NAIFA-Texas wishes all of our members and industry professionals a happy and safe holiday season! 2021 was quite a year for NAIFA-Texas and we could not have done it without the support of our members, colleagues, consultants, and families. As 2021 comes to a close, we are extremely grateful for the camaraderie (finally some in-person!) and community being a NAIFA member brings. Can't wait to create new memories in 2022. Cheers!
Happy Holidays from NAIFA-Texas!
Topics: Continuing Education It Pays to Be a Member Membership NAIFA-Texas State Conference
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NAIFA National Leadership Conference
Board Members and Chapter Leaders of NAIFA-Texas recently attended the NAIFA National Leadership Conference in Washington, D.C. on December 5-7, 2021. On Monday December 8th, NAIFA-Texas members and leaders attended a full-day of educational sessions centered around leadership coaching, grassroots training, and more! They also enjoyed a delicious lunch that was prepared by former White House Chef Marti Mongiello. Monday was capped off with the Annual Meeting and Belong Awards Dinner. On Tuesday, NAIFA-Texas met members of Congress on Capitol Hill.
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Building an Efficient Hybrid Practice (Recap)
NAIFA-Texas sponsor, Principal hosted a panel discussion in November moderated by their very own Senior Regional Managing Director, Phil Pyrz. During the discussion, panelists discussed their experiences with utilizing technology, best business practices, success stories, and the evolution of FP Practices (over the last 10+ years)! Panelists for this event included Bob Markle, Mindy Helfrich, Robbie Schubert, and Chris Richey.
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Early Bird Registration Open for State Conference 2022!
Early Bird Registration is now open for the 2022 NAIFA-Texas Annual State Conference! Taking place at the Houston Marriott West Loop, join your fellow NAIFA-Texas members and some of the industry's best and brightest for a multi-day event filled with educational sessions, networking opportunities and camaraderie!
Topics: Continuing Education It Pays to Be a Member Membership NAIFA-Texas State Conference
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Quarterly Lobbyist Update in Two Weeks!
Members, we are two weeks away from the return of NAIFA-Texas' Quarterly Lobbyist Update! It was been a very eventful interim within the Texas Legislature. Click here for your free registration!
Topics: It Pays to Be a Member State Advocacy Texas Advocacy
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NAIFA-Texas 2022 Board of Directors Election Is Open!
Members, voting is open elect your 2022 NAIFA-Texas Board of Directors!
Topics: Leadership Future Leaders
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November is Family Caregivers Awareness Month!
National Family Caregivers Month – celebrated each November -- is a time to recognize and honor family caregivers across the country.
Topics: Family Family Caregivers Awareness
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New Texas Political Maps Signed Into Law
Redistricting is complete! The redrawn political maps for the Texas House, Texas Senate, and Texas Congressional seats were signed into law by Governor Greg Abbott on October 25, 2021. These maps were drafted and passed by the Texas Legislature during the third special session. Members, the Texas Tribune has a tool where you can view any changes to your district and representation!
Topics: Life Insurance & Annuities Standard of Care & Consumer Protection
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TDI Adopts Rules on Annuity Disclosure Forms
Members, if your business includes annuity products, then this post is for you!
As a continuation of HB 1777 passed by the 87th Texas Legislature, Texas Department of Insurance (TDI) adopts rules about the forms an agent must provide to a consumer before or when recommending or selling an annuity. Any NAIFA-Texas member who sells annuity products should review this adoption and familiarize themselves with the new required forms. The rules adoption can be found here.
Topics: Life Insurance & Annuities Standard of Care & Consumer Protection
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NAIFA-TX Board of Directors 2022 Election
NAIFA-Texas will be holding an election to put in place its 2022 officers and directors on
November 17-24, 2021. The election will be held electronically utilizing voting software. To prepare for the election, please review the list of candidates below:
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