E-Journal
(November 2019)
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In This Issue:
- Sales Idea
- The Latest From Washington
- Registrations Now Open for January's "Legislative Day on the Hill"
- NAIFA-Florida Member Bryan Blackwell Running for House Seat
- PAC Contributions - Needed Before Dec. 31
- NAIFA's Leadership in Life Institute (LILI) Class Being Formed for 2020
- NAIFA Power Hour with Citizens: November 19, 2019
- NAIFA Live Webinar -- Extended & Long Term Care -- Nov. 21 in Tampa
- Send Us Your Ideas – NAIFA-Florida
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Engage with Potential Clients on Instagram
Instagram search marketing is a novel way to get new clients for a financial advisory company. Follow these steps to get Instagram working for your business. First, search a location or a hashtag related to a financial advisory business. Next, leave a comment on every photo for the top nine results in the last 24-48 hours. Make sure your comments provide value to the photos and your business. You can easily comment on 90 pictures in an hour, which means you have reached out to at least 2,700 potential leads per month for free. If your content on Instagram is top quality and you have a CTA in the bio, there should be conversions. The biggest thing is to provide value in terms of the image. Spammy comments will not mean anything and be ignored.
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by Vincit-Lee Lloyd, CEO, Lloyd Media Solutions
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SECURE Act, Health Issues, Taxes, Government Funding
by Danea Kehoe, Counsel to NAIFA
Retirement Savings:
Efforts to enact the SECURE Act continue, but so far, without success. Key Senators are hunting—to date, to no avail—for a way to overcome objections by Sens. Ted Cruz (R-TX) and Pat Toomey (R-PA) so the bill can pass the Senate (as you’ll recall, the House has already passed the bill) by unanimous consent (UC). They are also looking for a legislative vehicle to which H.R.1994 can be attached. There’s speculation around using the trade bill, or the health reform bill, for that. But neither of those bills is a sure thing to pass this year either. But the effort continues.
There are also end-of-year efforts underway to enact a solution to the crisis confronting union members whose pension plans are bankrupt or on the verge of bankruptcy (which situation is also threatening the solvency of the Pension Benefit Guaranty Corporation (PBGC)).
It still looks like the most likely possibility is that SECURE (and possibly a multiemployer (union) pension bill) will get added to the last government funding bill that passes Congress – and that’s looking like it won’t happen until 2020, possibly as late as March. But Majority Leader Sen. Mitch McConnell (R-KY) continues to tell us that SECURE “will” pass the Senate, so lobbying (and hope) remains intense
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Read More
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NAIFA-Florida's
Legislative Day on the Hill
Tallahassee, Florida - January 28, 2020
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Our Lobbyist Tim Meenan Needs
YOU
in Tallahassee!
Visits to your House and Senate members on January 28 are vital to supporting our advocacy efforts! Your presence provides valuable support to Tim and his year-round work of meeting with members of the legislature to protecting our industry and our pocketbooks.
Please click
here
to view a message from
State
Representive Evan Jenne.
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Scholarships are Avaiable from the NAIFA-Florida Education Foundation (NFEF)
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NAIFA-Florida member Bryan Blackwell, CRPC® of Cape Coral is running for Lee County’s House District 77, seeking to replace term-limited Rep. Dane Eagle. Blackwell, a republican, is a longtime Cape Coral resident and was the first candidate to launch a campaign for the seat in the 2020 election cycle.
He has lived in Southwest Florida for 28 years and co-owns and operates
Molloy Financial Group
, a private wealth advisory practice of Ameriprise Financial that focuses on comprehensive financial planning, investment advice and estate planning.
The former U.S. Marine and Army National Guard Sgt. said “My military career taught me the value of a life of service and giving back, and I want to continue giving back to the place that I’ve called home for the last 28 years,” he said in a news release. “We need leaders in Tallahassee who’ll fight for what we believe in here, and I am ready to answer that call.” Blackwell is a political newcomer, though he has deep roots in the area.
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House candidate Bryan Blackwell (c.) with NAIFA-Florida member David Russell (r.) at recent fund raising event.
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Please dig deep and be sure you’ve made (or added to!) your annual IFAPAC contributions before the end of 2019! NAIFA-Florida Political Committee Chair Jeff Chernoff reports that statewide giving to IFAPAC is down somewhat for the year and that we must reach our state goal of $152,000 by 12/31/19.
IFAPAC contributions are vital to the protection of the careers of our NAIFA-Florida members! The financial support of state and federal legislative candidates allows our NAIFA and NAIFA-Florida lobbyists access – to discuss and educate legislators and candidates about vital issues and potentially harmful bills which impact our business.
