INFORMATION PUBLISHED ON AT.NAIFA.ORG

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Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.

NAIFA-Dallas held their 2025 Annual Awards & Celebration of Achievement Dinner this month to honor the Mel Meyers Member of the Year Award and the OC Jackson Hall of Fame Award recipients. 

NAIFA-Texas Stipend

The first 20 NAIFA-Texas members who submit their Congressional Conference registration receipt to NAIFA-Texas AND meet the eligibility requirements will receive a $500 travel stipend following the event.

Get Into the Madness!

Much like the NCAA March Madness Brackets, IFAPAC has made its own brackets, dividing NAIFA Nation into four divisions: Generals, Defenders, Advocates, and Ambassadors. Chapters will advance through the brackets based on the total amount raised during each round. Unlike NCAA March Madness, however, the 2025 IFAPAC Madness tournament has been reorganized into a Double-Elimination Tournament to ensure that all Chapters have more opportunities to participate in the campaign. When Chapters face off, winners will move into the next round. Chapters that lose will drop into the Redemption Bracket and face off for the opportunity to move back into the higher bracket in the Championship Round. 

IFAPAC Madness began on Saturday, March 1, 2025, and ends Friday, April 11, 2025, at 11:59 PM ET. Championship Rounds will take place April 12, 2025 – April 18, 2025.

Invest In Your Future: The Premier Designation for Financial Professionals

NAIFA’s LUTCF® is the training program that has prepared more than 70,000 insurance and financial advisors to survive and thrive in the industry.

NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!

On the evening of Tuesday, February 11, 2025, NAIFA-Texas held it's Centennial Celebration and Awards Gala at the Austin Club. The NAIFA-Texas Awards program recognizes highly qualified members that have been identified and recommended by their peers for exhibiting leadership qualities, character, significant contributions to the insurance and financial industries, and meet or exceed the required qualifications for the award in which they are being recommended. During the program, we honored the following recipients:

• 2024 Young Advisor Team (YAT) Leader of the Year Award Recipient - Derek True, DIA, DHP of The DI Center and NAIFA-Dallas.
• 2024 Tom Currey Local Leader of the Year Award Recipient - Mark Jones of Remington Insurance Group and NAIFA Houston.
• 2024 Bruce Murray Tall Texan Award Recipient - NAIFA-Texas Past President, Hollie Gandy Donohue of Safe Money Solutions and NAIFA-Amarillo Area
• 2024 John M. Ruckel Lifetime Achievement Award Recipient - T. Leslie "Les" Littleton of T. Leslie Littleton Insurance Agency and NAIFA Pineywoods of East Texas

The NAIFA-Texas Centennial State Conference was held February 10-12, 2025, at the Omni Austin Downtown hotel in Austin, Texas. With more than 160 guests in attendance, the National Association of Insurance and Financial Advisors Texas Chapter celebrated its founding and 100 year anniversary.

To view the digital program, please click here.

This Article is Brought to you by NAIFA-Texas Sponsor,  SAMUSA, Inc. (Sales Activity Management)

2025 NAIFA-Texas Resolution in the Texas State Senate

On Wednesday, February 12, 2025, the Senate of Texas adopted Senate Resolution #76 by Senator Bryan Hughes honoring 100 years of the National Association of Insurance and Financial Advisors, Texas Chapter (NAIFA-Texas). 

Click here to view the NAIFA-Texas Resolution in the Senate

SR #76 Reading: 0:38:40 (30 minutes, 40 seconds) to 0:42:45 (42 minutes, 45 seconds).