NAIFA Jacksonville



Click HERE for NAIFA-Jacksonville's Officers and Board of Directors.

Michael Halloran_ CFP_ AEP_ CLU_ ChFC_ LUTCF
Message from the President

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

Your Association will be focusing on our members for the next couple of months. We want to show you the talent that we have in our group and how they share their abilities and techniques with all of us.

MDRT Please remember that NAIFA gives CE credit for the attendance at our Meetings.  Our Million Dollar Round Table will be held earlier this year so we can use the ideas to help our production now.  Robin Wahby of New York Life, Bobby Markwalter of Guardian, and Bill Kastelz of Northwestern Mutual will be our panelists. They have all been in the business for a number of years. A couple of them are doing a great business in the Disability Market, others in the Business area, and all of them are hard workers. They all have families and they give back to their community and their business. Your Association has made it a point to give you ideas that you can use in your practice, this meeting will be one that you need something to take notes on so you don't miss any.

A number of us were in Tallahassee a couple of weeks ago at the Day on the Hill Meetings with our Legislators. We met with some of them and told them our positions on a number of proposed laws. We will only support legislation that is good for the consumer not just us,

The Membership Drive is on and we can use your help. Please bring a new or renewing member to our next meeting.

Happy Valentines Day! On Thursday, April 19th, NAIFA-Jacksonville's Annual Day of CE will take place. We will have two different tracks that will each give you 5 hours of CE credit. Please block out the date.

Have a great month and see you at the MDRT Meeting.



Save the Date
Attend 3 Meetings, Get 2 Hours Free CE!

Members attending our membership lunch meetings in 2018 will be eligible for 2 free hours of CE!

In 2017, NAIFA-Florida Lobbyist Tim Meenan worked closely with the Department of Financial Services (DFS) and the Florida legislature to pass a bill permitting members of NAIFA-Florida to receive CE credit for attending meetings related to membership in the association

COURSE (Seminar) Title:
COURSE (Seminar) Number:
COURSE (Seminar) Offering:
"NAIFA-Florida Membership - 2018"

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 NAIFA-Jacksonville's membership meetings (at least 4 hours of association meetings).

It pays to be a 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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NAIFA-Jacksonville's 46th Annual Awards Luncheon

Registration is OPEN for our Membership Lunch Meeting featuring NAIFA-Jacksonville's 46th Annual Awards Presentation!

Thursday, February 15th, 2018

San Jose Country Club
San Jose Country Club, 11:30 am - 1:00 pm



* NAIFA-Jacksonville CG Snead / JF Bryan, III Memorial Award 

* NAIFA-Jacksonville Community Service Award *
* NAIFA Quality Award Recipients 


Robin Wahby
Robert Markwalter
Bill Kastelz

Featuring  Robin Wahby, CLU  from New York Life,  Bobby Markwalter, ChFC  from Guardian, and  Bill Kastelz  from Northwestern Mutual.


APPS Para Medical Services

New York Life
Rogers Benefit Group

   The cost to attend our Membership Lunch Meeting is $25.00 for NAIFA-Jacksonville Members and $30.00 for Non-Members.

Register Now!

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!


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


NAIFA-Jacksonville Community Service Award
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 .


NAIFA Take 3 Video: Advocacy As A Member Benefit

In this NAIFA Take 3 video, NAIFA CEO  Kevin Mayeux uses the recent tax reform debate  in Washington to explain how NAIFA's advocacy efforts are a valuable benefit to members. 

Kevin Mayeux Take 3 Video


NAIFA Congressional Conference

Annual NAIFA Congressional Conference in Washington, DC!

May 22nd - 23rd, 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


NAIFA Official Call to Special Convention 

NAIFA National Council Session to take place May 22 in conjunction with NAIFA Congressional Conference

From: Keith Gillies, CFP, CLU, ChFC, NAIFA President and Kevin Mayeux, CAE, Chief Executive Officer

This memo serves as the official announcement of a special meeting of the NAIFA National Council as prescribed in Article X, Sections 2 & 4 of the Bylaws of the National Association of Insurance and Financial Advisors.

