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3 min read

Q2 STATE OF NAIFA PRESENTED BY COTHRON, MAYEUX, AND BOYLE

By NAIFA-Texas on 3/21/24 10:17 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

NAIFA-Texas members, mark your calendars for April 11th at 11:00 AM Central (12 pm Eastern) for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

This 30-minute webinar will feature insights from Tom Cothron, NAIFA President, Kevin Mayeux, NAIFA CEO, and Diane Boyle, NAIFA SVP of Government Relations. They'll provide a comprehensive update on NAIFA's current position, our advocacy work, and  NAIFA programs aimed at supporting your professional development.

Attending is key to staying informed about the latest NAIFA initiatives and understanding how these efforts contribute to the financial services profession. If you're unable to join live, simply register for the event, and national will send you the recording to ensure you don’t miss out on this valuable webinar.

This webinar represents an important opportunity for all members to engage directly with NAIFA's leadership, to gain insights into our collective progress, and to see how together, we're shaping the future of our industry. 

The quarterly State of NAIFA reports demonstrate NAIFA's commitment to transparency. They are also a great way for leaders and members to stay abreast of everything going on with their association. The online event is open to anyone interested in NAIFA's success, so please invite members and nonmembers, alike.

Register

Topics: Advocacy #NAIFAProud Leadership 2025 Strategic Plan
7 min read

NAIFA-Dallas Annual Awards & Celebration of Achievement Dinner

By NAIFA-Texas on 3/19/24 10:03 AM

NAIFA-Dallas held their 2024 Annual Awards & Celebration of Achievement Dinner on March 7, 2024 to present the Mel Meyers Member of the Year award and the OC Jackson Hall of Fame Award. 

Topics: #NAIFAProud Awards Membership NAIFA-Dallas
3 min read

NAIFA AWARDS SEASON IS IN FULL SWING WITH A NEW NQA CATEGORY

By NAIFA-Texas on 3/14/24 9:09 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Awards applications are starting to roll in for 2024. Don't miss your opportunity to shine! We are pleased to announce a new category for the NAIFA Quality Award. We have launched an Emeritus category for members who are at least 60 years old and who have previously qualified for NQA for a minimum of 15 years.

NAIFA's awards provide an opportunity for our members to differentiate themselves from the crowd and receive national recognition for their contributions. All awards are found in NAIFA's Talent Development Center.

All of the awards will close their application/nomination process on May 31, 2024. Please note the slightly shortened time frame of the awards' window due to the Belong Awards Celebration being held in conjunction with Apex 24. 

Recipients will be recognized during the 2024 Belong Awards Celebration on September 21, 2024, during Apex at the Arizona Biltmore in Phoenix.

Explore these awards and learn more about our 2023 recipients.

John Newton Russell Memorial Award

Terry Headley Lifetime Defender Award

NAIFA Quality Award

Advisor Today's 4 Under 40 Nomination

YAT Leader of the Year

Diversity Champion

Topics: #NAIFAProud Awards Leadership NAIFA Texas
3 min read

ADVISOR TODAY'S 4 UNDER 40

By NAIFA-Texas on 3/5/24 10:12 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG
Each year,   Advisor Today magazine  recognizes four financial advisors who achieve excellence in their profession by or before the age of 40 with   Advisor Today’s  4 Under 40 Award.
Topics: #NAIFAProud 4 Under 40 Leadership NAIFA Texas
5 min read

Learning Your Leadership Style

By NAIFA-Texas on 3/4/24 9:45 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Have you ever wondered if great leaders are born or made? Anyone can be a great leader if they understand themselves, know what motivates others to want to follow them, and apply what they learn.

Topics: #NAIFAProud Leadership NAIFA Texas
2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 3/1/24 9:00 AM

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!

Topics: #NAIFAProud new members
5 min read

NAIFA-Texas Renames Annual Lifetime Achievement Award

By NAIFA-Texas on 2/28/24 1:30 PM

NAIFA-Texas Renames Annual Lifetime Achievement Award to Honor Long-Time Member John Ruckel


The Texas Chapter of the National Association of Insurance and Financial Advisors (NAIFA-Texas) announced the renaming of their Annual Lifetime Achievement Award to the John M. Ruckel Lifetime Achievement Award during this year’s Annual Conference that was held February 16-18, 2024, in Clear Lake, Texas.

Topics: #NAIFAProud Lifetime Achievement Award
12 min read

2024 NAIFA-Texas Annual State Conference Recap

By NAIFA-Texas on 2/22/24 10:42 AM

The 2024 NAIFA-Texas Annual State Conference was held February 16-18, 2024, at the Hilton NASA Clear Lake hotel in Houston, Texas with more than 110 guests in attendance over President's Day weekend. To view the digital program, please click here.

Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA Texas
3 min read

NAIFA'S CONSUMER ARM, LIFE HAPPENS, BRINGS US INSURE YOUR LOVE MONTH

By NAIFA-Texas on 2/1/24 9:34 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Once again for February, NAIFA is fully supporting the Life Happens annual Insure Your Love Month campaign. Life Happens has joined with NAIFA to serve as our consumer outreach and education arm. This month's theme, "How to say I love you," explores the difficulties many people have expressing their love and encourages people to protect their loved ones by obtaining life insurance as an act of love.

Topics: Life Insurance & Annuities #NAIFAProud Life Happens NAIFA Texas
2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 2/1/24 9:29 AM

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!

Topics: #NAIFAProud new members

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