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1 min read

NAIFA's Apex 2022

By NAIFA-Texas on 6/29/22 1:39 PM

Information published on apex.naifa.org

It's the Race to the Top.

Represent NAIFA-Texas by registering today for NAIFA's Apex 2022. NAIFA's Apex is the new sales summit for the #AmericanAdvisor and will be held at The Arizona Biltmore August 17th and 18th, 2022. 

1 min read

NAIFA-Texas Welcomes 2023 Annual State Conference Sponsor, Four Oaks Medicare Experts

By NAIFA-Texas on 6/29/22 9:15 AM

Please join us in welcoming our 2023 Annual State Conference Welcome Reception Sponsor, Four Oaks Medical Experts. Four Oaks is a family-first insurance company. Their founders, Jamon and Paula White, are experts in Medicare and specialize in determining the most appropriate Medicare insurance plan for you. 
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NAIFA WELCOMES NEW MEMBER JOSHUA RUBLE

By NAIFA-Texas on 6/28/22 8:59 AM

PUBLISHED BY RONAN FRIEND ON AT.NAIFA.ORG

When Joshua Ruble graduated from college, he didn’t plan on a career in insurance. However, when a friend suggested a Risk Management Advisor role in Dallas, he quickly took the opportunity and relocated from Oregon.

As a Risk Management Advisor at C1 Insurance Group, Ruble works primarily with high-net-worth families insuring their homes, autos, valuables, and more. He enjoys building relationships with his clients and educating them on the risks they face and consulting on how to best prepare for those disasters. One experience that stood out to him in particular came during a winter freeze. He insured a family’s home with extensive water damage protection through one of his premier carriers. Following the freeze, the home sustained extreme water damage. Not only was the damage repaired to the extent of $750,000, but all the work was completed in six months. Ruble’s client expressed his gratitude, saying, “Your service, responsiveness, and the way you keep your customers updated is truly on a different level than others.”

As a NAIFA member, Ruble is excited to network with and learn from other industry professionals. “I want to be more well-rounded in my knowledge of my industry, as well as others that will best serve my clients,” he says. 

Outside of the office, Ruble enjoys spending time with his wife and 2-year-old daughter. He appreciates the opportunity his career gives him to provide for and spend time with his family. His daughter loves animals, so the family visits zoos and museums often. Ruble is also an avid sports fan, loves hosting gatherings of friends, and stays involved in his community through his church and his daughter’s school. 

Thank you, Joshua, for your hard work and dedication. We look forward to a bright future in the association for you and are #NAIFAproud to call you one of our own.

3 min read

Assistance for Uvalde, Texas

By NAIFA-Texas on 6/9/22 12:25 PM

Join NAIFA-Texas and their efforts to provide assistance to the families of Uvalde, Texas. Children's Bereavement Center of South Texas and First State Bank of Uvalde are two great avenues to help make an impact. Learn more below.

Topics: naifatexas
1 min read

NAIFA-Texas Professional Book Club

By NAIFA-Texas on 6/2/22 10:15 AM

You are invited to join NAIFA-Texas and Books Made Easy for a collaborative virtual Book Club this summer! The Book Club is exclusive to current NAIFA-Texas members only. The book club is complimentary following the purchase of our assigned book.

SAVE THE DATE! NAIFA-Texas 2023 Annual State Conference

By NAIFA-Texas on 5/26/22 2:52 PM

Please save the Date for the NAIFA-Texas 2023 Annual State Conference that is scheduled for February 21-23, 2023 in Austin, Texas! Visit the NAIFA-Texas website for all information related to the conference! Get ready to join your fellow NAIFA-Texas members for a multi-day event filled with educational sessions, networking opportunities, and camaraderie!
14 min read

NAIFA-Texas Members Attending the 2022 NAIFA Congressional Conference

By NAIFA-Texas on 5/13/22 1:03 PM

NAIFA's Annual Congressional Conference bolsters NAIFA’s prestige among lawmakers and industry partners and enhances our standing as the leading voice for insurance and financial professionals. Watch for these loyal NAIFA-Texas members at this year's Congressional Conference on May 23-24 in Washington, D.C.! 

4 min read

NEXT LEVEL INSURANCE AGENCY, LLC IS A NAIFA 100% AGENCY

By NAIFA-Texas on 5/13/22 10:04 AM

Published by Ronan Friend on at.naifa.org

After graduating with a bachelor’s degree in finance, Next Level Founder and CEO Danny O'Connell moved to Dallas and started his career at an investment firm, but he didn’t find his passion until he was recruited into insurance and employee benefits. Once he found his niche, he never looked back.

7 min read

DI Isn't Hard It's Just, DIfferent

By NAIFA-Texas on 5/9/22 10:49 AM

NAIFA-Texas Disability Insurance Awareness Webinar Recap

 
4 min read

2022 NAIFA Awards Now Open

By NAIFA-Texas Staff on 3/25/22 9:47 AM

PUBLISHED ON BELONG.NAIFA.ORG

NAIFA is now accepting nominations and applications for its 2022 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.

Topics: awards NAIFA
2 min read

NAIFA-Texas LILI Panel Discussion

By NAIFA-Texas on 3/18/22 9:13 AM

The 2022 NAIFA-Texas Annual State Conference was held February 23-25, 2022 in Houston, Texas. This multi-day event included educational sessions, networking opportunities, and camaraderie! To start off the final day of NAIFA-Texas State Conference, we held a Leadership in Life Institute (LILI) Panel Discussion for all attendees. The Leadership in Life Institute (LILI) is a six-month leadership development program devoted to advancing personal growth and professional success for NAIFA members.

1 min read

Texas Department of Insurance (TDI) InsurED Webinars

By NAIFA-Texas on 3/17/22 10:35 AM

Registration is now open for TDI InsurED Webinars
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NAIFA PRESIDENT HOLZBERG SPEAKS IN TEXAS

By NAIFA-Texas on 3/10/22 1:31 PM

Published on belong.naifa.org

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) was a featured speaker Thursday, February 24, in Houston at the 2022 Annual State Conference of NAIFA’s Texas chapter. His remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

1 min read

Legislative Panel Discussion

By NAIFA-Texas on 3/8/22 9:00 AM

NAIFA-TX lobbyist Elizabeth Hadley moderated a legislative panel discussion on Thursday, February 24th during the 2022 NAIFA-Texas Annual State Conference in Houston, Texas. The panel discussion included Chair of the House Insurance Committee, Rep. Tom Oliverson , Rep. Dennis Paul (House Insurance Committee member), Rep. Ed Thompson (State Farm Insurance Agent), and Sen. Carol Alvarado .
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NAIFA Dallas Annual "Celebration of Achievement" Awards Dinner

