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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - MARCH 2017
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Video President's Message for March 2017
NAIFA-Jacksonville President Cheryl Canzanella, LUTCF
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CONGRATULATIONS!
2016 C.G. Snead / J.F. Bryan, III Memorial Award Recipient
William "Gene" Bryant
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2016 Community Service Award Recipient
Andrew Laino,
CFP, CLU, CLTC
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Visit our Facebook page to view highlights of our 45th Annual Awards Gala on February 23rd by clicking HERE.
Thank you to all that attended the 45th Annual Awards Gala and a special Thank You to our Sponsors!
For more information about sponsorship opportunities with NAIFA-Jacksonville, please contact us at (904) 695-2300 or [email protected].
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NAIFA-JACKSONVILLE
YOUNG ADVISORS TEAM
Hoops For Hope!
Tuesday, March 14, 2017
NAIFA-Jacksonville YAT is pleased to announce our
1st Annual HOOPS for HOPE
!! March Madness takes on a new meaning as we celebrate HOOPS for HOPE with proceeds going toward the NAIFA-Jacksonville ENDOWMENT at Wolfson Children's Hospital.
Come join us on
Tuesday, March 14th
as we showcase our shot-making skills for a worthy cause.
LOCATION:
Emmaus Church / 6:30 - 8:30 pm
3425 Sans Pareil Road,
Jacksonville, FL 32224
NAIFA created the Young Advisors Team (YAT) for members who are 40 years of age and under, or within their first five years in the industry. The purpose is to ensure that young and new advisors receive the vital tools, resources, and networks necessary to succeed in the financial services industry.
For more information about NAIFA's Young Advisor Team, please click HERE.
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WE NEED YOU AT NAIFA-FLORIDA'S 2017 LEGISLATIVE DAY ON THE HILL!
for complete details
and online registration
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THANK YOU TO OUR PLATINUM SPONSOR!
THANK YOU TO OUR BRONZE SPONSOR!
For more information about sponsorship opportunities, please contact NAIFA-Jacksonville at (904) 695-2300 or [email protected].
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NAIFA-Jacksonville New Member Orientation and Membership Lunch Meeting
Thursday, March 30th, 2017
Epping Forest Yacht & Country Club
1830 Epping Forest Drive, Jacksonville, Florida 32217
11:00 am - New Member Orientation
11:15 am - Registration Opens
11:30 am - Buffet Lunch & Announcements Begin
12:00 pm - Program
1:00 pm - Adjourn
Celebrate and Network with NAIFA-Jacksonville's Young Advisors Team!
GUEST SPEAKER
Branden C. Schiralli, CLTC, LUTCF
Branden C. Schiralli, CLTC, LUTCF, is a six-year MDRT member with two Top of the Table and six Court of the Table honors. Schiralli is an investment advisor representative with MetLife Premier Financial Group and managing partner of South Florida Financial Services. He is the current vice president and the Young Advisors Team chair for the National Association of Insurance and Financial Advisors - Palm Beaches Chapter, and was recently selected by NAIFA-Florida as one of the "Top Financial Advisors Under 40." Schiralli specializes in estate planning and wealth management services, creating holistic financial plans through investments, retirement strategies, insurance planning and employee benefits.
SPECIAL THANKS TO OUR SPONSOR!
The cost to attend is
$25.00 for Members and
$30.00 for Non-Members.
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
[email protected]
.
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 SAVE THE DATE!
NAIFA-Jacksonville Day of CE
Thursday, April 27, 2017
Featuring 5-Hour Law and Ethics Update for Life and Health Advisors
( Course ID #99574, Course Offering #1063862 )
Sheraton Jacksonville, 10605 Deerwood Park Blvd., Jacksonville, FL 32256
Complete details TBA.
For more information, please contact NAIFA-Jacksonville at
(904) 695-2300
or
[email protected]
.
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NAIFA-Jacksonville Event Calendar through June 2017!
Click icon to add events to your calendar.
Thursday, March 9, 2017
NAIFA-Jacksonville Board Meeting, 8:30 - 10:00 am. All Members Welcome.
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.
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Tuesday, March 14, 2017
NAIFA-Jacksonville YAT Hoops For Hopes, 6:30 - 8:30 pm.
