NAIFA-Texas
Recent posts by NAIFA-Texas
1 min read
Early Bird Rates for State Conference 2022 EXTENDED!
By NAIFA-Texas on 12/29/21 12:43 PM
Topics: Continuing Education It Pays to Be a Member Membership NAIFA-Texas State Conference
Happy Holidays from NAIFA-Texas!
By NAIFA-Texas on 12/22/21 3:45 PM
NAIFA-Texas wishes all of our members and industry professionals a happy and safe holiday season! 2021 was quite a year for NAIFA-Texas and we could not have done it without the support of our members, colleagues, consultants, and families. As 2021 comes to a close, we are extremely grateful for the camaraderie (finally some in-person!) and community being a NAIFA member brings. Can't wait to create new memories in 2022. Cheers!
Topics: Continuing Education It Pays to Be a Member Membership NAIFA-Texas State Conference
2 min read
NAIFA National Leadership Conference
By NAIFA-Texas on 12/8/21 3:38 PM
Board Members and Chapter Leaders of NAIFA-Texas recently attended the NAIFA National Leadership Conference in Washington, D.C. on December 5-7, 2021. On Monday December 8th, NAIFA-Texas members and leaders attended a full-day of educational sessions centered around leadership coaching, grassroots training, and more! They also enjoyed a delicious lunch that was prepared by former White House Chef Marti Mongiello. Monday was capped off with the Annual Meeting and Belong Awards Dinner. On Tuesday, NAIFA-Texas met members of Congress on Capitol Hill.
3 min read
Building an Efficient Hybrid Practice (Recap)
By NAIFA-Texas on 12/1/21 10:54 AM
NAIFA-Texas sponsor, Principal hosted a panel discussion in November moderated by their very own Senior Regional Managing Director, Phil Pyrz. During the discussion, panelists discussed their experiences with utilizing technology, best business practices, success stories, and the evolution of FP Practices (over the last 10+ years)! Panelists for this event included Bob Markle, Mindy Helfrich, Robbie Schubert, and Chris Richey.
1 min read
Early Bird Registration Open for State Conference 2022!
By NAIFA-Texas on 12/1/21 10:20 AM
Topics: Continuing Education 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: Life Insurance & Annuities Standard of Care & Consumer Protection
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.