NAIFA Jacksonville

Happy New Year! HAPPY NEW YEAR!

The NAIFA-Jacksonville Board of Directors wishes our members, their families and their clients a healthy, prosperous 2018!


Click HERE for NAIFA-Jacksonville's Officers and Board of Directors.

Michael Halloran_ CFP_ AEP_ CLU_ ChFC_ LUTCF
Message from the President

Michael W. Halloran, CFP, AEP, ChFC, CLU
NAIFA-Jacksonville President

This next year should be exciting for our clients and for ourselves.

The Congress has passed and the President has signed a tax reduction act. Our clients will start to see that they have more money in their paychecks starting February when the new withholding rates take effect.

Some of our clients will pay off debt, others will save, others will convert their term insurance, while many others will spend their extra funds. Anything that they do will be positive for the economy. We need to be positive to our friends and clients about what is going to happen.

NAIFA was helpful in making sure that a part of the proposed bill was corrected. There was a provision in the bill that would have taxed our companies so high that it would have affected permanent insurance sales. NAIFA got that corrected before the bill passed. That is one of the reasons we are paying dues. If that is the only thing our dues did, it would be worth it alone.

Our next couple of meetings will be really good, as are all of them. Please sign up to attend both of them. In January, there will be a discussion of Life Insurance Valuations and Life Settlement Options. There is a place for these for some of our clients. Come hear Jamie Mendelsohn explain these concepts in a non-sales way. In February, we will host the 46th Annual Awards Presentation followed by a special MDRT Roundtable Session. Robin Wahby from New York Life, Bobby Markwalter from the Guardian, and Bill Kastelz from Northwestern Mutual will be our panelists. Sign up early as this is always a great meeting.

Please bring a friend to our next meeting and help get them signed up for membership.

If you have any ideas that would be helpful to our group, please let us know.


NAIFA-Jacksonville Community Service Award Sponsorship opportunities 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 .


Save the Date
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

COURSE (Seminar) Title:
COURSE (Seminar) Number:
COURSE (Seminar) Offering:
"NAIFA-Florida Membership - 2018"

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!
In This Issue...

Sponsorship opportunities 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

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NAIFA-Jacksonville's Next Membership Lunch Meeting
Thursday, January 18th, 2018
San Jose Country Club
San Jose Country Club, 11:30 AM - 1:00 PM



Why, When, and How to Incorporate Policy Appraisals & Life Settlements

Jamie Mendelsohn
Jamie Mendelsohn

Executive Vice President of Ashar Group

Join us on  Thursday, January 18th when  Jamie Mendelsohn  from Ashar Group will help NAIFA-Jacksonville luncheon attendees gain confidence in adding the policy appraisal / life settlement discussion to their practice in order to increase sales and open doors to valued clients and centers of influence!

  • Why? Demonstrate why life settlements and policy appraisals should be included in the discussion.
  • When? Provide case examples that clearly validate when it is appropriate as a part of the policy review process.
  • How? Review prospecting methods, validation procedures and how to have the conversation with clients and other advisors.    

The cost to attend our Membership Lunch Meeting is $25.00 for NAIFA-Jacksonville Members and $30.00 for Non-Members.


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 and you will be contacted for registration details!

Jamie L. Mendelsohn is a thought leader in the secondary market for life insurance and partners with the nations' leading wealth management firms, attorneys, CPAs, trust officers, and financial professionals. Jamie is instrumental in the development of an innovative market-based policy valuation of fair market value, the Ashar Secondary Market Valuation (SMV®).

For more than a decade, Jamie has earned the reputation as a determined client advocate in the life settlement market. Jamie is the go-to independent resource for advanced planners and fiduciaries nationwide who integrate the SMV® into their holistic planning process and select her to negotiate for their client if the decision is made to sell the policy. She has spoken at numerous financial services conferences and provides continuing education for both financial and insurance professionals nationwide.

Jamie earned her bachelor's and master's degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is proud to be a member of Women in Insurance and Financial Services and dedicates much of her time and energy to the local and national Crohn's and Colitis Foundation of America, where she serves on the Board of Trustees for the state of Florida. She services the community by speaking at education events, and mentoring patients and their families. Jamie resides in Orlando, FL. She enjoys reading, traveling, and spending time with her family and friends.


Click HERE to join TODAY and take advantage of member prices, plus all of the exclusive benefits of membership in YOUR professional association!

For more information, please contact NAIFA-Jacksonville at  (904) 695-2300 or


NAIFA-Jacksonville Annual Awards Luncheon SAVE THE DATE!  46TH ANNUAL AWARDS LUNCHEON!

Registration is now OPEN for our Membership Lunch Meeting featuring NAIFA-Jacksonville's 46th Annual Awards Presentation on Thursday, February 15th, 2018!


* NAIFA-Jacksonville CG Snead/JF Bryan, III Memorial Award
* NAIFA-Jacksonville Community Service Award
Robin Wahby
* NAIFA Quality Award Recipients


Robin Wahby from New York Life, Bobby Markwalter from Guardian, and Bill Kastelz from Northwestern Mutual.

Click HERE to register online! Please check our website for the latest news and updates.


NAIFA-Florida Day on the Hill

NAIFA-Florida Legislative Day on the Hill 

Tuesday, January 23rd, 2018

NAIFA-Florida's Legislative Day on the Hill for 2018 is set for Tuesday, January 23rd in Tallahassee. Traditionally, our Day on the Hill event is scheduled for two weeks after the legislature convenes each year.  In 2018, the legislature is scheduled to convene on January 9th.

