NAIFA-Dallas held their 21st annual Summit for Success event on Thursday, April 25, 2024, at the Madison in Addison. Guest speakers for the event included Russ Burch, featuring his presentation "Protecting your Business from Cyber Fraud", 1 hour CE session from The DI Center's Andra Grava, CLU, RHU, Jim Coyle, CLU, RHU, REBC, and Derek True, DIA, DHP with their presentation "The New Disability Insurance Market: Gen X, Y, & Z", and estate planning attorney Amy Bryant, JD, CLU shared her presentation "ILIT and the Middle Market". Amy also provided a discussion of tax law changes and the DOL Fiduciary Rule.

In addition, attendees heard a special advisory panel focused on "Finding your Niche" with Mary Lyons, John Norman, CLU, ChFC, (NAIFA-Dallas Chief Investment Officer) and Caleb Loud (NAIFA-Dallas Membership Director). 

Please enjoy some of the photos captured during the event.

2024 NAIFA-Dallas President, Brent Hill

NAIFA-Dallas YAT Chair, Robin Skillingberg (left) and NAIFA-Dallas Membership Committee Chair, Joel Gomez (right)

(left to right): The DI Center's Andra Grava (NAIFA-Dallas and NAIFA-Texas Past President), Jim Coyle, and Derek True (NAIFA-Dallas Secretary) – presented a CE class called “The New Disability Insurance Markets:  Gens X, Y and Z”

NAIFA-Dallas Summit for Success Committee Member, Mike Evans (left) greets speaker Amy Bryant (right) with Penn Mutual who presented "ILIT and the Middle Market". Amy also provided an update on the DOL Fiduciary Rule.

"Finding Your Niche" Panel (left to right): Mary Lyons, John Norman (NAIFA-Dallas Chief Investment Officer) and Caleb Loud (NAIFA-Dallas Membership Director)

Russ Burch (Frost Bank) presenting "Protecting your Business from Cyber Fraud"

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