E-Journal
(June 2019)
In This Issue:

  • Van Mueller Headlines Sales Symposium in September-Registration Open
  • Retirement Savings: Secure Act Passed by House, Now in the Senate
  • NAIFA Ambassador Program
  • Citizens Agent Bulletin Recap
  • Call for Entries: 4 Under 40 Awards
  • The Florida Health, Life and Variable Products Manual
With at least three Main Platform / Breakout sessions, top producer and industry sales expert Van Mueller, LUTCF (Registered Representative) headlines the list of Main Platform speakers at September’s NAIFA-Florida Financial Advisors Sales Symposium and Annual Conference, Tuesday-Wednesday, Sept. 10-11 – to be held at The Dolphin Resort, EPCOT, Orlando.

Van believes that the next decade will be "The Greatest Time Ever" for Insurance and Financial Service Professionals!  With nearly four (4) hours of Main Platform and Breakout Session time, Van will provide you the tools to boost your sales! He’s one of the hottest in-demand speakers in our industry!! Consider this your opportunity for a Van Mueller clinic!!

  With 46 years in the business, He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of the Table for the last 28 years! He’s spoken to groups around the world, including being a Main Platform speaker at MDRT in 1998 in Chicago and the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui, HI. Van was a Main Platform Speaker at the 2003, 2005, 2009, 2014 and 2015 NAIFA Conventions. He was a speaker at MDRT and at the NAIFA Convention for 2006, and again in 2007, 2010 and 2011. He was a main platform speaker for the MDRT Experience in Tokyo, Japan in April of 2008. He has also written many articles for various publications, including the "Close" for Retirement Advisor magazine.
Other Main Platform speakers include:

Rebecca Walser . CFP®, JD -- You’ve heard or seen her on iHeart radio, The Wall Street Journal, Fox Business, CNBC, ABC News, Bloomberg Business, Yahoo Finance, and many others! You’ll hear her fascinating take on the current relationship between taxes and the economy. Surely to have you wanting more of her insight!
Steve Saladino , LUTCF – “Open More Doors, Close More Sales” – A 29-year veteran of insurance and financial advising, Steve will share with you his tips on how to identify and develop long-lasting, profitable alliances through your NAIFA relationships and centers of influence! He share how to expand your business and increase weekly name flow while minimizing networking and prospecting time!!

And More !!!
So reserve your seat NOW at the NAIFA-Florida Financial Advisors Sales Symposium and Annual Conference, Tuesday-Wednesday, Sept. 10-11 at The Dolphin Resort, EPCOT, Orlando. Day passes are available. For complete Registration information, click ( here ). (NOTE: If you’re also planning to attend the NAIFA P+P Conference to be held immediately following the NAIFA-Florida event at The Dolphin, receive a discount on BOTH events!!)
Registration is now open for NAIFA-Florida’s annual Financials Advisors Sales Symposium and Annual Conference, Tuesday-Wednesday, Sept. 10-11 – at EPCOT’s Dolphin Resort, Orlando!
Open to members and non-members alike, attendees will hear Main Platform presentations from:

  • Van Mueller, LUTCF, Registered Rep – nearly four hours of sales ideas and motivation to boost your sales -- from one of the most popular and in-demand speakers in our industry! 28-year MDRT Top of the Table qualifier!!
  • Rebecca Walser, CFP®, JD – Economic and taxation expert – and appears regularly on CNBC, ABC News, NBC News, Fox Business, Bloomberg Business, and the Wall Street Journal. Hear her fascinating take on taxes and the economy!
  • Steve Saladino, LUTCF – “Open More Doors, Close More Sales” – Learn tips on how to identify and develop long-lasting, profitable alliances through your NAIFA relationships and centers of influence! He’ll share how to expand your business and increase weekly name flow! 

You’ll also hear from other industry leaders about what’s ahead for financial advisors and where to get more tools to make you more money today!

So reserve your seat NOW at the NAIFA-Florida Financial Advisors Sales Symposium and Annual Conference, Tuesday-Wednesday, Sept. 10-11 at The Dolphin Resort, EPCOT, Orlando. One-day passes available. For complete Registration information, click ( here ). (NOTE: If you’re also planning to attend the NAIFA P+P Conference to be held immediately following the NAIFA-Florida event at The Dolphin, receive a discount on BOTH events

  Schedule at a Glance

TUESDAY, SEPT. 10
9:00 a.m.   Exhibits Open
10:00 a.m. General Session
12:30 p.m. Lunch with Exhibitors
1:15 p.m.   General Session
3:00 p.m.   Breakout Sessions
4:00 p.m.   General Session
4:30 p.m.   Annual Meeting
6:30 p.m.   President’s Reception
7:15 p.m.   President’s Banquet
 
WEDNESDAY, SEPT. 11
8:00 a.m.   Continental Breakfast
8:00 a.m.   Exhibitors Open
8:30 a.m.   General Session
12:15 p.m. Awards/LILI Graduation Luncheon
1:45 p.m.  Adjourn
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Made famous by MTV’s Adam Curry, podcasting became popular over a decade ago, but soon fell out of favor. In the past few years, podcasting has seen incredible resurgence. Research shows consumers value podcasting as a medium for information and entertainment, and appreciate brands that utilize the medium (see eMarketer for more information). I co-hosted a podcast for five years and can vouch for the value in terms of awareness and credibility. Most recently, we’ve been working with brands to develop their own podcasts.
--- by Kent Lewis, President and Founder, Anvil

