NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
2 min read
3 min read
How Life Settlements Are an Undervalued Tool for Seniors
This Article is Brought to you by NAIFA-Texas Emerald Sponsor, Abacus Life Settlements
In a world that's constantly evolving, it's essential for seniors to explore every financial avenue available to secure their future. The golden years should be filled with relaxation, peace of mind, and the freedom to live life on your own terms. However, achieving this level of financial comfort can be challenging, especially with the rising costs of healthcare, long-term care, and everyday living expenses. This is where Abacus Life steps in as your trusted partner, guiding you toward a lesser-known yet invaluable financial solution – life settlements.
Understanding the Opportunity
Abacus Life, a leading buyer of life insurance policies and a vertically integrated alternative asset manager specializing in specialty insurance products, believes in making the often-overlooked life settlement an accessible and transparent option for seniors. But what exactly is a life settlement, and why is it such an undervalued tool?
Life settlements are a financial strategy that allows policyholders to sell their life insurance policies in exchange for a lump sum cash payment. These policies are typically considered personal property, and just like any other asset, they can be liquidated to provide seniors with the financial means to enjoy their retirement to the fullest.
The Hidden Benefits
Financial Flexibility: Life settlements grant you the flexibility to decide how best to use the funds. Whether it's funding your medical care, covering long-term care expenses, paying for that dream vacation, or pursuing a new business venture, the choice is entirely yours.
Adapting to Life Changes: As life unfolds, your needs and circumstances may change. You may find that you no longer need the life insurance policy, or perhaps your beneficiaries no longer require the policy benefits. Life settlements provide the opportunity to adapt to these changes and maximize the value of your policy.
Affordability: Rising premiums or unexpected financial challenges can make it difficult to maintain your life insurance policy. Rather than surrendering it and losing your premium investments, a life settlement can provide a cash amount significantly higher than the policy's surrender value.
Investment Opportunities: Life settlements empower you to recapture the equity you've invested in your policy. This equity can then be used to explore new financial opportunities, such as investing in a business, purchasing a home, settling debts, or acquiring an income-generating annuity.
Abacus Life's Commitment
Abacus Life is dedicated to ensuring that you receive the most from your policy and that your entire experience is seamless. With over $4.6 billion in face value of policies purchased, Abacus has been a reliable partner for thousands of clients looking to maximize the value of their life insurance. With an experienced leadership team averaging 20+ years in the industry, Abacus brings innovation and expertise to the life settlements space.
As part of Abacus's commitment to transparency and client empowerment, they have introduced the Abacus Marketplace, a leading policy valuation and management platform. This platform provides real-time updates, easy case file management, direct communication with your Abacus representative, transparent pricing data, and E-sign capabilities. It's a one-stop destination for all your life settlement needs.
Life settlements are an undervalued financial tool that can provide seniors with the means to enjoy their retirement to the fullest. The flexibility, adaptability, and financial opportunities they offer make them an excellent choice for those seeking a brighter and more secure future. Abacus Life, is here to guide you through the process, ensuring you make an informed decision that aligns with your unique financial goals and circumstances. So, why let your life insurance policy sit in the shadows when you can turn it into a valuable asset that supports your dreams and aspirations in your golden years?
Find out if you qualify to sell your life insurance policy by using our simple online calculator or speaking with a settlement specialist at 1-800-561-4148. We are eager to assist you in making the most of your life insurance policy.
4 min read
It's Long-Term Care Awareness Month: Make Sure Your Clients Prepare for Any Eventuality
INFORMATION PUBLISHED ON AT.NAIFA.ORG
November is National Long-Term Care Awareness Month and it is a great time to bring potential limited and extended care planning needs top-of-mind with your clients. It is important for every comprehensive financial plan to include LTC considerations. So even if LTC insurance is not your primary line of business, Long-Term Care Awareness Month gives you a good opportunity to get clients up to speed.
