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  • 20 Oct 2017 11:20 AM | NAIFA-Tampa (Administrator)

    NAIFA LILI



    LILI is a program exclusively for NAIFA-Florida members who are volunteer leaders in their local association, or think they may have an interest in serving as a volunteer leader. The class meets once a month for 6 months, and will create a tremendous opportunity for personal growth in every aspect of the participant’s life.

    Members who participate will encounter the very best in personal and career development thinking presented by outstanding leaders, and experience an attitude and environment conducive to deep, prolonged emotional, intellectual and professional growth. Information, practical tools, and stimulating dialogue are provided through interactive group sessions, small-team building sessions and personal reflection time.


    LILI isn’t for everyone, and is limited to 14 participants per class. In addition to other selection criteria, candidates have to be well-rounded, financially stable individuals of good character and reputation. Candidates also must demonstrate a desire to make a positive difference in their local association, the industry and their community. Candidates are required to have two full years of insurance or financial services business experience, and must be approved by their local association and the NAIFA-Florida LILI Candidate Selection Committee. Candidates will also be asked to sign a promise to give back two years of volunteer service to their local association.

    NAIFA-Florida’s highly-popular Leadership in Life Institute (LILI) is now accepting applications for 2018 – registration deadline is Nov. 30, 2017. This year’s class will be held in Tampa.





    DATES OF CLASSES:


    Wednesday -1/24/2018 (in Tallahassee, in conjunction with NAIFA-Florida Legislative Day-on-the-Hill)

    Friday – 2/16/2018 (Tampa)

    Friday – 3/23/2018 (Tampa)

    Friday – 4/27/2018 (Tampa)

    Friday – 5/25/2018 (Tampa)

    Friday – 6/22/2018 (Tampa). Graduation will be held Thursday July 19 (in Orlando, in conjunction with the NAIFA-Florida state conference).



    TUITION AND SCHOLARSHIP INFORMATION



    Tuition is $890 (does not include hotel, travel, or meals). NAIFA-Florida Education Foundation is pleased to offer $200 scholarships to the first 10 students who apply.  (NOTE: Scholarships will be granted on a reimbursement basis following class completion and student LILI experience video testimonial submission.

    Click here for a testimonial video from 2017 LILI graduate Michele Wilkinson. 

    Need more information? If you think LILI is right for you, or that it is something you need, please contact  Steve Saladino at (813) 872-5869.



    APPLY NOW!



    • Complete your application now! Click here for the latest LILI Student Application.


    LILI ALUMNI NETWORKS ON FACEBOOK



    • Get Connected!! Join LILI Alumni Networks Today on Facebook. For more information, click here.


    TESTIMONIALS!



    • “I love everything about it. I am truly glad I took this class.”Kathryn L. Suter, Agent with Allstate Insurance Company, NAIFA-Sarasota


    • “LILI is all Steve Saladino promised it would be. I am growing exponentially. What a great group! Thank you for recommending it.”Connie Mosley, LUTCF, FSS, SagePoint Financial, Inc., NAIFA-Tampa


    • “While LILI is an opportunity for great personal discovery, it also provided plenty of useful, practical assistance that was immediately applicable to my practice. It was fun, challenging, and helped me sharpen my saw. I’m still unwrapping the many gifts that it blessed me with.”Bryon Holz, CLU, ChFC, CASL, LUTCF, NAIFA-Tampa


    • “Although the focus was still on us as individuals, I realized that LILI is about much more than improving our locals. It is all about developing ourselves and our leadership capacity within ourselves. The skills I have learned will benefit me for my lifetime.”Kolleen Edwards, NAIFA-Pensacola


