The National Association of Insurance and Financial Advisors - Jacksonville, FL                September 2012

 Jax Advisors Online

OFFICIAL FAMILY

 
Click HERE for NAIFA-Jacksonville's Officers and Directors.
  
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Message From the President 


S. Roger Dominey, CLU, CFP, ChFCS. Roger Dominey, CLU, CFP�, ChFC
NAIFA-Jacksonville President

 

September is the most exciting month of the year in our business.  Summer vacations are over;  children are back in school;  and we begin our normal routines once again.  More life insurance is sold in the fall than any other time of year as we get back into our routines and think about our financial responsibility to our families and loved ones.
 
It is no accident that September is Life Insurance Awareness Month for NAIFA.  Work a little harder, make a few more calls and ask your clients and centers of influence for another referral to a new prospect during the month of September and you can make 2012 your best year ever!
 
September also marks our fiscal year kick-off for our membership luncheon meetings.  Please join us for our first meeting on Wednesday, September 26th for an exciting meeting including CE credits.  Our meetings will again be held at The University Club this year.  Please come and bring a friend or associate.
 
Together let's make it a great year for NAIFA-Jacksonville!
 
  

NAIFA-Jacksonville 11th Annual Golf Tournament: Monday, November 5, 2012

MARK YOUR CALENDARS!

 

Visit the Event Calendar page on our website for the latest updates!

 

Meeting Calendar   

 

Membership Luncheon
Dates for 2012-2013:

 
September 26, 2012
October 24, 2012
November 28, 2012
January 23, 2013
February 27, 2013
March 27, 2013
April 24, 2013
May 22, 2013
June 26, 2013

YAT at HEART

 NAIFA Members Make More Money! 

NAIFA-Jacksonville Kickoff Membership Meeting & Luncheon

 

NAIFA-Jacksonville
Wednesday, September 26, 2012

The University Club
1301 Riverplace Blvd., 27th Floor, Jacksonville, FL  32207

 
Your Board of Directors have been working hard over the summer scheduling programs better than ever before! Be sure to register online to save your seat and pass the word to other colleagues!
 
Carol Taylor
Special Program Times:
 
Dessert First YAT-Only Event: 11:00 am
Check-in and registration:  11:20 am
Buffett Lunch & Program:  11:30 am - 12:20 pm
CE Program: 12:30 - 1:30 pm
 
Special Luncheon Presentation:  Health Care Update
Guest Luncheon Speaker:  Carol Taylor
 
Plus 1 hour CE for all attendees:
 
Al Clancy"Medicare 101"

 
A timely topic just in time for fall enrollments. Stay to hear Al Clancy give you the latest.
 
The cost to attend is $25.00. Members who register online by 12:00 noon on Friday, September 21, the cost is only $20.00! Click HERE to register online!
  

Special Thanks to Our Sponsor!

AETNA  

ABOUT OUR GUEST SPEAKERS:
 
Carol Taylor is a licensed health and life agent and has a Bachelors Degree in Accounting from the University of Central Florida. Having worked in the insurance industry for over 22 years in various capacities, her expertise ranges from individual policies to large self-funded groups. Her duties have included insurance accounting, claims auditing, and account management.
 
Carol is a member of the Jacksonville Association of Health Underwriters, and assumed the role of Legislative Chair in February 2009. She has served on their Board of Directors since 2010, and is the current Chair Elect. Carol was selected for the FAHU Emerging Leader Award in 2010.  In 2009, she was chosen to serve as one of six members of the United Benefit Advisors group as a liaison to the National Association of Health Underwriters working with legislative issues. She was selected 2009 and 2011 Staff Person of the Year award by the United Benefit Advisors leadership for her work with legislative issues.
 
