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NAIFA-Texas

Life Insurance Is Love Insurance

By NAIFA-Texas on 2/6/25 2:02 PM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

February is Insure Your Love Month, an annual campaign created and coordinated by NAIFA’s Life Happens community. The theme for this year’s commemoration is a simple yet impactful message: Life insurance is love insurance.

The purpose of Insure Your Love Month is to remind Americans that the basic motivation behind the purchase of life insurance is that you love someone and want to protect them financially. Insure Your Love Month is the perfect opportunity for financial professionals to encourage consumers to put their love into action by ensuring their family’s financial future with life insurance.

We have made it especially easy for NAIFA members to share this message with clients and potential clients by offering an extensive library of resources. These are available as part of your NAIFA membership and include:

Social media: Ready to use on Facebook, Instagram, Twitter, LinkedIn and TikTok. Use the prewritten captions as-is, or modify as needed. Use #InsureYourLove on your posts to amplify your reach.
- Social media calendar
- Videos and animations
- Graphics
- Cover photos
- Get your NAIFA chapter branded “Proud Supporter” of Insure Your Love social media graphic here.
Flyers and email templates: Use in email campaigns, printed out or modified for other outreach and collateral.
Real Life Stories: Share how life insurance has helped real families and prevented financial hardship in the face of tragedy.
Adulthood Across Generations survey: Explore the data from our new survey.
Insure Your Love logos: Freely use the official logos on your website, intranet, emails, or other marketing collateral to show support for the campaign.

NAIFA has long supported Insure Your Love Month and other Life Happens campaigns, including Disability Insurance Awareness Month and Life Insurance Awareness Month. Now that Life Happens is part of NAIFA, a new world of benefits has opened to NAIFA members.

3 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 2/4/25 9:04 AM

NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!

7 min read

Navigating Home Equity & Financial Planning

By NAIFA-Texas on 1/6/25 9:00 AM

This Article is Brought to you by NAIFA-Texas Sponsor, Fairway Independent Mortgage Corporation - The Michael Inkman Team

Navigating Home Equity and Financial Planning: Financial Advisor on His Own Reverse Mortgage Loan with Michael Inkman

Jim Thompson, a financial advisor, praised the benefits of a Home Equity Conversion Mortgage, which he decided to use after recognizing it as a tool to maintain home ownership and financial liquidity, contrary to common fears of losing one’s home.

He appreciates how the reverse mortgage frees up monthly funds and provides a line of credit for personal use. Thompson also commends Michael Inkman from Fairway Mortgage for his friendly, knowledgeable, and supportive approach to clients, highlighting that responsible financial planning is essential for maximizing benefits from such financial products.

As it relates to leveraging home equity, Jim says, “I use the example when you go down to the grocery store, bring your mortgage statements, and say, ‘Look, I have a paid off house.’

And they say, ‘Well, that’s very nice. Good for you. But we use cash here, so that doesn’t really help.’”

If you’d like to learn more about HECM loans and how they can be applied to strategic retirement planning, reach out to Michael Inkman today.

CONNECT WITH NAIFA-TEXAS!

2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 1/2/25 12:42 PM

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!

7 min read

Fairway Mortgage Named to Best Reverse Mortgage Lenders Lists

By NAIFA-Texas on 12/9/24 9:30 AM

This Article is Brought to you by NAIFA-Texas Sponsor, Fairway Independent Mortgage Corporation - The Michael Inkman Team

Fairway Independent Mortgage Corporation has been named on CNBC’s Best Reverse Mortgage Lenders list, as well as Money.com’s 2024 Best Reverse Mortgage Companies.

In creating the list, CNBC considered dozens of lenders’ customer service, ease of applications, perks, affordability, and details about their reverse mortgage options. After CNBC tallied its findings, Fairway Mortgage was chosen as the Best Reverse Mortgage Lender for Speedy Closings. Money.com evaluated product offerings, customer reviews, regulatory records, and online presence, and named Fairway the Best Reverse Mortgage Lender for Homebuyers.

