NAIFA-Jacksonville - The National Association of Insurance and Financial Advisors

GOLD ACHIEVER FOR THE NAIFA JACK E. BOBO AWARD OF EXCELLENCE! 

HOME about.html FIND A MEMBER BECOME A MEMBER CONTACT

NAIFA

Attend 3 Meetings, Get 2 Hours Free CE!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"
102809
1080369

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!

NAIFA-Jacksonville

REGISTER TODAY!

NAIFA-Jacksonville's Next Membership Lunch Meeting

NAIFA-Jacksonville

NAIFA-Jacksonville

Thursday, January 18th, 2018

San Jose Country Club

San Jose Country Club, 11:30 AM - 1:00 PM

7529 SAN JOSE BLVD, JACKSONVILLE, FLORIDA 32217 - MAP

THE UNTAPPED MARKET

Why, When, and How to Incorporate Policy Appraisals & Life Settlements

GUEST SPEAKER

Jamie Mendelsohn

Jamie Mendelsohn

Executive Vice President of Ashar Group

Join us on January 18th when Jamie Mendelsohn will help attendees gain confidence in adding the policy appraisal/life settlement discussion to their practice in order to increase sales and open doors to valued clients and centers of influence!

Objectives:

  • Why? Demonstrate why life settlements and policy appraisals should be included in the discussion.
       
  • When? Provide case examples that clearly validate when it is appropriate as a part of the policy review process.
      
  • How? Review prospecting methods, validation procedures and how to have the conversation with clients and other advisors.

     
Special Thanks to Our Meeting Sponsors!

APPS MassMutual New York Life
Prudential 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 ONLINE

CLICK HERE TO REGISTER ONLINE!

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 info@naifa-jacksonville.org and you will be contacted for registration details!

Jamie L. Mendelsohn is a thought leader in the secondary market for life insurance and partners with the nations’ leading wealth management firms, attorneys, CPAs, trust officers, and financial professionals. Jamie is instrumental in the development of an innovative market-based policy valuation of fair market value, the Ashar Secondary Market Valuation (SMV®).

For more than a decade, Jamie has earned the reputation as a determined client advocate in the life settlement market. Jamie is the go-to independent resource for advanced planners and fiduciaries nationwide who integrate the SMV® into their holistic planning process and select her to negotiate for their client if the decision is made to sell the policy. She has spoken at numerous financial services conferences and provides continuing education for both financial and insurance professionals nationwide.

Jamie earned her bachelor’s and master’s degrees from the University of Florida, where she was a member of the Alpha Delta Pi sorority. She is proud to be a member of Women in Insurance and Financial Services and dedicates much of her time and energy to the local and national Crohn’s and Colitis Foundation of America, where she serves on the Board of Trustees for the state of Florida. She services the community by speaking at education events, and mentoring patients and their families. Jamie resides in Orlando, FL. She enjoys reading, traveling, and spending time with her family and friends.

NOT A NAIFA-JACKSONVILLE MEMBER?

Click HERE to join TODAY and take advantage of member prices, plus all of the exclusive benefits of membership in YOUR professional association!

SPONSORSHIP OPPORTUNITIES AVAILABLE!

Sponsorship opportunities are 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 info@naifa-jacksonville.org.

NAIFA

Annual Awards LuncheonSAVE THE DATE!  46TH ANNUAL AWARDS LUNCHEON!

Registration is now OPEN for our Membership Lunch Meeting featuring NAIFA-Jacksonville's 46th Annual Awards Presentation on Thursday, February 15th, 2018!

FEATURING THE PRESENTATION:

* NAIFA-Jacksonville CG Snead/JF Bryan, III Memorial Award
* NAIFA-Jacksonville Community Service Award
Robin Wahby* NAIFA Quality Award Recipients

PLUS MDRT SESSION!

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

Click HERE to register online! Please check our website for the latest news and updates.

NAIFA

NAIFA-Florida 2018 Day on the HillSAVE THE DATES AND PLAN TO ATTEND!

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!

MARK YOUR CALENDARS!

NAIFA 2018 Congressional ConferenceThe 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 www.naifa.org/events/congressional-conference.

NAIFA

NAIFA-Jacksonville's Changing of the Guard!

NAIFA-Jacksonville Changing of the Guard

Congratulations to our newly installed NAIFA-Jacksonville Officers and Board of Directors for the 2017-2018 Association Year! The installation was held at NAIFA-Jacksonville's Annual Meeting on June 22nd and officiated by NAIFA-Florida President Steve Saladino, LUTCF. Our June membership lunch meeting also featured our annual MDRT Panel with sales ideas from Thomas D. Foy Jr., LUTCF, Founder/Owner of IRIS Financial Services, and Paul Broome II, CLU, ChFC of New York Life.

SPECIAL THANKS TO AIG FOR SPONSORING OUR ANNUAL MEETING!

Photo highlights can be found on our Facebook page by clicking HERE!

AIG

NAIFA

NAIFA Launches New Gold Standard for Life and Annuity Professionals! .

NEW NAIFA LACP CERTIFICATION PROGRAM:

Practitioners who earn LACP Certification exemplify excellence in industry knowledge, ethical business practices. Click HERE for complete details!

NAIFA LACP Certification Program

NAIFA

NAIFAAre you on our mailing list?  Click HERE to join!

Please add info@NAIFA-Jacksonville.org or Cherri@NAIFA-Jacksonville.org to your 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.

NAIFA

Thank You to Our Sponsors!THANK YOU TO OUR SPONSORS!  

For more information about sponsorship opportunities with NAIFA-Jacksonville, pleasecontact Cherri M. Coombs-Ohmer, LUTCF at our Association office by calling (904) 695-2300 or e-mail info@naifa-jacksonville.org.

OUR WEB PAGE IS VIEWED NATIONWIDE!

     

SHARE AND LIKE!

Facebook Twitter LinkedIn

#NAIFAJax

   

NAIFA-Jacksonville presents the 215 LHVA Prelicensing Course

NOW LIVE AND ONLINE!

COURSE DATES ANNOUNCED FOR 2018!

EXCEL Testing Solutions

CLICK HERE FOR COMPLETE DETAILS!

NAIFA

MEMBER NAVIGATION:

Member Navigation

Leadership

Member Navigation

Calendar of Events

Member Navigation

Latest News

Member Navigation Awards
Member Navigation Professional Development
Member Navigation Member Benefits
Member Navigation Government Advocacy

Member Navigation

Young Advisors Team

Member Navigation Past Presidents
Member Navigation Suggested Links

NAIFA

Sponsorship Opportunities Available!

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 info@naifa-jacksonville.org.

NAIFA

My Florida CFO Portal
FLDFS   
CLICK HERE

NAIFA

It Pays to Be a Member of NAIFA!

 Why is NAIFA Membership
Important?

Why is NAIFA Membership Important?

CLICK HERE FOR A VIDEO
PRESENTATION ON YOUTUBE
ON THE IMPORTANCE OF
NAIFA MEMBERSHIP!

NAIFA

QUICK LINKS

www.NAIFA.org
www.NAIFA-Florida.org

NAIFA

IT PAYS TO BE A MEMBER!

For more information, please contact NAIFA-Jacksonville at (904) 695-2300 or info@naifa-jacksonville.org.

P.O. BOX 37028,  JACKSONVILLE,  FLORIDA  32236

  NAIFA-Jacksonville

 

© NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS - JACKSONVILLE, FLORIDA