Retirement Savings: SECURE Act Passed by House, Now in the Senate

by Dani Kehoe, Counsel to NAIFA


Recess week is now over and as is usual with Congressional recesses, “new news” was sparse last week. But we’re expecting to learn more about the fate of our issues this week. There were a couple of key developments, though (on NFIP and estate tax). Below is a summary of where we are and where we expect to go this week.
Retirement Savings: We’re in a holding pattern in the Senate on the House-passed SECURE Act (H.R..1994). Senators appear to be impressed with the 417-3 House vote, and so far we know of only one “hold” on the unanimous consent (UC) request to pass it (“as is”—i.e., without any changes) in the Senate. That hold is by Sen. Ted Cruz (R-TX), and GOP Senate insiders say they think he can be persuaded to lift the hold. . Read More
NAIFA Ambassador Program --- June Classes – For Non-Members

NAIFA is all about strengthening the insurance and financial services industry by helping advisors grow their knowledge and be their best at serving clients.
That’s why they’re offering non-members free access to NAIFA’s advisor development program, to learn from the best while sampling professional benefits that come with NAIFA membership.

For just 30-minutes a week, non-members can join NAIFA leaders for live strategic discussion, industry insight and advice to put them on a path to success.

June: Times Tuesdays @ 12pm (ET)

  • June 4: Learn Exceptional Prospecting Practices
  • June 11: Build Your Professional Network of Mentors & Industry Colleagues
  • June 18: Be a Playmaker in the Financial Services Industry
  • June 25: Optimize Your Time & Cash Flow

Can’t make the start time? Look for the recorded edition on-demand. Register today. We promise the investment will be well worth the time. 

Classes will be livestreamed and recorded so you can watch on-demand, but you will miss the benefit of live interaction with our featured advisor. Participants that attend all four weeks will receive a letter of participation signed by NAIFA President, Jill Judd as well as NAIFA CEO, Kevin Mayeux.

To register, click here:  https://solutions.naifa.org/ambassador

So if you know of non-members in your office or around town who should be members of NAIFA, simply send this Ambassador Program information to them – to get a sample of what we have to offer – to help their business grow!

Did You Miss Important Information from Citizens? Agent Bulletins Recap: May 2019

Citizens emails its appointed agents and their agency principals with important bulletins regularly. In case you missed it, below are links to the agent update bulletins sent during the month of May. There were no personal lines or commercial lines bulletins released last month.
 
Agent Updates
·       05.16.19 – PolicyCenter Upgrade
·       05.13.19 – 2019 Hurricane Season Information
 
You also can find all bulletins on our website . Select News and then Agent Bulletins located on the left side of the page. For more helpful information, check out our Did You Know? feature on the Agents site (you must log in to view).
 
Customer representatives and agency support staff can receive these bulletins via email. Register by going to our website and select News > Agent Bulletins > Subscribe under Email Distribution on the right side of the page.
 
You can search our frequently asked questions (FAQs) under the Search menu bar by clicking on Search Frequently Asked Questions at the top of each Citizens’ webpage. These FAQs answer many common questions and are available 24/7. If you log in to the Agents site, you’ll get agent-level answers; if you don’t log in, you’ll get consumer-level answers. 
 
Agents, agency principals and licensed customer representatives can log in to the Agents site and submit questions via the Contact Us page of our website . Citizens should respond within three business days.
 
Citizens has a vibrant social media community where you can learn more about our current programs and initiatives, receive updates on press releases and share educational infographics with your customers. For agent information, follow us at @citizens_agents on Twitter and search for Citizens Property Insurance on Facebook.
Call for Entries: 2019 NAIFA-Florida “4 Advisors Under 40” Award
 
 Application deadline is: Friday, August 2, 2019
 
As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry.
 
This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida Board of Directors members. The award will be based on an advisor's 2018 commissions, NAIFA involvement, community involvement, and volunteer efforts in other organizations. For individual advisors, this program presents an opportunity to be recognized for their efforts. If you are a manager, or otherwise oversee advisors, this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential! 
 
If a candidate is selected, they’ll be recognized as one of Florida's Top 4 Advisors Under 40 on the NAIFA-Florida website, as well as recognition at the NAIFA-Florida Financial Advisors Sales Symposium and Annual Conference, September 10-11 at The Dolphin Resort, EPCOT, in Orlando! Click (here) for the Application. (Deadline is Friday, August 2, 2019)
 
Click (here) for information on NAIFA-Florida's Financial Advisors Sales Symposium and Annual Conference, Sept. 10-11, 2019 at
The Dolphin Resort, EPCOT, in Orlando.
An Understanding of Florida Laws and Rules right at your Finger Tips...Why Not?
 
The Florida Health, Life and Variable Products Manual is currently published by NAIFA-Florida and under contract with the Florida Department of Financial Services.
Making it a " Must Have" source of reference for anyone holding a Florida Life and Health License. Only *$28.00 plus tax and shipping.  

"This study manual is designed to assist individuals interested in the insurance profession in obtaining a thorough knowledge of Florida's laws and rules and an accurate understanding of insurance theory and practice." - memo from the Bureau of Agent and Agency Licensing, Florida Department of Financial Services.


*Price is good until June 30. After June 30, price is $38.00