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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - MAY 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
Your Association has delivered again. Our promise to you was that every meeting would give you practice management or sales ideas to help your career. The April Meeting for Continuing Ed fulfilled our goals.
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Thanks to
Robert Tison and
Cheryl Canzanella for setting up the excellent Advanced Planning Attorneys
Michele B. Collins, JD (MassMutual) and
Donna Sinor, JD, CLU, ChFC (Kansas City Life). We received many compliments on the excellence of the program.
Van Mullinax always does a great job with the State required 5-hour course. Thanks, Van.
Our
May 17th meeting will be focused on Health Insurance.
Scott Fjelstad with Rogers Benefit Group will bring us up to date on what is available for our clients and what changes have occurred with ACA. Scotty is one of the best in the State on his knowledge of the Healthcare arena.
Shortly after that meeting many of your NAIFA colleagues will attend the NAIFA Congressional Conference in Washington, DC. During this conference NAIFA National Council will host a special meeting on Tuesday, May 22nd at the Renaissance Washington, DC hotel prior to the Congressional Conference. The purpose of that special meeting is for the National Council to consider the revision of the NAIFA national bylaws, as proposed by the NAIFA Board of Trustees. Click here to learn more about these events and the proposed bylaw revisions.
 Stan Kim will be our guest speaker for our June 21st meeting. Stan is a retirement care specialist with Transamerica. He will give us options that we can use with our clients who want to introduce a retirement plan or change a plan for their business. Stan will give us solutions that will be available to those that have the State 215 license or the Series 6 or 7 Securities License.
There will also be a Continuing Education course that will be conducted before the regular meeting and lunch. The course name will be provided shortly.
Your new officers and Board will be installed at the June Meeting. If you, or you know someone who should be on the Board, please let us know who they are.
Any time you have some ideas to make our group better, please let us know what those ideas are.
Mike Halloran
President |
 Call for Nominations for NAIFA-Jacksonville's Board of Directors!
Our annual elections for the Board of Directors will be
Thursday, June 21st
. The position requires just a few hours of your time, attendance at our monthly Board Meetings, and it may require attendance at State annual meetings.
We are searching for fresh ideas and people. For more information or to nominate a potential Board member, please contact NAIFA-Jacksonville at
info@naifa-jacksonville.org
or
(904) 695-2300
.
SELF NOMINATIONS ARE WELCOME AND ENCOURAGED!
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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).
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THANK YOU TO OUR LUNCH MEETING SPONSORS!
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SPONSORSHIP OPP
ORTUNITIES 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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NEXT NAIFA-JACKSONVILLE MEMBERSHIP LUNCH MEETING:
"The Current State of Health Insurance"
Health Insurance Products and Sales Tips at NAIFA-Jacksonville's next Membership Lunch Meeting with
Scott Fjelstad, Regional Manager of Rogers Benefit Group
Thursday, May 17th, 2018
San Jose Country Club, 7529 San Jose Blvd, Jacksonville, FL 32217
Come network with NAIFA-Jacksonville and increase your bottom line!
COST:
$30.00
NAIFA-Jacksonville Members pay only $25.00!
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 NAIFA-Jacksonville
TODAY
and take advantage of member pricing plus all the benefits that come with being a NAIFA member!
IT PAYS TO BE A MEMBER!
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 The 2018 NAIFA-Florida Top 4 Advisors Under 40
Please submit all nominations by June 8, 2018!
As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry.
This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida Board of Directors members. The award will be based on an advisor's 2017 commissions, NAIFA involvement, community involvement, and volunteer efforts in other organizations. For individual advisors, this program presents an opportunity to be recognized for their efforts. If you are a manager, or otherwise oversee advisors, this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential!
If a recommended candidate is selected they will be recognized as one of Florida's Top 4 Advisors Under 40 on the NAIFA-Florida website, as well as recognition at the NAIFA-Florida Financial Advisors Sales Symposium and Annual Conference on
Thursday July 19, 2018 in Orlando!
