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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - OCTOBER 2018
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 Legislative Updates
WITH NAIFA-FLORIDA LOBBYIST & ATTORNEY
Tim Meenan
AT NAIFA-JACKSONVILLE'S NEXT MEMBERSHIP LUNCH MEETING!
Thursday, October 18th, 2018
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San Jose Country Club, 11:30 am - 1:00 pm
7529 San Jose Blvd, Jacksonville, Florida 32217
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Join us for networking and the latest legislative updates that
affect your business at our next Membership Lunch Meeting! Attorney
Tim Meenan will break down the current and upcoming challenges in Tallahassee and Washington DC, and how NAIFA's advocacy efforts are protecting our business and clients.
This is a meeting you don't want to miss!
NAIFA Jacksonville Name Change Proposal:
The board of directors of NAIFA Jacksonville has recommended their name to be changed to NAIFA Northeast Florida. With the new NAIFA 2020 (QME) we feel that this will properly represent our area and the general population of our membership. Discussion and a formal vote of the membership will be taken during the October 18, 2018 meeting. Be sure to attend. In the meantime, if you have questions or requests, please contact us via email at info@naifa-Jacksonville.org.
 COST:
$30.00 Reserved & Paid in Advance Online
NAIFA-Jacksonville Members pay only $25.00!
At the door: $40.00
CLICK HERE TO REGISTER ONLINE!
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!
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SPECIAL THANK YOU TO OUR MONTHLY LUNCH MEETING SPONSORS!
Sponsorship opportunities are 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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 NAIFA-Jacksonville Association Executive Cherri Coombs Ohmer, LUTCF Receives C. Carney Smith Award!
Congratulations to NAIFA-Jacksonville's Association Executive,
Cherri Coombs Ohmer, LUTCF, who was named by NAIFA as a recipient of the coveted C. Carney Smith Award for Association Management!
Established in 1976, the C. Carney Smith Award promotes the advancement of professionalism in the field of association management among NAIFA state and local associations. Through the years, it has come to symbolize a lifetime achievement award for association executives. The recipient is chosen by his or her peers, who strive to select an executive who embodies the very best of what NAIFA stands for: education, involvement, integrity and service to others.
Cherri is a native of Jacksonville, Florida. She joined NAIFA in 1996 while working as a multiline agent. She served in almost every seat on her local board. She married and had her daughter Caraline in 2001. Shortly after that, Cherri left her career to stay at home with her daughter. In October of 2001 she began working part-time as the local Association Executive for NAIFA Jacksonville. Little did she know that her husband would pass away the following May in 2002. She did not have to go back to work full time as she had previously written life insurance policies on herself and her husband to take care of their financial needs.
With her baby of only 15 months old by her side, she continued working part time from home with NAIFA Jacksonville. She credits the love and warmth of her NAIFA family as they embraced her during many painful years.
Cherri served as her local's Community Service Chair from 1998 - 2000 before becoming the Association Executive. During this time, she organized Blood Drives, Heart Walks, Clean the Road projects, golf tournaments and began a campaign to raise
$25,000 for an endowment at Wolfson Children's Hospital. The campaign was completed within the 3-year timeframe and established. It exists today in the name of
NAIFA Jacksonville, for critical needs in the Neonatal Unit at Wolfson Children's Hospital, Jacksonville FL. Her efforts engaged so many members during that time, it connected NAIFA with the local agents in her community and also established lasting relationships.
She is the school official with the Florida Department of Financial Services where her local provides the Life, Health and Variable Annuity prelicensing course through a partnership at the University of North Florida.
She is a LILI graduate - class of 2007. She has moderated at the Association Executive's Conferences in past years, she served on the Association Executives Advisory Council in 2012 and 2013 and the National Membership Committee for two terms. She has served on her state's IFAPAC Committee, and she was awarded the Stanley L. Stone NAIFA Florida Association Executive of the year in 2007 and again in 2010.
She was awarded the local's Community Service award in 2003, and a recipient of the NAIFA Jacksonville's C.G. Snead - J.F. Bryan, III Memorial award for outstanding service to the insurance industry in 2009. She became a Paul Harris Fellow in 2014.