By NAIFA-Texas on 3/7/22 1:42 PM

Held on February 15th, this celebration honored the NAIFA-Dallas 2021 Mel Meyers Advisor of the Year, Ryan C. Adams, CFP. The award was initiated in 1985 to recognize those who have given meritorious service to our industry for the last three years.
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2021 NAIFA Quality Award Recipients

By NAIFA-Texas on 3/5/22 10:31 AM

THE FOLLOWING INFORMATION HAS BEEN PUBLISHED ON TDC.NAIFA.ORG/NQA

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes:

3 min read

NAIFA-Texas Lifetime Achievement Award Recipient: Douglas Massey

By NAIFA-Texas on 3/4/22 10:41 AM

The NAIFA-Texas Board of Directors and Awards Committee were delighted to present the Lifetime Achievement Award to two deserving recipients during the 2022 NAIFA-Texas Annual State Conference that was held in Houston, Texas February 23-25, 2022. The NAIFA-Texas Awards Committee selected Russell "Rusty" Donohue, CLU, ChFC and Douglas Massey, CLU, ChFC, FSS as the newest recipients of the Lifetime Achievement Award. 

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Life Annuity Certified Professional (LACP) Program

By NAIFA-Texas on 3/4/22 10:05 AM

The following information has been Published on tdc.naifa.org/lacp

Distinguished Recognition for Experienced Life Insurance
and Financial Professionals

 

Topics: LACP
2 min read

NAIFA-Texas Young Advisor (YAT) Team Leader of the Year: Richard Demko

By NAIFA-Texas on 3/2/22 2:49 PM

The NAIFA-Texas Board of Directors is proud to announce their chosen recipient of the
2021 NAIFA-Texas YAT Leader of the Year Award, Rick Demko. The NAIFA-Texas YAT Leader of the Year Award recognizes an advisor’s commitment to NAIFA including service on local and state and committees as well as participation in the Leadership in Life Institute (LILI); involvement with state and/or federal legislative efforts; participation in external service work such as charities; and an ability to inspire others.

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NAIFA-Texas Lifetime Achievement Award Recipient: Russell Donohue

By NAIFA-Texas on 3/1/22 3:16 PM

The NAIFA-Texas Board of Directors and Awards Committee were delighted to present the Lifetime Achievement Award to two deserving recipients during the 2022 NAIFA-Texas Annual State Conference that was held in Houston, Texas February 23-25, 2022. The NAIFA-Texas Awards Committee selected Russell "Rusty" Donohue, CLU, ChFC and Douglas Massey, CLU, ChFC, FSS as the newest recipients of the Lifetime Achievement Award.

2 min read

NAIFA President Holzberg to Speak in Texas

By NAIFA on 2/23/22 9:13 AM

Lawrence Holzberg, LUTCF, LACP, President of the National Association of Insurance and Financial Advisors (NAIFA) is a featured speaker Thursday, February 24, in Houston at the 2022 Annual State Conference of NAIFA’s Texas chapter. His remarks at the event will review the State of NAIFA and challenge insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

1 min read

A Message from our 2022 Conference Virtual Sponsor: Referme IQ

By NAIFA-Texas on 2/21/22 4:15 PM

NAIFA-Texas is happy to announce 2022 NAIFA-Texas Annual State Conference Virtual Sponsor, Referme IQ. The NAIFA-Texas Annual State Conference (February 23-25, 2022) agenda and registration details can be found here. You don't want to miss this event! For those of you unable to attend, please take a moment to watch this brief message from our sponsor.

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THANK YOU 2022 CONFERENCE SPONSORS

By NAIFA-Texas on 2/21/22 3:58 PM

NAIFA-Texas is happy to announce and thank the 2022 NAIFA-Texas Annual State Conference Sponsors. We are grateful for all of our sponsors and can't wait to kick things off in just a few short days!

2 min read

NAIFA-Texas President's Message January 2022

By NAIFA-Texas on 1/12/22 4:23 PM

It’s Your Association.
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NAIFA-Texas Welcomes Platinum Sponsor, Bright HealthCare

By NAIFA-Texas on 1/10/22 2:49 PM

NAIFA-Texas is happy to welcome our newest Platinum Sponsor, Bright HealthCare! Over the coming months we will be sharing all of the great opportunities that Bright HealthCare has to offer for Texas residents. Bright HealthCare believes quality health insurance should be simple, personal, and affordable. They design easy-to-understand plans with benefits you'll actually use! Benefit-packed plans and surprisingly low rates mean you can focus on staying happy and healthy. Please take a moment to visit Bright HealthCare's sponsorship page by clicking the link below!

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Early Bird Rates for State Conference 2022 EXTENDED!

By NAIFA-Texas on 12/29/21 12:43 PM

Exclusive MEMBER-ONLY Early Bird Registration for the 2022 NAIFA-Texas Annual State Conference has been extended until January 6, 2022! Taking place at the Houston Marriott West Loop, join your fellow NAIFA-Texas members and some of the industry's best and brightest for a multi-day event filled with educational sessions, networking opportunities and camaraderie!

Happy Holidays from NAIFA-Texas!

By NAIFA-Texas on 12/22/21 3:45 PM

NAIFA-Texas wishes all of our members and industry professionals a happy and safe holiday season! 2021 was quite a year for NAIFA-Texas and we could not have done it without the support of our members, colleagues, consultants, and families. As 2021 comes to a close, we are extremely grateful for the camaraderie (finally some in-person!) and community being a NAIFA member brings. Can't wait to create new memories in 2022. Cheers!

2 min read

NAIFA National Leadership Conference

By NAIFA-Texas on 12/8/21 3:38 PM

Board Members and Chapter Leaders of NAIFA-Texas recently attended the NAIFA National Leadership Conference in Washington, D.C. on December 5-7, 2021. On Monday December 8th, NAIFA-Texas members and leaders attended a full-day of educational sessions centered around leadership coaching, grassroots training, and more! They also enjoyed a delicious lunch that was prepared by former White House Chef Marti Mongiello. Monday was capped off with the Annual Meeting and Belong Awards Dinner. On Tuesday, NAIFA-Texas met members of Congress on Capitol Hill.

3 min read

Building an Efficient Hybrid Practice (Recap)

By NAIFA-Texas on 12/1/21 10:54 AM

NAIFA-Texas sponsor, Principal hosted a panel discussion in November moderated by their very own Senior Regional Managing Director, Phil Pyrz. During the discussion, panelists discussed their experiences with utilizing technology, best business practices, success stories, and the evolution of FP Practices (over the last 10+ years)! Panelists for this event included Bob Markle, Mindy Helfrich, Robbie Schubert, and Chris Richey. 

