Blog

  • 27 Jul 2017 1:24 PM | NAIFA-Tampa (Administrator)

    Biography of VAN E. MUELLER

    Van Mueller

    Van Mueller, LUTCF, is a Registered Representative with The Wisconsin Agency of New England Financial Services. January 23, 2017, marks Van’s 44th year as an insurance agent. He is an active member of MDRT having qualified for Court of the Table in 1990 and Top of the Table for the last twenty six years.

    Van has served as an LUTC moderator in the past and is looking forward to doing so again. He also served as President of the Milwaukee Association of Insurance & Financial Advisors for the 1998-99 year. In the past, Van has served as Membership Chairman for both Milwaukee and the State of Wisconsin. Van also served on the Annuity Advisory Panel, the Middle Income Task Force, the Sales Idea Committee, and the Program Development Committee for MDRT. Van has served two 2-year terms on the Top of the Table board. He served as an appointed NAIFA trustee.

    Van was awarded the Milwaukee NAIFA Distinguished Service Award for 2003. And in 2010 Van was the proud recipient of the A. Jack Nussbaum Distinguished Service Award for NAIFA – Wisconsin. He has also qualified for the National Sales Achievement Award, the National Quality Award, the Health Insurance Quality Award, and has qualified many times for the National Association of Health Underwriters Leading Producers Round Table. Van was selected by Senior Market Advisor Magazine as the 2010 Advisor of the Year.

    Van supports many industry organizations. In addition to membership in the National Association of Insurance & Financial Advisors and Million Dollar Round Table, he is also a member of the Society of Financial Service Professionals, an Emissary Contributor to IFAPAC and a Diamond Knight of the Million Dollar Round Table Foundation.

    Van has spoken to groups around the world, including being a main-platform speaker at MDRT in 1998 in Chicago and the Main Platform Speaker at the 2001 Top of the Table Meeting in Maui, HI. Van was a Main Platform Speaker at the 2003, 2005, 2009, 2014 and 2015. NAIFA Conventions. He was a speaker at MDRT and at the NAIFA Convention for 2006, and again in 2007, 2010 and 2011. He was a main platform speaker for the MDRT Experience in Tokyo, Japan in April of 2008. He has also written many articles for various publications, including the "Close" for Retirement Advisor magazine.

    Subscribe to Van's monthly newsletter 7 Ideas and Views. Van believes that the next decade will be “The Greatest Time Ever” for Insurance and Financial Service Professionals!!!


    © 2017 VanMueller.com, All Rights Reserved. Email Van Mueller

  • 12 May 2017 5:22 PM | NAIFA-Tampa (Administrator)

    Representative James W. Grant

    District 64

    Parts of Hillsborough, Pinellas County

     

    Representative James W. Grant was elected to the Florida House in 2010 and currently represents northwest Hillsborough and north Pinellas Counties.  He is an entrepreneur and attorney with a passion for creating technology solutions to the challenges in an ever-evolving and innovating marketplace. 

    Representative Grant graduated from Jesuit High School, holds a degree in Business Administration from Auburn University. He earned his J.D. from Stetson University College of Law. James currently serves on the Board of Directors for Pepin Academies, the Board of Directors for the Bay Area Charter Foundation, and the Board of Advisors for Sistema Universitario Ana G. Mendez. He also serves on the Board of Directors for General Norman Schwarzkopf’s Children’s Home Sporting Clays Classic charity event and has supported the organization for more than thirteen years. Rep. Grant is a supporter of Ducks Unlimited, a world leader in wetlands conservation, and is an active member in the Tampa Bay 100 Chapter. Additionally, he supports the Christian Embassy and has done mission work through Score International for more than 10 years. Rep. Grant is an active member of the Coastal Conservation Association, National Rifle Association, and Idlewild Baptist Church in Lutz, where he has been a member for more than 15 years.

    Committee Membership 2012-2014

    Criminal Justice Subcommittee

    Government Operations & Technology Appropriations Subcommittee

    Higher Education & Workforce Subcommittee

    Commerce Committee

    Tourism & Gaming Control Subcommittee

     

    Office Information:

    District                                                            Capitol

    12972 N Dale Mabry Hwy                             1310 Capitol Building

    Tampa, FL 33618                                           850-717-5064

    813-265-6272

     

    Office Contacts:

    Representative                                  james.grant@myfloridahouse.gov

    Legislative concerns                          trent.phillips@myfloridahouse.gov

    District Issues/Events                                  kimberly.simon@myfloridahouse
  • 9 May 2017 1:32 PM | NAIFA-Tampa (Administrator)

    Florida’s Insurance Reform Test

    Here is something from WSJ.com that might interest you!

    Colleagues,

    This article from today's WSJ highlights the efforts of our Tampa officers banquet speaker, Rep. Jamie Grant, in regards to the assignment of benefits issue plaguing Florida insurance companies.  Those of you who made the trip to Tallahassee this year will remember Grant's Bill HB 1421 from your issues packet.

    I sure that Rep Grant will have more to say to us on the subject in June, as well as the importance of the continuing dialog NAIFA has with our elected officials.

    See you June 1st for the update.



    - Tom Brophy

  • 18 Apr 2017 10:38 AM | NAIFA-Tampa (Administrator)
    About Barry D. Flagg, CFP®, CLU, ChFC, GFS


    BDF Blue Headshot

    Barry D. Flagg is the inventor and founder of Veralytic®, Inc., the only patented online publisher of life insurance pricing and performance research and product suitability ratings. Veralytic is the product of his unique background as both the youngest Certified Financial Planner (CFP®) in history schooled in the investment business, as well as a life insurance practitioner consistently ranked in the top 1% of the industry. His experience in both financial product analysis, life insurance sales and marketing, and his success in managing large life insurance portfolios for affluent individuals and growth companies, brings an unparalleled advantage to his presentations.

