OFFICIAL FAMILY Click HERE for NAIFA

The National Association of Insurance and Financial Advisors - Jacksonville, FL
2012
OFFICIAL FAMILY
Click HERE for NAIFA-Jacksonville's Officers and Directors.
S. 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!
September
MARK YOUR CALENDARS!
Visit the Event Calendar
page on our website for the
latest updates!
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
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!
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:
"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!
Friday, September 21, the cost is only $20.00! Click HERE to register online!
Special Thanks to Our Sponsor!
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 [email protected].
Submitted by Cheryl Canzanella
Submitted 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!
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
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).
There'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!
NAIFA-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.
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
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.
Submitted 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, [email protected]
Continuing Ed - TBD
Jim Burkett, Co-Chair
Series 6 - Bobby Markwalter, [email protected]
LUTC - Donald Salter, [email protected]
standout from your competition. First, let me introduce our committee chairs:
40 Hour LHVA - Van Mullinax, [email protected]
Continuing Ed - TBD
Jim Burkett, Co-Chair
Series 6 - Bobby Markwalter, [email protected]
LUTC - Donald Salter, [email protected]
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 NAIFAJacksonville Treasurer Frank Mantay at [email protected] or one of our committee
chairs to learn more.
Submitted 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.
luncheon in September.
Chip Dempsey, Elizabeth Brady, Jeanne Peterson, and Roger Dominey
David Northrup and Cheryl Canzanella
Elizabeth Brady, Roger Dominey, and Carol Drilling
Submitted 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.
William "Gene" Bryant
William "Gene" Bryant
Steven C. Glenn
Steven C. Glenn
Joseph *
Thank Joseph
You NAIFA-Jacksonville 2012 IFAPACRogers
Contributors!
Rogers
DIPLOMAT($100-$199)
($1,000-$2,499)
CENTURY
Joe Maltese
Maureen
Kirschhofer
Mr.
Lynn
E.
Kleck
ENVOY ($500-$999)
Louis
Larmoyeux, III
Alicia J.
Burst
Patrick
MichaelLeuschen
Halloran
Kathy
H.
Robert D.Mathews-Glenn
Markwalter, II
Kyle
Mooney
Michael P. Saunders
Van J. Mullinax
Cherri
Coombs
Ohmer
STATESMAN
($300-$499)
Jerome
J. Piper
Jayme Alfano
Michael
Rogero
Dennis Axman
Vason
Summerlin
Michael
DeSanto
Robert
Tison
Chris Harclerode
Timothy
Von Ebers
Margie Harner
Garland Hudson
INVESTOR
Kathleen A.($50-$99)
Scott
Shirley Malek
Clay
McRae
AMBASSADOR
($200-$299)
Shu
Wang
William "Gene" Bryant
Steven C. Glenn
CONTRIBUTOR
Rogers Joseph (UP TO $50)
Cheryl Canzanella
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
CENTURY ($100-$199)
TOTAL CONTRIBUTIONS = $5,786 year-to-date
TOTAL
= $5,786 year-to-date!
MaureenCONTRIBUTIONS
Kirschhofer
Thru
August
14th *25.2% increase from JuneThru
30th!August 14th *25.2% increase from June 30
Mr. Lynn
E. Kleck
Louis J. Larmoyeux, III
* Contributions
from IFAPAC
reporting
*Patrick
Contributions
listed are from IFAPAC reporting period
January 1, listed
2012 are
to August
14, 2012.
For period
Leuschen
information,orplease
Jayme G Alfano, at 9
more
please contact Jayme G Alfano, more
at 904-636-0460
email contact
to
Kathyinformation,
H. Mathews-Glenn
[email protected].
[email protected].
Kyle Mooney
Van J. Mullinax
Cherri Coombs Ohmer
Online
from NAIFA-Florida and WebCEOnline CE from NAIFA-Florida and WebCE
Jerome CE
J. Piper
Michael Rogero
NAIFA-Florida
is pleased
Vason Summerlin
NAIFA-Florida
is pleased to be in partnership with WebCE,
a leading
providerto
ofbe in partnership with Web
insurance
continuing
education
services. Through this ne
Robert Tison
insurance
continuing education services. Through this new partnership, NAIFAeligible for a 10% discount on fee
Timothy
Von Ebers
Florida
members
are eligible for a 10% discount on Florida
fees to members
purchase are
top-notch
INVESTOR ($50-$99)
Shirley Malek
Clay McRae
Shu Wang
CONTRIBUTOR (UP TO $50)
Cheryl Canzanella
TOTAL CONTRIBUTIONS = $5,786 year-to-date!
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
[email protected].
Connections That Count!
Don't Lose Us in Your Spam Filter! Please add [email protected] or [email protected] 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.
For the latest NAIFA-Jacksonville news and events, please visit our website at
www.naifa-jacksonville.org, or contact Association Executive Cherri CoombsOhmer, LUTCF at (904) 695-2300 or email [email protected].
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