IN THIS ISSUE...
Message From the President
NAIFA-Jacksonville President, 2015-2016
Happy New Year and welcome to 2016! The holidays are behind us and we are now starting our practices off to a FAST START. That means, we are working closely with our clients, neighbors,
family and friends to make sure they are aware of everyday risk and are protected from it. It is invigorating to Insurance and Financial Professionals to begin a new year with the slate clear to see whose lives we can protect and impact in 2016 and beyond.
NAIFA-Jacksonville is here to help you in your planning, execution, education, training and motivation. Please keep in touch with us through our website and our calendar of events to not miss anything that your membership offers you.
Day on the Hill is Tuesday, January 26th and Wednesday, January 27th this year. If you haven’t participated in this event in the past, it is worth your time. Here are some specifics and information on reducing your registration in half if you are a first-time attendee.
Special Rate for First-Time Attendees!!
As a new member, you are eligible for a First-Time Attendee rate of only $95.00. In addition, if you submit a short 1-2 minute video about your experience, NAIFA-Jacksonville will reimburse 50% of your registration fees!
SCHEDULE OF EVENTS
HERB MORGAN MEMORIAL LUNCHEON: TUESDAY, JANUARY 26
11:00 am - 1:30 pm: Meet at the University Center Club at Florida State University. NAIFA -FL Lobbyist Tim Meenan will lead the discussion on our
advocacy efforts and positions on proposed legislation affecting our industry!
APPOINTMENTS WITH LEGISLATORS: TUESDAY,
Following the luncheon and briefing you’ll meet with your elected representatives and their aides at the Capitol.
LEGISLATIVE RECEPTION: TUESDAY,
5:30 - 7:00 pm: Meet and greet with your fellow attendees
and legislators on the 22nd Floor of the Capitol Gallery.
Some will stay for just the day while others will stay for two days. Contact Frank Mantay if you are interested in carpooling (firstname.lastname@example.org)
or Cherri if you have any questions (Cherri@NAIFA-Jacksonville.org).
Any questions, please let me know!
Calling all YAT’s… Tuesday, February 16th is our next YAT/YPAJ Social. It will be held at the Bold Bean Coffee Roastery,
1179 Edgewood Ave S, Jacksonville, FL 32205. Your registration will include a drink ticket and various appetizers. The best thing however is to meet and build relationships with other young professional attorneys and accountants. Register ASAP!
Our Awards Gala, led by Cindi Cook, is in full preparation and your registration is located right on this site. Please attend as this is in honor of you and your accomplishments that we
are all so proud of. A fabulous evening at the prestigious Epping Forest is set for Thursday, February 25th. Cocktails at 6:00 and Program beginning at 6:30. Don’t miss this special
evening to celebrate each other’s success.
As you can see your NAIFA volunteers have been busy at work planning events to celebrate your success and help in development of your business. If you have any questions please contact
me or Cherri Coombs Ohmer for details!
All the best to you in 2016!
THOUGHT OF THE MONTH:
"You are never too old to set another goal or to dream a new dream." - Cindi Cook
Cheryl Canzanella, LUTCF
NAIFA-Jacksonville President Elect
In lieu of January’s membership meeting we agreed to promote DOH. As of today, we only have 5 attendees registered from Jacksonville. Please reach out to new members to encourage them to attend DOH for only $47.50. This deal applies to anyone who has never attended DOH so please share with as many NAIFA members as you can!
January 26-27, 2016 in Tallahassee. Click HERE for complete details and registration.
SPECIAL INCENTIVE FOR FIRST-TIME ATTENDEES!
NAIFA-Jacksonville will reimburse first-time attendees 50% of the DOH registration fee (not to exceed $47.50).
First-time attendee • Register • Attend DOH
Submit a short testimony video to the association office by February 10, 2016.
It's that simple! CLICK HERE to register today!
NAIFA-Jacksonville will not host its regular luncheon program in January because everyone is strongly encouraged to attend DOH. Let your voice be heard!
Past President Frank Mantay is organizing carpools. If you would like to carpool (recommended) to Tallahassee, we have several leaders offering transportation. Please contact Frank Mantay by email email@example.com or call 904-443-2511, x11.
REGISTER TODAY FOR OUR NEXT YAT / YPAJ SOCIAL EVENT!
Professional Networking Event:
Tuesday, February 16, 2016
5:30 - 7:30 pm at Bold Bean Coffee Roastery at Murray Hill
1179 Edgewood Ave S, Jacksonville, FL 32205
The cost to attend is only $10.00 for members of NAIFA YAT, Young Attorney of the Jacksonville Bar Association, and Young CPA's - FiCPA who register NOW!
Regular Cost: $15.00
CLICK HERE TO REGISTER ONLINE!
THANK YOU TO OUR SPONSOR!
Margie Harner / State Farm
For more information, please contact YAT Chair Marie Galke at
904-613-0521 or email Marie.Galke@axa-advisors.com.
YPAJ was created by NAIFA-Jacksonville's Young Advisors Team (YAT) in order to help insure the success and growth of our young industry professionals in developing mutually beneficial relationships that are a part of building a thriving and sound practice.
