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IN THIS ISSUE...
Margie Harner 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. 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! 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, JANUARY 26 Following the luncheon and briefing you’ll meet with your elected representatives and their aides at the Capitol. LEGISLATIVE RECEPTION: TUESDAY, JANUARY 26 5:30 - 7:00 pm: Meet and greet with your fellow attendees
and legislators on the 22nd Floor of the Capitol Gallery. Any questions, please let me know!
"You are never too old to set another goal or to dream a new dream." - Cindi Cook
Cheryl Canzanella, LUTCF 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). CRITERIA: It's that simple! CLICK HERE to register today! TRANSPORTATION:
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!
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.
NAIFA-Jacksonville 44th Annual Awards Gala! Thursday, February 25, 2016 6:00 pm Cocktails & Social / 6:30 pm Program SPECIAL LOCATION!
1830 Epping Forest Drive, Jacksonville, FL 32217 Featuring the recognition of NAIFA-Jacksonville's: Past Presidents / Long Time Members 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
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:
To view NAIFA-Jacksonville's full bylaws, please click HERE.
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:
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.
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. January 22, 23, 24, 25, 30, 31, Feb 1 February 19, 20, 21, 22, 27, 28, 29 Online classes also available! Click HERE for complete details and registration for our live and online class opportunities.
NAIFA and Junxure Team Together to Offer 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.
To join or renew securely online, please visit www.naifa.org.
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. |
MEMBER NAVIGATION
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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 |
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