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THE MEMBERSHIP NEWSLETTER OF NAIFA-NORTHEAST FLORIDA - OCTOBER 2019
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NAIFA-Northeast Florida Membership Lunch Meeting
Thursday, October 17th, 2019
New Location! Blue Bamboo Restaurant, 11:30 am - 1:00 pm
3820 Southside Boulevard, Jacksonville, FL 32216 -
MAP
"Leveraging Your Traditional IRA"
Donna K. Sinor, JD, CLU, ChFC
Donna Sinor is Director of Advanced Sales / Business Insurance at Kansas City Life Insurance Company and served as a moderator at our Annual Day of CE for the past two years. We are pleased to announce that she will be our guest speaker at October's Membership Lunch Meeting! Join us for networking and lunch!
COST: $30.00
Members who pre-register 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 member? Click
HERE
to join TODAY and take advantage of member prices, plus all of the exclusive benefits of membership in YOUR professional association!
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 NAIFA NORTHEAST FLORIDA MEMBER SPOTLIGHT
Congratulations to Our Outstanding Members!
NAIFA Northeast Florida Board Member Jennifer Bongiorno and Cheryl Canzanella:
Class of 2019 LILI Graduates!
NAIFA Florida graduated two LILI classes in 2019 for the first time ever. Past President
Cheryl Canzanella, LUTCF graduated in March 2019 and
Jennifer Bongiorno (above) graduated in September 2019.
Graduates of NAIFA's Leadership In Life Institute of LILI graduates report a measurable increase in the growth of their business. For more information about LILI, please click
HERE
.
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NAIFA-Northeast Florida Past President Cheryl Canzenella, LUTCF chosen for National Young Advisor Team Leader of the Year!
We are delighted to announce that
Cheryl Canzanella, LUTCF has been chosen as the 2019
Young Advisor Team (YAT) Leader of the Year! NAIFA officially announced Cheryl's award in the national media on September 14th when she received the prestigious red coat from
John D. Richardson, the NAIFA Young Advisor Team Committee Chair, during NAIFA's recent annual business meeting in Orlando.
* * * * *
Philip Rogero named 1 of 4 Top Advisors Under 40 during the NAIFA-Florida Advisor Annual Conference!
Philip D. Rogero, FSCP®, CRPS® is Managing Partner of First Coast Legacy Group. As the youngest of ten children, Philip learned the value of hard work at an early age. This work ethic translated into success on the sports fields and into his professional life.
Philip has won numerous company and industry awards including the Quality Business Awards and the prestigious National Association of Insurance and Financial Advisors (NAIFA Florida) Top 40 Under 40 Advisors Award in 2014 and NAIFA Florida's Top 4 Under 40 Award in 2016, 2017 and 2018.
CONGRATULATIONS TO ALL OF OUR OUTSTANDING MEMBERS!
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SPECIAL THANK YOU TO OUR MONTHLY LUNCH MEETING SPONSORS!
Sponsorship opportunities are available for our events and membership lunch meetings! Click
HERE for complete details, or
HERE for PDF format. For more information about sponsorship opportunities, please contact us at
(904) 695-2300 or
info@naifa-jacksonville.org.
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Q3 2019 State of NAIFA Webinar
NAIFA Member,
It is hard to believe it has already been nine months since our bylaws changed and we modernized NAIFA. If you can believe it, we have been delivering quarterly State of NAIFA webinars for one year now and it's time to do it again.
Join us on
Monday, October 7th, to hear from key leaders who will deliver a comprehensive highlight reel from the last quarter. This webinar is open to all attendees. Feel free to invite a colleague who is not a NAIFA member so they may experience firsthand what NAIFA does for you.
Date: Monday, October 7th @ 1:00 pm ET
Presenters: NAIFA President
Jill Judd; NAIFA CEO
Kevin Mayeux; and NAIFA SVP of Government Relations
Diane Boyle.
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THE POWER OF ZERO
Attend Onsite or Virtually!
Thursday, October 10th, 2019
1:00 - 2:00 pm ET
Join us for the October NAIFA Live event hosted by NAIFA - Nebraska and featuring David McKnight, President of The Power of Zero Marketing Program. David's talk will be based on his book The Power of Zero.
This broadcast is designed to educate financial service professionals on how to advise their clients on accumulating dollars for retirement in a rising tax environment.
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NAIFA Launches New Community Website for Enhanced Member Communications
NAIFA has launched a new Community website through YourMembership by Community Brands which connects advisors throughout NAIFA. It is the new primary communication tool to engage and educate members and train leaders. The main website will move to a consumer-based tool.
NAIFA members should go to this link, sign in and set up their profile in the community:
https://community-naifa.site-ym.com/
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* NAIFA CODE OF ETHICS: REVISED & ADOPTED JULY 2019 *
"It's Morning On Main Street and It's a Fantastic Day to be a Member!"
The new video from the National Association of Insurance & Financial Advisors (NAIFA) telling how we serve over 90 million American families and are looking for the right financial services professionals to join our community.
WATCH ON YOUTUBE:
https://youtu.be/XegaIkCgba8
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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:
December 6, 7, 8, 9, 14, 15, 16
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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SAVE THE DATES! MEMBER ADVOCACY IN ACTION!
NAIFA National Advocacy Meeting in Washington, DC
December 2nd - 4th, 2019
The annual National Advocacy Meeting (NAM) is NAIFA's premiere training and planning seminar. Attendees will hear from advocacy experts on a variety of issues, attend training on how to lead and grow PAC and Grassroots programs in their state chapters, and receive an update on the legislative landscape and the issues effecting NAIFA members and their clients. The meeting will culminate with a Day on Capitol Hill where attendees meet with their members of Congress to discuss issues important to their industry. All NAIFA members are welcome, but a PAC and Grassroots representative (ideally state chairs) from each state chapter is asked to attend.
There is no fee to register for the National Advocacy Meeting. Your costs will merely be your hotel & travel. The National Advocacy Meeting is designed as the training meeting for members interested in political involvement, but it is open to non-members as well. If you have questions about what you'll learn and how you will participate, contact us to discuss!
Visits to your House and Senate members on January 28th, 2020 are vital to supporting our advocacy efforts! Your presence provides valuable support to NAIFA-Florida Lobbyist
Tim Meenan
and his year-round work of meeting with members of the legislature to protecting our industry and our pocketbooks.
For complete details and registration, including discounted room rates at the Hampton Inn in Tallahassee, visit this link:
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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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Copyright © 2019. All Rights Reserved.
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