NAIFA Jacksonville


Michael Halloran_ CFP_ AEP_ CLU_ ChFC_ LUTCF
Message from the President

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

NAIFA-Jacksonville had a great start to our new year with the "Newer Agent" Panel. Thanks again Burt Beal, Darnell Mote and Keith Gause along with Paul Broome, II who moderated the panel. They gave us a lot of ideas that all of us can use in our practice. Remember that our purpose this year is to give you sales and practice management ideas at each meeting.

At our next Membership Lunch Meeting on October 19th,  Tim Meenan, our Lobbyist from Tallahassee, will give us updates on the last session of the Florida Legislature and how that will affect us. Tim will also go over the items that will be coming up this session and what we can do to help him to make things better for our clients and our business. On the sales side, Andy Laino, a regular Top of the Table Member, will finish up the program giving us some valuable ideas that we can use to help our practice.

Remember that Tim Meenan helped us get two hours of Continuing Education Credit for going to four hours of NAIFA Meetings. So, besides getting great sales ideas we get some CE Credit too.

We would like to thank APPS, Mass Mutual, Prudential and Rogers Benefit Group for being a monthly programs sponsor. It is easy to feature your company logo and show your support. Click here for complete details or contact the Association Office today at or (904) 695-2300.

If you have any ideas of programs that you would like to see or things you would like to do, please let us know. Make sure to mark your calendar for our upcoming programs October 19th and November 16th.

NAIFA-Jacksonville See you next month!

Mike Halloran
NAIFA-Jacksonville President


Van Mullinax
September Meeting Review

Submitted by Van Mullinax, LUTCF
NAIFA-Jacksonville Board 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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If you did not attend the NAIFA-Jacksonville September 21st luncheon meeting, you missed some great sales ideas. The panel of young agents Burt BealKeith Gause and Darnell Mote was moderated by the venerable Paul Broome, II.

The panel brought up information on why they have succeeded in the business. One discussion was Social Media and how it can be used. When many of us started in the business we did not know what computers were and now we have them in our phones!

Another idea discussed was making phone calls which are a challenge to many agents. We called it "Dialing For Dollars" but it was hard cold-calling a list of names. I remember an experienced agent told me to make WARM calls by first calling clients, friends and prospects and wishing them a "Happy Birthday".

Collect birth dates, anniversary dates and use these for your warm up calls and you will be charged up for the colder names on your list. Some clients thanked me for sending a birthday card to their wife a week before the date. The wife told her husband "I got a birthday card from our insurance agent" so he was reminded to get a gift.

People appreciate being remembered and it only takes asking "What is your birth date?" to build a list. Try it! It works!


Special Announcement Attend Our Meetings, Get 2 Hours Free CE!

Members attending our October, November and December membership lunch meetings will be eligible for  2 free hours of CE in 2017!

CE Course(Seminar) Title:
CE Course (Seminar) Number:
CE Course (Seminar) Offering:
"NAIFA-Florida Membership - 2017"

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 at least four (4) hours of association meetings per calendar year. It pays to be a member!



Upcoming NAIFA-Jacksonville Membership Luncheon Meetings
San Jose Country Club
San Jose Country Club,  7529 San Jose Blvd., Jacksonville, FL 32217 


Tim Meenan

Thursday, October 19th, 2017

11:30 AM - 1:00 PM

"As the Florida Legislative World Turns"

A look ahead at what's coming up with 
NAIFA-Florida Lobbyist Tim Meenan

Plus tips on Practice Management with 
Prudential's Andy Laino, CLU, CFP, CLTC!
Andrew Laino

Special Thanks to Our Meeting Sponsors!

APPS Para Medical Services
Rogers Benefit Group

The cost to attend our Membership Luncheon Meetings is $25.00 for NAIFA-Jacksonville Members and $30.00 for Non-Members

Register Online

Click here to register online for our Oct 19th Membership Lunch Meeting!

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!


Registration also OPEN for NAIFA-Jacksonville's November Membership Luncheon Meeting at San Jose Country Club!

Thursday, November 16th, 2017

11:30 AM - 1:00 PM

Attorney William Bill O Leary

NAIFA-Jacksonville welcomes Attorney WIlliam "Bill" O'Leary, JD., LLM from Legacy Planning Law Group who will discuss "How to Work with an Attorney" as well as working jointly with clients to obtain the desired client goals!

The cost to attend our Membership Luncheon Meetings is $25.00 for NAIFA-Jacksonville Members and $30.00 for Non-Members

Register Online

Click here to register online for our Nov 16th Membership Lunch Meeting!

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!