1 min read

Early Bird Registration Open for State Conference 2022!

By NAIFA-Texas on 12/1/21 10:20 AM

Early Bird Registration is now open for the 2022 NAIFA-Texas Annual State Conference! Taking place at the Houston Marriott West Loop, join your fellow NAIFA-Texas members and some of the industry's best and brightest for a multi-day event filled with educational sessions, networking opportunities and camaraderie!
1 min read

Quarterly Lobbyist Update in Two Weeks!

By NAIFA-Texas on 11/17/21 1:26 PM

Members, we are two weeks away from the return of NAIFA-Texas' Quarterly Lobbyist Update! It was been a very eventful interim within the Texas Legislature. Click here for your free registration!

2 min read

NAIFA-Texas 2022 Board of Directors Election Is Open!

By NAIFA-Texas on 11/17/21 1:24 PM

Members, voting is open elect your 2022 NAIFA-Texas Board of Directors! 

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November is Family Caregivers Awareness Month!

By NAIFA-Texas on 11/11/21 1:06 PM

 National Family Caregivers Month – celebrated each November -- is a time to recognize and honor family caregivers across the country. 

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New Texas Political Maps Signed Into Law

By NAIFA-Texas on 11/3/21 6:13 PM

Redistricting is complete! The redrawn political maps for the Texas House, Texas Senate, and Texas Congressional seats were signed into law by Governor Greg Abbott on October 25, 2021. These maps were drafted and passed by the Texas Legislature during the third special session. Members, the Texas Tribune has a tool where you can view any changes to your district and representation!

1 min read

TDI Adopts Rules on Annuity Disclosure Forms

By NAIFA-Texas on 10/29/21 12:54 PM

Members, if your business includes annuity products, then this post is for you!

As a continuation of HB 1777 passed by the 87th Texas Legislature, Texas Department of Insurance (TDI) adopts rules about the forms an agent must provide to a consumer before or when recommending or selling an annuity. Any NAIFA-Texas member who sells annuity products should review this adoption and familiarize themselves with the new required forms. The rules adoption can be found here.

3 min read

NAIFA-TX Board of Directors 2022 Election

By NAIFA-Texas on 10/29/21 11:57 AM

NAIFA-Texas will be holding an election to put in place its 2022 officers and directors on   November 17-24, 2021. The election will be held electronically utilizing voting software. To prepare for the election, please review the list of candidates below:
Topics: leadership
1 min read

Lifetime Achievement Award Nominations Due Nov. 1st

By NAIFA-Texas on 10/25/21 5:33 PM

It's time to nominate candidates for the NAIFA-Texas Lifetime Achievement Award! Any NAIFA-Texas member in good standing can submit nominations to the NAIFA-Texas office by completing a nomination form. Qualified nominees must:

Mark Your Calendars! Quarterly Lobbyist Update Returns Nov. 30th

By NAIFA-Texas on 10/20/21 2:11 PM

Our Quarterly Lobbyist Update (QLU) returns on Nov. 30th 2021! This exclusive member-only virtual event will break down this very eventful interim of special sessions, quorum breaks, redistricting, and more. NAIFA-Texas Lobbyist, Elizabeth Hadley, of Greenberg Traurig will be touching on these topics and answering your questions. Snag your FREE registration by clicking here!

1 min read

TLRT Event Recap

By NAIFA-Texas on 10/19/21 9:00 AM

Thank you to those who were able to attend the 2021 Texas Leaders Round Table Kickoff Event that was held in Houston, Texas earlier this month! We would like to issue a special thank you to our event sponsors, Fairway Mortgage and Joey Ussery with John Hancock. Joey also served as the emcee for this exclusive event. 

3 min read

Building an Efficient Hybrid Practice

By NAIFA-Texas on 10/18/21 9:00 AM

Wednesday, November 17th, 2021

12:00 PM (CDT)

Join NAIFA-Texas sponsor, Principal on Wednesday, November 15, 2021 for a panel discussion moderated by their very own Senior Regional Managing Director, Phil Pyrz. During the discussion, panelists will discuss their experiences with utilizing technology, best business practices, success stories, and the evolution of FP Practices (over the last 10+ years)! Panelists for this event include Bob Markle, Mindy Helfrich, Robbie Schubert, and Chris Richey.

2 min read

What Is Happening with Redistricting in Texas?

By NAIFA-Texas on 10/14/21 8:30 AM

The Texas Legislature has one week left in it's third special session. The item on the forefront: redistricting. Redistricting occurs every 10 years after the U.S. Census results are collected and certified. The U.S. Census measures how much the United States population has grown and changed based on various demographics. Then, state legislatures redraw district maps to reflect the census results. The 2020 census reflected that people of color fueled 95% of Texas' population growth.

1 min read

TDI Issues Annual Title Agent Data Call

By NAIFA-Texas on 10/13/21 1:00 PM

The Texas Department of Insurance (TDI) has issued the annual data call to agents writing title insurance in Texas. State law requires title agents to report data that is used to set rates. The data reports are due December 13, 2021. Check the TDI website for reporting instructions and forms. The full bulletin can be found here

Topics: insurance

Save the Date! NAIFA-Texas State Conference 2022

By NAIFA-Texas on 10/8/21 10:51 AM

It's baaaack! The NAIFA-Texas State Conference 2022 will be held in Houston, Texas from February 23-25, 2022. Visit our website for room blocks, event agenda, and more!

1 min read

A Higher Salary Doesn't Mean More Wealth?

By NAIFA-Texas on 10/6/21 7:02 PM

Millennials are making more money than any previous generation... so why are they less wealthy?

1 min read

Annuity CE Update!

By NAIFA-Texas on 9/30/21 8:00 AM

If you are an agent selling annuities, then this blog post is for you... and your CE credits!

TX Lege Special Session: Round III

By NAIFA-Texas on 9/22/21 4:17 PM

The Texas Legislature is back for the third special session of 2021. Governor Abbott has tasked the Texas House and Senate to pass legislation relating to COVID-19 mask mandates, transgender student participation in sports, gender-affirming health care for trans youth, property tax relief, bail reform, allocation of the American Rescue Plan Act federal funding, and redistricting. The Texas House and Senate gaveled in this past Monday to start its work.

