Texas Governor Greg Abbott declared September as Life Insurance Awareness Month in Texas. View the proclamation here.
1 min read
Gov. Abbott Declares September Life Insurance Awareness Month
By NAIFA-Texas on 9/17/25 1:48 PM
Topics: #NAIFAProud Networking Education Prospecting Members Life Insurance Awareness Month Membership
7 min read
NAIFA-Texas President Rick Demko to Be Honored as YAT Leader of the Year
By NAIFA-Texas on 9/16/25 3:10 PM
INFORMATION PUBLISHED ON AT.NAIFA.ORG
The National Association of Insurance and Financial Advisors (NAIFA) and NAIFA-Texas are thrilled to announce that Richard “Rick” Demko, CLU, ChFC, RICP, AEP, LUTCF, LACP, has been named the National 2025 Young Advisor Team Leader of the Year. This award celebrates outstanding leadership, dedication, and impact within the financial advisory industry, recognizing individuals who exemplify the highest standards of excellence.
Topics: #NAIFAProud Awards YAT Press Release Leaders NAIFA Texas NAIFA NAIFA Proud
5 min read
NAIFA-Texas Artificial Intelligence Webinar Session
By NAIFA-Texas on 9/15/25 11:42 AM
Key Insights from Our Recent NAIFA-Texas AI Webinar
On September 9, 2025, we hosted a dynamic webinar presented by the NAIFA-Texas Study Squad that focused on artificial intelligence. The webinar was led by NAIFA-Texas Board Member, Joseph Hernandez. The session explored how artificial intelligence is reshaping the insurance industry—and how independent agencies can harness its power to thrive.
Topics: #NAIFAProud Webinar NAIFA-Dallas Texas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET Artificial Intelligence NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
4 min read
NAIFA-TEXAS PRESIDENT RICK DEMKO LAUNCHES NEW SEMESTER WITH TEXAS A&M FINANCIAL PLANNING STUDENT ASSOCIATION
By NAIFA-Texas on 8/28/25 10:26 AM
Event highlights NAIFA-Texas’s commitment to future generations of advisors
College Station, TX — August 28, 2025 — NAIFA-Texas President Rick Demko officially inaugurated the fall semester for the Texas A&M Financial Planning Student Association (FPSA), delivering an engaging and informative session tailored for aspiring 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 President's Message
2 min read
Welcome New NAIFA-Texas Members
By NAIFA-Texas on 8/25/25 1:53 PM
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
6 min read
Care for a Lifetime: Long-Term Protection in the Face of Alzheimer's and Dementia
By NAIFA-Texas on 8/25/25 1:47 PM
INFORMATION PUBLISHED ON AT.NAIFA.ORG
NAIFA-FSP Webinar Series
Tuesday, September 30, 2025
11:00 a.m. - 12:00 p.m. Central
(12:00 p.m. - 1:00 p.m. Eastern)
Registration Cost:
FREE for Members
$59 for Non-Members
CFP Credit: $5
CPE/Accounting Credit: $5
Prof. Recertification/PRP (American College) Credit: $5
*Registration Fee includes live webinar, and access to the archived program
Cognitive decline can have a profound and lasting impact on individuals, families, and caregivers. Join us for a meaningful conversation that will equip you with tools to prepare for the road ahead. In this live webinar, we’ll explore how lifetime long-term care coverage can provide peace of mind and lasting protection — especially when facing conditions like Alzheimer’s and dementia. Don't miss this opportunity to deepen your knowledge and better support your clients through one of life’s most challenging journeys.
You will learn:
- Why lifetime coverage may be the most critical feature in long-term care planning
- Insights into brain health and Alzheimer's disease and the duration from onset, medical sciences behind cognitive decline.
- Real-world examples from long-term care claim specialists
- Actionable insights for guiding clients toward better long-term care planning
Learn more and register
Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA
7 min read
Social Security Unlocked: Maximizing Benefits & Guiding Your Clients
By NAIFA-Texas on 7/22/25 10:27 AM
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
By NAIFA-Texas on 7/22/25 10:19 AM
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
2 min read
Welcome New NAIFA-Texas Members
By NAIFA-Texas on 7/8/25 10:30 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!
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
4 min read
NAIFA-Texas President's Message
By NAIFA-Texas on 7/1/25 10:00 AM
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.