This special meeting will take place on Tuesday, May 22, 2018 at the Renaissance Washington, DC hotel prior to the NAIFA 2018 Congressional Conference. The purpose of this special meeting is for the National Council to consider the revision of the NAIFA national bylaws, as proposed by the NAIFA Board of Trustees, based on the recommendations of the NAIFA Quality Member Experience (QME) Task Force. This is the same proposal that was scheduled to be considered by the National Council at the NAIFA Performance + Purpose 2017 Conference which was cancelled due to Hurricane Irma. Click here for more information about the NAIFA QME Task Force and click here for more information about the proposed bylaws revision.

Members who wish to act as voting delegates must register for and attend the NAIFA 2018 Congressional Conference. Click here to register. Delegates must be current active members of NAIFA and be confirmed by their state association leadership to serve as a delegate.

The special National Council Session will begin at 8:00 am on Tuesday, May 22. All delegates must arrive by 7:00 am, at least one hour prior to the session, to confirm their voting credentials prior to the session. Delegates must be present and credentialed prior to the session in order to vote.

Note to Association Presidents, National Committeepersons and Executives:
  • Local Presidents and National Committeepersons who are current active members are automatically qualified as voting delegates. However, they must register for the Congressional Conference and indicate their intention to serve as a voting delegate in their leadership capacity no later than Monday, April 30, 2018.
  • All other voting delegates and alternates must be registered for the Congressional Conference and reported as delegates or alternates no later than Tuesday, May 15, 2018.
  • State Association Presidents, National Committeepeersons and Executives will receive separate correspondence with instructions for reviewing and confirming the delegates from their state.
  • The deadline for State Association Presidents, National Committeepersons or Executives to review and confirm voting delegates is Tuesday, May 15, 2018.
  • Each state will have allocated to it the same number of potential delegates as the state would have had at the NAIFA Performance + Purpose 2017 Conference. 


Tim Meenan Stay Up To Date with NAIFA-Florida Session Dispatch!

NAIFA-Florida Session Dispatch is published weekly by Timothy J. Meenan, NAIFA-Florida Lobbyist and provides the latest legislative updates as well as a summary of the most relevant bills facing the industry. Session Dispatch is published each week that the legislature is in session.

Click HERE to access the latest issue as well as archives.


215 LHVA Prelicensing Course
NAIFA-Jax's Upcoming 215 LHVA Prelicensing Course Opportunity

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  to register for the next  live Prelicensing Class!

MARCH 9, 10, 11, 12  /  MARCH 17, 18, 19 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

MAY 4, 5, 6, 7  /  MAY 12, 13, 14 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

JULY 13, 14, 15, 16  /  JULY 21, 22, 23 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

SEPT 7, 8, 9, 10  /  SEPT 15, 16, 17 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm

NOV 30, DEC 1, 2, 3  /  DEC 8, 9, 10 
Fri - Mon / Sat - Mon, 8:00 am - 6:00 pm


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



LUTCF Professional Designation Program

Life Underwriter Training Council Fellow or LUTCF®

Professional Designation Program 

Founded by NAIFA in 1984, the LUTCF® program is designed to help new insurance agents master prospecting, selling, and practice management skills. 

The LUTCF® or Life Underwriter Training Council Fellow professional designation program is the insurance-industry's premier educational program to help agents acclimate to their new career. More than 62,000 LUTCF® designations have been conferred since 1984. In February of 2014, the College for Financial Planning and NAIFA partnered to create an all-new version of the LUTCF®. Thanks to direct collaboration with several top insurance companies, the program was redesigned with the industry's needs in mind.

Why should you enroll in the LUTCF® Program?
  • The LUTCF® is the gold standard for insurance industry credentials and is the perfect way to begin your new career.
  • Develop skills that apply directly to your current position. More than half of students in the class typically attribute a sale as a result of their first homework assignment.
  • The program qualifies for State Insurance CE as well as CE for other industry credentials.
Click HERE for flyer with complete details or visit for more information.

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 Solution Center
Introducing th e New NAIFA Solution Center

NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members. So to keep with our mission, we've designed this space just for you, your career and to help you be the best boss of you.

In the Solution Center you will find expert tips and advice, certifications and ways to self-promote so that you can become the best advisor possible as well as take your career to the next level.

Go ahead and see for yourself! Visit to get started.



NAIFA's Mission Aided with IFAPAC and APIC

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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