Having read the entire Patient Protection & Affordable Care Act, she has participated in countless seminars, town hall meetings and other educational event meetings both locally and nationally. Carol has met with Congressmen, Senators and their staff and with the Florida Office of Insurance Regulation. She is regarded as an industry expert and has been interviewed for multiple newspapers, journals and radio stations including WOKV (690 am/106.5 fm) in Jacksonville, WDBO (580 am) in Orlando and is a regular on the Ray Junior Show heard in multiple markets in Florida. Carol was chosen to ask the "health care question" at the CNN Republican Presidential Debate held in Tampa, FL in September 2011.
 
Carol has served on the Clay County Chamber of Commerce Business Development Advisory Board, served as Chair for the three most successful Health Screening Program years and the Chair for the North Area Business Council. She was selected for the Clay County Chamber of Commerce Business Person of the Year award in October 2010.
 
Al Clancy has been in the insurance business for over 12 years originally cutting his teeth as a career life agent with a top-rated national carrier. In 2002, Al joined forces with one of the top Insurance Agencies in Florida offering all of the life and health products to their members in the Orlando area. For over 5 years now, Al has been the Sales Executive for Broker Generated Sales for the Aetna Medicare Products here in North Florida. He became a certified CE Instructor last Fall and brings his years of experience to NAIFA-Jacksonville offering a one-hour class titled, "Medicare 101."
 
For more information, please contact Association Executive Cherri Coombs Ohmer, LUTCF at 904-695-2300 or email cherri@NAIFA-Jacksonville.org.
 

 

Young Advisors Team Report

 

Cheryl CanzanellaSubmitted by Cheryl Canzanella
YAT Chair
 
A great time was had by all who came out to the NAIFA Young Advisor Team (YAT) Cocktails & Contacts networking event on Tuesday, August 14th.
 
After voting in the primaries, YATs came out to Bold City Grille at the Sheraton to mix and mingle with like-minded young professionals in the industry.  Individuals with career backgrounds including Insurance, Financial Advisors, CPAs, and Attorneys!  Everyone had a great time hanging out and meeting new people while enjoying a complementary drink with hot hors d'oeuvres!
   

NAIFA-Jacksonville

   

NAIFA-Jacksonville


Cocktails & Contacts is a social and networking event hosted by YAT which is comprised of young professionals throughout the financial services industry however we welcome all to attend!  As young advisors, we can appreciate that networking and building connections within our industry can be a valuable tool to contribute with the growth of our business.  These events will be held periodically throughout the year so we hope to see you at the next one!!
 

Special NAIFA YAT Event: Dessert First

 
Join your fellow YATs 30 minutes before the NAIFA Monthly Membership Lunch for a special Dessert First event!   Dessert First is specifically designed for YATs ONLY and there is no cost to attend.  By attending you may also have the opportunity to win a FREE NAIFA Membership Lunch!
 
Topic: Embracing Social Media Successfully
 
Guest Speaker:  Rebecca Brothers, Marketing Consultant with Principal Financial Group
 
September 26, 2012 at 11:00 AM - 11:30 AM at University Club 
 
NAIFA Membership Luncheon immediately following, 11:30 am - 1:30 pm with 1 hr of CE provided (This event requires registration: www.naifa-jacksonville.org).
 

September 2012 is Life Insurance Awareness Month

 

Life Insurance Awareness MonthThere's a growing crisis of too many Americans not having adequate life insurance protection. According to the industry research group LIMRA, 30 percent of US households have no life insurance whatsoever.
 
Today there are 11 million fewer American households covered by life insurance compared with six years ago. Here's the bottom line: A majority of families either have no life insurance or not enough, leaving them one accident or terminal illness away from a financial catastrophe for their loved ones.
 
To make sure Americans are reminded of the need to include life insurance in their financial plans, the nonprofit LIFE Foundation coordinates Life Insurance Awareness Month. Each September, LIFE is joined in this educational initiative by more than 100 of the nation's leading insurance companies and industry groups. LIFE's website is the leading source of objective information about life insurance.
 
For more information about Life Insurance Awareness Month, please click HERE.
 

NAIFA-Jacksonville presents the Series 6 Prep Course! 