Location: Emmaus Church, 3425 Sans Pareil Road, Jacksonville, FL 32224. |
Tuesday, March 21, 2017
NAIFA-Florida Legislative Day on the Hill in Tallahassee, FL.
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION |
Thursday, March 30, 2017
NAIFA-Jacksonville New Member Orientation and Membership Lunch Meeting
11:00 am - New Member Orientation
11:30 am - Check-In & Buffet Lunch
12:00 - 1:00 pm - Program - Celebrate and Network with the Young Advisors Team (YAT) with featured speaker Branden C. Schiralli, CLTC, NAIFA-Florida top 4 Under 40 in 2016.
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217.
CLICK HERE TO REGISTER ONLINE |
Thursday, April 13, 2017
NAIFA-Jacksonville Board Meeting, 8:30 - 10:00 am. All Members Welcome.
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216. |
Thursday, April 27, 2017
NAIFA-Jacksonville Day of CE, featuring 5-Hour Law and Ethics Update for Life and Health Advisors
(Course ID #99574, Course Offering #1063862). Complete details TBA.
Location: Sheraton Jacksonville, 10605 Deerwood Park Blvd., Jacksonville, FL 32256
CLICK HERE TO REGISTER ONLINE
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Thursday, May 11, 2017
NAIFA-Jacksonville Board Meeting, 8:30 - 10:00 am. All Members Welcome.
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216. |
May 23 - 24, 2017
NAIFA Congressional Conference in Washington, DC.
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION |
Thursday, May 25, 2017
NAIFA-Jacksonville New Member Orientation and Membership Lunch Meeting
11:00 am - New Member Orientation
11:30 am - Check-In & Buffet Lunch
12:00 - 1:00 pm - Program - Celebrate Disability Insurance Awareness Month with featured speaker Tom Wong.
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217 |
Thursday, June 8, 2017
8:30am - 10:00am - Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216. |
Thursday, June 15, 2017
NAIFA-Florida Association Leadership Conference in Orlando, FL |
Friday, June 16 - Saturday, June 17, 2017
NAIFA-Florida Sales Symposium and Annual Conference in Orlando, FL
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION |
Thursday, June 22, 2017
NAIFA-Jacksonville New Member Orientation and Membership Lunch Meeting
11:00 am - New Member Orientation
11:30 am - Check-In & Buffet Lunch
12:00 - 1:00 pm - Program - Elections & Installation of the 2017-2018 Officers & Board of Directors plus MDRT Panel
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217 |
Friday, September 8 - Sunday, September 10, 2017
NAIFA Conference in Orlando, FL
For the latest updates, please click HERE. |
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NAIFA-Florida 2017 Legislative Day on the Hill
MARCH 21, 2017 / TALLAHASSEE, FLORIDA
Attending the annual NAIFA-Florida Legislative Day on the Hill is your opportunity to participate in the political process. NAIFA-Florida protects your career before the Legislature. OUR voices must be heard...and WE can't do it without YOU!
2017 will feature a new meeting format!
KICKOFF BREAKFAST, 7:00 AM - 9:15 AM
LEGISLATIVE APPOINTMENTS, 9:30 AM - 4:30 PM
DINNER UNDER THE OAKS, 4:30 PM - 8:30 PM
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 Advisor Today's Four Under Forty
Nominate a Rising Star Now!
Someone you know is a leader. He or she is successful, of course, but also committed to their community, family and team. They're already a great example for their peers. Nominate them for
Advisor Today's Four Under Forty Awards
. It's the recognition they deserve and the next step in their amazing career.
Winners will appear on the cover of
Advisor Today
, which will be showcased at the NAIFA Career Conference and Annual Meeting. But that's just the beginning. Past Four Under Forty winners have a proven track record of continued success through industry leadership roles, speaking engagements and increased peer recognition.
How to Nominate:
All NAIFA members are welcome to nominate a rising star for Four Under Forty. Nominees must be NAIFA members in good standing and 40 years of age or younger.
Click here for the form (PDF).
The deadline for submissions is
April 7th!