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SAVE THE DATE!
2018 NAIFA-FLORIDA ANNUAL CONFERENCE
JULY 19 - 20, 2018
The Reunion Resort in Orlando
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
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 SEC Proposal Highlights NAIFA Advocacy Work
By NAIFA CEO Kevin M. Mayeux, CAE
Dear friends,
The Securities and Exchange Commission has proposed regulations to require broker-dealers and their registered representatives to act in the best interests of their retail investment clients. Under the rules, advisors would have to be upfront with clients about their business model, fee structures, and nature of the client-advisor relationship as well as mitigate or disclose conflicts of interest.
NAIFA generally supports a best interest standard for advisors to protect clients and safeguard the integrity and reputation of our industry. However, the SEC proposal (actually, three separate rules: S7-07-18, S7-08-18, and S7-09-18) runs for nearly 1,000 pages, and NAIFA is still reviewing it to ensure it does not harm your business and have unintended negative consequences for consumers.
One area of potential concern is language that would in some cases prohibit broker-dealers from using the terms "advisor" and "adviser" unless they are registered under the 1940 Investment Advisers Act. NAIFA will be very focused on this proposed restriction as the process moves forward. NAIFA experts are currently scrutinizing the proposed rules, looking for other potential areas of concern and trouble spots.
NAIFA leaders have already had meetings with two SEC commissioners, including Chairman Jay Clayton, and the chief counsel for a third. We have scheduled a meeting with a fourth commissioner. NAIFA has your back, and we are ensuring that the commissioners understand the important services insurance and financial advisors provide consumers and how it is important that federal regulations enhance rather than hinder your work.
It's still very early in the game, and our efforts will continue throughout the process. NAIFA will submit detailed comments to the SEC on each of the proposed rules. (You can help by taking a brief survey that we will use in the comment letters.) We will continue our discussions with SEC commissioners and their staff members. The proposal will be on the agenda for more than 800 advisors visiting their members of Congress on Capitol Hill on May 22 during NAIFA's Congressional Conference. I hope you will be one of them. If you have not registered for the Congressional Conference, please do so today. We need your voice.
As always, NAIFA's advocacy efforts will leverage all three branches of government to protect our members, our industry, your business, and your clients. Thank you for being part of NAIFA. Your membership is crucial to our success!
Best regards,
Kevin M. Mayeux, CAE
Chief Executive Officer
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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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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:
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
Power Session LIVE
The highest-rated Advisor Webinar Series in the industry...
Complimentary to you as a NAIFA member!
UPCOMING WEBINARS:
Tax Law Opportunities!
 Parlay Trump's Tax Cuts into Tax-Free Retirement
Friday, May 11th | 11:30 am
David McKnight, Author of "The Power of Zero," returns to Power Session LIVE to get more in-depth on how the tax law changes affect our clients' retirement plans. David is a firm believer in achieving the 0% tax bracket in retirement to take the risk of rising taxes off the table. With these law changes come opportunity, and David will show you how to leverage it!
REGISTER NOW
The Best Social Security Strategy
 ...that NOBODY'S talking about!
Thursday, May 24th | 11:30 am
There are benefit options that are ending soon based on your clients' ages! Most think this strategy is no longer available, but they're wrong, and it could cost them hundreds of dollars a month in benefits! Learn about this important strategy, and others, to help your clients maximize their social security benefits. This session features two of the nation's most well-respected experts on Social Security Benefits.
REGISTER NOW
Achieve Success in the Oncoming Economic Disaster
 Van Mueller returns by popular demand.
Friday, June 8th | 11:30 AM
Are your clients prepared for the next market crash? Are YOU?
Join this session featuring Van Mueller, 28 Year MDRT Top of the Table Advisor, who will show you how to take advantage of the biggest opportunity of the decade! Van's also famous for his appointment-getting questions, so make sure you have your coffee this morning and have a pen and paper ready so you don't miss a thing!
REGISTER NOW
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 © 2018. All Rights Reserved.
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