Our 2008-2009 year is almost over. I really enjoyed being your President for this year. In May we will be having our election of officers at our monthly luncheon. I really want to thank our executive officers, Joe Maltese, Robin Wahby, and Chris Veenstra. They are great leaders and have a bright future in this industry. I also want to thank our board members for their efforts for this year. We have made many changes to improve our operations of our association. Cherri, our Association Executive, has done a great job in making sure this association runs smoothly. But our work is not done, we need more people to run for the board or volunteer to be on one of our committees with a variety of interests. Please consider spending a few hours a month to help our local association.
I always like to close by mentioning membership. Membership is crucial for the success of our Association. Please, if you know someone who is benefiting from our industry but is not a member, encourage them to join. They are benefiting from our efforts without paying their membership dues. It only costs about 1 dollar a day... Best Regards, Chris
The following NAIFA-Jacksonville members have received nomination to serve on the 2009-2010 Officers and Board of Directors. Our bylaws allow us to accept additional nominations prior to the 14th day preceding the May 27th annual meeting. Please make sure your nominations are communicated to the NAIFA Jacksonville office prior to that time. Thank you!
BOARD MEMBERS:
* incumbent PLUS SPECIAL PRESENTATION:
The cost is $20.00. NAIFA-Jacksonville members who RSVP by Friday, May 22nd, the cost is only $15.00! Make reservations NOW at www.naifa-jacksonville.org! If you experience problems with registering or have questions, please contact the Association office at naifa-jacksonville@bellsouth.net or call 904-695-2300.
CONGRATULATIONS! NAIFA-Jacksonville congratulates Thomas A. Boyd, CLU, our 2008 Community Service Award recipient. The Award was presented by 2006 recipient Robin Wahby at our April 22 Membership Luncheon Meeting. Click HERE for more photo highlights. For more information about the NAIFA-Jacksonville's Community Service Award, click HERE.
Congratulations to all of our past
* deceased
We’d like to welcome the following new members and thank their sponsors. If you are a new member and have not made it to any of our LUNCHEONS, please accept my personal invitation to attend our next one, MAY 27th, 11:30 A.M. AT THE UNIVERSITY CLUB. Please let me know if you have any questions. I can be reached at (904) 737-1167. PLEASE WELCOME OUR NEWEST MEMBERS!
Don’t forget to check out the many Benefits you have by being a member of NAIFA! Click HERE to visit the Member Benefits section on NAIFA's website and see why It's Smart to Belong!
With more than 58,000 members, NAIFA is the largest financial services membership association in the United States. NAIFA is a federation of 700 state and local association all striving for the same common goal: to protect your livelihood and your clients' financial security. To join or renew securely online, please visit www.naifa.org, or click HERE to download a PDF of the Membership Application.
Live LUTC Class starting Wednesday, June 3, 2009
TUITION: $410.00 + $30 Non-NAIFA Member Fee Check our website at www.naifa-jacksonville.org for the latest details. For more information, contact the Association office at naifa-jacksonville@bellsouth.net or 904-695-2300.
Some Notable Tools in the Kit: www.lifehappens.org/diamkit
For more information about DIAM, contact Jim Edwards at jedwards@lifehappens.org.
What separates one sales person from another? Why does one succeed and another struggle? The ability to successfully sell is not only the result of knowledge or sales skills—rather it is a matter of internal beliefs that drive unconscious behavior. The New NAIFA Sales System – the latest addition to the NAIFA Professional Development System – is designed to help you increase sales by following a proven sales process presented in 12 online modules. The system uses Fundamentals of Integrity Selling®, based on the concepts found in the book Integrity Selling for the 21st Century by Ron Willingham, founder of Integrity Systems, an international leader in sales and customer service training and development with more than 2,000 client companies.
The NAIFA Sales System is designed to: Who should participate? What is the cost of the program? “Whether you are an agent or advisor who is new to the business, has a great deal of experience but wants to bring your business to the next level, or who feels that your business has become stale and wants to get yourself back on track, this program is designed to help you take your practice to the next level.” — Bob Arzt To learn more about the program, visit www.regonline.com/naifasalessystem or contact Diane Powers, NAIFA Vice President for Professional Development and Education at (703) 770-8226, or Bob Arzt, CEO of Insurance Coach U, at (301) 610-5624.
July 13-15, 2009 at the Ritz Carlton-Sarasota ~ Exceptional Learning 2009 ~ For more information and registration, please click HERE.
NAIFA's National Convention and Career Conference comes to Orlando in 2009 -- practically in our own backyard! For more information on representing NAIFA-Jacksonville, contact Vicki Dickert, LUTCF at For volunteer opportunities, contact Rob Wolford, Local Host Committee Chair, at naifa09orlando@gmail.com or (407) 740-5337 ext. 220.
THANK YOU TO OUR SPONSORS!
If you would like to sponsor our webpage, please contact Cherri M. Coombs-Ohmer, LUTCF at our Association office by calling (904) 695-2300 or e-mail naifa-jacksonville@bellsouth.net. OUR WEB PAGE IS VIEWED NATIONWIDE!
Our new official e-newsletter, Jax Advisors Online, is an evolving work in progress and your feedback is important to us! Please send your opinions and comments to Cherri Coombs-Ohmer, LUTCF by e-mailing naifa-jacksonville@bellsouth.net or by calling the Association office at (904) 695-2300.
For the latest NAIFA-Jacksonville news and events, please visit our website at www.naifa-jacksonville.org, or contact Association Executive Cherri Coombs-Ohmer, LUTCF:
|
Message From the President
We will be honoring the MDRT qualifiers in this area for 2008 and 2009 at May’s luncheon. The main speaker at the luncheon will be Lou Shuntich, Advanced Planning Attorney from Lincoln Benefit Life. I encourage you to attend in order to help honor all the MDRT qualifiers and listen to Lou on Business Succession Planning. You will get some great sales ideas.
BLOOD DRIVE
Emmett Mankin
Business Succession Planning
CONNECTIONS THAT COUNT!
Students must register and receive a book before
MEMBER BENEFITS:
The NAIFA Sales System online modules are supported by eight live telecoaching sessions led by experienced sales coach Robert A. Arzt, CLU, ChFC, LLIF, founder of Insurance Coach U™.
NAIFA-Florida 77th Annual Career Advancement Conference & Expo
YOUR COMMENTS AND FEEDBACK ARE WELCOME AND APPRECIATED!© 2009 - NAIFA-JACKSONVILLE