    Barry is a recognized expert in applying Prudent Investor principles to life insurance product selection and portfolio management having addressed the national conferences of HSBC Bank/WTAS, Ernst & Young Annual Family Office Accounting & Tax Education, Fi360, FPA, Grant Thornton, Holland & Knight, the Academy of Financial Services (AFS), and many of the largest independent distributors of life insurance in the U.S.  He has also been published by the ABA, AICPA, CCH Group, Fiduciary & Investment Risk Management Association (FIRMA), and Trust & Estates, cited by ALI/ABA reference text, guest lectured at Leadership Bootcamp for Life Insurance Stewards at West Point, Stetson Law, Texas Tech University and the Wall Street Academy and appeared on national internet radio shows for a number of the largest insurers in the U.S.

    Barry is also a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Cum Laude graduate of the W. Paul Stillman School of Business at Seton Hall University. Barry has been on the CFP Board's Disciplinary and Ethics Commission, an adjunct faculty member of the College for Financial Planning, and is a member of the Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA), the National Association of Insurance and Financial Advisors (NAIFA), the Million Dollar Round Table (MDRT), and the Beta Gamma Sigma National Scholastic Honor Society.


    NAIFA-Tampa May Membership Meeting

    Barry's most popular talk is “New Best Practice Standards for Managing Life Insurance as an Asset”.  Included below the Program Overview and Learning Objectives.   

     

    Program Overview: Life Insurance is often integral to planning for its tax preferences, and is increasingly promoted/considered as an investment asset, but has been opaque and difficult to understand because it hasn’t conformed to Prudent Investor principles broadly understood for other assets.  This training will show how to apply to life insurance the same universal decision-making framework already widely-accepted in the financial services business. 

     

    Learning objectives:

    ·   Use the same decision-making framework widely-used for other assets also for the prudent selection and proper management of life insurance. 

    ·   Differentiate between types of life insurance and learn how R.A.T.E. can help determine when to use which product for what client objectives? 

    ·   Identify life insurance industry practices now considered questionable by financial, insurance and banking industry authorities.
  • 13 Apr 2017 9:54 AM | NAIFA-Tampa (Administrator)

    NAIFA-Tampa's Young Advisors Team presents

    YAT "4 Under 40" Panel

    Thursday, April 20th, 2017

    BRIO Tuscan Grille

    BRIO Tuscan Grille, 11:15 am - 1:30 pm


    NAIFA-Tampa Young Advisors Team

    International Plaza and Bay Street
    2223 North Westshore Boulevard, Tampa, FL 33607 - DIRECTIONS .

    GUEST PANELISTS:

    Bradley Ernst
    Bradley Ernst
    Northwestern Mutual

    Dayana Dorman
    Dayana Dorman
    Northwestern Mutual

    Jen McDonald
    Jen McDonald, CIC
    Merchant Insurance Solutions, Inc.
    Adam Rollins
    Adam Rollins
    New York Life

    Seating limited to the first 40 registrants!

    RSVP TODAYCOST: $10.00 Members  /  $15.00 Non-Members

    CLICK HERE TO REGISTER ONLINE

     
    Special Thanks to our YAT "4 Under 40" Meeting Sponsors!

    Bryon Holz and Associates Northwestern Mutual

       
    For more information, please contact NAIFA-Tampa at (813) 501-3165 or email info@naifatampa.org.

  • 12 Apr 2017 4:21 PM | NAIFA-Tampa (Administrator)

    Per our bylaws, this is the formal announcement of our slate of candidates for the 2017-2018. Please note, elections will be held at our May General Meeting (Thursday, May 18, 2017). If you have any questions, please feel free to direct them to Arielle Giordano, Jeff Chernoff or Jennifer Versaggi.

     

     

    SLATE OF CANDIDATES

     

    Executive Officers

     

    1.       Tom Brophy – President

    2.       Bill Bram – Vice President

    3.       Pat Garrabrant – Secretary/Treasurer

     

    Board of Directors up for election (2 year term)

     

    Board of Directors (elect 3)

     

    • 1.        Chris Bruser
    • 2.        Laurie MacDonald
    • 3.        Doug Gallagher
    •  

    Board of Directors continuing on

     

    • 1.        Becky Asare
    • 2.        Keathel Chauncey
    • 3.        Lauren Guerra

     

    National Committee Person continuing on 

     

    • 1.        Connie Mosley

     

    Senior Counsel

     

    • 1.        Jeff Chernoff
    • 2.        Jennifer Versaggi

     

     

  • 10 Apr 2017 4:25 PM | NAIFA-Tampa (Administrator)

    NAIFA-Tampa Cordially invites you to attend our Annual Awards and Installation Banquet!

    2016-17 Awards and Installation Banquet


    Thursday, June 1, 2017

    Maggiano's

    203 Westshore Plaza

    Tampa, FL 33609


    Please join us for...

    Cocktails at 5:30 PM

    Dinner at 7:00 PM


    We will open registration soon!


  • 1 Mar 2017 4:23 PM | NAIFA-Tampa (Administrator)

    We are pleased to announce we have acquired a new Association Executive through My Paper Pusher, a local association management firm. 

     

    Our Association Executive is Arielle Giordano, and our assistant Association Executive is Ashlyn Bonn. You can reach either Arielle or Ashlyn at info@naifatampa.org or (813) 501-3165.

     

    Please be aware we have also updated our mailing address to the following:

     

    3802 Ehrlich Road

    Suite 308

    Tampa, FL 33624

     

     

    Warmest Regards,

     

    Jeff Chernoff

    2016-2017 NAIFA-Tampa President

Call: (813) 501-3165

Email: info@naifatampa.org


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