In This Issue:
- Sales Idea
- The Latest From Washington
- NAIFA-Florida President’s Message
- One-hour Virtual CE - Aug. 13 - Free to NAIFA Members
- Call for Entries: 2020 NAIFA-Florida “4 Advisors Under 40” Award
- Florida's Bryon Holz is the Nominee for NAIFA Secretary for 2021
- Slate of Candidates for Election to the NAIFA-Florida Board for 2021
- Welcome New & Returning Members!
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Sales Idea of the Month
4 Financial Adviser Prospecting Tips for Attracting Wealthy Clients
Anyone in the financial services industry will tell you that prospecting is their number one challenge. For a financial advisor, you must overcome a lot of obstacles just to get a meeting with a potential client. This type of service doesn’t seem feasible or necessary to most people, so trying to present yourself as an indispensable partner in someone’s portfolio can be difficult, especially if you’re just starting out. A working definition for ‘prospecting’ is the persistent and systematic method of developing and qualifying sales leads, which turns them into prospects. Prospecting is arguably the most important part of selling anything as well – nothing happens until someone starts prospecting for customers. The most successful financial advisors out there are those who continued to work hard at prospecting throughout their entire career. Read More
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Analysis: Critical Negotiations on
New Coronavirus Response Bill
by Dani Kehoe, Counsel to NAIFA
Negotiations on the next coronavirus crisis response bill are at a critical stage—currently, things are at stalemate. Both House Democrat and Administration negotiators say that they are far apart on the bill’s big-picture issues (i.e., the overall size of the bill, how to deal with federal supplemental unemployment benefits, and money to help cash-strapped states).
On Saturday afternoon, President Trump issued four executive action directives (one executive order (EO) and three memos to relevant agencies) on payroll tax collection suspension, unemployment benefits extension, eviction suspension, and suspension of payments on student loans. Those executive actions have thrown a monkey wrench into already-difficult negotiations. The impact is still a bit unclear. Read More
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“Celebrating Our Volunteers”
by Joseph Chalom, CLU, RICP, LUTCF, LACP
NAIFA-Florida is privileged to have significant volunteer power! Many of our volunteers serve on local chapter leadership teams, the NAIFA-Florida board of directors and state committees. However, we have several NAIFA-Florida members who also serve on NAIFA National leadership and committees. In addition, we have NAIFA-Florida members who also represent NAIFA-Florida outside of the NAIFA Enterprise. Please join me and expressing appreciation to the following members who volunteer their time and talents serving the financial services community and the public.
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Jim Liufau – NAIFA-Florida representative to the Citizens Agent Roundtable (ART)
- Lee Gorodetsky – NAIFA-Florida representative to the Citizens Market Accountability Advisory Committee (MAAC)
- Steve Saladino – NAIFA Trustee, Co-Chair of the Membership Committee
- Bryon Holz – Southeast Regional Chair, NAIFA IFPAC; Chair, NAIFA Brand Ambassador Team
- Mark Tiralosi – Chair, NAIFA Governance Committee
- Cheryl Canzanella – Member, NAIFA Governance Committee; Member, NAIFA Brand Ambassador Team; Member, YAT Committee
- Jeff Chernoff – Member, NAIFA YAT Committee
- Tom Ashley – Member, NAIFA Strategic Planning Committee
- Mike Peters – Member, NAIFA Grassroots Involvement Committee
- Stephen Good – NAIFA Trustee, Field Leader Experience Team
- Michael Staeb – Member, NAIFA Certification-Standards and Examination Committee
- Joe Chalom – Member, NAIFA Certification-Standards and Examination Committee
- Howard Rosenblatt – Member, NAIFA Government Relations Committee
- Tim Holladay – Member, NAIFA Leadership in Life Committee
- Isaac Amaya – Member, NAIFA Editorial Advisory Council
- Nathan Nguyen – Member, NAIFA Editorial Advisory Council
- Don Brown – Member, Life/Health Pre-Licensing Exam Review Committee, Florida DFS
- Jim Bouterse – Member, Life/Health Pre-Licensing Exam Review Committee, Florida DFS
In addition, please join me in congratulating NAIFA-Florida Past President Bryon Holz for being nominated as the next NAIFA Secretary! Bryon once elected will ultimately be the first NAIFA President from Florida in nearly fifty years!
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Programs without borders has really enhanced member value for 2020. I encourage you to check out https://naifa-florida.org/events/ to learn about all the excellent programming, including continuing education programs scheduled around the state.
NAIFA is continuing to innovate the delivery of valuable content to members through virtual presentations. Visit https://belong.naifa.org/townhalls for the calendar of events.
Get engaged in the member to member campaign, just to say we care and to make certain our members are aware of all the valuable resources available through NAIFA and NAIFA-Florida. If you would like to participate in the campaign email idea@naifa-florida.org and put WE CARE in the subject line. Please include your contact information. A member of our team will reach out to you with more information.
