NAIFA-Northeast Florida

Advocate. Educate. Differentiate.

National Association of Insurance & Financial Advisors-Northeast Florida

Together We Can Take on Anything.

Committing to your professional association provides ample opportunity for education, networking, and volunteer participation. By joining NAIFA, we become your partner, elevating your performance while providing a greater purpose to your professional work.

Why Belong to NAIFA

NAIFA's Advocacy Work

Prelicensing Courses

NAIFA-Northeast Florida has partnered with XCEL Testing Solutions to provide online prelicensing courses through NAIFA-Jacksonville. XCEL Testing Solutions headquartered in Jacksonville is a national leader in online insurance education.
Click here to learn more now.

Upcoming Events

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The Financial Burdens of the Opioid Epidemic and The Role of the Financial Advisor

Cheryl Canzanella, CLU, ChSNC, LUTCF

Movement Mortgage

Retirement Solutions Advisor

April 27, 2023

11:30am - 1:00pm

As the opioid epidemic worsens across the US, the toll it imposes on the economy has risen to overwhelming heights causing an economic loss of more than $1,021 billion. The staggering numbers of opioid use disorder (OUD), overdoses and deaths continue to escalate, while threatening the economy, careers, family finances and retirement dreams. Protecting clients reaches beyond simply offering insurance, investments, or tax-saving strategies to protect, build and distribute their assets. Cheryl Canzanella, CLU, ChSNC, LUTCF has made it a priority to educate and prepare financial professionals to help their clients facing financial burdens due to the opioid epidemic.

This program is approved for 1 hour of CFP credit through program ID #312403.

Participants will learn:

How to identify unusual or repetitive financial behavior that could indicate addiction.
What the opioid epidemic is, how we got here and impact to the economy, businesses, and families.
What questions to ask and how to have a conversation about addiction and its financial implications.
Resources to offer clients facing opioid addiction and where to send them for help.
Understand key financial strategies that should be considered.

RSVP by April 24, 2023.

LOCATION:
Terra Gaucha Brazilian Steakhouse
4483 Southside Boulevard
Jacksonville, FL 32216

Grantor Retained Annuity Trusts (GRATS)

Jeremiah W. Doyle

May 2, 2023

8:00am - 12:00pm

8:00am - Registration - Check In - Continental Breakfast
8:30am - Announcements & Introduction of Speaker
9:00am - 12pm - Speaker Presentation

Location:
UNF Adam W. Herbert University Center
12000 Alumni Drive
Jacksonville, FL 32224

This meeting takes place of our regular scheduled luncheon for May. The Estate Planning Council of Northeast Florida invites the members of NAIFA Northeast Florida to their annual meeting. NAIFA members must RSVP online prior to April 26th, the cost is $50. This includes 3 hours of continuing education and continental breakfast. Seating is limited, therefore we may not be able to accommodate walk ins. Be sure to RSVP and secure your seat today!

Topic
Grantor Retained Annuity Trusts (GRATS)
This program discusses the basic rules for establishing a grantor retained annuity trust and its advantages and disadvantages. Included is a discussion of the eight statutory requirements of a GRAT, the use of long-term versus short- term GRATs, including short-term rolling GRATS and “zeroed-out” GRATs, GRATs with increasing annuities and what assets are most effective with GRATs and GRAT asset allocation. Also, the income, estate, gift and generation skipping aspects of GRATs will be discussed.

Continuing Education:
Has been applied for credits for the following designations: CLE, CFP®, FL Insurance, CTFA, CPE for CPAs, CLU®, ChFC®.

ALL ATTENDEES MUST RSVP by April 26th!
Follow the register prompts below to secure your seat!

* You will receive 2 confirmations. 1 for the registration, and 1 from PayPal when your payment is processed. You do NOT have to create an account or log into PayPal to pay online. Simply select the pay by debit or credit card to process your payment. If you do not receive a confirmation for payment of receipt, you are not registered.

