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!

NAIFA Pineywoods of East Texas Is a Silver Chapter Excellence Award Winner

The accomplishment recognizes the chapter’s commitment to delivering a quality member experience.

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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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.

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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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!

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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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.

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!

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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Brought to you exclusively by NAIFA and the Society of FSP, this essential webinar delves deep into the time-sensitive implications of provisions in the Tax Cuts and Jobs Act (TCJA) of 2017 that are scheduled to sunset by 2025. The panel of industry experts will arm you with strategic insights, ensuring you capitalize on evolving planning opportunities and prepare your clients effectively for the imminent shifts in the tax landscape.

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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Are you a successful producer, dedicated to your career and committed to providing knowledgeable, ethical client service? Let the world know by getting NAIFA’s Life and Annuity Certified Professional (LACP) certification.

This Article is Brought to you by NAIFA-Texas Sponsors, CAPITAL STRATEGIES and MASS MUTUAL BROKERAGE

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