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


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


Hurricane Relief Fund
NAIFA Hurricane Fund for Members Impacted by Hurricane Irma

Message to the Members of NAIFA-Florida from Tom Ashley, CEO

As our state continues to recover from the effects of Hurricane Irma, NAIFA has announced that the NAIFA Hurricane Fund is now accepting applications for financial relief to members (only) in Florida who have been severely impacted by the storm. The same fund is also being used to assist members in Texas who were impacted by Hurricane Harvey.

The fund will provide financial assistance if either your primary residence or your business were impacted. (If both were damaged, you will need to submit the application twice.) In addition, you must be a member in good standing as of August 28, 2017. To apply for financial assistance, please click HERE.

The NAIFA Hurricane Fund was created in the wake of Hurricane Katrina and is administered by the Community Foundation of Arcadiana. Click HERE to visit the website. You can also make a contribution to the Fund by visiting the website or mailing a check to:

NAIFA Hurricane Relief Fund
c/o Community Foundation of Acadiana
1035 Camellia Blvd.
Suite 100
Lafayette, LA 70508

My thanks to our NAIFA Trustee (and Past NAIFA-Florida President) Bryon Holz for his efforts regarding NAIFA assistance for Florida members.

All my best,

Tom Ashley

Leadership In Life Institute
Leadership In Life Institute Now Accepting Applications for 2018!

Registration is now open for the 2018 LILI (Leadership In Life Institute) class. If you, or someone you know in your local association would be a good candidate for the LILI class, please contact 2018 Moderator Steve Saladino ( or me ( One of us will be glad to follow-up with the candidate.

LILI is one of the best member benefits NAIFA offers - it is an amazing, life-changing course of study which focuses on the whole person in terms of leadership in our business practices, our families, and organizations we belong to. I can tell you that all who take LILI are personally and profoundly impacted. So, if you, or other local members you think they would benefit by taking LILI, please let Steve or I know. Acceptance to LILI is by application only and the class size is limit to 12. 

Application deadline is Thursday, Nov. 30, 2017.

2018 LILI classes begin in January and will be held in Tampa.  Complete details and application can be found at

Tom Ashley

NAIFA Government Relations Wins and Accomplishments Through August 2011

NAIFA, Industry Respond To Republican Tax Framework

The White House and Republican leaders in Congress today released their " Unified Framework for Fixing Our Broken Tax Code" proposal for comprehensive tax reform. The nine-page document does not include full legislative details, but establishes principles for the tax writing committees to follow to cut tax rates for individuals and businesses with an "aim to maintain or raise retirement plan participation of workers and the resources available for retirement."

The Save Our Savings coalition, of which NAIFA is a member, issued a response praising the framework's sentiment in favor of protecting retirement savings. "The Coalition, representing millions of American consumers, families and retirees, was heartened to see that the tax reform proposal did not include misguided policies to reduce savings incentives and tax retirement accounts," the release said.

However, coalition members remain concerned about proposals by some members of Congress advocating the "Rothification" of retirement accounts, whereby the government would require the immediate taxation of retirement contributions rather than allowing some accounts to be tax-deferred.

"Insurance and financial advisors know better than most the importance of the tax code in promoting retirement savings and preparedness among American workers," said NAIFA CEO Kevin Mayeux. "The acknowledgment by the administration and Republican leadership that reform should protect retirement savings and encourage workers to prepare is positive news for advisors and, particularly, for the American public they serve.

"We agree with our coalition partners that retirement savers and employers benefit from having access to plans that incentivize savings. Plan designs that make it easier for participants to prepare for retirement, including ROTH and tax-deferred options, will help retirees achieve their retirement goals.

"We look forward to reviewing the details when legislative language becomes available, and will work with the administration and members of Congress to ensure that specific measures will have the best possible benefit for advisors, their clients, and the nation as a whole."


NAIFA-Florida Day on the Hill

NAIFA-Florida 2018 Legislative Day on the Hill in Tallahassee in January, and NAIFA Congressional Conference in Washington DC in May! 

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 Congressional Conference MARK YOUR CALENDARS!

The 2018 Congressional Conference is scheduled for 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 215 LHVA Prelicensing Course Opportunity in October

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.



Registration Open for NAIFA's Upcoming FREE Members-Only Webinars!

NAIFA Members Only Webinar Series

"How to Find Your Focus for 2018 with One Page Business Plans"

Wednesday, October 25, 2017  /  12:00 PM - 1:00 PM EDT

Presenter: Toni Neil, Director, Training and Certification at The One Page Business Plan Company


"Social Security Is An Investment - Help Your Clients Understand It"

Wednesday, November 15, 2017  /  3:00 PM - 4:00 PM EST

Presenter: Vonda VanTil, Social Security Public Affairs Specialist in Grand Rapids MI

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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