    • “When I was approached to take the LILI program, my first reaction was: “Why? What’s wrong with me?” And then I had to consider the demands of my personal life — my Mom had recently passed away, I needed to concentrate on my business, the time and distance commitment, etc., etc., etc. Part of what I learned in LILI was the invitation to join the class was a compliment — about what was actually right with me, not wrong. LILI assists us in identifying our strengths and weaknesses, solidifies our commitments, and defines the meaning of integrity beyond anything we thought possible. I was a 2008 LILI Graduate and I own my own business. I was the first Paramedical representative to take LILI in Florida, and as a results, 2008 was the best year I’d had until then (by far!). The fundamental emotional fortitude you find in LILI never leaves you. If someone cares enough about you to approach you about LILI, or you care enough about yourself, your relationships and your career, I urge you to take the leap of faith. You will not regret it. It is a small investment in becoming a better YOU.”Alicia Burst, NAIFA-Jacksonville


    • “LILI was indeed worth the time commitment. Not only did we establish deeper personal relationships with our class members, we learned that we were not alone in this daily struggle called life. The LILI coursework put heavy emphasis on personal development through a number of resources: books, movies, and our own required writing assignments. It reminded me of college, except more practical than theoretical. We were required to dive into uncomfortable areas but the end results of the exercise were quite rewarding. I would strongly recommend participation in LILI. It matters not one’s age or experience, only the willingness to learn.”Curtis Neuman, NAIFA-Ocala


    • “LILI’s coursework provided valuable growth opportunities – how to grow professionally, how to grow personally — and it gave me a richer understanding of my professional association. As a result of my LILI experience, I feel I’ve become more well-rounded both as a professional and as an individual. More importantly, I’ve become a better leader.”Jeff Chernoff, NAIFA-Tampa


    • “As a LILI graduate, more than anything else, I became more committed to NAIFA and, specifically, to my local association.”Denwood Parrish, NAIFA- Space Coast


    • “For years I put off applying for LILI because I wasn’t sure what benefit I would receive by attending yet another ” leadership” class! I was totally wrong in my skepticism and have been pleasantly surprised by the wealth of wisdom & opportunities afforded me after graduation! This class isn’t just for growing your business. The skills you’ll learn will help you in your everyday life, especially with challenging family dynamics that so many of us are facing.”Toni Stanaland, NAIFA-Tampa


    • “I took LILI in Harrisburg, PA about five years ago. It was a life changing event. After the 5th or final 6th class, something changed in me. I finally had inner peace and happiness for the first time in my life. I’m puzzled that the NY Life’s, Mass Mutual’s, Pru’s, and Northwestern Mutual’s of the world do not make this a mandatory class for their advisors, and then pay for the class upon completion.”William Small, NAIFA- Palm Beaches


    • “I participated in LILI five years ago and found it to be an incredible experience! The friendships made were priceless and impactful. The information and skills developed have helped me become a much better agent. I would recommend that anyone serious about our industry should sign up and attend a LILI course — it will be a life changer!”Blake Thomas, NAIFA-Daytona Beach

    NAIFA Florida Education Foundation

    P.O. Box 14365 Tallahassee Florida 32317

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  • 16 Oct 2017 4:02 PM | NAIFA-Tampa (Administrator)

    A financial professional for over 25 years, Regina specializes in Financial Planning for Successful Business Owners and their families.  With her enthusiasm, dedication, and extensive knowledge, she helps her clients create a financial roadmap distinctive to their unique needs, by putting “their lives” into their financial plan.  Areas of particular expertise include all facets of business and succession planning and coordinated estate/legacy planning. 

    Soon after joining Mosaic Wealth Consulting, Regina became 1 of 65 financial planners in the country invited to join Sagemark Consulting Private Wealth Services (an elite group within Lincoln Financial Advisors).  Soon thereafter, she then became 1 of only 9 Advanced Select Members of the group, demonstrating advanced skills in financial planning for clients in the very high net worth category.  As a Business Intelligence Institute® Specialist, she brings creative design ideas to her clients in all areas of business owner planning.

