E-Journal
(September 2020)
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In This Issue:
- Sales Idea
- The Latest From Washington
- NAIFA-Florida President’s Message
- Join Local Chapters Virtually for Monthly Programs and CE
- NAIFA Virtual P+P Conference – Oct. 6-8 – Keynote Speakers
- Citizens Essentials Virtual Series
- Call for Entries: 2020 NAIFA-Florida “4 Advisors Under 40” Award
- Survey: NAIFA-Florida Education Foundation
- Your Cell Phone Number, Please?
- Cast Your Ballot: 2021 NAIFA-Florida Board of Directors
- NAIFA-Florida Virtual Board Installation and Annual Awards Ceremony
- Welcome New & Returning Members!
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Sales Idea of the Month
10 Basic Rules for Great Conversation
I had the pleasure of participating in my favorite hobby last night: mindlessly scrolling through social media. However, instead of watching funny cat videos or meme compilations, I wound up watching an endless series of Ted Talks. While they were all inspiring, one in particular resonated with me the most: “10 Ways to Have a Better Conversation” by Celeste Headlee.
“A conversation requires a balance between talking and listening, and somewhere along the way, we lost that balance,” said Celeste Headlee.
Celeste has an interesting relationship with traditional advice on being an active listener: make eye contact, nod, smile or repeat back what you’ve heard.
“I want you to forget all of that,” Headlee said. “It is crap. There is no reason to learn how to show you’re paying attention if you are in fact paying attention.” Read More
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Coronavirus Bill, SS / Medicare Payroll Taxes, and the Newly-proposed Fiduciary Rule Take Center Stage
by Dani Kehoe, Counsel to NAIFA
Last week was relatively quiet on our issues – it was the last week of this year’s “sort-of” August recess. But there was some intra- and inter-party positioning that will likely shape the upcoming three weeks or so. Here’s the status as of now.
Coronavirus aid bill: Last week, Speaker of the House Rep. Nancy Pelosi (D-CA) talked multiple times with Treasury Secretary Steven Mnuchin. Neither reported any progress on finding agreement on a new coronavirus crisis response bill. But they did announce that each agrees to work towards a “clean” government funding bill; i.e., not use the absolute necessity of funding the government come October 1, the start of the new fiscal year, as leverage for their respective coronavirus issues positions. Read More
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Florida Accepts Membership Challenge / Past NAIFA-Florida President Spearheads LILI Effort
by Joseph Chalom, CLU, RICP, LUTCF, LACP
NAIFA-Florida recently accepted a membership-recruitment challenge introduced by NAIFA Trustee, Dennis Cuccinelli of New Jersey. The purpose of the three-state challenge is to create friendly competition between Florida, California and Texas from August 31st to December 31st. NAIFA-Florida Membership Chair Maureen Kirschhofer is leading our effort to come out on top!
If you would like to help NAIFA-Florida grow our membership and claim the top spot in this competition, 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. Our next NAIFA-Florida Member “Care Call” Phone-a-Thon is set for September 30th.
NAIFA-Florida Past President Tim Holladay assumes the role of Leadership in Life Institute, (LILI) Committee Chair for NAIFA-Florida. Tim graduated from LILI in the inaugural Florida program in 2005. Tim has demonstrated a deep-seated passion, for LILI during the past 15 years and has served as moderator and chair. We are very fortunate to have Tim lead this effort for NAIFA-Florida. The LILI Committee is now accepting nominations for the 2021 NAIFA-Florida LILI class. LILI is highly recommended for those NAIFA members who wish to transform themselves to be the best person they can be – both personally and professionally. Click on the following link to learn more about LILI. https://tdc.naifa.org/lili Email idea@naifa-florida.org if you have questions and a member of our team will reach out to you.
“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 (CE) programs scheduled around the state.
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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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Join Local Chapters Virtually for
Monthly Programs and CE
All NAIFA-Florida members around the state are invited to join select local chapters by way of Zoom for upcoming monthly meetings & programs and Continuing Education opportunities. Check out the events coming up in September:
“Tax Reduction Seminar” by Maine Shafer, JD -- Sept. 16, 1:00 to 3:00 p.m. ET – hosted by NAIFA-Broward.
“Success Using Life Insurance as the Foundation” -- Sept. 24, 11:30 a.m. to 12:15 p.m. ET – hosted by NAIFA-Northeast Florida.
(CE -- Free) “The Affordable Care Act: Divorce, Family Law, and Retirement Planning” – Sept. 24, Noon to 1:00 p.m. ET – hosted by NAIFA-Central Florida. (NOTE: This the same course offered on Zoom by NAIFA-Florida on August 13. If you took the course then, you will not receive credit for taking this same course again.) (CE: One Hour. Course # 113576; Offering 1130431; Provider 654)
TO REGISTER & MORE INFO: Go to www.naifa-florida.org, click the “Get Involved” tab at the top, click “Calendar of Events”. While you’re in there, take note of ALL of the webinars and educational offerings provided by NAIFA (national)!!
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Citizens Essentials Virtual Series
Qualifying, Producing and Servicing for Success
September 2, 2020
Citizens presents Citizens Essentials, a new series of six virtual learning courses to help you better understand our eligibility, underwriting and submission requirements. One session will cover policy maintenance, depopulation and renewal processing. The series is free and open to all Citizens-appointed agents, licensed customer representatives (LCRs) and other credentialed agency staff.
