<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
interior-page-graphics-flag-TX
1 min read

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."

1 min read

(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!

1 min read

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

2 min read

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.

1 min read

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!

1 min read

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!

1 min read

(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!

1 min read

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.

2 min read

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!

1 min read

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

1 min read

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!

1 min read

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!

1 min read

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!

1 min read

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.

1 min read

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.

1 min read

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.

1 min read

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.

1 min read

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.

1 min read

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.

1 min read

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!

1 min read

#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!

1 min read

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.

1 min read

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?

1 min read

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.

1 min read

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.

Featured

Congressional Conference social media ba-300x300px