4 min read
Gear Up for 2024 with MassMutual Greater Houston's Leaders
INFORMATION PUBLISHED ON AT.NAIFA.ORG
The end of 2023 is around the corner and it's vital to be prepped for what 2024 might bring. Who better to guide us than the seasoned leaders from MassMutual Greater Houston? On November 16 at 2 pm eastern (1 pm CST and 12 pm MST for our Texas members), NAIFA National is hosting J.K. McAndrews, CLU, the President & CEO, and Lena Allouche, the Chief Growth Officer, in an upcoming NAIFA Live session.
1 min read
NAIFA-Dallas Membership Luncheon Meeting
NAIFA-Dallas held a Membership Luncheon Meeting on October 26, 2023. They were joined by guest speaking Kevin Freeman, CFA who spoke about his book, "Pirate Money: Discovering the Founders' Hidden Plan for Economic Justice and Defeating the Great Reset". Kevin unpacked a 230-year-old solution that the Founders placed in the Constitution.
NAIFA-Texas President-Elect, Jim Thompson was present at the meeting to promote the 2024 NAIFA-Texas Annual State Conference to Dallas members.
2 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics:
#NAIFAProud
new members
3 min read
NAIFA Pineywoods of East Texas Is a Silver Chapter Excellence Award Winner
NAIFA Pineywoods of East Texas Is a Silver Chapter Excellence Award Winner
The accomplishment recognizes the chapter’s commitment to delivering a quality member experience.
6 min read
Succeeding in Financial Services: Expert Insights With John Wheeler
INFORMATION PUBLISHED ON AT.NAIFA.ORG
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.
5 min read
The Persistency Pathway
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director.
2 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics:
#NAIFAProud
new members
3 min read
Connect With Clients While You Help NAIFA Get Out the Vote
INFORMATION PUBLISHED ON AT.NAIFA.ORG
NAIFA encourages all insurance and financial professionals to vote in local, state, and federal elections and to encourage others to follow their example. Approximately 63 million Americans who are eligible are not even registered to vote. Encouraging your colleagues, team, and clients to register is a great first step and a way to show your dedication to participating in the democratic process.
2 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics:
#NAIFAProud
new members
3 min read
Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.
4 min read
NAIFA's LACP Certification Sets You Apart
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.
2 min read
NAIFA-Texas Sponsors, Capital Strategies & Mass Mutual form Brokerage Team
This Article is Brought to you by NAIFA-Texas Sponsors, CAPITAL STRATEGIES and MASS MUTUAL BROKERAGE
As an insurance agent/financial adviser you are responsible for many things and must do a lot of research for your recommendations. The insurance world has products and specifications and to keep up with all of them can be daunting. You need trusted sources that you can rely on to help guide you through your insurance solutions and recommendations.
Partnering with a Brokerage Director at Mass Mutual can help you with:
- Advanced Planning Strategies
- Whole Life
- Term
- Disability
- Fixed Annuity
And provide solutions for you and your clients insurance needs.
Please contact Rodney G. Mogen at 512-680-6851 or rmogen@massmutualbrokerage.com to learn more.
In addition you can contact other brokerage directors from Capital Strategies Todd Wilson toddwilson@massmutualbrokerage.com or Scott Wooley swoolley@csomtx.com
4 min read
August Is Awesome for NAIFA Advocacy
INFORMATION PUBLISHED ON AT.NAIFA.ORG
August is In-District Meetings month at NAIFA.
Every August, Congress recesses, allowing Senators and Representatives to spend a few weeks working from their home states and districts. Things slow to a crawl in our nation’s capital but they really heat up in Congressional districts across the country. It’s an opportunity NAIFA does not pass up. Each August, we facilitate hundreds of In-District Meetings between insurance and financial advisors and their lawmakers and staff. Equally as important as more formal meetings in Washington, D.C., these In-District Meetings are critical to building and nurturing meaningful grassroots relationships. In fact, 98% of Congressional staff agree that attending events in the district is important to understanding constituents’ views and opinions.