    Regina holds a bachelor’s degree from Duquesne University, and as a “student of the business”, she has earned the “Certified Financial Planner” Practitioner (CFP®) certification, as well as the CRPC®, Certified Retirement Planning Counselor designation. 

    Regina gives back to her community being an active member of Rotary, and by serving on the Board of Directors for Greensburg Community Development Corporation and the Westmoreland Symphony Orchestra.  In addition, Regina volunteers, supports, and serves on committees for many organizations.  Regina also gives back by educating the community at large with financial education workshops.

    Regina, and her husband, Darren, enjoy traveling, playing golf and tennis, and spending time with their family.

    “Most of my clients have achieved very high levels of success and have worked hard to build their businesses and financial security for themselves and their families.  It is my passion to help them take their vision, values, and goals and create a distinctive wealth plan designed to protect them and their families now and into the future.”


  • 15 Oct 2017 4:05 PM | NAIFA-Tampa (Administrator)

    (Director, The WISE Group of Lincoln Financial Network) – St. Petersburg, FL

    After spending fourteen years growing the Network for Women Advisors at Raymond James, Nicole joined Lincoln Financial Network to serve as the Director of the WISE Group in February of 2015.  As the WISE Group Director, she manages a range of programs designed to supercharge the success of women financial professionals across the nation. Leveraging her background in women’s studies and as a researcher into issues that affect women investors, Nicole works with her board of ten advisors, to develop leading-edge resources especially designed to provide women with everything they need to grow their businesses.

    Nicole focuses her time on supporting the growth of LFN, by attending and hosting events throughout the industry focused on women advisors. Nicole works directly with the board to design and execute the WISE Group Symposium, an annual forum designed to allow women to share ideas and experiences with each other, as well as hear from industry experts. The WISE Group committees focus on six areas of growth– Education, Public Relations, Mentoring, Next Generation Clients, The WISE Group Symposium, and Recruiting new advisors to the firm.

    Nicole has been featured in On Wall Street and Investment News, as well as numerous other industry publications. She has spoken at Women’s events throughout the country and is passionate about both increasing the number of women in the industry and financial literacy for women.

    Outside the office, Nicole is a supporter of the charity Angels Against Abuse, an organization dedicated to building awareness and educating the community about issues regarding neglect and abuse against children. She serves on its board of directors. She also sits on the Funding the Future board of directors, a National non-profit committed to providing financial education to our youth.


  • 11 Oct 2017 2:23 PM | NAIFA-Tampa (Administrator)

    “Lessons from Women in Financial Services & Serving the Women’s Market”

    You don’t have to look very far in the greater Tampa Bay area to meet up with a wealth of successful women in financial services.  But in an industry that desperately seeks new talent, offers unlimited income potential, and provides what might be “the best” career for work-family balance, women account for just 16% of all financial advisors.  Why?  What does this mean to advisors looking to serve the needs of the women’s market while building a sustainable practice?

     

    By the numbers:

    -           Women currently hold 51% of the nation’s wealth.

    -           Women represent 30% of all small business owners.

    -           Women are the primary earners in 40% of all households.

    -           Women are the primary caregivers in 66% of home-care cases.

    -           Women report that only 54% can plan to retire after the age of 65 if at all.

     

    Join us as at the NAIFA Tampa Women Advisors Forum and hear first-hand how our highly accomplished panel are transcending unique challenges and building their practices.  Learn how communications strategies, branding, value proposition, networking, mentoring, and practice management lead to success in the women’s market and beyond.  This is a rare opportunity to hear directly from some of the most well-respected women in Tampa Bay financial services.   

  • 6 Oct 2017 2:25 PM | NAIFA-Tampa (Administrator)

       Melissa Snively graduated from the University of Florida and was a member of Florida Blue Key Leadership Honorary.  She has worked in the insurance industry for over 20 years and has owned a State Farm Insurance Agency in eastern Hillsborough County since 2001.  She employs a high-performing team of insurance and financial services professionals. 