The following sessions are offered quarterly beginning September 15. Register now for one or more sessions individually using the registration process outlined below. Read More
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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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Survey: NAIFA-Florida Education Foundation
Could you please assist us and take a short survey regarding the NAIFA-Florida Education Foundation (NFEF)? Many of our members may not be aware that we have an educational foundation and this short, seven-question survey could help us determine the direction of the Foundation moving forward. Chair Linda Moore would appreciate a few minutes of your time to complete the survey. Please click here to take the survey: https://www.surveymonkey.com/r/6XKZRQC. Many thanks!
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Your Cell Phone Number, Please?
In order to provide you with more up-to-date information and news from your professional association, we’d appreciate having your cell phone number in our member data base. We use a communications platform called Skipio to send out short, periodic text messages – average maybe one per month – to our members. Rest assured that we do not share your cell numbers with any other entity. Please click here to e-mail us your cell number, and be sure to provide your name so we can locate you in the system. Many thanks!
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Cast Your Ballot: 2021 NAIFA-Florida Board of Directors
TO: Members of NAIFA-Florida
FROM: Tom Ashley, NAIFA-Florida CEO
Message to those members who have not voted yet --- Typically, our elections for Board of Directors takes place each year at our Delegate Council meeting held in conjunction with the annual Financial Advisors Sales Symposium. Due to Covid-19, our in-person meetings were cancelled this year. In place of an in-person meeting of the Delegate Council to elect the 2021 NAIFA-Florida Officers and Directors, all NAIFA-Florida members are being 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 for 2021 (shown below) as submitted by the Governance Committee. As stipulated in the Bylaws, the general membership was properly noticed with the proposed slate (60 days) in both the July and August issues of the NAIFA-Florida E-Journal newsletter, with opportunities to make additional nominations from "the floor". No nominations were received in the NAIFA-Florida office.
PLEASE VOTE - Simply click this link (tom.ashley@naifa-florida.org) to cast your ballot - as either "YES" or "NO". Deadline to cast your ballot is Friday, September 25, 2020.
Many thanks!! And we thank you for valued membership in NAIFA - it is appreciated!
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President: Craig Duncan, ChFC (Clearwater)
President Elect: George Royal (Winter Park)
Vice President: Jeff Chernoff, MS, LUTCF, LACP* (Tampa)
Immediate Past President: Joe Chalom, CLU, RICP, LUTCF, LACP
(Coral Springs)
Secretary/Treasurer: Tiffany Drewes (New Port Richey)
National Committeeperson: Tom Cothron, LUTCF (Ocala)
Legislative: Tim Holladay, CLU, CASL, LUTCF, JD*
(New Port Richey)
Young Agents Team (YAT): Darian Ward* (Trinity)
Health: Craig Rodrigue* (Winter Park)
Membership: Maureen Kirschhofer, CLU, ChFC (Jacksonville)
Political Committee (PC): Taylor Collins, CEBS, CLU, RHU (Sarasota)
Political Involvement Committee (PIC): Todd Keith, LACP (Ocala)
Director At Large: Robert Rosenthal (Miami)
Director At Large: David Tapia* (Clearwater)
(*-- to be elected. Others are continuing in office or advancing, per the Bylaws. All are shown, to inform the members.)
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All Members Invited to the NAIFA-Florida Virtual Board Installation and Annual Awards Ceremony
Two of NAIFA-Florida’s most prestigious events – the 2021 Board of Directors Installation, and the Annual Awards Ceremony -- will be held virtually this year, in November.
As with many others, Covid-19 caused the July cancellation of these two in-person events which are most important in the life of NAIFA-Florida. The good news is that all members of NAIFA-Florida are now able to attend and be a part of these events by way of the Zoom platform!
--- The virtual Installation of the 2021 Board of Directors will take place on Wednesday, Nov. 4 at 4:30 p.m. ET and will feature 2021 NAIFA President Tom Michel from Los Angeles will install new Board – to take office on January 1. This event will last approximately one hour. See Zoom link below.
--- The virtual NAIFA-Florida annual Awards Ceremony will be Thursday, Nov. 5 at 4:30 p.m. ET – featuring the association’s top award. The IFAPAC awards will also be presented at that time. This event will also last about one hour. See Zoom link below.
So, pull up an adult beverage and enjoy the festivities in November – as we celebrate and congratulate!
Zoom Links
Board of Directors Installation – Wed., Nov. 4 – 4:30 p.m.
Tom Ashley is inviting you to a scheduled Zoom meeting.
Topic: Installation of NAIFA-Florida Board of Directors
Time: Nov 4, 2020 04:30 PM Eastern Time (US and Canada)
Join Zoom Meeting
Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Germantown)
Dial by your location
+1 646 558 8656 US (New York)
Meeting ID: 935 142 5169
FAIFA-Florida Annual Awards Ceremony
Tom Ashley is inviting you to a scheduled Zoom meeting.
Topic: NAIFA-Florida Annual Awards Ceremony
Time: Nov 5, 2020 04:30 PM Eastern Time (US and Canada)
Join Zoom Meeting
Meeting ID: 935 142 5169
One tap mobile
+13017158592,,9351425169# US (Germantown)
Dial by your location
+1 646 558 8656 US (New York)
Meeting ID: 935 142 5169
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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 August. 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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