1 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics:
#NAIFAProud
new members
5 min read
Want to improve employee engagement and performance? Look at mental health support.
This Article is Brought to you by NAIFA-Texas Gold Sponsor, Principal Financial Group
INFORMATION PUBLISHED ON Principal.com
Employees equate their mental well-being to their productivity and performance. Here’s how you can offer more support.
When you think about mental health concerns in the workplace, you may immediately worry about managing signs of anxiety, stress, and depression. While valid, the No. 1 reason employees say it’s important for their employers to pay attention to mental well-being may surprise you: It affects their performance.
Compared to 13% of businesses, 40% of employees say that employers should be concerned about mental health due to the impact on productivity and performance, a 27-percentage point difference.1
It makes sense. If someone isn’t feeling their best—physically or mentally—they can’t bring their best self to work.
“We don’t magically leave our personal lives at the door when we enter our workplace or set them entirely aside when we log on to work from another location,” says Kara Hoogensen, senior vice president of Benefits and Protection at Principal®. “Employers are well-served to think about their team members as whole humans—people who will take care of business if the business takes care of them.”
As employee disengagement trends make headlines, better employee mental health could be one strong antidote. Here are three ideas to get started.
1. Provide financial tools and education.
Employers and employees agree that the top two contributors to worsening employee mental health are inflation/rising cost of living and concern about their personal financial situation.1
Compared to business leaders themselves, employees are significantly more worried about inflation, rising interest rates, and a recession, according to the Principal Financial Well-Being IndexSM.2
Worry about money isn’t something employees can typically compartmentalize to non-working hours. Financially stressed employees are six times more likely to have troubled relationships with coworkers and are three times less likely to stay with their current employer.3
This means financial stress is not only bad for workplace culture but retention as well.
Providing the building blocks to a sturdy financial foundation—livable, competitive wages and access to benefits—is the first step. When it comes to workplace benefits for their financial security, employees have three clear winners: health care, retirement, and paid vacation. Dental/vision and life insurance round out their top five.2
Beyond providing access to a benefits program, resources and education are key to helping employees get the most out of their money and benefits. A financial wellness program can help do this work for you, with most employees seeking help to save more and pay down or avoid costly debt.3
2. Offer workplace mental health benefits.
Employee mental health isn't all on you. Providing an avenue to professional, affordable resources and care is essential in helping to promote employee mental health and well-being. It’s also the No. 2 benefit workers want their employers to add this year.1
An employee assistance program (EAP), one common offering, provides a vast array of confidential services—from stress management coaching to substance use treatment to grief support—typically at no cost to the individual. Services are available by phone or online and often are included with some types of benefit coverages (e.g., disability or life insurance) at little-to-no additional cost.
"Be proactive about describing what an EAP is and what resources are available, Hoogensen says. “And stress the confidentiality of EAPs. It's not just about a crisis, but about the normal work-life stressors we all face, too.”
From there, consider how easily an employee could get more substantial therapy or treatment and how much it would cost under their health insurance options.
Clearing a path to mental health services not only saves precious (work) hours that employees would spend searching for a covered provider taking new clients but also demonstrates that you care about them holistically.
"Our employers are woven into our everyday lives. If someone has a death in the family, for example, who they work for and how they were treated during that time will stick with them."
Kara Hoogensen, senior vice president of Benefits and Protection
3. Ditch burnout culture in favor of work-life fit.
Though not the top concern, employees still report burnout drivers—inflexible, longer work hours, and excessive workloads—as major contributors to worsening mental health.2
But providing flexibility isn’t so simple when running a company that requires in-person work or customer service during open hours. What you can do is get more creative in how you show people you care about and respect their lives outside of work.
Gone are the days of family company picnics—many of today’s workers desire clearer boundaries between work and personal time and compensation for work-related activities. Some more attractive ideas may include a PTO gifting program, donating to employees’ charities of choice, or providing extra paid time off after completing a big project or busy season.
