"Achieving Success in the Early Stages of Your Career"

    How did they do that? A Path to Success!

Moderator:

Paul Broome II, CLU, ChFC, CASL

Guest Panelists:

Keith Gause Stephanie Frehse Darnell K. Mote Burt Beal

Make plans to join us for our first Membership Lunch Meeting of the new Association Year featuring our special panel discussion on Sales Ideas and Practice Management Techniques! The panel will be hosted by NAIFA-Jax's own Paul A. Broome II, CLU, ChFC, CASL of New York Life with four panelists with 3 years or less in the business.

Our guest panelists are Keith Gause from Northwestern Mutual, Stephanie Frehse from State Farm, Darnell K. Mote from New York Life, and Burt Beal from Prudential.

SPECIAL THANKS TO OUR SPONSORS!

REGISTRATION IS REQUIRED.

NAIFA-Jacksonville Members: $25.00.  Non-Members: $30.00.

Please click HERE to register online.  If your company is blocking access to our Google registration form, please contact us at [email protected] and you will be contacted for registration details!

It Pays to Be a Member!

For more information, please contact NAIFA-Jacksonville at (904) 695-2300 or [email protected].

NAIFA-Jacksonville installs Officers and Board of Directors for the 2017-2018 Association Year

Congratulations to our newly installed NAIFA-Jacksonville Officers and Board of Directors for the 2017-2018 Association Year! The installation was held at NAIFA-Jacksonville's Annual Meeting on June 22nd and officiated by NAIFA-Florida President Steve Saladino, LUTCF. 

PRESIDENT:	Michael W. Halloran, CFP, AEP, ChFC, CLU
PRESIDENT ELECT:	Robert Tison, LUTCF
SEC / TREASURER:	Curtis James, Jr.
PAST PRESIDENT:	Cheryl Canzanella, LUTCF
NAT'L COMMITTEEPERSON:	Gene Bryant
BOARD OF DIRECTORS:	Ann Burkett Alicia Burst Matthew Campbell Brian Caves, FICF, LUTCF Julie Chancellor Scott Fjelstad Van Mullinax, LUTCF Tara Showalter, JD, CFP

IN MEMORIAM: 

Stanley L. Stone

Former NAIFA-Florida Association Executive Stan Stone passed away due to cancer on July 14 at his home in Tampa. He was 87.

Stan served FALU (now NAIFA-Florida) for over 35 years and was the first paid Executive of the statewide association. He retired in 1994 and, upon his retirement, Herb Morgan was named the new Association Exec and the office was moved from Tampa to Tallahassee. Stan served the state association from its infancy, nurturing the association as it grew into one of the largest and most effective state associations in the NAIFA federation.

The Stanley L. Stone "Association Executive of the Year" Award is named after him, of course, and was first presented in 1994 at the association's annual conference. The award is presented to a deserving local association executive, or to the person who fulfills that role, in NAIFA-Florida's local associations.

Arrangements are still pending, but we'll update you as we learn the details. Please keep wife Lois and the rest of the family in your thoughts and prayers.

If you know of any past leaders/members who knew Stan, please pass the word along. As the years go by, our contact records become less accurate and I'm concerned that some past leaders/members will not receive this message.

Tom Ashley
CEO, NAIFA-Florida

[email protected]

CONGRATULATIONS NAIFA-JACKSONVILLE! Gold Recipient of NAIFA's Jack E. Bobo Award of Excellence NAIFA-Jacksonville was named a Gold Achiever for the coveted 2015-2016 Jack E. Bobo Award of Excellence, presented by the National Association of Insurance and Financial Advisors (NAIFA). The award recognizes associations in the NAIFA federation that excel in areas critical to their success and growth over a one-year period. Those areas are professional development, advocacy, membership and governance. NAIFA-Jacksonville is one of only 8 local associations nationwide to achieve the Gold Level status and will be recognized at the NAIFA 2017 Annual Meeting in Orlando. NAIFA-Jacksonville's achievement will also be promoted in the official NAIFA Awards Book distributed at the Annual Meeting.

