Video President's Message for June 2017

 NAIFA-Jacksonville President Cheryl Canzanella, LUTCF


NAIFA-Jacksonville's Next New Member Orientation and Membership Lunch Meeting 

Featuring the Election & Installation of NAIFA-Jacksonville's 2017-2018 Officers & Board of Directors plus MDRT Panel hosted by Thomas Foy Jr., LUTCF!

Thursday, June 22nd, 2017

Epping Forest Yach & Country Club

1830 Epping Forest Drive,  Jacksonville, FL 32217


Thomas Foy

11:00 AM 
New Member Orientation
11:30 AM
Check-In & Buffet Lunch
12:00 - 1:00 PM
Meeting Program
MDRT Our annual MDRT Panel will again be hosted by NAIFA JAX's own  Thomas Foy, LUTCF, a 29-year member of MDRT with 20 Court of the Table qualifications and  NINE at the prestigious  TOP of the Table. This will be a fast-paced SALES IDEA EXCHANGE and all attendees are asked to bring at least one favorite idea to share. There will also be a panel of NAIFA JAX MDRT qualifiers on hand to share their wisdom and hand out a prize for the best idea...  You'll leave with a handful of transferable ideas that will surely pay for your NAIFA membership many times over! 

The cost to attend is  $25.00 for Members and  $30.00 for Non-Members.

Register now

Not a NAIFA-Jacksonville member? 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
In This Issue...
Mass Mutual Financial Group - Brokerage


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

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NAIFA-Jacksonville and NAIFA-Florida Represented at the 2017 Congressional Conference!

NAIFA-Florida Represented at 2017 NAIFA Congressional Conference in Washington DC

Each year NAIFA members from every corner of the country travel to Washington, DC and visit Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients. Thank you to our members who made the trip on May 22nd and 23rd! For more information about the NAIFA Congressional Conference, please click HERE.


NAIFA-Florida Financial Advisors Sales Symposium and Annual Conference in Orlando


NAIFA Florida Education Foundation
NAIFA-Florida Education Foundation Scholarships Available!

 The NAIFA-Florida Education Foundation is offering twenty $100.00 scholarships for first time attendees to the NAIFA-Florida Financial Advisors Sales Symposium & Annual Conference. Scholarships can be applied to either a full registration or day pass.

Scholarships recipients must be NAIFA-Florida members at the time of registration and conference. Recipients must attend the conference and agree to a 30 second video sharing their experience. Scholarships will be awarded after the event.

For more information on the Education Foundation, please visit

NAIFA Performance + Purpose 2017 Annual Conference


NAIFA Annual Conference - Performance Plus Purpose 2017 in Orlando

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.



This month we will feature

Debra Braddock, CLU, LUTCF

State Farm

Favorite thing about Jacksonville or Northeast FL? 
The diverse landscape.

When you were a kid, what did you want to be when you grew up? 
 A flight attendant because I like to travel.

Think back to why you started your business: what was your passion? 
The opportunity to help people while building my business from the ground up.

How much time are you able to focus on your "passion" vs. crises? 
Probably about 25% passion at this point.

What are some of the challenges you still face today with your career? 
I have employees. That says it all.

What word describes you best?

An increasing number of forward-thinking advisors are using highly automated systems to run their businesses and make it easier to attract and retain clients. What is your favorite technology phone APP you uses for business? 
Don't have one.

Who do you work for & why? 
I work for myself as an independent contractor because I get to represent an awesome company - State Farm.

What do you attribute your success to? 
I love working with people and I am driven to succeed.

What do you enjoy most about this industry/your career? 
Helping people plan for their future and protect their assets is very satisfying.

Fun fact that not many people know about you? 
I was nominated for the Man of the Year award the first year that I sold life insurance. That was in 1977 and the name of the award was then changed to Agent of the Year.

When did you join NAIFA? Who introduced you to our organization? 
1976 - Carter Bryan, my manager at Independent Life.

Why are you a member of NAIFA? 
The work the organization does to protect our careers is vital.

One piece of advice you would give a new advisor coming into this industry? 
Be as disciplined as possible in working towards your goals.


NAIFA 20/20 QME Feedback Phase 2 Open Now

Dear Colleagues:

On behalf of the NAIFA Executive Committee and your Board of Trustees, I am pleased to provide this June 2017 Update of activities related to the NAIFA 20/20 Quality Member Experience (QME) Report and Recommendations. The Board and Task Force, led by Trustee Tom Michel, have issued a second exposure period for member comment, effective today through June 16, 2017.

