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THE MEMBERSHIP NEWSLETTER OF NAIFA-JACKSONVILLE - FEBRUARY 2017
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NAIFA-JACKSONVILLE'S 45th ANNUAL AWARDS GALA!
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Thursday, February 23rd, 2017
EPPING FOREST YACHT & COUNTRY CLUB
1830 Epping Forest Drive, Jacksonville, FL 32217
6:00 PM
Featuring the presentation of the 2016 C.G. Snead/J.F. Bryan III Memorial Award, 2016 Community Service Award, plus recognition of National Quality Award recipients, and recognition of our MDRT qualifiers!
Special Presentation by NAIFA National President
Paul Dougherty, LUTCF, FSS, HIA
"Key Issues Impacting Our Profession in the Trump Administration"
Regardless of your political views many agree that President Donald Trump is shaking up the political norm in Washington, DC and our entire country. Learn how these changes may impact the financial services profession in 2017 and beyond. NAIFA National President Paul Dougherty is making a special appearance at NAIFA-Jacksonville's Annual Awards Gala on February 23rd! He will share trending issues impacting the financial services community. Learn how to prepare for a world saturated with uncertainty and what you can do to help protect our profession.
It is critical that we stay informed of the changing landscape affecting our world. Sales ideas that you can use immediately will also be presented. This is considered a must-attend event!
NAIFA-Florida President Steve Saladino, LUTCF will also be in attendance so please join us for a great evening!
The cost is $50.00 per attendee.
CLICK HERE TO REGISTER ONLINE!
Check our website at www.naifa-jacksonville.org for the latest updates. For more information, please contact NAIFA-Jacksonville at (904) 695-2300 or [email protected].
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2017 NAIFA-FLORIDA LEGISLATIVE DAY ON THE HILL!
for complete details
and online registration
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Video President's Message for February 2017!
NAIFA-Jacksonville President Cheryl Canzanella, LUTCF
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  Hoops For Hope!
Submitted by Curtis James Jr.
NAIFA-Jacksonville YAT Chair
NAIFA 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 from
6:30 - 8:30 pm as we showcase our shot making skills for a worthy cause.
LOCATION:
Emmaus Church
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 or contact YAT Chair Curtis James Jr. at 904.997.3036 or [email protected].
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NAIFA-Jacksonville Event Calendar through June 2017!
#NAIFAThursdays
Thursday, February 9, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.
Thursday, February 23, 2017
6:00pm - 8:30pm NAIFA-Jacksonville 45th Annual Awards Gala!
- Presentation - 2016 C.G. Snead/J.F. Bryan, III Memorial Award & 2016 Community Service Award
- Recognition - 2016 MDRT Qualifiers, 2016 National Quality Award recipients, Long Term Members
Plus NAIFA National President Paul Dougherty and NAIFA-Florida President Steve Saladino, LUTCF.
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217.
March 3, 4, 5, 6, 11, 12, 13
NAIFA-Jacksonville's 215 LHVA Prelicensing Course, 8:00 am - 6:00 pm, UNF Adam W. Herbert University Center
CLICK HERE FOR COMPLETE DETAILS AND REGISTRATION
Courses also available online! Click HERE for details.
Thursday, March 9, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.
Tuesday, March 14, 2017
NAIFA-Jacksonville YAT Hoops For Hopes, 6:30 - 8-30 pm, at Emmaus Church, 3425 Sans Pareil Road, Jacksonville, FL 32224
March 21, 2017
NAIFA-Florida Legislative Day on the Hill in Tallahassee FL. A new format check it out - CLICK HERE for details.
Thursday, March 30, 2017
11:00am New Member Orientation
11:30am Check In & Buffet Lunch
12:00pm - 1:00pm Program - Celebrate and Network with the Young Advisors Team (YAT)
- Featured Speaker - NAIFA Florida top 4 Under 40 in 2016 Branden C. Schiralli, CLTC
Location: Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217.
Thursday, April 13, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.