2 min read

The true worth of employee benefits

By NAIFA-Texas on 9/22/21 1:56 PM

Warsaw, Indiana, is affectionally known as the “Orthopedic Capital of the World.” Over a century ago, a young chemist started the world’s first orthopedics company in the small Midwestern town. Since then, the industry has ballooned. Today Warsaw, which has a population of just 15,000, hosts numerous companies that focus specifically on designing devices that manage musculoskeletal problems. For employers, this clustering offers the promise of a skilled workforce that understands the industry. Yet it also presents an acute challenge: heated competition for that very labor.

It's Life Insurance Awareness Month!

By NAIFA-Texas on 9/9/21 3:29 PM

Life Insurance Awareness Month (LIAM) returns!

2 min read

NAIFA-Texas IFAPAC presents: Man V. Steak

By NAIFA-Texas on 9/7/21 3:33 PM

Wednesday, September 22, 2021
5:30 p.m. Central Time
The Big Texan Steak Ranch and Brewery
7701 I-40 East, Amarillo, TX 79118

What does our NAIFA-Texas Secretary Treasurer Rodney Mogen and the most
iconic steak in Texas have in common? One is 72 ounces and the other is 7' 2"! Show up at the Big Texan Steakhouse Wednesday, September 22nd, to see who's tougher, the Man or the Steak. Click here to view the event flyer!

2 min read

Tri-City Sales Forum is Two Weeks Away!

By NAIFA-Texas on 9/7/21 2:37 PM

Join us on Tuesday, September 21st and Wednesday, September 22nd when NAIFA Amarillo Area presents the 2021 Tri City Sales Forum! We are happy to welcome three world class speakers, Jim Silbernagel with Real Wealth, Harlan Accola with Fairway Mortgage and Jason Talley with Talley Benefits Insurance Group LLC.
 
The event of the year! If you are a serious insurance or financial advisor, you MUST attend this wonderful Forum. Our guest speakers are the absolute best. They are well-versed in what they will discuss, and you'll find out WHY they are successful. You will get AT LEAST ONE new idea to help you in your business. Don't miss it! REGISTER HERE
 
2 min read

Leveraging Conversations to Increase Your Premiums Webinar

By NAIFA-Texas on 9/3/21 3:13 PM

Join NAIFA-Texas on Wednesday, September 15th, 2021 for a special webinar focusing on Advanced Planning and just in time for Life Insurance Awareness Month (LIAM)! We are happy to welcome Tom Love with The Breakaway League and Leland Landes with The Legacy Group as our lead speakers for the event. Both speakers are top producers that have developed simple systems for writing big cases. They believe in being catalysts for their clients to think differently about wealth and taxes. After the presentation, be sure to stick around for a Q&A session! This webinar is free for both NAIFA members and non-members!

1 min read

September Member Spotlight - Lane Boozer

By Bianca Alonso NAIFA-Texas Government Relations Manager on 9/1/21 12:19 PM

This month we are joined by a familiar face. Lane Boozer currently serves as NAIFA-Dallas President and served as NAIFA-Texas President from 2014-2015. A Denton, Texas native, Lane works for his father's brokerage firm, Don Boozer & Associates. Lane's father is also a NAIFA-Texas Past President!
 
Since becoming a NAIFA member in 1998, Lane has built an extensive resume of involvement-- from being a LILI graduate, to serving on the NAIFA-Texas Board of Directors, and a long list of committees. In his spare time, Lane gets in touch with his musical side and being a part of his band, Kitty and the Beard. He also enjoys woodworking, barbeque, and countless activities around Denton and the great state of Texas.
 
1 min read

NAIFA-Dallas Hosts Annual Legislative Luncheon

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/30/21 2:07 PM

On August 26, 2021, NAIFA-Dallas hosted several Texas federal and local legislators and their staffers for their annual legislative luncheon! Staff for State Rep. Carl Sherman (HD-109), State Rep. Rhetta Bowers (HD-113), Congresswoman Beth Van Duyne (TX-24), and Congresswoman Eddie Bernice Johnson (TX-30). State Senator Angela Paxton (SD-30) and her District Director joined us as well.

1 min read

TDI Announces Guidance for New Annuity Course for Non-Resident Agents

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/25/21 1:23 PM

The Texas Department of Insurance (TDI) has issued a guidance of the new and revised annuities courses  state-licensed agents and non-resident agents will be required to take if they are looking to sell annuities on or after January 1, 2022. 

1 min read

TDI Proposes Rule for annuity forms

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/17/21 1:08 PM

On August 16th, the Texas Department of Insurance (TDI) proposed a rule about the forms an agent must provide to a consumer before or when recommending or selling an annuity. Agents can use the hyperlink above to review the rule and submit comments before September 27, 2021. This rule falls in line with the Texas adoption of NAIC's Best Interest Standard (HB 1777). 

2 min read

Leveraging Conversations to Increase Your Premiums

By NAIFA-Texas on 8/17/21 12:49 PM

Join NAIFA-Texas on Wednesday, September 15th, 2021 for a special webinar focusing on Advanced Planning and just in time for Life Insurance Awareness Month (LIAM)! We are happy to welcome Tom Love with The Breakaway League and Leland Landes with The Legacy Group as our lead speakers for the event. Both speakers are top producers that have developed simple systems for writing big cases. They believe in being catalysts for their clients to think differently about wealth and taxes. After the presentation, be sure to stick around for a Q&A session! This webinar is free for both NAIFA members and non-members!

1 min read

#TxLege Special Session: Round II

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/12/21 1:13 PM

On Saturday, August 7th, the Texas Legislature gaveled in for the second special session of the interim. Texas Democrats broke quorum for the third time to deny the Texas House from passing any business, including the GOP high-priority elections bill. The issues on the Governor's call do not directly impact insurance agents or financial advisors. NAIFA-Texas does not foresee this changing. 

Changes to Texas Agent Licensing & Certifications

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/9/21 1:05 PM

Did you miss the changes #txlege passed this session in relation to agent licensing and certification? Texas Department of Insurance hosted a webinar discussing what agents should be looking out for! View the recording here.

Melinda Hipp: August Member Spotlight

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/5/21 11:45 AM

This month we had the pleasure of meeting with NAIFA San Antonio member, Melinda Hipp. Melinda is the Area Sales Manager for Mutual of Omaha Mortgage in the Reverse Sales Division. She has 21 years under her belt of originating all types of mortgages with a specialty in Reverse Mortgage for the past 13 years.  Melinda is an avid golfer, golf referee, poker player and loves traveling with her musician husband and playing at home with her Mini Dachshunds. Click here to watch the full interview!

Performance + Purpose Is Approaching!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/4/21 1:37 PM

Two weeks until the 2021 Performance + Purpose Virtual Conference! NAIFA has a packed agenda with keynote speakers, industry leaders, and breakout sessions that is promise to inspire and "redefine the lines." It is not too late to register! Click here to reserve your spot

1 min read

Register for LILI!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/28/21 9:45 AM

Do you want to strengthen your leadership skills? Are you looking for an outlook that will help you grow as a business owner, thus growing your business? How about developing a stronger, more confident sense of self?