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Idea Incubator
NAIFA-Florida members are dedicated and passionate people who care about making a difference in the lives of our clients and future clients. NAIFA-Florida exists to advocate for you and your clients. You are our greatest asset. I know you have great ideas to share on how to make NAIFA-Florida even better. I look forward to reading your best idea. E-mail your idea to idea@naifa-florida.org.
You are the Silver Lining of NAIFA-Florida. Together we make a difference!
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"Asset Transfer: A Pathway to Legacy Planning - Virtual Class"
DATE: August 13, 2020
TIME: Noon
HOURS: One (1)
INSTRUCTOR: Joe Chalom
COST: Free to NAIFA Members
FORMAT: Virtual/Website/Online
PROVIDER#: 654 (NAIFA-Florida)
DFS COURSE #: 113556
COURSE OFFERING ID#: 1127374
AUTHORITY LINE(s): Life, Health, Variable Products
Description
This one-hour virtual DFS-approved Continuing Education class educates insurance advisors about beneficiary designations in terms of asset transfer, and how that interacts with wills and testaments. The class also reviews claim options and tax registration.
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Call for Entries: 2020 NAIFA-Florida “4 Advisors Under 40” Award
Application deadline is: Friday, October 2, 2020
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 2019 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 candidate is selected, they’ll be recognized as one of Florida's Top 4 Advisors Under 40 on the NAIFA-Florida website, as well as recognition at the virtual Awards Ceremony this fall. Click (HERE) for the Application. (Deadline is Friday, October 2, 2020)
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Florida's Bryon Holz is the Nominee for NAIFA Secretary for 2021
NAIFA's Committee on Governance has nominated NAIFA-Florida's Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP for the position of 2021 NAIFA Secretary. His nomination means that, following moves up the leadership chairs, he'll serve as NAIFA President in 2023.
Bryon is a former member of the Board of Trustees and has been a member of NAIFA since 1987. He has also served as President of both NAIFA-Tampa Bay and NAIFA-Florida. In addition, Bryon has also earned life membership in the prestigious Million Dollar Round Table (MDRT), and just this week he was a main platform presenter at the MDRT Virtual Annual Meeting / Global Conference.
Bryon has also been honored with the highest recognition awards from both NAIFA-Tampa Bay and NAIFA-Florida. He's a graduate of Leadership Brandon and NAIFA's prestigious Leadership in Life Institute (LILI), twice serving as a moderator, and regularly speaks to audiences around the country.
Bryon is owner and founder of Bryon Holz & Associates in Brandon - founded in 1983 - specializing in wealth accumulation, retirement income, asset preservation, and legacy planning services.
On behalf of President Joe Chalom, the Board of Directors, members, and staff of NAIFA-Florida, we send our heartiest congratulations! Well done, Bryon!
Click here to congratulate Bryon!
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Slate of Candidates for Election to the
NAIFA-Florida Board for 2021
In these challenging times of Covid-19 and the need to social distance, the ability for us to come together this year at our usual in-person NAIFA-Florida Annual Meeting of the Delegate Council to conduct the business of the association is not possible. In place of an in-person meeting of the Delegate Council to elect the 2021 NAIFA-Florida Officers and Directors, all NAIFA-Florida members will be asked to vote by way of electronic means (e-mail).
As required by the Bylaws, the NAIFA-Florida Governance Committee, chaired by Immediate Past President Shelita Stuart, submitted its report to the Board of Directors at the Board’s monthly (virtual) meeting on July 1. The Board approved the slate of candidates as submitted by the Governance Committee, shown below. On September 10, 2020 an e-mail will be sent to all NAIFA-Florida members (which will make up the Delegate Council) asking for their vote to approve the list of Board candidates for 2021. (E-mail addresses to be used for members will be the ones listed in the NAIFA member data base current as of September 10). Any further nominations from members (Delegate Assembly) must be submitted to the Governance Committee (tom.ashley@naifa-florida.org) no later than August 11, 2020.
Proposed Slate for the 2021 Board of Directors:
President: Craig Duncan, ChFC
President Elect: George Royal
Vice President: Jeff Chernoff, MS, LUTCF, LACP*
Immediate Past President: Joe Chalom, CLU, RICP, LUTCF, LACP
Secretary/Treasurer: Tiffany Drewes
National Committeeperson: Tom Cothron, LUTCF
Legislative: Tim Holladay, CLU, CASL, LUTCF, JD*
Young Agents Team (YAT): Darian Ward*
Health: Craig Rodrigue*
Membership: Maureen Kirschhofer, CLU, ChFC
Political Committee (PC): Taylor Collins, CEBS, CLU, RHU
Political Involvement Committee (PIC): Todd Keith, LACP
Director At Large: Robert Rosenthal
Director At Large: David Tapia*
(*-- to be elected. Others are continuing in office or advancing, per the Bylaws. All are shown, to inform the members.)
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Welcome New and Returning Members!
NAIFA-Florida would like to welcome new members and returning members to the association – for the month of July. Current members, please feel free to extend a personal welcome to these new and returning members! Click here for the complete list, to be found on the NAIFA-Florida website.
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