Access to and support from leadership also means a lot—especially to Gen Z and millennials.4 Schedule regular leader-employee touch bases that encompass job and life concerns. A few questions to help with the conversation:
- What “filled your cup” last week?
- What stressed you out more than usual?
- What are you working on that I can help with? What barriers are you facing?
During these conversations, create a plan to address issues or offer additional support—all while gaining insight into how your team member is feeling.
“Be willing to gather feedback regularly and then act on it,” Hoogensen says. “If something can’t be acted upon, be transparent on why.”
1 Principal survey of small and midsize businesses (fewer than 500 employees), including 250 businesses and 250 employees, Jan. 25–Feb. 5, 2023.
2 The Principal Financial Well-Being IndexSM (Feb. 2–9, 2023) surveyed 500 business owners, decision makers, and leaders at companies with 2–10,000 employees and 200 full-time employees.
3 Inside the wallets of working Americans, The 4th Annual Report from Salary Finance, 2022.
4Principal Financial Well-Being Index℠, July 2022.
This article is intended to be educational in nature and is not intended to be taken as a recommendation.
1 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics:
#NAIFAProud
new members
4 min read
The Difficult Reality of the Financial Services Industry With Joe Jordan
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Joe Jordan is an inspirational speaker and behavioral finance expert. In 2013, he released his award-winning book Living a Life of Significance, which has sold 90,000-plus copies in five languages. Additionally, Joe is a Founder of the Insured Retirement Institute and was featured on the cover of Life Insurance Selling Magazine. He was also honored by Irish America magazine as one of the “Top 50 Irish Americans on Wall Street.” Before becoming an international speaker, Joe worked in insurance and retired from his role as Senior Vice President at MetLife.
Topics:
#NAIFAProud
Podcast
2 min read
ACLI's Susan Neely Shares Concerns Over Americans' Retirement Security
INFORMATION PUBLISHED ON At.NAIFA.ORG
In a recent article, Susan Neely, President and CEO of the American Council of Life Insurers (ACLI), highlights the growing concern among Americans about their financial security during retirement, given increasing lifespans and economic pressures. The passage of SECURE and SECURE 2.0 aimed to address these concerns by closing savings gaps and expanding retirement security.
Neely explains that a fiduciary-only approach by the Labor Department would eliminate commission-based arrangements and potentially limit access to financial recommendations for millions of Americans. She emphasizes that Americans want the freedom to choose their financial professionals and that a fiduciary-only policy would disproportionately affect working-class individuals, particularly Black and Hispanic Americans, widening the racial wealth gap.
The article also highlights a decline in Americans' confidence in their long-term financial prospects and asserts that a fiduciary-only regulation would worsen the situation. Additionally, it argues against any proposal that hinders access to annuities, which have become a popular choice for financial consumers.
NAIFA and ACLI have worked together to get the National Association of Insurance Commissioners (NAIC) annuity transactions model bolstering consumer protections implemented in 38 states. Life insurers and lawmakers, says Neely, must work together to develop sensible public policies that promote financial certainty in retirement for all Americans.
2 min read
NAIFA Prepares College Students for Success in Insurance & Financial Services
INFORMATION PUBLISHED ON At.NAIFA.ORG
Do you know any college students interested in the insurance and financial services industry? NAIFA's Future Leaders Program is a unique opportunity for college students and recent graduates to get a glimpse into careers in insurance and financial services.
Future Leaders was created to raise awareness about opportunities in the industry and invite more students into the profession. It is presented by NAIFA members who volunteer their time to get the word out about careers in financial services and is an excellent opportunity for students to make connections with industry professionals.
The free, four-part program breaks down the complex industry to help students understand how many career pathways exist and discern what might make for a great fit. Students also hear from advisors in different practice areas to understand "a day in the life" and be inspired to reach their potential. Students who attend live get an opportunity to engage with these dynamic advisors and agents and walk away from the program with several contacts in the industry.