Cherri is very involved in her community. She serves on the Advisory Council at the Florida State College at Jacksonville, she is a 4-H Club leader, a member of Old
Plank Road Baptist Church, a member of the National Barrel Horse Association, and she serves on the Baker County Mounted Posse team.
She is now married to Pat Ohmer. Cherri loves the outdoors, enjoys the sport of rodeo and participates in barrel racing. On the weekends you can usually find her with her family on the road as her daughter Caraline competes in youth rodeos throughout the southeast.
Congratulations, Cherri!!
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 NAIFA-Jacksonville Past President Cheryl Canzanella Makes Presentation at NAIFA Annual Meeting
NAIFA P+P Educational Session: What Are You Saying? The Ins and Outs of Effective Communication
Cheryl Canzanella, LUTCF, presented the educational session "What Are You Saying? The Ins and Outs of Effective Communication" sponsored by Women in Financial Services at
NAIFA's Performance + Purpose conference held in San Antonio, TX.
She used the "Four Temperaments Test," available at
www.openpsychometrics.org, to explain the attributes of four basic human temperaments and provide guidance to understanding attendees' own true traits and identifying strengths and weaknesses. She also covered how understanding the temperaments of other can help advisors build successful teams and connect with clients and prospects.
Temperament is an in-born, natural predisposition. It differs from personality, which is developed over time and is your personal identity.
Advisors who understand their own temperaments and recognize their clients' temperaments can use that knowledge to communicate more effectively.
"Advisors have an opportunity to be a chameleon in front of clients," Canzanella said. If they can "understand where clients are coming from," they are able to adjust their communications styles to give clients what they need and make connections based on the clients' temperaments.
Understanding people's temperaments also helps an advisor build a team that works well together, highlighting their own strengths and bringing in others with different strengths.
"Know your audience," Canzanella said. Some temperaments are more or less verbal, analytical, detail-oriented, etc. Some are slow to make decisions, while others are more decisive. Some are very focused, while others have a more rambling approach. Some don't react well to hearing the word "no."
Recognizing a client or prospect's temperament allows an advisor to adjust their approach to suit their audience's temperament. Does the client want to know how to build a clock or just what time it is? Misreading a prospect's temperament can leave the person confused, unimpressed, or annoyed and end up blowing the sale.
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 NAIFA Elects Officers and Trustees at P+P 2018
California Native Jill Judd Becomes NAIFA President.
The National Association of Insurance and Financial Advisors' representative governing body, the National Council, has elected new officers and trustees at the 2018 NAIFA Performance+Purpose conference in San Antonio.
NAIFA's new president is Jill M. Judd, LUTCF, FSS, of State Farm Insurance Companies in Capitola, Calif. Judd becomes president after serving one-year terms as president-elect and secretary.
"I'm thrilled and honored to have this opportunity to work on behalf of NAIFA members, a group of passionate, knowledgeable professionals dedicated to providing financial security for American families and small businesses," said Judd. "This is an exciting time for NAIFA as we move forward with implementation of our NAIFA 20/20 strategic plan. Along with our talented Board of Trustees, I am committed to providing a quality membership experience and the highest possible membership value for each and every NAIFA member."
Joining Judd on NAIFA's Executive Committee are: President-Elect Cammie K. Scott, MSIE, ChHC, CLTC, LUTF, REBC, RHU, SHRM-SCP, SPHR, of CK Harp & Associates in Springdale, Ark.; Treasurer Brock Jolly, CFP, CLU, ChFC, CLTC, CASL, CFBS, of Veritas Financial LLC/MassMutual Financial Group in McLean, Va.; and Secretary Thomas O. Michel, LACP, of Michel Financial Group in Los Angeles.
After serving his one-year term as president, Keith M. Gillies, CFP, CLU, ChFC, of Ameritas in La Place, La., becomes immediate past president, and will remain a member of NAIFA's Executive Committee.
Newly elected trustees, selected to serve two-year terms, are Dennis P. Cuccinelli, LACP, of the National Life Group in Fairfield, N.J.; Beth D. Jones, CIC of the Dyste Williams Agency in Minneapolis, Minn; and Brian L. Wilson of Mutual of Omaha in Lexington, Ky.
Newly appointed to serve a one-year term was Stephen Good, LUTCF, CLTC, CFBS, of Ohio National in Parkland, Fla.