 
UNF Division of Continuing EducationNAIFA-Jacksonville has partnered with UNF
Division of Continuing Education and the
Banner Center for Financial & Professional
Services to present the

Series 6 Prep Course
Securities Licensing - Help Clients Build Wealth
 
Courses cover topics on mutual funds, variable annuities, securities and tax regulations, retirement plans and insurance products.
 
Dates:  October 18-20, 2012
Meets:  Thursday, Friday, Saturday: 8:00 AM - 5:00 PM (3 Sessions)
Hours:  24.00
CEUS:  2.40
Location:  UNF University Center (Building 43)
Instructor:  Robert Markwalter
Registration Fee:  $295.00
 
Click HERE for complete details and registration!


NAIFA-JACKSONVILLE 40-HOUR PRELICENSING COURSE:

Available Live and Online! Click HERE for complete details!
  
UPCOMING 2012 COURSE DATES:
 
September 21-24, October 19-22, November 16-19, December 14-17

University of North Florida Banner Cente

Employ Florida Banner Center for Financial & Professional Services
University of North Florida, 12000 Alumni Drive, Jacksonville, FL 32224
 
Approved by the Dept. of Fin. Svcs. / Course ID 38274. Check our website for more information.
 

Professional Development Update

 

Frank Mantay, CFPSubmitted by Frank Mantay, CFP�
NAIFA-Jacksonville Treasurer 


"Building a Better You"

 
We have many exciting and new opportunities to enhance your knowledge, skills and business practices for the coming year! From providing northeast Florida's only live, S6 exam prep to updated continuing education and ethics requirements, these courses are designed to make you standout from your competition.  First, let me introduce our committee chairs:
 
40 Hour LHVA - Van Mullinax, vanmullinax@bellsouth.net  
Continuing Ed - TBD
Jim Burkett, Co-Chair
Series 6 - Bobby Markwalter, robert_markwalter@glic.com  
LUTC - Donald Salter, donald.salter@prudential.com 
 
I would like to thank these NAIFA leaders in advance for the time and dedication they will provide to the members of our organization; however they can't do it alone. If you have experience in developing and running training for an organization, our members need you! If you are looking to be more involved, desiring to share your knowledge, but can only volunteer on a limited basis, our members need you!  There are leadership and instructor opportunities available and we need you!!
 
Create brand awareness for your agency and self by getting involved.  Please contact NAIFA-Jacksonville Treasurer Frank Mantay at frank.mantay@prudential.com or one of our committee chairs to learn more.
 

NAIFA-Jacksonville Blood Drive Update
 
Blood DriveAlicia S. BurstSubmitted by Alicia Burst
Blood Drive Chairperson
 
  NEXT NAIFA-JACKSONVILLE BLOOD DRIVE:
  Tuesday, October 30, 2012
  1:30 to 4:30 PM, Blood Mobile at Liberty Center
  7077 Bonneval Rd., Jacksonville, FL 32216
 
FOR MORE INFORMATION AND TO REGISTER ONLINE:
https://www.thebloodalliance.com/index.cfm?Sponsor=1178
 
Thank you to all who participated in the August Blood Drive!  We had the largest turnout so far.  Many thanks go to Becky Brothers and Cheryl Canzanella who promoted the daylights out of this event.
 
A lucky NAIFA-Jacksonville associate will be the recipient of APPS' $100 drawing at our next luncheon in September.
 
NAIFA-Jacksonville
Chip Dempsey, Elizabeth Brady, Jeanne Peterson, and Roger Dominey

NAIFA-Jacksonville 
David Northrup and Cheryl Canzanella

NAIFA-Jacksonville 
Elizabeth Brady, Roger Dominey, and Carol Drilling
 

IFAPAC Update

 
Jayme Alfano, CLU, CLTC, ChFCIFAPACSubmitted by Jayme Alfano, CLU, CLTC, ChFC

IFAPAC Chair 

Dear Members:
 
We have had a 25.2% increase in PAC giving from June 30, 2012 to August 14th. We also experienced a 14.3% increase in contributors.  REMEMBER, our goal is to hit $10,000 in NAIFA, IFAPAC-Jacksonville contributions by December the 10th.
We have only $4,214 dollars more to go. Please, everyone chip in, we can do this!
 