With more than 100 participating schools, Future Leaders aims to reach as many prospective agents and advisors as possible.
The session topics are:
- Understanding the Industry
- Finding Your Best Fit
- Choose Your Own Adventure: Career Options in the Industry
- Tools for Success: Becoming the 1%
This is a fantastic opportunity for students to make connections with professionals across the country. Some participants have secured internships and post-college jobs from the connections made by attending Future Leaders. Upon graduation, participants will also receive a certificate of completion from NAIFA.
Learn more and download the Future Leaders flyer below to share with the college students in your life.
Is your alma mater participating? If not, email marketing@naifa.org to add it to the list! Visit the Future Leaders website to find the list of participating schools.
Topics:
#NAIFAProud
Future Leaders
1 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics:
#NAIFAProud
7 min read
NAIFA Congressional Conference
NAIFA's Congressional Conference is its signature grassroots advocacy event. Each year, we list the names of attendees who pledge to advocate for their clients, communities, and country.
2 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics:
#NAIFAProud
3 min read
NAIFA-Texas Summer Professional Book Club
You are invited to join NAIFA-Texas and Books Made Easy for a collaborative virtual Book Club this summer!
Topics:
#NAIFAProud
Books
2 min read
Virtual Event with Harbor Life Brokerage
NAIFA-Texas Platinum Sponsor, Harbor Life Brokerage hosted a webinar on Wednesday, April 12, 2023 at 12:00 p.m. Central to share their services with members across the state. We were joined by Harbor Life founder and CEO, Lucas Siegal.
Topics:
#NAIFAProud
2 min read
NAIFA-Dallas Celebration of Achievement
NAIFA-Dallas held their Annual Celebration of Achievement Awards Dinner on February 28, 2023. The event brought special recognition to the recipients of the O.C. Jackson Hall of Fame Award, the Mel Meyers Advisor of the Year Award, the John and Erma Connally Advocacy Award, the YAT of the Year award, and the Board Member of the Year. In addition, LILI graduates receiving designations were also recognized during the dinner.
18 min read
2023 NAIFA-Texas Annual State Conference & Day at the Capitol Recap
The 2023 NAIFA-Texas Annual State Conference and Day at the Capitol was held February 21-23, 2023, at the DoubleTree Suites by Hilton in Austin, Texas with more than 130 guests in attendance over the three day event. To view the digital program, please click here.
1 min read
NAIFA-Dallas January Luncheon Recap
NAIFA-Dallas held a Membership Luncheon on January 26, 2023 with honored guest, NAIFA-Texas President, Rodney Mogen, who conducted their 2023 Board of Directors swearing in ceremony.
2 min read
Insurance 101
The Joint Insurance 101 event NAIFA-Texas hosted with TALHI and IIAT was a huge success! We hosted over 50 Capitol staffers and legislators for breakfast on January 26th at the Texas Capitol. We provided an overview of the life, accident & health, and property & casualty insurance in Texas from both a company and agent perspective. An Insurance 101 Handbook created by all 3 entities was provided to each attendee as a resource. We will be following up and distributing these handbooks to other Capitol offices that were unable to attend. This was a great branding opportunity for NAIFA-Texas! Jason Talley, NAIFA-Texas Government Relations Chair and Elizabeth Hadley, NAIFA-Texas Lobbyist spoke at the event with representatives from TALHI and IIAT. Doug Massey, NAIFA Secretary was also in attendance.
3 min read
NAIFA-Texas 2023 Annual State Conference
Register today for the 2023 NAIFA-Texas Annual State Conference and Day at the Capitol in Austin, Texas. Learn more by visiting the conference page!
Marketing Ideas to Finish 2022!
