The Texas Department of Insurance (TDI) has issued a guidance of the new and revised annuities courses state-licensed agents and non-resident agents will be required to take if they are looking to sell annuities on or after January 1, 2022.
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TDI Announces Guidance for New Annuity Course for Non-Resident Agents
Topics: Life Insurance & Annuities Continuing Education
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TDI Proposes Rule for annuity forms
On August 16th, the Texas Department of Insurance (TDI) proposed a rule about the forms an agent must provide to a consumer before or when recommending or selling an annuity. Agents can use the hyperlink above to review the rule and submit comments before September 27, 2021. This rule falls in line with the Texas adoption of NAIC's Best Interest Standard (HB 1777).
Topics: Advocacy State Advocacy
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Leveraging Conversations to Increase Your Premiums
Join NAIFA-Texas on Wednesday, September 15th, 2021 for a special webinar focusing on Advanced Planning and just in time for Life Insurance Awareness Month (LIAM)! We are happy to welcome Tom Love with The Breakaway League and Leland Landes with The Legacy Group as our lead speakers for the event. Both speakers are top producers that have developed simple systems for writing big cases. They believe in being catalysts for their clients to think differently about wealth and taxes. After the presentation, be sure to stick around for a Q&A session! This webinar is free for both NAIFA members and non-members!
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#TxLege Special Session: Round II
On Saturday, August 7th, the Texas Legislature gaveled in for the second special session of the interim. Texas Democrats broke quorum for the third time to deny the Texas House from passing any business, including the GOP high-priority elections bill. The issues on the Governor's call do not directly impact insurance agents or financial advisors. NAIFA-Texas does not foresee this changing.
Topics: Advocacy State Advocacy
Changes to Texas Agent Licensing & Certifications
Did you miss the changes #txlege passed this session in relation to agent licensing and certification? Texas Department of Insurance hosted a webinar discussing what agents should be looking out for! View the recording here.
Topics: Certifications & Designations #NAIFAProud Members
Melinda Hipp: August Member Spotlight
This month we had the pleasure of meeting with
NAIFA San Antonio
member,
Melinda Hipp.
Melinda is the Area Sales Manager for Mutual of Omaha Mortgage in the Reverse Sales Division. She has 21 years under her belt of originating all types of mortgages with a specialty in Reverse Mortgage for the past 13 years. Melinda is an avid golfer, golf referee, poker player and loves traveling with her musician husband and playing at home with her Mini Dachshunds.
Click here to watch the full interview!
Topics: #NAIFAProud Members Member Spotlight
Performance + Purpose Is Approaching!
Two weeks until the 2021 Performance + Purpose Virtual Conference! NAIFA has a packed agenda with keynote speakers, industry leaders, and breakout sessions that is promise to inspire and "redefine the lines." It is not too late to register! Click here to reserve your spot.
Topics: #NAIFAProud Members
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Register for LILI!
Do you want to strengthen your leadership skills? Are you looking for an outlook that will help you grow as a business owner, thus growing your business? How about developing a stronger, more confident sense of self?
Topics: #NAIFAProud LILI Leadership Future Leaders
Best Interest FAQs Adopted by NAIC
The Life and Annuities Committee of the National Association of Insurance Commission (NAIC) has adopted FAQs regarding the February 2020 Best Interest Model brought forth and implemented by the committee.
Topics: Life Insurance & Annuities #NAIFAProud NAIC Model Regulation
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NAIFA-Texas Featured in P+P 2021 Speaker Line-Up
Three NAIFA-Texas leaders are featured as part of the breakout session speaker line up for the virtual Performance + Purpose 2021!
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