the Month
from Cheryl Canzanella, LUTCF
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NAIFA-Jacksonville President, 2016-2017
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 Tailgating with YATS!
Wear your favorite college team and network with NAIFA-Jacksonville's Young Advisors Team!
Thursday, October 13th, 2016
Jacksonville Ale House, 6:00 - 9:00 pm
3238 Hodges Blvd, Jacksonville, FL 32224
Only
$5.00
for NAIFA YAT Members and
$10.00
for Non-Members!
CLICK HERE TO RSVP ONLINE!
THANK YOU TO OUR SPONSOR!
For more information about NAIFA's Young Advisor Team, please click HERE or contact YAT Chair Curtis James Jr. at 904.997.3036 or cjames@ft.newyorklife.com.
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NAIFA-Jacksonville Blood Drive!
 Donating blood costs you nothing except a little bit of your time! Please, save a life by signing up for our next drive:
Thursday, November 10, 2016
Bloodmobile at Enterprise Park
1:00 - 3:00 PM
4190 Belfort Road, Jacksonville, FL 32216
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NAIFA-Jacksonville's 45th Annual Awards Gala!
Special Evening Event on Thursday, November 17th!
Epping Forest Yacht & Country Club
6:00 - 8:30 pm
CHECK OUR WEBSITE FOR THE LATEST UPDATES AND ONLINE REGISTRATION
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NAIFA-Jacksonville Membership Lunch Meeting
plus New Member Orientation!
Thursday, October 27, 2016
Epping Forest Yacht & Country Club
1830 Epping Forest Dr., Jacksonville, FL 32217
 NEW MEMBER ORIENTATION: 11:00 - 11:30 AM
MEMBERSHIP LUNCH MEETING: 11:30 AM - 1:00 PM
Legislative & Advocacy Update
plus
"Ideas that will be useful to advisors whether new in the business or a 30-year veteran!"
with
Michael Halloran, CLU, CFP, ChFC, AEP
NAIFA-Jacksonville National Committeeperson and Wealth Management Advisor with Northwestern Mutual
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!
ABOUT OUR GUEST SPEAKER:
Michael W. Halloran is a Wealth Management Advisor with Northwestern Mutual. Mr. Halloran has been in the financial services industry for over 40 years.
Mr. Halloran is a graduate of the Florida State University (Bachelor of Science, 1969) and the American College (Master of Science in Financial Services, 1981 and Master of Science in Management, 1986). Mr. Halloran holds the following designations: AEP® Distinguished, CFP®, CLU®, ChFC®, LUTCF, RHU®, REBC®. Additionally, he is Series 7, 8, 63, 65, and Life, Health, Long Term Care, and Annuity licensed. Mike recently obtained the RICP® designation in 2016.
Mr. Halloran guides clients in reaching financial security from every aspect through long-term relationships that are based on value and integrity. His approach to financial planning involves analyzing, planning, and implementing customized strategies. More specifically, Mr. Halloran's expertise lies in estate and business planning for individuals and businesses.
In recognition of his skills and expertise, Mr. Halloran has received several industry awards, has been featured in publications including National Underwriter, Capital Executive, New York University Review, Money, Life Association News, Life Insurance Selling, USA TODAY, New York Times, Chicago Tribune, Congressional Quarterly, Dow Jones News Wire, and has spoken in numerous states on various financial planning topics.
Mr. Halloran is the immediate Past President of the National Association of Estate Planners and Councils, past National Director of the Society of Financial Services Professionals, past Board of Directors of Florida Association of Insurance and Financial Advisors, past President of Jacksonville Association of Insurance and Financial Advisors, past President of the Estate Planning Council of Northeast Florida, is the Executive Director of Physicians Nationwide, is a Member of the Estate Strategies Group, and other community organization boards.
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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 Award
Presenation 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
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DOL Fiduciary Course Opportunity coming to Jacksonville!
Tuesday, December 6, 2016
"Compliance with New DOL Fiduciary Rules"
Approved for 4 hours of Continuing Education credit by the Florida Department of Financial Services
and moderated by NAIFA Trustee
Bryon Holz, CLU, ChFC, CASL, LUTCF!
12:30 pm Check-In, 1:00 - 5:00 pm CE Course
Columbia College, Classroom #3
7077 Bonneval Road, Jacksonville, FL 32216
Light refreshments will be served however participants are welcome to bring in outside food/drink and enjoy lunch during the class.
Course Level: Intermediate / Course ID # 98668 / Course Authority CE 2-14 / Provider # 654
In April, 2016, the U.S. Department of Labor issued final regulations regarding the necessary duties and obligations of both the advisors working with qualified plans and IRAs and the financial institutions providing products and supervision of those advisors. This 4-hour course helps advisors understand the requirements of the new rule from the DOL and discusses implementation of those requirements so that advisors can be compliant while best serving the needs of their clients.
Program Structure / Cost:
$195.00 NAIFA Members,
$295.00 Non-Members
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 FROM THE NAIFA BLOG:
Fidelity Investments Survey Finds DOL Rule Will Force Advisors Out Of The Business
Only 24 percent of broker-dealers and 19 percent of brokerage advisors in the Fidelity survey said the DOL rule will have a positive impact on their businesses. NAIFA survey respondents were even less sanguine, with 57 percent of NAIFA members saying the rule will have negative effects on their businesses, 27 percent saying it will have mixed effects and 3 percent saying it will have positive effects.
Fidelity found that the rule is forcing two-thirds of advisors to re-evaluate the types of clients with whom they are able to work. Smaller clients are likely to lose out, as 54 percent of the advisors said they are likely stop working with smaller clients or transition them into different accounts. The NAIFA survey found that 24 percent of advisors expect to lose all of their middle- and lower-income clients, and 41 percent expect to lose some of them. An additional 17 percent of advisors in the NAIFA survey are not yet sure how the rule will effect their ability to serve smaller clients.
ANOTHER SURVEY, SIMILAR RESULTS
A
LIMRA Secure Retirement study reveals that 54 percent of Broker-Dealers believe some of their advisors will leave the business because of the DOL rule. Two-thirds believe the rule will increase complance costs and those cost increases will be passed along to consumers.
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 NAIFA MEMBER BENEFIT OF THE MONTH
Join thousands of advisors nationwide for
Power Session LIVE powered by Real Wealth
Pairing Health & Critical Illness Insurance
Open Enrollment is fast-approaching! Take advantage of this opportunity.
- What you & your clients need to know about the ACA changes
- Why Critical Illness Insurance is growing in popularity
- How to sell Critical Illness Insurance to differentiate yourself
- PLUS a DoL Update: Complying with the new rules for a successful business transition.
ONLINE WEBINAR DATE: Friday, October 14th, 2016
TIME: 11:30 AM - 1:00 PM EDT
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit www.naifa.org/Practice-Resources.
 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.
To join or renew securely online, please visit www.naifa.org.
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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:
October 21, 22, 23, 24, 29, 30, 31
8:00 am - 6:00 pm
November 2016 Class Cancelled.
December 9, 10, 11, 12, 17, 18, 19
8:00 am - 6:00 pmd
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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