Best Interest FAQs Adopted by NAIC

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/27/21 1:59 PM

The Life and Annuities Committee of the National Association of Insurance Commission (NAIC) has adopted FAQs regarding the February 2020 Best Interest Model brought forth and implemented by the committee. 

1 min read

NAIFA-Texas Featured in P+P 2021 Speaker Line-Up

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/20/21 1:51 PM

Three NAIFA-Texas leaders are featured as part of the breakout session speaker line up for the virtual Performance + Purpose 2021! 

1 min read

The WISH Act-- What Is It?

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/14/21 5:17 PM

Rep. Tom Suozzi (D-NY) has filed H.R. 4289,  the "Well-Being Insurance for Seniors to be at Home (WISH) Act." The WISH Act would impose a 0.3% payroll tax on workers and 0.3% payroll tax on employers. The monthly benefit would start at $3,6000 and rise with inflation.

Texas Department of Insurance Issues Bulletin

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/14/21 12:40 PM

The Texas Department of Insurance has issued a bulletin listing major changes to agent licensing provisions during the 87th Legislature. Those include:

Special Session Begins!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/8/21 10:00 AM

The 87th Texas Legislature is back in the Capitol today to start their first special session of the year. (Yes, that means there are more to come!)

Governor Abbott called the legislature back to Austin to address certain legislative priorities that did failed to pass or were not addressed during the regular session. The call items for what the Texas House and Senate must pass can be found here. Items include banning the teaching of critical race theory in public schools, election and voting protocols, social media censorship, bail reform, and more. 

NAIFA-Texas will be monitoring the special session and providing updates to our membership.

1 min read

LEADERSHIP IN LIFE INSTITUTE

By NAIFA-Texas on 7/7/21 4:09 PM

Advancing the Standard of Leadership Thinking

 

About the LILI Curriculum

The NAIFA Leadership in Life Institute is a six-month in-person 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.

July Member Spotlight: Les Littleton, CLU, LUTCF

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/7/21 2:00 PM

July's Member Spotlight is on NAIFA-Texas Past President and NAIFA Pineywoods of East Texas member, Les Littleton, CLU, LUTCF!

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Performance + Purpose 2021: Redefine the Lines

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/1/21 2:26 PM

The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers, gamification, and TED-talk style sessions to allow attendees to "choose their own adventure" to spice up their Zoom experience and deliver top-notch training to help you expand your book of business.

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NAIFA Austin Kicking Off to Q4!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/1/21 2:03 PM

Save the date and kickoff the 4th quarter by joining NAIFA-Austin for a special CE and happy hour event on Wednesday, August 4th 2021 at the University of Texas Golf Club. 
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NAIFA and Insperity Partnership Hits a Home Run with Houston Chapter

By NAIFA on 6/22/21 2:17 PM

Roger Clemens with NAIFA-Houston Leadership: (left-right): Kyle Lindner (2019 President),  Brian Monk (President-Elect). Roger Clemens, Betsy Assad (President), Rick Demko (2020 President).

The strategic partnership between NAIFA and Insperity kicked off on Thursday, June 17, when NAIFA-Houston members were invited to Constellation Field for batting practice with seven-time Cy Young award winner Roger Clemens.

During an informal reception and meet and greet, Roger "Rocket" Clemens welcomed attendees and shared his personal story of success before engaging in a casual Q&A.  Then everyone was invited down to the field to pick up a bat and Roger took the pitcher’s mound.  Several attendees took the opportunity to bring their gloves and play the outfield!

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87th #TxLege By The Numbers

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/22/21 1:30 PM

On June 8th, NAIFA-Texas members participated in the comeback of our Quarterly Lobbyist Updates. NAIFA-Texas lobbyist, Elizabeth Hadley, delivered a very comprehensive breakdown of bills our association had been working on, as well as, other big ticket priorities (COVID-19 relief, ERCOT reform, health care expansion, broadband expansion, voting integrity, etc.) for Speaker Dade Phelan, Lt. Governor Dan Patrick, and Governor Greg Abbott. 

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June is Annuity Awareness Month!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/17/21 2:34 PM

In 2010, the National Association for Fixed Annuities (NAFA) designated June as National Annuity Awareness Month (NAAM) to help educate Americans on the important role of annuities as part of a secure retirement savings plan. Annuities can be an integral part of your clients’ long-term retirement planning strategy, providing direction to help them overcome unnecessary risks and important optional benefits that help them to protect their financial future.

During the 87th Legislative Session, NAIFA-Texas played a key role in passing HB 1777.  This piece of legislation will require agent and insurers to follow a "Best Interest" standard for annuity products. To act in the best interest of the consumer, the agent is required to satisfy four obligations – the care, disclosure, conflict of interest, and documentation obligations. HB 1777 will harmonize the standard of care for annuities across regulatory platforms.

NAIFA-Texas is very excited this bill passed in time for Annuity Awareness Month. Click here to read more about annuities! 

TLRT Kickoff Event

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/16/21 5:59 PM

Mark your calendars for Texas Leaders Roundtable's Kickoff Event on Thursday, October 21, 2021. This will be an in-person event in Houston, Texas!

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NAIFA-TX & Principal Event - June 16th

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/9/21 2:17 PM

Join NAIFA-Texas sponsor, Principal Financial Group, on June 16th as they present a leadership directed virtual discussion panel! 

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New Texas Law Enhances Protections for Annuity Consumers

By NAIFA on 6/8/21 10:46 AM

Legislation signed recently by Governor Greg Abbott enhances protections for Texas consumers seeking lifetime income through annuities. Championed by House Insurance Committee Chairman Dr. Tom Oliverson and Senate Business & Commerce Chairman Kelly Hancock, the new law enhances the standards financial professionals must follow while preserving consumers’ ability to access the tools they need for a secure retirement.

That's a Wrap On The 87th #TxLege!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/2/21 5:10 PM

The 87th Texas Legislative Session is over... for now. This session has been anything but ordinary. However, that did not stop NAIFA-Texas from making our presence known, both inside the Capitol, as well as, virtually.  Members- Find out how our legislative priorities stacked up next Tuesday, June 8th at 10 AM as our lobbyist, Elizabeth Hadley, provides a legislative review and an outlook of what is to come! Click here to register for this exclusive member-only virtual event!