This combination of speedy closings and top of market service to homebuyers makes Fairway an excellent choice for a HECM for Purchase loan, allowing those over 62 to increase their purchasing power or retain more cash from the sale of their homes.

Dan Ventura, President of Fairway’s Reverse group, acknowledged the efficiency of the HECM originations at Fairway: “One of Fairway’s Core Values is Speed To Respond, and our Operations teams take pride in their ability to close loans quicker and smoother than anyone else in the industry. In a purchase scenario, timing is of the essence, and we strive to guarantee a fast, and customer-focused experience.”

With that sentiment in mind, and building on its award-winning speed and efficiency in the mortgage industry, Fairway is announcing the launch of its “15-Day Close” initiative for HECM loans. Having already fostered a reputation for closing loans faster than the competition, this new program aims to set even higher standards for customer satisfaction.

Laya Tate, SVP Reverse Underwriting at Fairway, celebrated the launch of the new initiative: “Historically we have closed loans in 17 days or less – now we are gearing up to close loans even faster through being ‘effectively efficient’ throughout the process from origination through closing. By further streamlining processes and maintaining clear communication with clients, Fairway is committed to delivering an unparalleled reverse mortgage experience – in less time.”

If you want to work with an award-winning mortgage team, reach out to Michael Inkman today.

CONNECT WITH NAIFA-TEXAS!

2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 12/2/24 1:29 PM

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!

16 min read

NAIFA Houston Annual Awards Dinner Recognizes Top Members

By NAIFA-Texas on 11/25/24 3:52 PM

NAIFA Houston held their Annual Awards Dinner on Thursday, November 14, 2024 at The Briar Club to recognize members who have went above and beyond, both professionally and personally.

The evening began with NAIFA Houston President, Lena Allouche offering a warm welcome to guests in attendance and highlighting the Houston Awards Committee, the Houston President's Cabinet members, as well as the Houston Past Presidents in attendance at the dinner. Lena then moved on to thank the Awards Dinner event sponsors that included National Life Group, 1847 Financial, Strategic Financial Group, and Exam One Houston.

NAIFA Houston Past President and NAIFA-Texas Past President, Joey Ussery graciously accepted the role of emcee for the evening and presented the awards. Awards presented throughout the evening included the NAIFA National Quality Award, the NAIFA Houston Rising Star Award, the NAIFA Houston Financial Planner of the Year Award, and the NAIFA Houston Hall of Fame Award.

Following the awards presentations, the 2025 NAIFA Houston Board of Directors were sworn into office.

3 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 11/1/24 10:30 AM

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!

9 min read

NAIFA-Texas Long Term Care Webinar & Resources

By NAIFA-Texas on 10/30/24 10:28 AM

NAIFA-Texas teamed up with industry all-stars to bring long-term care experts together for a focused webinar session. Guest speakers included, Karry Ballinger of Ballinger Insurance, Wendy Boglioli who is an Olympic gold medalist and healthy aging advocate, and Jeremy Veryser of OneAmerica. The session was moderated by Derek True, NAIFA-Dallas Secretary.

7 min read

NAIFA-Texas & TALHI Host Financial 101 Panel

By NAIFA-Texas on 10/23/24 11:52 AM

NAIFA-Texas and TALHI (Texas Association of Life & Health Insurers) hosted a Financial 101 panel discussion in Austin, Texas on October 16, 2024 with staff from the Senate Business & Commerce Committee and the House Insurance Committee.

Panelists for the event included Jason Talley, NAIFA-Texas Government Relations Chair, Rick Demko, NAIFA-Texas President Elect, and Jennifer Cawley, CEO of TALHI. Also in attendance was NAIFA-Texas Lobbyist, Caitlin Flanders. The event was well attended and topics included discussions on budgeting, protection products and investing for the future. Another great example of industry collaboration leading up to the start of the 89^th Legislature.

Please enjoy a few photos captured from the session.