The Insurance and Financial Advisors Political Action Committee (IFAPAC) advances the legislative interests of NAIFA, seeks to preserve a favorable governmental climate and promotes the best interests of consumers-as served by active members of local associations - by supporting the campaigns of carefully selected candidates for elective office.  There is no more important function of NAIFA than impacting on laws and regulations affecting the products NAIFA members sell and the customers they serve.  Our legislative and political programs are NAIFA's first line of offense and defense.  NAIFA created its political action committee in 1966.  IFAPAC was and still is the association's strong response to the need for vigorous, effective representation on behalf of members of its local and state associations.
 
 

Thank You NAIFA-Jacksonville 2012 IFAPAC Contributors! *

 
DIPLOMAT ($1,000-$2,499)
Joe Maltese
 
ENVOY ($500-$999)
Alicia Burst
Michael Halloran
Robert D. Markwalter, II
Michael P. Saunders
 
STATESMAN ($300-$499)
Jayme Alfano
Dennis Axman
Michael DeSanto
Chris Harclerode
Margie Harner
Garland Hudson
Kathleen A. Scott
 
AMBASSADOR ($200-$299)
William "Gene" Bryant
Steven C. Glenn
Rogers Joseph
 
CENTURY ($100-$199)
Maureen Kirschhofer
Mr. Lynn E. Kleck
Louis J. Larmoyeux, III
Patrick Leuschen
Kathy H. Mathews-Glenn
Kyle Mooney
Van J. Mullinax
Cherri Coombs Ohmer
Jerome J. Piper
Michael Rogero
Vason Summerlin
Robert Tison
Timothy Von Ebers
 
INVESTOR ($50-$99)
Shirley Malek
Clay McRae
Shu Wang
 
CONTRIBUTOR (UP TO $50)
Cheryl Canzanella
 

TOTAL CONTRIBUTIONS = $5,786 year-to-date! 
Thru August 14th *25.2% increase from June 30th!

 
* Contributions listed are from IFAPAC reporting period January 1, 2012 to August 14, 2012.  For more information, please contact Jayme G Alfano, at 904-636-0460 or email to jgalfano@financialguide.com.
 

Online CE from NAIFA-Florida and WebCE  

 
Online CE from NAIFA-Florida and WebCENAIFA-Florida is pleased to be in partnership with WebCE, a leading provider of insurance continuing education services. Through this new partnership, NAIFA-Florida members are eligible for a 10% discount on fees to purchase top-notch online continuing education for insurance professionals.

WebCE's insurance CE programs are designed to allow members to choose specific topics and courses to fulfill their specific needs. WebCE courses cover beginning, intermediate, and advanced training levels, and members can choose either print correspondence courses or online correspondence courses.

Visit faifa.webce.com to enter the NAIFA-FL WebCE web page. The first time you visit the site you will need to obtain a username and password by clicking on "Sign In" on the left hand side of the main page, then clicking on the "First Time Registration" link. Once you've set up your account you're ready to go!

For more information, contact Paul S. Brawner of NAIFA-Florida at (850) 422-1701 or brawner@faifa.org.

Connections That Count!

 
Don't Lose Us in Your Spam Filter! Please add info@NAIFA-Jacksonville.org or Cherri@NAIFA-Jacksonville.org to your e-mail "Contacts" list and update your spam filters to allow us to deliver the latest NAIFA-Jacksonville news and events! For more information, contact the Association office at (904) 695-2300.
  
Please keep us up to date with your contact information!
To update your membership information with NAIFA, click HERE.
  
NAIFA-JacksonvilleFor the latest NAIFA-Jacksonville news and events, please visit our website at www.naifa-jacksonville.org, or contact Association Executive Cherri Coombs-Ohmer, LUTCF at (904) 695-2300 or email info@naifa-jacksonville.org.