GOLF CLASSIC benefiting JUNIOR ACHIEVEMENT
May 8, 2023

The Golf Club at South Hampton
Registration at 11:00AM
Boxed lunch provided upon arrival
Shot Gun Start at 12:30PM
Dinner & Awards immediately following golf.

SPONSORSHIP OPPORTUNITIES:

Hole Sponsor - $250 (includes company logo on 1 hole sign)
Business Sponsor - $600 (includes 1 foursome & hole sign)

Dinner Sponsor - $1500 (includes company signage on website & promo in dining room)

Main Event Sponsor - $2500 (includes company signage on all promo material, 3 minutes during awards program & 1 foursome)

Goody Bag Items: Please indicate if you would like to donate items for the goody bags.
Door Prize Items: Please indicate if you would like to donate door prize items.

Please provide your photo quality logo as a (most preferred) Vector file or high resolution JPG or PNG no later than April 17^th.

Email graphics as an attachment to email matthew.campbell@transamericanetwork.com

Questions contact Matt Campbell 904-887-6288.

GOLF

$110 Per Player

$400 Per Foursome

Click here to submit your request by email. Be sure to include:
Selection (if sponsoring), your logo, names and contact info. on all players.

Payment may be made by check payable and mailed to:
NAIFA Northeast Florida
P.O. Box 37028
Jacksonville, FL 32236
A downloadable registration form will be available shortly. This form should accompany your payment.

UPCOMING MEETING DATES

June 22

July & August
no chapter meetings

September 28
Meetings on Main Street
(a special program in conjunction with NAIFA National)

October 26
NAIFA Florida Lobbyist - Tim Meenan
Legislative Update
November 16
December - no chapter meeting scheduled

Click here to learn more about NAIFA National's calendar and events.
Networking
NAIFA Live
Quarterly Reports from
NAIFA President & CEO

Are you a Financial Security Advocate?
NAIFA has the Largest Grassroots Program in the Financial Services Industry

NAIFA's integrated advocacy program that includes state, interstate, and federal advocacy is the largest and most comprehensive advocacy program in the industry. The critical element in our 130+ year advocacy track record of success remains, and will always be, in our members' participation--otherwise known as grassroots engagement. Click here to learn how to receive the Financial Security Advocate badge.

Have You Scheduled Time to Develop Your Leadership Skills?

NOW is the time and we have an exclusive program just for NAIFA members! If you think you might be interested in this life-changing program – to advance your career and enhance your personal life – NAIFA-Florida would like to hear from you! A new class is forming in 2023 and we’d like to know if you’re interested!

Space is limited so RSVP today!

NAIFA’s Leadership in Life Institute (LILI)

The NAIFA Leadership in Life Institute is a six-month program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out the best in themselves and apply what is learned across every aspect of their lives. LILI develops leaders by fostering personal growth, enhancing business practices, and developing skills necessary for effective leadership.

Click here for more information.

NAIFA Florida Top 4 Advisors Under 40

Call for Entries
2023 NAIFA-Florida "Top 4 Advisors Under 40" Award
Watch for the application to be posted in the Fall of 2023

As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry.

This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates will consist of insurance and financial professionals throughout the state of Florida, and final recipients will be chosen by a panel of NAIFA-Florida Board of Directors members. The award will be based on an advisor's 2021 commissions, NAIFA involvement, community involvement, and volunteer efforts in other organizations. For individual advisors, this program presents an opportunity to be recognized for their efforts. If you are a manager, or otherwise oversee advisors, this program provides a recognition opportunity to motivate other young producers to reach their maximum performance potential!

If a candidate is selected, they'll be recognized as one of Florida's Top 4 Advisors Under 40 on the NAIFA-Florida website, as well as recognition at the virtual Annual Awards Ceremony which will be held in conjunction with the installation of the association’s Board of Directors.

1 of the 4 - 2022 Recipients were from
NAIFA Northeast Florida
Congratulations Again!

Philip Rogero, FSCP, CRPS