NAIFA-Texas sponsor, Financial Seminar Services led a webinar on Thursday, October 27, 2022 for Marketing Ideas to Finish 2022! Financial Seminar Services is a premier marketing company in the insurance and financial services industry. They come from the business and understand how important your marketing campaigns are to you and your business’s success.. They use 70+Years’ combined experience to help advisors have more successful marketing campaigns! To view the recording, please click here!
3 min read
Increasing Awareness and Education for Texans
A Message from NAIFA-Texas and TALHI
Texans across the state are more aware of life insurance than they have been for decades. Governor Abbott recently proclaimed September 2022 to be Life Insurance Awareness Month in Texas.
Topics:
#NAIFAProud
Advocacy Sushi
Watch NAIFA-Texas's advocacy focused webinar with industry leaders including NAIFA-Texas Past President and current NAIFA Trustee, Doug Massey as well as NAIFA-Texas Past President and current NAIFA-Texas National Committeeperson, Jason Talley. We were also joined by NAIFA's Andrew Holt and Stephanie Sheridan. During the webinar, our guest speakers discussed their advocacy stories, how and why they stay engaged in NAIFA, what advocacy looks like across all lines of business (local, state, and national), systematic changes to the industry because of NAIFA's impact, and more!
4 min read
NAIFA Announces 2023 National Leadership Nominees
INFORMATION PUBLISHED ON BELONG.NAIFA.ORG
NAIFA’s Committee on Governance has nominated Douglas B. Massey, LUTCF, FSS, Owner of Doug Massey Financial Services in San Angelo, TX, to be the 2023 NAIFA Secretary. A current member of NAIFA’s Board of Trustees, Massey has been a loyal NAIFA member since 1987. As incoming Secretary, Massey will be in line to serve as President-Elect in 2024 and President in 2025.
The Committee has also nominated two members to serve two-year terms on the NAIFA Board of Trustees. The nominees are Brian J. Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, Founder and CEO of the Haney Company in Silver Spring, MD, a loyal member since 2013, and Carina Hatfield, LUTCF, CLCS, LACP, Owner of Weigner Insurance & Financial Services Inc. in Pottstown, PA, a loyal member since 2005. Under the respective leadership of Haney and Hatfield, The Haney Company and Weigner Insurance & Financial Services are both participants in NAIFA’s 100% Agency program.
Two members of the 2022 Board whose terms are expiring have been nominated to serve additional one-year terms. They are Aprilyn Chavez Geissler, LACP, First Executive Vice President with Gateway Financial Advisors in Albuquerque, NM, a loyal member since 2005, and Dennis Cuccinelli, LACP, an Independent Financial Representative in Edison, NJ, a loyal member since 1986. Geissler has served the organization in a myriad of ways including being a past national Diversity Champion, and Cuccinelli has served the association for multiple years as national Membership Chair.
Bryon A. Holz, CLU, ChFC, LUTCF, CASL, LACP, President of Bryon Holz & Associates in Brandon, FL, and a loyal member since 1987, will serve as NAIFA’s 2023 President. Thomas M. Cothron, LUTCF, FSCP, Agency Manager at Southern Farm Bureau Insurance in Ocala, FL, a loyal member since 1981, will be the 2023 President-Elect. Both Holz and Cothron have served the association in multiple roles including national Trustee, state President, and specialty committee roles throughout their leadership tenure.
Brock T. Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP, Partner at Veritas Financial LLC/MassMutual and Financial Group in McLean, VA, a loyal member since 2001, is nominated to continue to serve as NAIFA’s Treasurer. Lawrence J. Holzberg, LUTCF, LACP, Director of Insurance and Advance Sales, at Fortis Lux Financial, in Melville, NY, a loyal member since 1990, will serve as Immediate Past President.