Members of NAIFA-Florida are encouraged to contribute – those who are first-time contributors and current contributors (increase your giving or add to your current level) – before the end of 2019. Visit the NAIFA website at naifa.org, click the “Advocacy” tab at the top, then click “IFAPAC”. You can contribute online or print a contribution form. While you’re there, fill out an IFAPAC Directive form. Last day to make online contributions for 2019 is Tuesday, Dec. 31. (Deadline for 2019 to mail checks and credit card contributions is Friday, Dec. 20.)
Help us help you! And we can do that only if members contribute to their PAC – IFAPAC !! Want more information? Contact NAIFA-Florida Political Committee Chair Jeff Chernoff at:
jmc@iat.bz
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NAIFA-Florida is forming at least one LILI class in 2020 – to begin in February -- according to NAIFA-Florida LILI Chair Michele Wilkinson.
Developed by NAIFA, LILI is provided at the state level to benefit individual members. The institute was designed specifically to develop high-caliber leaders through personal growth and is built upon the conviction that leadership of others begins with leadership of oneself. LILI creates a culture - a unique learning environment - which encourages participants to bring out the best in themselves, and then apply what is learned across every aspect of their lives. The coursework is presented in six one-day sessions over a six-month period. Class size is limited to 12 students.
Wilkinson announced that the 2020 class will be moderated by Jeff Chernoff, from Tampa and who serves on the NAIFA-Florida Board of Directors.
"For years I put off applying for LILI because I wasn't sure what benefit I would receive by attending yet another " leadership" class! I was totally wrong in my skepticism and have been pleasantly surprised by the wealth of wisdom & opportunities afforded me after graduation! This class isn't just for growing your business. The skills you'll learn will help you in your everyday life, especially with challenging family dynamics that so many of us are facing." .........
Toni Stanaland, NAIFA-Tampa
(For more information, go to the NAIFA-Florida website at naifa-florida.org. Or contact LILI Chair Michele Wilkinson at
michele.wilkinson@bks-partners.com
or at 813-724-3107. Or contact class Moderator Jeff Chernoff at
jmc@iat.bz
or at 813-933-7333.)
Complete your application now!
Click
here
for the 2020 LILI student application
.
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Mark your calendars now for a free, one-hour informational webinar presented by Citizens Property Insurance Corp. ("CITIZENS"). The webinar will be held Tuesday, November 19 beginning at 10:00 a.m. (ET). It's open to all team members in your agency and there's no charge!
Citizens will moderate the webinar and discuss the following topics:
Hot Topics
• Florida Specialty
• Agent Advantage
• Assignment of Benefits Webinar
• Assignment of Benefits & Managed Repair Program Reminder
On Boarding & Servicing Customers
• Product Guides
• Policy & Account Search Functionality
• Payments
• Changing the Payment Plan
Tuesday, November 19
10-11 a.m.
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“Understanding the Broadening Options for Extended and Long Term Care Planning"
Presented by Carroll Golden
The November NAIFA Live webinar features Extended and Long Term Care Planning issues. Many consumers, as well as, advisors, agents, and investment professionals have “outdated” information concerning options to avoid the social, familial, and financial risks associated with the need for extended or long term care. In this course, you will learn about the scope of the problem, what the current state of the LTC and Extended Care marketplace, and what is happening on the State and Federal government levels to name a few!
The November NAIFA Live speaker, Carroll Golden is a forward-thinking organizational consultant and business strategist with a diverse international background holding senior leadership roles within the healthcare and insurance marketplace. Carroll is recognized by industry peers for her contributions in the long-term care insurance (LTCI) field and is a frequent speaker and noted author across numerous professional benefits and financial services organizations. Carroll has an extensive business background focused on business development, solutions selling, risk management and insurance distribution.
12:45 p.m.
: Live Broadcast Begins
12:45-2 p.m.
: Carroll Golden Presentation
2-2:30 p.m.
: Q&A and Discussion at Watch Party Sites
Find a Watch Party Near You!
Sure, you can watch virtually, but if you attend a watch party, you get the benefit of additional discussion and case studies with colleagues to get even more value out of the program!
Location:
The Centre Club
123 S Westshore Blvd.
Tampa FL 33609
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NAIFA-Florida Incoming President Joe Chalom invites all members to share their thoughts and ideas regarding their NAIFA experience, including ways to do things better to meet the needs of our members – with a new, dedicated e-mail address. Feel free to share your thoughts and ideas by e-mailing them to:
idea@naifa-florida.org
. As we move into the 2020 administrative year, your NAIFA-Florida leaders want to give all of our members an opportunity let us know what’s on your mind as well as the sharing of any ideas to improve programming, services, advocacy, or the mission of NAIFA-Florida. We look forward to your ideas!!
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