NAIFA Performance + Purpose 2017 Annual Conference SEPTEMBER 8 - 10, 2017 : ORLANDO, FLORIDA NAIFA Performance + Purpose is a new kind of meeting. It is your meeting. More than ever before you can customize your sessions from programming targeted to advanced advisors, young advisors and everyone in between. You will learn from the experts and be the expert with a new peer-to-peer learning system. And, you will have more fun than you have ever had at a NAIFA meeting. CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION

FROM THE ADVISOR TODAY BLOG:

Consumers with Advisors More Financially Prepared and Confident Than Do-It-Yourselfers

A study that was commissioned by MDRT and conducted online by Harris Poll found that 79 percent of Americans have never hired a financial planner. Thirty-eight percent of these consumers say it's because they are capable of managing their finances alone.

However, many Americans who have hired a financial professional report feeling confident at the sight of complex financial terminology, such as long-term-care insurance (41%), Roth IRA (69%) and annuities (49%).

While roughly half of Americans who have never hired a financial professional feel confident with traditional terms like "life insurance"(51%) and "401(k)"(52%), the proportion of those who feel confident seems to drop when it comes to more complex areas such as "long-term care-insurance"(31%), "Roth IRA"(42%) and "annuities"(28%).

"These results further emphasize the importance of planning for a healthy financial future," said Mark J. Hanna, CLU, ChFC, MDRT President. "Consider working with an advisor like hiring a professional builder to renovate your home. While you may be able to paint the walls on your own, your overall knowledge wouldn't enable you to replace your pipes or build new cabinets in your kitchen."

Millennials still not preparing

Thirty-six percent of employed Millennials (ages 18-34) whose company offers a 401(k) or pension plan are not participating in it, despite last year's MDRT survey findings that the average Millennial expects to retire at a younger age than other generations.

Of the Americans who have never hired a professional, less than half (46%) have a retirement plan or emergency fund, only 19 percent have a long-term financial plan for the future, and 46 percent have life insurance. This is in contrast to the 21 percent who have hired a financial planner, in which 77 percent have a retirement plan or emergency fund, half have a long-term financial plan for the future, and 63% have life insurance.

When those who have never hired a financial professional were asked why:

• 44 percent say they don't have enough assets or money to need one.
• 38 percent say they are capable of managing their own finances.

The survey was conducted online from February 6-8, 2017, among 2,202 U.S. adults ages 18 and older, among whom 490 have hired a financial planner and 1,712 have not.

Ayo Mseka
Editor-in-Chief

Visit the Advisor Today blog at www.advisortodayblog.com.

 

LifeHappensPro presents the annual Life Insurance Awareness Month industry-wide campaign in September:

It's Time for Your First Pit Stop for More Danica Patrick LIAM Resources

This year we have the largest offering of resources for Life Insurance Awareness Month since we started LIAM 14 years ago!

From now through LIAM, we will continue to roll out more and more great ways to reach out to clients and prospects about their life insurance needs.

We are expanding on LIAM spokesperson Danica Patrick's message about financial fitness to include:

• Danica's great 30 second video and flyer with the same message
• All the new Danica animated video quotes (These are so cool, and remember videos are #1 on Facebook)

All Danica's great quote graphics, which can be used on social media, in newsletters, on your website and more!

Hopefully you have already accessed these great resources your LifeHappensPro.org account:

• Danica's 15-sec. video and companion financial fitness flyer
• Twitter and Facebook cover photos featuring a Danica's message
• AND, start getting a general financial fitness message out with some great messaging via a flyer, life hint graphic and quote graphics - including our Barometer Study stats! 

Remember, all these resources can be "made your own." Customize them, put your brand, logo or photo on them, embed the videos on your website. And that's just the beginning. 

Check it all out at LifeHappensPro.org/liam. 

Remember, you must be logged into your Life Happens Pro Plus or Premium account to access LIAM resources.