It is safe to say that COVID-19 has thrown the world as we know it for a loop. With the rising number of COVID-19 cases, one cannot help but think about what would happen to their loved ones if something were to happen to them. It has also forced us to have conversations we did not think we would have. One of which being life insurance and another being what today’s post is about: Estate Planning.

It is still Life Insurance Awareness Month! Earlier this month we talked about the mission behind LIAM and provided resources to learn more about life insurance and its benefits. With the presence of COVID-19, more and more individuals are learning about life insurance. However, there are still some myths out there that are causing confusion.

In this industry, the desire to learn and keep learning is imperative. We asked some of our NAIFA-Texas members what books have impacted them the most. Each month we will be featuring a new list of recommended reads!

Today marks the beginning of Life Insurance Awareness Month (LIAM)! Each year, during the month of September, the industry bands together in support and promotion of life insurance awareness. The American Optometric Association describes LIAM as, “an observance dedicated to educating Americans about the importance of including life insurance in their financial plans and helping them find the coverage they need.” NAIFA-Texas is proud to be a part of this movement!

At the start of 2020, NAIFA-Texas was looking forward to a calendar of regional events and live meetings all around our state. But then, we all know what happened: Priorities and lives were directly impacted by COVID-19.

Primaries. Check. Runoffs. Check. What now?

Over the past decade and then some, we have seen a bigger push for diversity and inclusion (D&I). From big corporations to small businesses, employers are seeing the value of diversity. Millennials have hopped on this trend with really considering a company’s D&I resources and programs before accepting employment. In short, this has become a top priority for millennials, who will be the largest and most diverse generation breaking into the work force.

We are very excited to bring you our first member feature on the NAIFA-Texas blog! Charlie Matejowsky has been with Van Dyke Rankin Financial Services in Brenham, Texas for his 38 year career, and a NAIFA member for 34 of those years. He also was the NAIFA-Texas Lifetime Achievement Award recipient at our 2020 State Conference. We sat down with Charlie to ask him how he has adapted his business model during the COVID-19 pandemic and how Zoom has played an integral role in maintaining his business approach.