Continuing their current terms as members of the Board of Trustees in 2023 are Mark Acre, LUTCF, CEO of OneSource Insurance Group in Ozark, MO, a loyal member since 2009; Christopher L. Gandy, LACP, Founder of Midwest Legacy Group (OneAmerica) in Lisle, IL, a loyal member since 2003; Evelyn Gellar, LUTCF, RICP, CLTC, FSCP, CDFA, Managing Director of Forest Hills Financial Group (Guardian Life) in Melville, NY, a loyal member since 1993; Winona Havir, CPCU, CLF, LUTCF, FSS, AIC, LACP, Executive Vice President of Business Development with Educators Insurance Resources Services, Inc. (Horace Mann) in Stillwater, MN, a loyal member since 1997; and Danny O’Connell, LACP, CEO of Next Level Insurance Agency in Addison, TX, a loyal member since 2008.
The nominees will stand for election during NAIFA’s annual business meeting at the National Leadership Conference (NLC). The NLC and Belong awards celebration will be held November 13-15 at the historic Omni Shoreham Hotel in Washington, D.C. Following the association’s business meeting, all Trustees and state presidents will be sworn into office with an awards dinner to follow.
The NAIFA Governance Committee consists of 12 NAIFA members and is chaired by NAIFA Past President Cammie Scott, MSIE, ChHC, CLTC, LUTCF, REBC, RHU, SHRM-SCP, SPHR, President of CK Harp & Associates in Springdale, AR, a loyal member since 1998.
“The Governance Committee considered a strong slate of applicants for the NAIFA Secretary and Board of Trustee positions, and we settled on a group of candidates who bring passion, energy, intelligence, and a dedication to service that will lead NAIFA to continued success as we enter year three of the NAIFA 2025 Strategic Plan,” Scott said. “This group, along with returning board members, incoming President Bryon Holz, and President-Elect Tom Cothron, will continue to lead NAIFA’s modernization and delivery of a high-quality membership experience.”
NAIFA members interested in serving as volunteer association leaders should contact their local or state chapters to explore leadership opportunities.
1 min read
REGISTER NOW FOR THE 2022 NATIONAL LEADERSHIP CONFERENCE
INFORMATION PUBLISHED ON LEADERS.NAIFA.ORG
Registration is now open for National Leadership Conference (NLC) in Washington, D.C. to be held November 13-15 at the Omni Shoreham Hotel. The purpose of NLC is to optimize how we work together as One NAIFA. This is an opportunity for you to learn, grow, and celebrate.
1 min read
Grassroots & Relationships With NAIFA’s Andrew Holt
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Andrew Holt is the Government Relations and Grassroots Manager at the National Association of Insurance and Financial Advisors (NAIFA). NAIFA works on behalf of its members to promote a favorable regulative environment, provide professional education services, and ensure ethical professional conduct for insurance and financial advisors.
Topics:
Texas Advocacy
Grassroots
1 min read
1 min read
GET OUT THE VOTE RESOURCES NOW AVAILABLE
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Whether you're new to political advocacy or a grassroots leader, NAIFA's Get Out the Vote is a great resource for everything you need to know about NAIFA's political advocacy. Find information on polling dates and locations, ballot measures, and your elected officials. Brush up on Government 101 or find the text of individual bills—this site has useful information for everyone.
Topics:
Texas Advocacy
1 min read
NAIFA's Apex 2022
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
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.
2 min read
NAIFA WELCOMES NEW MEMBER JOSHUA RUBLE
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
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:
Texas
1 min read
NAIFA-Texas Professional Book Club
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.
Topics:
#NAIFAProud
Books
SAVE THE DATE! NAIFA-Texas 2023 Annual State Conference
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
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
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.
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2022 NAIFA Awards Now Open
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
2 min read
NAIFA-Texas LILI Panel Discussion
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.
Topics:
LILI
NAIFA-Texas State Conference
1 min read
Texas Department of Insurance (TDI) InsurED Webinars
Registration is now open for TDI InsurED Webinars
Topics:
Insurance
2 min read
NAIFA PRESIDENT HOLZBERG SPEAKS IN TEXAS
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.