Thursday, April 27, 2017
NAIFA-Jacksonville Day of CE. Complete
details forthcoming.
Thursday, May 11, 2017
8:30am - 10:00am Board Meeting - All Members Welcome
Location: Enterprise Park, 4190 Belfort Road, Jacksonville, FL 32216.
Thursday, May 25, 2017
11:00am New Member Orientation
11:30 am 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 22, 2017
11:00am New Member Orientation
11:30am
Annual Business Meeting & Program
- Elections & Installation of the 2017-2018 Officers & Board of Directors
- MDRT Panel
Location:
Epping Forest Yacht & Country Club, 1830 Epping Forest Dr., Jacksonville, FL 32217
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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
EARLY BIRD REGISTRATION ENDS MARCH 1, 2017
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NAIFA ADVOCACY UPDATE:
Legislation Would Delay DOL Fiduciary Rule
Rep. Joe Wilson (R-S.C.)
introduced legislation that would delay the effective date of the Department of Labor fiduciary rule for two years.
The rule is set to become "applicable" on April 10, 2017. The delay would provide the new Congress and the incoming Trump administration with time evaluate the rule.
"For well over a century, thousands of dedicated NAIFA members have helped individuals and families reach their financial goals," Dougherty said in the letter. "
NAIFA remains concerned that the final rule will reduce consumers' access to honest, valuable information and advice from financial professionals about retirement products, such as 401(k)s, IRAs and annuities. A delay provides time for the new administration to conduct a thoughtful and appropriate review and to work with stakeholders toward public policies that help Americans achieve their financial and retirement security."
"In spite of NAIFA's efforts, which mitigated several of the draft rule's troubling and unworkable restrictions, the final [DOL] rule still places undue burdens on advisors, companies and their clients," Mayeux wrote. "NAIFA has teamed up with
the ACLI to challenge the rule in court. We are pursuing opportunities to work with the new Congress and the Trump administration to reverse its harmful consequences and to put in place meaningful public policies to ensure the continuation of affordable access to financial guidance for individuals preparing for retirement."
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 FROM THE NAIFA BLOG
NAIFA Applauds Senior$Afe Act Of 2017
NAIFA President
Paul Dougherty praised the efforts of Sen. Susan Collins (R - Maine), who yesterday introduced the
Senior$afe Act of 2017 (S. 223). The legislation would allow insurance and financial advisors to report suspected cases of financial fraud involving senior clients to financial institutions, which could then pass the suspicions along to the authorities.
NAIFA worked closely with members of Congress on the bipartisan bill to ensure that it included necessary liability protections for advisors working in good faith to protect their clients.
"For well over a century, thousands of dedicated NAIFA members have helped individuals and families reach their financial goals, and occasionally spot suspicious activities," Dougherty said in his letter to Collins. "The Senior$afe Act will remove barriers that might otherwise discourage the reporting of such suspected exploitation to authorities."
A 2011 MetLife study estimates that U.S. seniors lose an estimated $2.9 billion each year to financial fraud. A separate study by Allianz found that senior fraud victims lost an average of $30,000 each, and 10 percent lost $100,000 or more.
The Allianz study also found that seniors who regularly speak about their finances with trusted third parties, including financial professionals, are significantly less likely to be fraud victims, which is why the Senior $afe Act and similar legislation in the states is so important.
The House of Representatives passed a similar bill last year, but it did not pass the Senate before the end of the legislative session. NAIFA urges quick action on the current version of the bill.
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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 Podcast Series
Building a More Successful Practice
NAIFA provides audio articles, or podcasts, that you can listen to at your convenience - on your computer, your mobile device or burn it to a CD. If you've never subscribed to a podcast, or downloaded an audio file,
see the instructions on how to start.
Be sure to subscribe to this podcast series, Building a More Successful Practice, so you always have the latest podcast waiting for you. Also, tell us what you think about the podcasts, or send suggestions of topics or people you would like to see covered. Send an email to Ayo Mseka at
[email protected].
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:
March 3, 4, 5, 6, 11, 12, 13
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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