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Brent Hill: June Member Spotlight

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/2/21 3:49 PM

This month, our member spotlight is on Brent Hill - one of the newest members of the NAIFA-Texas Board of Directors! Brent recently celebrated this 5 year NAIFA-anniversary which aligned perfectly with him being our member spotlight. We sat down with Brent and learned about his journey with NAIFA, his expectations upon starting out, and how he has grown with leadership opportunities.

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Quarterly Lobbyist Updates Are Back!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 5/27/21 7:45 AM

After a little hiatus due to our virtual Day at the Capitol event earlier this year and the 87th legislative session kicking into high gear, the Quarterly Lobbyist Update series is back! This session was unlike any other due to the impacts of COVID-19 and an unpredictable winter storm (just to name a few), and it certainly was not boring. 

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Texas Legislature Passes NAIC Model for Annuity Transactions

By NAIFA on 5/20/21 4:21 PM

NAIFA-Texas has been hard at work ensuring that the Texas legislature adopts the National Association of Insurance Commissioners (NAIC) model for a “Best Interest” standard for annuity products this legislative session. Partnering with Texas Association of Life and Health Insurers (TAHLI), we have met with multiple offices and other stakeholders to ensure clarity and support from those within the Texas Capitol. State Rep. Tom Oliverson, M.D. (R-Cypress), chair of the Texas House Insurance Committee is the bill's author.

On March 23, 2021, Jason Talley, NAIFA-Texas Past President, represented NAIFA-Texas by testifying in support of HB 1777 before the Texas House Insurance Committee. This bill passed unanimously out of committee and passed in the Texas House 144-1. Once it reached the Texas Senate, it was referred to the Senate Committee on Business & Commerce. Due to a time constraint before the first bill filing deadline of the session in early March, there was no Senate companion bill nor a Senate author. NAIFA-Texas and TALHI were able to get Chairman Kelly Hancock (R-Fort Worth) to carry this bill in his own committee. On May 13, 2021, this bill was heard in a formal hearing where NAIFA-Texas submitted written testimony in support. There was no opposition.

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Clock is Ticking - Congressional Conference Is Around the Corner!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 5/19/21 6:13 PM

Less than a week until the 2021 (virtual) Congressional Conference! This year's event is FREE for both members and non-members.

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NAIFA-TX Legislative Update

By Bianca Alonso NAIFA-Texas Government Relations Manager on 5/13/21 9:30 AM

As of today, there at 18 days until the last day of the 87th legislative session here in Austin, TX-- or "Sine Die."

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(Virtual) Congressional Conference 2021

By Bianca Alonso NAIFA-Texas Government Relations Manager on 5/11/21 12:25 PM

We are exactly two weeks away from the 2021 (virtual) Congressional Conference! This year's event is FREE for both members and non-members. Need some reasons to register? See what NAIFA-Texas President Danny O'Connell has to say below!

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NAIFA Four Under 40 Winner Demko Featured in Best's Review Article

By NAIFA on 5/7/21 11:22 AM

NAIFA-Texas member Rick Demko is life insurance expert with Centric Advisors who holds the LACP certification, served as President of NAIFA Houston, won NAIFA's Four Under 40 Award, and recently shared his insights on COVID-19's impact on life insurance underwriting with Best's Review magazine. Talk about differentiating yourself! #NAIFAproud https://hubs.li/H0MH_820

NAIFA Amarillo Luncheon - May 11, 2021

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 5/5/21 1:19 PM

In honor of Disability Insurance Awareness Month (#DIAM), join NAIFA Amarillo for a luncheon featuring guest speaker and NAIFA-Dallas member, Mike Evans on May 11th! Mike has over 40 years of experience in the life and health industry and is currently Brokerage Sales Manager at The DI Center. A native of Lubbock, Texas and graduate of Texas Tech University, Mike began his DI specialization in 1987 when he opened Paul Revere’s West Texas Brokerage Office. Click here to register!

NAIFA Fort Worth Golf Tournament

By Bianca Alonso NAIFA-Texas Government Relations Manager on 5/5/21 1:00 PM

Join NAIFA Fort Worth for a golf tournament benefitting Big Brothers, Big Sisters of Tarrant County on Monday, May 24th from 8 AM-1PM! This event is open to members and non-members, so grab your colleagues and indulge in a day of golf, networking, and more at Hawks Creek Golf Club. Click here for more information and registration.

May Member Spotlight: Adriana Parker, CLTC

By Bianca Alonso NAIFA-Texas Government Relations Manager on 5/4/21 9:23 AM

This month, NAIFA Corpus Christi member Roland Barrera interviews fellow member, Adriana Parker, and finds out about her career in financial services.

A New Chapter for NAIFA-Texas

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/29/21 11:05 AM

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May is Disability Insurance Awareness Month

By Dr. Rodney Mogen, DBA on 4/28/21 1:57 PM

The following post was written by Dr. Rodney Mogen, DBA, Founder of SolveUrPuzzles and NAIFA-Texas Secretary Treasurer. To view additional information from Life Happens about Disability Insurance Awareness Month, please click here.

May is Disability Insurance Awareness Month (DIAM). What does disability awareness mean to you? Awareness might mean different things to different people. As an adviser, disability insurance is not often talked about. When compared to life insurance, or even long-term care, individual disability insurance and subsequent products are not discussed or presented to clients as much as they should. Awareness comes in three parts: educating ourselves, educating our clients, and being able to understand the companies and their languages.

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LILI is Online!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/22/21 11:55 AM

NAIFA has expanded the Leadership In Life Institute (LILI) Program to an online experience! NAIFA-Texas encourages our members to consider embarking on this 6 month personal and professional development program that has impacted so many in our chapter! Here is the list of LILI alumni from NAIFA-Texas.

Texas Leaders Roundtable Is Back!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/21/21 10:00 AM

Texas Leaders Roundtable (TLRT) has made a return!  This elite program brings together NAIFA members from around the state to network, share sales ideas and attend exclusive events designed just for TLRT members. Membership is based on production, years of experience and NAIFA membership. Click here for additional information!

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Marketing in the New Digital Environment

By Dr. Rodney Mogen, DBA on 4/21/21 9:00 AM

The following post was written by Dr. Rodney Mogen, DBA, Founder of SolveUrPuzzles and NAIFA-Texas Secretary Treasurer.

NAIFA Fort Worth Awards Luncheon

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/20/21 12:40 PM

NAIFA Fort Worth will be hosting their annual Awards Luncheon on Thursday, April 29th from 11:30 AM-1:30 PM!  The Edward F. Tate Jr., ChFC, CLT, LUTCF Career Service Award will presented to NAIFA Fort Worth IFAPAC Director, Brett Ruddell, for his outstanding service as an insurance agent and financial advisor. This event is a great opportunity to learn more about NAIFA Fort Worth and network some of the best in the industry! The Awards Luncheon is open to both members and non-members. Click here for more information.

