November is National Long-Term Care Awareness Month and it is a great time to bring potential limited and extended care planning needs top-of-mind with your clients. It is important for every comprehensive financial plan to include LTC considerations. So even if LTC insurance is not your primary line of business, Long-Term Care Awareness Month gives you a good opportunity to get clients up to speed.
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The end of 2023 is around the corner and it's vital to be prepped for what 2024 might bring. Who better to guide us than the seasoned leaders from MassMutual Greater Houston? On November 16 at 2 pm eastern (1 pm CST and 12 pm MST for our Texas members), NAIFA National is hosting J.K. McAndrews, CLU, the President & CEO, and Lena Allouche, the Chief Growth Officer, in an upcoming NAIFA Live session.
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NAIFA-Dallas held a Membership Luncheon Meeting on October 26, 2023. They were joined by guest speaking Kevin Freeman, CFA who spoke about his book, "Pirate Money: Discovering the Founders' Hidden Plan for Economic Justice and Defeating the Great Reset". Kevin unpacked a 230-year-old solution that the Founders placed in the Constitution.
NAIFA-Texas President-Elect, Jim Thompson was present at the meeting to promote the 2024 NAIFA-Texas Annual State Conference to Dallas members.
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!
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The accomplishment recognizes the chapter’s commitment to delivering a quality member experience.
John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.
Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director.
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!
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NAIFA encourages all insurance and financial professionals to vote in local, state, and federal elections and to encourage others to follow their example. Approximately 63 million Americans who are eligible are not even registered to vote. Encouraging your colleagues, team, and clients to register is a great first step and a way to show your dedication to participating in the democratic process.
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