As you know, on March 17, 2017, the Task Force released the first draft of its report for comment through April 24. This exposure period followed a series of introductory webinars where Kevin Mayeux and I explained the QME proposals and answered questions for hundreds of NAIFA leaders, members and executives. Thank you to the members, and the state and local associations, for submitting feedback to the Board and Task Force. A link to an Executive Summary is available in the June 2017 Update.

In response to your comments and requests for more information, the Board directed NAIFA National to develop additional materials - including samples of state chapter agreements, amended bylaws and standards for success - to inform members on how NAIFA would operate under the proposed business model.

The June 2017 Update contains links to those samples, as well as details on the formation and mission of four new NAIFA Working Groups - comprised of member volunteers - charged with providing even more detail on how the recommendations could be implemented to ensure vibrant association activity occurs in local areas throughout each state.

Finally, of the three recommendations, the Task Force's proposal to modernize the Federation structure (recommendation #1) generated the greatest amount of feedback. The Board is seeking your input on that recommendation. Once again, the link to submit your comments and feedback is available in the June Update.

Throughout this process, transparency has been the Board's top priority. The importance of your continued input and involvement in advancing NAIFA 20/20 and delivering a Quality Member Experience cannot be overstated. This is our blueprint for change. Success is up to us.

Thank you.

Paul R. Dougherty, LUTCF, FSS, HIA
NAIFA President


Six  Things You Need to Know About Taking CE Courses

Complete all of your CE requirements in half the time. Contact us to find out how. Sound familiar? We have all seen advertisements like this. Many of you have probably taken courses from CE providers because of these advertisements. Did you know that as a student of a CE course you are also responsible under the continuing education regulations? Below is a list of things that you, as a student, are responsible for when taking CE courses.

Insurance Insight is the monthly newsletter of the Florida Dept of Financial Services Division of Agents and Agency Services. for more information, please click HERE.

NAIFA LACP Certification Program

New NAIFA LACP Certification Program:

NAIFA Launches New Gold Standard for Life and Annuity Professionals

Practitioners who earn LACP Certification exemplify excellence in industry knowledge, ethical business practices

The National Association of Insurance and Financial Advisors - the founders of the Life Underwriter Training Council Fellow (LUTCF) designation - present a new international certification, the Life and Annuity Certified Professionals (LACP), for life and annuity professionals.

The NAIFA LACP serves consumers by recognizing financial professionals with a mark of distinction for their product knowledge, consultative sales process and compliance to ethical, legal, and regulatory requirements. LACP practitioners are held to a standard of excellence that defines and differentiates them from their peers and to the clients they serve.

"NAIFA is pleased to offer financial professionals the potential for greater exposure and authority in the financial services marketplace through LACP certification," said NAIFA CEO Kevin Mayeux, CAE. "The LACP will facilitate consumers' ability to locate a professional who engages in ethical business practices and possesses in-depth knowledge of the financial products and services available to families and small businesses in the marketplace."

To attain the LACP, practitioners must meet the eligibility criteria for experience, education and commitment to ethical conduct and successfully complete the LACP examination. For a limited time (June 2017-Dec. 31, 2018), experienced advisors may also be able to attain the LACP certification through a professional review process, in lieu of the examination.

"Consumers and businesses need professional financial advice now more than ever," said Aamir Chalisa, MBA, LUTCF, Managing Director, Futurity First Insurance Group. "Those who earn the NAIFA LACP certification will be among a select group of distinguished professionals whom consumers can trust. Together, LACP holders will build upon NAIFA's 127-year legacy of securing the financial futures of families and businesses with informed, ethical and sound advice today and beyond."

NAIFA's LUTCF® designation program - often considered the first designation any insurance professional should earn - has delivered value to more than 50,000 professionals since 1984. The NAIFA LACP certification is the logical "next step" for those who wish to demonstrate their knowledge and expertise beyond the requirements of industry licensure, Mayeux said.

Castle Worldwide, Inc. provides technical assistance to NAIFA in the development and delivery of the proctored LACP Certification Examination through a network of nearly 1,000 testing centers in cities throughout the world.

NAIFA invites all practitioners in Asia and around the world to the Official Launch of the LACP at the MDRT Annual Meeting 2017, from June 4-7, in Orlando, Fla. Participants at the MDRT meeting are invited to visit the NAIFA booth in the ConneXionZone to understand how the LACP can build expertise and the credibility of   agents, and raise the standard of professionalism within your organization.

To learn more about the LACP and its official launch, please leave your contact details at or contact us at

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


215 LHVA Prelicensing Course
NAIFA-Jax Presents the 215 LHVA Prelicensing Course

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

COURSE ID #93833

Next live course dates in 2017:

July 14, 15, 16, 17, 22, 23, 24
Course Offering #1061744

September 8, 9, 10, 11, 16, 17, 18
Course Offering #1066679


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


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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