Join NAIFA-Texas' Grassroots Army!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/15/21 2:09 PM

NAIFA-Texas is proud to be strong advocates for our industry. We are always looking for innovative ways to grow our grassroots army. This legislative session we have enlisted the help of OneClickPolitics to help us run online campaigns relating to our legislative priorities. To learn more about our campaigns and get involved, please click here!

Gov. Greg Abbott Declares April as Financial Literacy Month in Texas

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/14/21 6:19 PM

Texas Governor Greg Abbott declared April as Financial Literacy Month in Texas. View the proclamation here.

NAIFA-Texas has been working hard this legislative session to ensure personal financial literacy is part of the Texas public high school curriculum. If you have not done so already, please click here to ask your representatives and senators to support SB 1063! 

Network with NAIFA-Houston!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/14/21 5:52 PM

NIAFA-Houston will be hosting a networking happy hour at Topgolf on Thursday, April 29th! This event is open to both members and non-members. Feel free to bring peers, mentors, or colleagues to meet and mingle with some of the best in the industry!   Registration information can be found here. 

Reminder: April 14th - "Building Your Business in a Virtual World

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/7/21 4:09 PM

Don't get to register for our April 14th panel-- "Building Your Business in a Virtual World," moderated by Former NAIFA San Antonio President, Michael Aguirre. Join NAIFA-Texas for an interactive, dynamic virtual panel of NAIFA-Texas members who know to true meaning of reinventing themselves in a virtual world. Register TODAY!

NAIFA-Dallas Summit April 20, 2021

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/7/21 12:42 PM

On April 20, 2021, NAIFA-Dallas is hosting their annual (virtual) Summit for Success! Join a line up of industry speakers as they discuss how to pandemic-proof your practice. This virtual event is open to both members and non-members. For more information and registration, please click here!

NAIFA-Texas Partners with Kaplan Financial Education!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/6/21 12:48 PM

NAIFA-Texas is very excited to announce our new partnership with Kaplan Financial Education! This new member benefit will give current members an exclusive discount on insurance licensing, continuing education, and securities licensing courses! Sign up for an account with your email address associated with your NAIFA-Texas membership to unlock all this and more with Kaplan. Click here to learn more!

April Member Spotlight: Jim Hutson

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/6/21 10:00 AM

This month's member spotlight is on Jim Hutson out of NAIFA-Amarillo Affiliate! Jim is the founder and owner of The Jim Hutson Agency, LLC and has been a member of NAIFA since 2010. He currently serves as the Tri-City Sales Forum Director for NAIFA-Amarillo! After a very successful 29 year career as a high school band director, Jim found his next career move in financial services. Jim has always had a love for music and helping people which has paved the path to where he is today. 

For the full interview with Jim Hutson, please click here!

NAIFA Amarillo Presents State of the State with NAIFA-TX President Danny O'Connell

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/31/21 6:48 PM

NAIFA Amarillo Affiliate will be hosting a State of the State Luncheon on April 13, 2021 with NAIFA-Texas President Danny O'Connell as the guest speaker. Danny will be sharing the vision the 2021 Board of Directors has for NAIFA-Texas and discuss what the future holds!

For more information, please click here!

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(Virtual) Congressional Conference 2021: Its Happening!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/31/21 5:40 PM

NAIFA recently announced that Congressional Conference 2021 will be happening virtually this year! This event is an amazing tradition that has engaged our members for as long as anyone can remember. Last year, of course, Congressional Conference was cancelled due to the COVID-19 pandemic. This year, out of an abundance of caution, NAIFA members in Texas and across the country will have the convenience of participating from the comfort of their home or office! We can still make an impact virtually. We did so for our virtual Day at the Capitol 2021 😁

For more information, please click here!

NAIFA Houston Presents Coffee Talk

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/25/21 9:00 AM

NAIFA-Houston presents Drew Briggs with The American College of Financial Services will lead this informational session about all the changes The American College has made and how user-friendly getting a designation is. Drew will be discussing the new college-wide RICP virtual sessions for 2021 and the changes to the CLU® and ChFC® test grades that now give a 30% participation grade for completing the course work. This is a positive change for people who have test anxiety since part of the coursework now counts towards their final grade.

Register for free by clicking here!

April 14th - Building Your Business in a Virtual World

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/24/21 12:30 PM

Adapting is key when keeping your business thriving. Join NAIFA-Texas for an interactive, dynamic virtual panel about how to best market yourself in today's normal. Former NAIFA San Antonio President, Michael Aguirre, will be moderating a panel of NAIFA-Texas members who know to true meaning of reinventing themselves in a virtual world. Register TODAY!

NAIFA-Texas & Web CE Partner Up

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/24/21 10:00 AM

NAIFA-Texas is very excited to announce our new partnership with Web CE! This new member benefit will give our current members exclusive access to highest quality online insurance licensing and continuing education materials. Click here to learn more!

 

Building Your Business in a Virtual World: A Panel

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/17/21 3:30 PM

NAIFA-Texas is excited to announce our upcoming virtual event, Building Your Business in the Virtual World on Wednesday April 14th! Our elite panelists come with vast expertise in the fields of finance, disability, and P&C.  Michael Aguirre, former NAIFA-Texas Board Member and former San Antonio President, will be moderating this discussion. This event is open to members and non-members!

Registration and additional event information can be found here. 

NAIFA-Fort Worth Welcomes Back Adam Outland, Southwestern Consulting!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/17/21 7:30 AM

NAIFA-Fort Worth is hosting their virtual chapter meeting on Thursday, March 25, 2021 featuring Adam Outland of Southwestern Consulting. Adam will be conducting a sales training workshop titled, "Grow Your Sales Immediately." Learn how to overcome call reluctance, shorten your sales cycle, and more!

For free registration and additional information, please click here.

NAIFA-Dallas Luncheon - March 25, 2021

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/17/21 7:30 AM

NAIFA-Dallas is hosting their Chapter Luncheon on Thursday, March 25, 2021! John Norman CLU, ChFC, of Penn Mutual Wealth Strategies will be the guest speaker from 11:30 AM-1 PM at Maggiano's at Willow Bend. His workshop will be focused on Special Needs Estate Planning.

This Luncheon will be followed by an opportunity for CE credit from 1:15 - 2:15 PM!

"Everything You Want to Know about DI But Didn't Know to Ask," will be sponsored by the DI Center and moderated by Mike Evans, CLU ChFC LUTCF.