Elected to serve two-year terms after having previously been appointed to the board were Lawrence Holzberg, LUTCF, LACP, of Wealth Advisory Group in New York and Delvin L. Joyce, CLU, ChFC of the Prudential Insurance Company of America in Charlotte, N.C.
Remaining on the board as trustees are: Connie Golleher, CLTC, LACP, of the Golleher Group in Dickerson, Md.; Todd G. Grantham, CFP, CLU, ChFC, MSFS, of Northwestern Mutual Financial Network in Durham, N.C.; Bryon A. Holz, CLU, ChFC, LUTCF, LACP, of Bryon Holz & Associates in Brandon, Fla.; Ryan J. Pinney, LACP, of Pinney Insurance Center in Roseville, Calif.; and John W. Wheeler, Jr., CFP, CLU, ChFC, CRPC, of Water Tower Financial Partners, LLC in Chicago.
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  Community Service Update
Submitted by Alicia Burst
NAIFA-Jacksonville Community Service Chair
"Everyone can be great, because everyone can serve." - Martin Luther King, Jr.
During the month of November let's celebrate "thanks giving"....
Not just Thanksgiving! What does your agency do to serve your Community?
Let NAIFA know what your agency/group is doing. Submit photos and a brief article to
info@NAIFA-Jacksonville.org to be published in our newsletter. Let us help celebrate you!
As a group, NAIFA is hosting another Blood Drive on
Thursday, November 29th; prime time when far too many accidents and tragedies occur during these holidays. Additional information and a sign-on link will be distributed soon.
Alicia Burst
Community Service Chair
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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.
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COURSE (Seminar) Title:
COURSE (Seminar) Number:
COURSE (Seminar) Offering:
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"NAIFA-Florida Membership - 2018"
102809
1080369
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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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 LEGISLATIVE UPDATE
House Passes The Family Savings Act
The
Family Savings Act (H.R. 6757), passed by the House of Representatives yesterday, would help small employers create retirement plans and give plan participants greater access to guaranteed lifetime income solutions.
"NAIFA has long supported efforts by Congress to encourage Americans to increase their retirement savings and make it easier for them to do so," said NAIFA CEO Kevin Mayeux. "The House of Representatives' passage of the Family Savings Act (H.R. 6757) is a strong step in that direction, and NAIFA would like to thank bill sponsor Rep. Mike Kelly (R-PA) and his 29 cosponsors for promoting the legislation."
Additional provisions, such as giving plan participants projections of how much retirement income will result from their current savings and simplifying tax filings for plan sponsors, would go even further to help Americans avoid financial hardships during retirement.
"NAIFA will work with members of Congress as the Senate considers legislation to help small businesses and American workers promote retirement readiness," Mayeux added.
Mayeux signed onto
a letter to House leaders from industry leaders commending them for passage of the bill.
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 MEMBER BENEFIT OF THE MONTH
Get fresh sales ideas every month on Power Session LIVE by NAIFA ClientCast!
Want to see how other advisors make so much money? You can with the
Power Session
LIVE Advisor Webinar Series. Top advisors share their prospecting ideas, sales strategies, best business practices, industry opportunities, and more. You're invited to attend each month's session for free as a NAIFA Member!
Don Quante prepares you to make the most of Long Term Care Awareness Month!
LTC Sales Secrets from a 16-Year MDRT Top of the Table Advisor
Don Quante is an MDRT Top of the Table Advisor and nationally renowned speaker who specializes in Long Term Care and authored the book "Don't Go Broke in a Nursing Home." Long term care is a huge risk retirees face. Learn how to help more people, open more opportunities for sales and turn prospects into clients.
Date and Time: Friday, October 12th at 11:30 am ET
CLICK HERE TO SAVE YOUR SEAT!
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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SAVE THE DATE AND PLAN TO ATTEND!
NAIFA-Florida 2019 Legislative Day on the Hill: Tuesday, March 19th, 2019
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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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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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NAIFA-Jax 215 LHVA Prelicensing Course Opportunity
The cost to attend is $200. Live classroom course is
seven days 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!
UPCOMING LIVE CLASS SCHEDULE:
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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IT PAYS TO BE A MEMBER!
#NAIFAJAX
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Copyright © 2018. All Rights Reserved.
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