    Professionally, Melissa is very active in the business community.  She has served as the Chairman of the Board for the Brandon Chamber of Commerce and is a graduate of Leadership Brandon. She was the recipient of the Women-Owned Small Business of the Year Award and was awarded the 2015 Greater Brandon Community Leadership Award.  Melissa is Past President of the Tampa Association of Insurance and Financial Advisors (NAIFA-Tampa) and was awarded with the Distinguished Service Award.  She currently serves on the NAIFA-Florida board of directors as the Political Committee Chair.

    Melissa is a graduate of the Tampa Bay Public Leadership Institute and was elected to the Hillsborough County School Board in November 2014.  She is one of seven (7) board members responsible for making policy decisions and overseeing a total budget of $3 billion for the 8th largest school district in the U.S. and the county’s largest employer. She serves on the Hillsborough County Council of Governments, the Central Florida School Board Coalition and is a member of the Florida School Board Association.

    Melissa enjoys being involved in her community and has served many local organizations.  She has been a member of the Junior League for 20 years and has served on the boards for The Brandon Community Roundtable, the Brandon Outreach Medical Clinic and currently serves on the board for Brandon Regional Hospital.  She is a member of four (4) local PTAs and volunteers weekly as Cub Scout Leader. Melissa is also a graduate and instructor of BSA Wood Badge Scout leadership training and serves on the Tampa Bay BSA Board of Directors.  Melissa is a Charter Life Member the UF Alumni Association and Past President of the Tampa Gator Club.  She was recently honored by the West Central Florida Girls Scouts as a 2016 “Woman of Distinction” for her community service. She also serves of the board for the historic Tampa Theatre.

  • 3 Oct 2017 2:28 PM | NAIFA-Tampa (Administrator)

    Rebecca Walser and her national Team help each client in a way that is unlike their CPA, financial advisor, money manager, investment banker, or other lawyer because Rebecca is different… Leveraging her background as an international financial consultant and a licensed tax attorney, Rebecca is uniquely qualified to structure and implement the best financial strategies for her clients in accordance with the holistic plan created by the collaboration between Rebecca and her clients.

    Rebecca’s clients usually have several advisors; accountants, lawyers, and brokers, among others. “In practicing law, I often found this advice conflicts between professionals and leaves the client confused. Even more common is the lack of communication and coordination between professionals such that a client’s legal documents aren’t aligned with their asset structure or risk management plan.” Rebecca focuses her team around one holistic plan that incorporates the overall goal of maximizing wealth and minimizing taxes, as well as managing risk, education and retirement planning, coordinating legal documents, investor profiling, and the appropriate asset allocations and diversification for such goals. Beyond an integrated plan, Rebecca incorporates sophisticated tax and wealth management strategies, estate distribution & legacy planning, as well as business succession planning.

    Rebecca is a licensed tax attorney, who has earned an advanced law degree in Federal Taxation from the #1 highest rated tax law program at New York University, NYU, and she is a certified financial planner, CFP®, with over 15 years of financial experience. She works with high income professionals and business owners, individuals, and families to develop and implement advanced financial planning and wealth management strategies that maximize wealth, minimize taxes, and manage risk.

  • 7 Sep 2017 10:57 AM | NAIFA-Tampa (Administrator)

    9/7/17

    Proclamation from Mayor Bob Buckhorn


    "Thank you to his honor Mayor Buckhorn for arranging to to meet with the National Association of Insurance and Financial Advisors (NAIFA) Tampa delegation on 9/6/17 for the presentation of the proclamation declaring September "Life Insurance Awareness Month". 

    NAIFA members provide a critical service to the community by protecting the futures of families and businesses in the greater Tampa area. 

    We are very please that the Mayor took time from his busy schedule to visit with us, and to recognize the important work of our association."


    - Tom Brophy, NAIFA- Tampa President

  • 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

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