For more information, please click here!

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NAIFA-TX Holds Successful Virtual Day at the Capitol Advocacy Event

By NAIFA on 3/3/21 5:04 PM

NAIFA’s Texas chapter (NAIFA-TX) held a successful legislative event last week, with several dozen participants. The annual Day at the Capitol was planned as a hybrid event, with both in-person and virtual attendees. However, the lingering effects of recent winter storms required NAIFA-TX to quickly shift to an all-virtual event.

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March Member Spotlight: Kelli Simms

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/3/21 2:54 PM

This month’s member spotlight is on Kelli Simms out of Dallas! She is currently serving on the NAIFA-Dallas Board of Directors as the Director of Government Relations. Kelli demonstrated a deep understanding of the importance of personal financial literacy and a passion for advocacy. She grew up in between New Orleans, LA and Dallas, TX and attended the University of New Orleans. She owns her own firm, InsureSolve, PLLC, a financial services advisory practice solving retirement and income planning issues. Her firm also offers education consulting services with in-house certified instructors teaching Financial Literacy coursework.

Read the Q&A below to get to know Kelli more!

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NAIFA Family Response Fund Expanded to Assist Winter Storm Victims in Texas

By NAIFA on 2/24/21 10:10 AM

NAIFA has expanded access to the NAIFA Family Response Fund to benefit members of the association impacted by deadly winter storms in Texas. Officials in Texas and media reports indicate the extreme weather and associated utility outages have resulted in significant property losses and fatalities.

New Year, New Website

By Bianca Alonso NAIFA-Texas Government Relations Manager on 2/10/21 4:26 PM

NAIFA-Texas has a new website! AND a new domain name. Moving forward, we will be directing members and non-members to this new page: tx.naifa.org

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Member Spotlight: Betsy Assad, CLTC, NAIFA-Houston 2021 President

By Bianca Alonso NAIFA-Texas Government Relations Manager on 2/2/21 2:18 PM

This month’s member spotlight is on Betsy Assad, CLTC, NAIFA-Houston 2021 President!

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The 87th Legislative Session Begins!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 1/26/21 12:00 AM

The 87th Legislative Session is upon us! What has happened so far? Glad you asked!

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Member Spotlight on Doug Massey, NAIFA Trustee

By NAIFA on 1/5/21 12:00 AM

Happy New Year, members! We hope you had a relaxing holiday season. NAIFA-Texas has a few things up its sleeve as we embark on 2021 and slam the book that is 2020 shut (with force).

Season's Greetings from NAIFA-Texas!

By NAIFA-Texas Staff on 12/21/20 12:00 AM

2020 has been quite the year to say the least. Despite these unprecedented times, we are grateful to each of our members for making this year another successful one. Make sure to check out our 2020 Video Yearbook!

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Best Interests for Annuity Consumers

By Bianca Alonso NAIFA-Texas Government Relations Manager on 12/4/20 12:00 AM

Back in February, the National Association of Insurance Commissioners (NAIC) adopted amendments to the NAIC Suitability in Annuity Transactions Model Regulation. NAIFA National describes these amendments as consisting of, “enhanced consumer protections and other revisions, and the revised NAIC Model requires producers and insurers to act in the best interest of annuity purchasers and to not put their own financial interests ahead of the consumers’ interest.” This amended model affects financial professionals working with annuities.

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Election 2020 Is Over: What Now?

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 11/18/20 12:00 AM

Phew! It has been quite the ride over the past few weeks.

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Election 2020: The Homestretch

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 10/27/20 12:00 AM

We are officially one week from Election Day.

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NAIFA-Texas Recommended Reads Part II

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 10/21/20 12:00 AM

Every month we will be spotlight books that have impacted our members and have played a part in how they have built their businesses. Below are this month's recommended reads! Click here to view last month's blog post of book recommendations.

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Estate Planning Awareness Month 2020

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 10/12/20 12:00 AM

It is safe to say that COVID-19 has thrown the world as we know it for a loop. With the rising number of COVID-19 cases, one cannot help but think about what would happen to their loved ones if something were to happen to them. It has also forced us to have conversations we did not think we would have. One of which being life insurance and another being what today’s post is about: Estate Planning.

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LIAM Myths & Awareness

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 9/23/20 12:00 AM

It is still Life Insurance Awareness Month! Earlier this month we talked about the mission behind LIAM and provided resources to learn more about life insurance and its benefits. With the presence of COVID-19, more and more individuals are learning about life insurance. However, there are still some myths out there that are causing confusion.

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NAIFA-Texas Recommended Reads

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager. on 9/15/20 12:00 AM

In this industry, the desire to learn and keep learning is imperative. We asked some of our NAIFA-Texas members what books have impacted them the most. Each month we will be featuring a new list of recommended reads!

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#LIAM20

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 9/1/20 12:00 AM

Today marks the beginning of Life Insurance Awareness Month (LIAM)! Each year, during the month of September, the industry bands together in support and promotion of life insurance awareness. The American Optometric Association describes LIAM as, “an observance dedicated to educating Americans about the importance of including life insurance in their financial plans and helping them find the coverage they need.” NAIFA-Texas is proud to be a part of this movement!

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Pivoting Professional Development

By NAIFA-Texas Staff on 8/26/20 12:00 AM

At the start of 2020, NAIFA-Texas was looking forward to a calendar of regional events and live meetings all around our state. But then, we all know what happened: Priorities and lives were directly impacted by COVID-19.

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2020: All Eyes on Texas

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 7/29/20 12:00 AM

Primaries. Check. Runoffs. Check. What now?

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D&I Proves Increase In R&R (Recruitment & Retention)

By Bianca Alonso NAIFA-Texas PAC/Government Relations Manager on 7/22/20 12:00 AM

Over the past decade and then some, we have seen a bigger push for diversity and inclusion (D&I). From big corporations to small businesses, employers are seeing the value of diversity. Millennials have hopped on this trend with really considering a company’s D&I resources and programs before accepting employment. In short, this has become a top priority for millennials, who will be the largest and most diverse generation breaking into the work force.

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Zooming Into the New Normal: An Interview with Charlie Matejowsky

By NAIFA on 1/29/20 6:13 AM

We are very excited to bring you our first member feature on the NAIFA-Texas blog! Charlie Matejowsky has been with Van Dyke Rankin Financial Services in Brenham, Texas for his 38 year career, and a NAIFA member for 34 of those years. He also was the NAIFA-Texas Lifetime Achievement Award recipient at our 2020 State Conference. We sat down with Charlie to ask him how he has adapted his business model during the COVID-19 pandemic and how Zoom has played an integral role in maintaining his business approach.

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