Our vision is for you to build and develop lasting mutually beneficial relationships and referral sources between Young Advisors, Attorneys, and CPA's so that they may meet each other in an informal, non-threatening/intimidating environment to network with like-minded industry professionals that they think they would work best with as lasting professional relationships.
REGISTRATION NOW OPEN!
NAIFA-Jacksonville 44th Annual Awards Gala!
Thursday, February 25, 2016
6:00 pm Cocktails & Social /
6:30 pm Program
1830 Epping Forest Drive, Jacksonville, FL 32217
Featuring the recognition of NAIFA-Jacksonville's:
Past Presidents / Long Time Members
2015 National Quality Award Recipients
Plus the Announcement of NAIFA-Jacksonville's 2015 Community Service Award recipient and the 2015 recipient of the C.G. Snead/J.F. Bryan, III Memorial Award for Outstanding Service!
COST: $50.00 PER ATTENDEE
CLICK HERE TO REGISTER ONLINE!
Attendees must choose a meal selection during registration.
THANK YOU TO OUR SPONSORS!
APPS, Farm Bureau, Principal and North Florida Financial/Guardian
Board Nominations Now Being Accepted
In accordance to our bylaws, Nominations are now being accepted for NAIFA-Jacksonville's 2016-2017 Board of Directors.
All nominations must be received no later than April 30th.
Click HERE for a nomination form. Please send nominations to info@naifa-Jacksonville.org or mail to our office:
P.O. Box 37028,
Jacksonville, FL 32236
To view NAIFA-Jacksonville's full bylaws, please click HERE.
NAIFA Launches "Trust a NAIFA Advisor" Consumer Campaign
As American workers become increasingly insecure about their ability to save for a traditional retirement, NAIFA has launched a "Trust a NAIFA Advisor" ad campaign to tell consumers that affordable and informed financial advice is well within reach. The multimedia campaign includes video, print and web placements to urge consumers to plan for retirement by contacting a NAIFA member.
Video and print ads direct readers to a web page that includes a link to NAIFA's "Find an Agent" tool, where users may search for a NAIFA member by name, state or zip code. A second search filter allows users to find members by products and practice specialty. The campaign also incorporates digital ads for use on social media platforms, and Search Engine Marketing (SEM) via a Google ad word/phrase buy of more than 200 keywords related to insurance and financial advice.
The campaign includes the following placements between December 2015 and March 2016:
- 30-second NAIFA commercial to air on CNN Airport Network (reaching 59 million viewers) and Bloomberg TV (60 million viewers) (Click here to view on YouTube.)
NAIFA members can participate in NAIFA's consumer campaign by posting the print and video ads on your website and sharing them on your social media platforms. Complete details and promotional materials can be found by clicking HERE.
- 90-second commercial to air on American Airlines Network, reaching 180,000 passengers
- Print ad published in the New York region of The New Yorker magazine (4.5 million readers) (Click here for PDF.)
- Use of all creative elements including Facebook ads by NAIFA executives and leaders throughout the NAIFA Federation (600 state and local association websites and social media platforms).
Let's go to Washington, DC!
In the past three years, over 2,500 NAIFA members from every corner of the country came to Washington, DC and took to Capitol Hill to meet with lawmakers and advise them on how their decisions affect agents, brokers, and their clients.
On May 24th-25th, 2016 NAIFA will be holding its 2016 Congressional Conference with a similar goal - to establish and cultivate relationships with lawmakers, to share the expertise of NAIFA members, and educate them on the value of life insurance, annuities, retirement savings, and employee benefits for 75 million American families.
For a special YouTube video, please click HERE.
For complete details and registration, please visit:
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.
UPCOMING LIVE CLASS SCHEDULE
January 22, 23, 24, 25, 30, 31, Feb 1
8:00am – 6:00pm
February 19, 20, 21, 22, 27, 28, 29
8:00am – 6:00pm
Online classes also available!
Click HERE for complete details and registration for our live and online class opportunities.
NAIFA MEMBER BENEFIT OF THE MONTH
NAIFA and Junxure Team Together to Offer
Members an Industry Recognized CRM
Junxure is a CRM solutions and portal solutions firm providing technology, consulting and training to advisors.
Junxure Cloud® is an industry-focused CRM that supports enhanced productivity and client relationships through innovative technology including a broad range of advisor-specific capabilities and powerful workflow automation tools. ClientView, a custom portal offering, provides an integrated wealth reporting, document management and digital service platform for your firm.
Junxure Cloud was recently recognized as the best CRM for advisors. To read the recent press release, click HERE.
NAIFA Pricing: NAIFA Members enjoy an ongoing 15% discount off the $65 retail price of Junxure Cloud. Contact Junxure at 866-586-9873, option 2 for more information and to request a demo or free trial.
For a complete and comprehensive list of all the exclusive benefits of NAIFA membership, please visit www.naifa.org/Practice-Resources.
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 www.naifa.org.
Contribute to IFAPAC!
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.
NAIFA cannot contribute to political candidates. IFAPAC can, and that's what we do! In fact, IFAPAC consistently ranks in the top tier of more than 4,600 federal PACs in its political receipts and contributions to candidates.
For Three Easy Ways to Contribute to IFAPAC, please click HERE.
For more information about IFAPAC, please visit www.naifa.org/advocacy/IFAPAC.