NAIFA Jacksonville


Michael Halloran_ CFP_ AEP_ CLU_ ChFC_ LUTCF
Message from the President

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

Our new year starts off with a great program featuring some of the top new Reps in the area. You will be sure to get several ideas that you can use in your practice.

We just received word that the Depart of Insurance Regulation has approved Continuing Education (CE) credit for coming to our meetings. There will be two hours of CE credit given for attending four meetings. So, you will not only get some great information that you can use with your clients, but get CE credit too.

We have some openings in our committees and need your help. If you have an area that you would like to work on, please see Cherri or one of our directors.

The purpose of NAIFA-Jacksonville is to promote your growth in your Practice. We will have parts of the meeting devoted to that each month.

Please remember that our meeting are not a place to recruit or to look for a new position.

Please bring one of your friends to this great panel so they can see how we can do a better job in helping our clients.


215 LHVA Prelicensing Course
NAIFA-Jax's 215 LHVA Prelicensing Course for September Cancelled

Next live class dates:

October 20, 21, 22, 23, 27, 28, 29 
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 for complete details and registration for our live and online class opportunities.



NAIFA-Jacksonville's First Membership Lunch Meeting of the 2017-2018 Association Year:

Thursday, September 21st, 2017

San Jose Country Club

San Jose Country Club   /  11:30 AM - 1:00 PM

7529 San Jose Blvd., Jacksonville, FL 32217 

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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   "Achieving Success in the Early Stages of Your Career"

    How did they do that? A Path to Success!

Paul Broome
Keith Gause
Stephanie Frehse
Darnell 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.


APPS Para Medical Services


Rogers Benefit Group


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 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


Life Insurance Awareness Month Jacksonville Mayor Lenny Curry proclaims September 2017 as Life Insurance Awareness Month!

Click HERE for full proclamation!

There's a growing crisis of underinsurance -- too many Americans without adequate life insurance. According to LIMRA, 30% of U.S. households have no life insurance whatsoever. That's why each September Life Happens coordinates Life Insurance Awareness Month This industry-wide campaign is aimed at encouraging all Americans to take stock of their life insurance needs. 

Click HERE for more information about this year's public awareness campaign and how to utilize LIAM in your business plan.


Irma cancels NAIFA Annual Meeting FROM THE ADVISOR TODAY BLOG:

Irma cancels NAIFA's P+P Conference, but look for highlights of what could have been, on

Dear NAIFA Members,

I had hoped and expected to be in Orlando today, meeting with many of you at NAIFA's 2017 Performance + Purpose conference. As you know, Hurricane Irma forced us to cancel the event, and we now turn our attention to those who have or will be impacted by Irma and by Hurricane Harvey.

Many members of our NAIFA family live and work in the paths of these devastating storms, and I would like to urge you to contribute to the NAIFA Hurricane Relief Fund. The fund will help your colleagues, fellow insurance and financial advisors, who suffered hurricane-related losses. More information on the fund and how to donate is available HERE.

I know many of you are disappointed, as am I, that we were unable to get together this year for P+P. NAIFA volunteers and staff had planned an excellent program. While it's impossible for us to recreate the P+P experience online, we would like to give you a small taste of what we had in store. Keep an eye out next week for an email announcing Performance + Purpose Virtual: an online sampling of P+P content. For more information, please watch this short video by NAIFA CEO Kevin Mayeux.

Best regards,

Keith Gillies, CFP, CLU, ChFC
2017 Performance + Purpose Conference Chair
NAIFA President, 2017-2018


NAIFA Diversity Task Force NAIFA Diversity Task Force Emphasizes Diversity & Inclusion

NAIFA members are our most valuable assets. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our members possess and invest in their work represents a significant part of not only NAIFA's culture, but our reputation as an organization.

NAIFA embraces and encourages our members' differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio economic status and other characteristics that make our members unique.

NAIFA 20/20 Strategic Plan

Advancing diversity and inclusion in the insurance and financial services industry is at the forefront of NAIFA's vision for the future, and a key component of the NAIFA 20/20 Strategic Plan. The Diversity and Inclusion initiative supports NAIFA 20/20's goal to empower members by broadening diversity, bolstering advocacy, developing top-notch training programs and increasing public awareness.

As an organization, NAIFA seeks to create a more diverse population of agents who are better equipped to serve a diverse population. Inclusion enhances an organization's ability to achieve better business results by engaging people from diverse backgrounds and perspectives. That is the overall goal of the Diversity Task Force. For more information, please click HERE.


NAIFA Government Relations Wins and Accomplishments Through August 2011 LEGISLATIVE UPDATE

NAIFA Submits Comments To SEC On Advisor Standards Of Conduct

NAIFA has responded to a request by the Securities and Exchange Commission for information on standards of conduct for investment advisors and broker-dealers by submitting a detailed comment letter.

In the letter, NAIFA encouraged the SEC to take the lead in developing and implementing "reasonable, effective, and harmonized standards and compliance requirements" for advisors and for other agencies, such as the Department of Labor, to work with the SEC.

NAIFA recommends that the SEC develop a principles-based "best-interest" regime that:
  • Defines and imposes a best interest standard of conduct that puts clients' interests above firms' and advisors' interests when investment recommendations are given, and allows for the sale/recommendation of diverse products under compensation arrangements that make sense for lower and middle-market investors;
  • Contains clear disclosure obligations, including disclosure of all material conflicts of interest, types of compensation involved, and the best interest standard to which the advisor must adhere;
  • Prohibits misleading statements to investors;
  • Ensures that overall compensation for financial professionals is reasonable; and
  • Utilizes existing federal enforcement mechanisms, rather than the private plaintiffs' bar and state courts to enforce and interpret the new regime.


NAIFA-Florida Day on the Hill
Register Today for the 2018 Legislative Day on the Hill! 

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. 
So mark your calendar and REGISTER NOW for January 23rd, 2018 for the NAIFA-Florida Legislative Day on the Hill in Tallahassee! 


NAIFA Travel Center

NAIFA Members Get Discounts Through the NAIFA Travel Center!

Through the NAIFA Travel Center, in partnership with leading tour operators, NAIFA members receive exclusive discounts not available to the general public, to the most popular destinations around the world. Many discounts are offered by the following companies through the NAIFA Travel Center:

Avis Car Rental
NAIFA members save up to 25% off your next car rental while experiencing the comfort and reliability that come with renting from Avis. 

Budget Car Rental
Make your budget go further by getting a great deal on a great car from Budget. As a NAIFA member, you'll get an amazing deal every time you rent - up to 25 percent off Budget's great rates.

Budget Truck Rentals
Looking for discounts on Budget Trucks Rentals? Members save up to 15% off Sunday - Thursday and 10% off Friday - Saturday.

With HotelStorm, NAIFA members get exclusive access to hotel rooms for up to 55% below public pricing.

Motel 6
Motel 6 offers all NAIFA members a 10% discount! Anytime that you are travelling, whether it is for business or pleasure, take advantage of the NAIFA member benefit discount.

Red Roof Inn
NAIFA members receive a 15% discount on stays at all Red Roof Inn locations.

The Wyndham Hotel Group
As a member of NAIFA you will receive 20% off the best available rate at participating locations every time you travel.

To take advantage of the exclusive member discounts through the NAIFA Travel Center, please click HERE.

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 PAC and PIC

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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