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!
2 min read
Welcome New NAIFA-Texas Members
Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
7 min read
Social Security Unlocked: Maximizing Benefits & Guiding Your Clients
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Social Security remains one of the most important and often misunderstood components of retirement income planning. For financial professionals, helping clients navigate the complex claiming rules and optimize their benefits can make a meaningful difference in their long-term financial security.
Join us on Wednesday, August 6, 2025, from 12:00 to 1:00 pm Eastern for a webinar with Martha Shedden, RSSA, CRPC, President and Co-founder of the National Association of Registered Social Security Analysts. This webinar is free for both members and non-members, thanks to co-sponsorship by RSSA.
Martha will break down the most frequently overlooked rules and strategies in Social Security planning. Through real-world case examples, she will highlight the critical claiming decisions that can significantly impact a client’s lifetime benefits. Whether working with single individuals, married couples, or widowed and divorced retirees, financial professionals will walk away with practical tools to guide better client outcomes.
This webinar will explore:
- Common Social Security terms, acronyms, and benefit calculation methods.
- Key reductions and credits tied to age and employment status.
- How to help singles, couples, and divorced and widowed clients maximize their benefits.
- Who qualifies for dependent benefits and how those amounts are determined.
- Claiming strategies for widows and widowers with dual eligibility.
- How life expectancy and timing decisions can affect lifetime payouts.
Do not let your clients leave money on the table. Learn how to confidently lead Social Security conversations and identify the best course of action for each unique situation. Register today and unlock strategies that can elevate your retirement planning expertise.
Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA
7 min read
Long-Term Care Insurance is a Critical Part of the Caregiving Conversation
INFORMATION PUBLISHED ON AT.NAIFA.ORG
NAIFA CEO Kevin Mayeux recently published a column in InsuranceNewsNet spotlighting two critical legislative initiatives that NAIFA strongly supports: the Credit for Caring Act and the Lowering Costs for Caregivers Act. These proposals aim to provide meaningful tax relief and expanded savings tools for caregiving families—support that’s urgently needed as more baby boomers reach their 60s and the demand for long-term care solutions continues to rise.
Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA Centers of Excellence
4 min read
NAIFA-Texas President's Message
From the office of the NAIFA-Texas President - July 2025
Dear NAIFA Texas Members,
Texas is heating up all around the state, and July marks our halfway point for our centennial year. We hope that you, and the advisors you meet are participating, locally, state-wide, and in our national programming. Momentum continues to build for our Texas Federation, and we remain in the purview of those around the country.
Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas President's Message
2 min read
Welcome New NAIFA-Texas Members
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!
Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
9 min read
Building Legislative Bridges in Financial Services With Diane Boyle
INFORMATION PUBLISHED ON AT.NAIFA.ORG
For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.
Topics: #NAIFAProud Podcast Advisor Today NAIFA Texas NAIFA
8 min read
Q1 2025 Hard Hat Award – PAC Champion: Joseph Orr
Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA
13 min read
2025 NAIFA Congressional Conference
NAIFA's Congressional Conference is our signature grassroots advocacy event. Each year, we visit the nation's capitol to advocate for our clients, communities, and country.
Topics: Advocacy #NAIFAProud Texas Advocacy NAIFA-Dallas Grassroots Congressional Conference Texas NAIFA Texas NAIFA Pineywoods of East Texas NAIFA Austin NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas NAIFA-San Antonio
2 min read
Welcome New NAIFA-Texas Members
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!
Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
7 min read
Creative Charitable Planning with Non-Cash Assets: A Case Study Approach
INFORMATION PUBLISHED ON AT.NAIFA.ORG
How would you help a client who wants to donate farmland, mineral rights or a vacation home to charity? Non-cash assets such as real estate, closely held stock, and collectibles are estimated to be a $40-$60 trillion market; yet non-cash assets represent less than 2% of all charitable gifts.
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