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 FROM THE NAIFA BLOG
NAIFA Urges Congress To Reject DOL Exemption For State-Run Retirement Plans
The Department of Labor last year
implemented regulations permitting state and local governments to create mandatory retirement savings plans for private-sector employees and exempting those plans from investor protections required under the federal ERISA law.
Congress is now considering a pair of measures under the Congressional Review Act that would negate the DOL rules. NAIFA has sent letters to the leadership in the
House and the
Senate urging Congress to invalidate the DOL regulations.
NAIFA strongly supports efforts to promote retirement security for all American workers and has encouraged innovative improvements to our voluntary retirement system. However, it should not be the role of state and local governments to compete with existing, successful private-sector companies. Numerous private-sector firms offer retirement plans currently available to employees, including those who lack access to employer-sponsored plans. These include traditional and Roth IRAs.
It is particularly unfair (and potentially dangerous to consumers) that under the DOL rules these state and local plans are not subject to the same federal regulatory protections as private-sector plans.
Private-market plans have many advantages over state-run plans, not the least of which are the investor protections provided under ERISA. Workers who participate in employer-sponsored plans often benefit from employer matching contributions, auto enrollment policies, and auto escalation provisions. NAIFA believes that the government's resources would be better used to encourage employee-sponsored plans than to set up plans to compete with the private market.
State-run plans are also problematic in that they often place burdensome and contradictory mandates on employers. The DOL has acknowledged that a patchwork of municipal- and state-run retirement plans could require companies to contend with more than 100 jurisdictions with overlapping and conflicting mandates.
NAIFA's primary concern is that state-run plans will ultimately result in fewer plans, limiting the choices available to employers and employees. More robust private sector plans having to compete with state-run plans on an unequal regulatory footing could fall by the wayside. This would not benefit employees or employers, particularly small businesses.
NAIFA believes that the federal and state governments should use their limited resources to encourage workers to save for retirement, but should not compete with the private sector when it comes to setting up and administering those plans.
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Registration Now Open for NAIFA's 2017 Congressional Conference in Washington DC!
NAIFA will hold its next Congressional Conference May 23-24, 2017.
The first 500 NAIFA member registrants will be eligible for a $300 stipend to assist with their expenses, if they meet eligibility requirements! Click HERE for details!
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.
Make plans to join the 2017 Conference and make an impact with your NAIFA association! Click
HERE for complete details and registration
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MEMBER BENEFIT OF THE MONTH:
NAIFA Members Save Money with UPS®!
Let NAIFA improve your bottom line with some of the most competitive rates available on shipping services with UPS®. Enroll in the UPS Savings Program and save up to 35% on a broad portfolio of shipping services, including:
- Up to 35% on UPS Air letters including UPS Next Day Air® *
- Up to 31% on UPS Air packages (1 lb.+) *
- Up to 33% on UPS International imports and exports
- Up to 19% on UPS Ground shipments
- Savings begin at 70% on UPS Freight® shipments over 150 lbs.
Whether you need your documents or packages to arrive the next day or are looking for the most affordable shipping option, UPS understands how important reliability, speed and cost are to meeting your business goals and your customers' needs. With more service options, superior ground-delivery coverage and overnight delivery by 10:30 a.m. to more ZIP Codes than any other carrier, it's time to put the power of logistics to work for you.
To enroll and start saving today, visit www.savewithups.com/naifa or call 1-800-MEMBERS (1-800-636-2377), M-F, 8 a.m. - 6 p.m.
*Discounts exclude UPS Express Critical® and UPS Next Day Air® Early A.M.®
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.
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NAIFA-Jax Presents the 215 LHVA Prelicensing Course
LIVE AND ONLINE!
The cost to attend is $200. Live classroom course is seven days each month from 8:00 am - 6:00 pm.
Next live course dates in 2017:
May 5, 6, 7, 8, 13, 14, 15
UNF Adam W. Herbert University Center,
8:00 am - 6:00 pm
ONLINE CLASSES ALSO AVAILABLE!
Click
HERE for complete details and registration for our live and online class opportunities.
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GOVERNMENT ADVOCACY
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.
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:
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IT PAYS TO BE A MEMBER!
#NAIFAJAX
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Copyright © 2017. All Rights Reserved.
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