Topics:
NAIFA-Texas State Conference
1 min read
Legislative Panel Discussion
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
.
2 min read
NAIFA Dallas Annual "Celebration of Achievement" Awards Dinner
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.
1 min read
2021 NAIFA Quality Award Recipients
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
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
Life Annuity Certified Professional (LACP) Program
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
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.
2 min read
NAIFA-Texas Lifetime Achievement Award Recipient: Russell Donohue
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
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.
Topics:
Press Release
Leaders
1 min read
A Message from our 2022 Conference Virtual Sponsor: Referme IQ
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.
Topics:
NAIFA-Texas State Conference
3 min read
THANK YOU 2022 CONFERENCE SPONSORS
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!
Topics:
NAIFA-Texas State Conference
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NAIFA-Texas Welcomes Platinum Sponsor, Bright HealthCare
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!
1 min read
Early Bird Rates for State Conference 2022 EXTENDED!
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!
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!
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NAIFA National Leadership Conference
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.
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Building an Efficient Hybrid Practice (Recap)
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!
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!
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!
Members, voting is open elect your 2022 NAIFA-Texas Board of Directors!
Topics:
Leadership
Future Leaders
1 min read
November is Family Caregivers Awareness Month!
National Family Caregivers Month – celebrated each November -- is a time to recognize and honor family caregivers across the country.
Topics:
Family
Family Caregivers Awareness
1 min read
New Texas Political Maps Signed Into Law
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
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
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
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
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
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
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?
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
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
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!
Topics:
Members
It Pays to Be a Member
1 min read
A Higher Salary Doesn't Mean More Wealth?
Millennials are making more money than any previous generation... so why are they less wealthy?
Topics:
Financial Planning
Financial Security
1 min read
Annuity CE Update!
If you are an agent selling annuities, then this blog post is for you... and your CE credits!
TX Lege Special Session: Round III
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
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.
2 min read
NAIFA-Texas IFAPAC presents: Man V. Steak
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!
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
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
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
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
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
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).
Topics:
Advocacy
State Advocacy
2 min read
Leveraging Conversations to Increase Your Premiums
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
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.
Topics:
Advocacy
State Advocacy
Changes to Texas Agent Licensing & Certifications
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
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!
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.
Topics:
#NAIFAProud
Members
1 min read
Register for LILI!
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
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
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?
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
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!
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
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
July's Member Spotlight is on NAIFA-Texas Past President and NAIFA Pineywoods of East Texas member, Les Littleton, CLU, LUTCF!
1 min read
Performance + Purpose 2021: Redefine the Lines
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!
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
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
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!
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
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!
1 min read
NAIFA-TX & Principal Event - June 16th
Join NAIFA-Texas sponsor, Principal Financial Group, on June 16th as they present a leadership directed virtual discussion panel!
2 min read
New Texas Law Enhances Protections for Annuity Consumers
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!
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!
1 min read
Brent Hill: June Member Spotlight
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.
1 min read
Quarterly Lobbyist Updates Are Back!
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.
2 min read
Texas Legislature Passes NAIC Model for Annuity Transactions
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!
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
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
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
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
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
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.
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May is Disability Insurance Awareness Month
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!
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!
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
The following post was written by Dr. Rodney Mogen, DBA, Founder of SolveUrPuzzles and NAIFA-Texas Secretary Treasurer.
NAIFA Fort Worth Awards Luncheon
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!
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
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!
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
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
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!
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
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
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!
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
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
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
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
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!
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
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
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.
Topics:
State Advocacy
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March Member Spotlight: Kelli Simms
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
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
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
This month’s member spotlight is on Betsy Assad, CLTC, NAIFA-Houston 2021 President!
Topics:
Member Spotlight
Membership
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The 87th Legislative Session Begins!
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
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!
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
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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NAIFA-Texas Recommended Reads Part II
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
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
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
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
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
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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D&I Proves Increase In R&R (Recruitment & Retention)
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
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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