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Recent posts by NAIFA-Texas

3 min read

Building an Efficient Hybrid Practice (Recap)

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

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

1 min read

Early Bird Registration Open for State Conference 2022!

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

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

Quarterly Lobbyist Update in Two Weeks!

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

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

Topics: It Pays to Be a Member State Advocacy Texas Advocacy
2 min read

NAIFA-Texas 2022 Board of Directors Election Is Open!

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

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

Topics: leadership Future Leaders
1 min read

November is Family Caregivers Awareness Month!

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

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

Topics: Family Family Caregivers Awareness
1 min read

New Texas Political Maps Signed Into Law

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

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

Topics: Annuities best interest
1 min read

TDI Adopts Rules on Annuity Disclosure Forms

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

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

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

Topics: Annuities best interest
3 min read

NAIFA-TX Board of Directors 2022 Election

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

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

Lifetime Achievement Award Nominations Due Nov. 1st

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

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

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

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

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

Topics: Advocacy NAIFA Events MembershipPays State Advocacy Federal Advocacy Texas Advocacy