NAIFA-Florida members are encouraged to attend Day on the Hill, to lend your voice before legislators regarding the very important issues which come before the legislature impacting insurance and financial advisors. 
REGISTER NOW for January 23rd, 2018 for the NAIFA-Florida Legislative Day on the Hill in Tallahassee! 

NAIFA Congressional Conference

Annual NAIFA Congressional Conference in Washington, DC

May 22 - 23, 2018

In the past four years, over three thousand NAIFA members from every corner of the country came to Washington, D.C., and visited Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.

NAIFA held its 2016 Congressional Conference to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members from all 50 states, and educate them on the value that NAIFA members bring to their clients and the solutions they provide for 75 million American families.

For the latest updates and registration details, visit


215 LHVA Prelicensing Course
NAIFA-Jax's Upcoming 215 LHVA Prelicensing Course Opportunity

The cost to attend is $200. Live classroom course is seven days each month from 8:00 am - 6:00 pm:

UNF Adam W. Herbert University Center


Click  HERE  to register for the next  live Prelicensing Class!
JAN 26, 27, 28, 29  /  FEB 3, 4, 5 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

MARCH 9, 10, 11, 12  /  MARCH 17, 18, 19 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

MAY 4, 5, 6, 7  /  MAY 12, 13, 14 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

JULY 13, 14, 15, 16  /  JULY 21, 22, 23 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

SEPT 7, 8, 9, 10  /  SEPT 15, 16, 17 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

NOV 30, DEC 1, 2, 3  /  DEC 8, 9, 10 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm


Click HERE for complete details and registration for our live and online class opportunities.


NAIFA, FSP to Partner in Member Professional Development

NAIFA and the Society of Financial Service Professionals (FSP) will strengthen collaboration in member development and education with the creation of a new career track in advanced markets to be launched at  NAIFA's 2018 Performance + Purpose Annual Conference in San Antonio ( see press release ).

"Each year NAIFA leaders examine how our professional development offerings succeed in delivering value to members as they serve clients in an increasingly competitive and changing marketplace," said NAIFA CEO Kevin Mayeux, CAE. "NAIFA's P+P conference is a valued member benefit with programming for advisors in every stage of their career. The FSP/NAIFA partnership will leverage the strengths of each organization to bolster conference programming and meet the educational needs of professionals in advanced practices. We are most pleased to welcome FSP members to the NAIFA P+P conference."

FSP members are part of a multidisciplinary community that enables collaboration among financial planners, investment advisors, attorneys, CPAs, insurance professionals, and other financial service experts. The advanced markets career track will offer sessions designed to provide dynamic learning opportunities with industry experts and thought leaders.

"FSP has had a longstanding relationship with NAIFA, and we are aligned in our commitments to providing resources that enhance our members' professional knowledge, grow their network and build their practices," said FSP CEO Joseph E. Frack, CPA, CGMA. "We look forward to working with NAIFA on this premiere professional development and networking event.  We know the program will deliver exceptional value to our members while demonstrating genuine collaboration within the industry."

NAIFA Performance + Purpose 2018 will take place Sept. 13-16, 2018, in San Antonio, at the Henry B. Gonzalez Convention Center. The official conference hotel is the Grand Hyatt San Antonio. NAIFA and FSP will collaborate in promoting the conference to FSP members.

NAIFA Solution Center
Introducing th e New NAIFA Solution Center

NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. So to keep with our mission, we've designed this space just for you, your career and to help you be the best boss of you.

In the Solution Center you will find expert tips and advice, certifications and ways to self-promote so that you can become the best advisor possible as well as take your career to the next level.

Go ahead and see for yourself! Visit to get started.



Free NAIFA Members-Only Seminar

Advisys Presents New Practice Best Practices

For NAIFA members only, provided by Advisys.

Tuesday, January 30, 2018 ~ 3:00 PM - 4:00 PM EST

Presenter: Paul Reed, Advisys

Starting a new profession can be challenging. Without tools, resources and a network to lean on, success can seem difficult to envision. Advisys can help provide that little extra help to get you started. Adisys and NAIFA have partnered to provide early career and young advisors an affordable resource that uses client education to help advisors build valuable trust with new prospects.In this webinar Paul Reed will discuss best practices and will demonstrate how Advisys' unique platform can be used to close more business, sooner.

Advisys is a goals-based financial planning solution unlike any other. From your first appointment to analyzing needs and presenting solutions, only Advisys does it all.

What you'll learn during this webinar:
  • How to prepare for a first appointment
  • How education vs. advice impacts success
  • How to create a motivating presentation in 15 minutes or less
  • Generate more sales, cross-sales, leads and referrals
  • Improve closing ratios and personal productivity
With over 40,000 users, Advisys has insight into the most popular and effective client presentations used today. This webinar will be loaded with ideas and suggestions you can use immediately on your next appointment. Advisys helps you be your best when it matters most: when your face to face with clients and prospects.


For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit

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.

To join or renew securely online, please visit



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.

For Three Easy Ways to Contribute to IFAPAC, please click HERE. To contribute online, please visit

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:




For the latest news and updates, please visit our website at  For more information, contact NAIFA-Jacksonville at  (904) 695-2300 or .
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