The event this year is focused on creating an interactive experience for participants. The conference will include break-out sessions for book signings with speakers, gamification, and TED-talk style sessions to allow attendees to "choose their own adventure" to spice up their Zoom experience and deliver top-notch training to help you expand your book of business.
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Performance + Purpose 2021: Redefine the Lines
Topics: #NAIFAProud Networking Continuing Education Professional Development Membership
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NAIFA Austin Kicking Off to Q4!
Save the date and kickoff the 4th quarter by joining NAIFA-Austin for a special CE and happy hour event on Wednesday, August 4th 2021 at the University of Texas Golf Club.
Topics: #NAIFAProud Networking Continuing Education Professional Development Membership
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NAIFA and Insperity Partnership Hits a Home Run with Houston Chapter
Roger Clemens with NAIFA-Houston Leadership: (left-right): Kyle Lindner (2019 President), Brian Monk (President-Elect). Roger Clemens, Betsy Assad (President), Rick Demko (2020 President).
The strategic partnership between NAIFA and Insperity kicked off on Thursday, June 17, when NAIFA-Houston members were invited to Constellation Field for batting practice with seven-time Cy Young award winner Roger Clemens.
During an informal reception and meet and greet, Roger "Rocket" Clemens welcomed attendees and shared his personal story of success before engaging in a casual Q&A. Then everyone was invited down to the field to pick up a bat and Roger took the pitcher’s mound. Several attendees took the opportunity to bring their gloves and play the outfield!
Topics: Benefits Potential Partners for Advisors
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87th #TxLege By The Numbers
On June 8th, NAIFA-Texas members participated in the comeback of our Quarterly Lobbyist Updates. NAIFA-Texas lobbyist, Elizabeth Hadley, delivered a very comprehensive breakdown of bills our association had been working on, as well as, other big ticket priorities (COVID-19 relief, ERCOT reform, health care expansion, broadband expansion, voting integrity, etc.) for Speaker Dade Phelan, Lt. Governor Dan Patrick, and Governor Greg Abbott.
Topics: Advocacy #NAIFAProud Legislation & Regulations Leadership Membership
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June is Annuity Awareness Month!
In 2010, the National Association for Fixed Annuities (NAFA) designated June as National Annuity Awareness Month (NAAM) to help educate Americans on the important role of annuities as part of a secure retirement savings plan. Annuities can be an integral part of your clients’ long-term retirement planning strategy, providing direction to help them overcome unnecessary risks and important optional benefits that help them to protect their financial future.
During the 87th Legislative Session, NAIFA-Texas played a key role in passing HB 1777. This piece of legislation will require agent and insurers to follow a "Best Interest" standard for annuity products. To act in the best interest of the consumer, the agent is required to satisfy four obligations – the care, disclosure, conflict of interest, and documentation obligations. HB 1777 will harmonize the standard of care for annuities across regulatory platforms.
NAIFA-Texas is very excited this bill passed in time for Annuity Awareness Month. Click here to read more about annuities!
Topics: Life Insurance & Annuities #NAIFAProud Leadership Annuity Awareness Month
TLRT Kickoff Event
Mark your calendars for Texas Leaders Roundtable's Kickoff Event on Thursday, October 21, 2021. This will be an in-person event in Houston, Texas!
Topics: #NAIFAProud Networking Grow Your Business Leadership Small Business
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NAIFA-TX & Principal Event - June 16th
Join NAIFA-Texas sponsor, Principal Financial Group, on June 16th as they present a leadership directed virtual discussion panel!
Topics: Advocacy #NAIFAProud Grow Your Business Leadership Small Business State Advocacy Member Spotlight
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New Texas Law Enhances Protections for Annuity Consumers
Legislation signed recently by Governor Greg Abbott enhances protections for Texas consumers seeking lifetime income through annuities. Championed by House Insurance Committee Chairman Dr. Tom Oliverson and Senate Business & Commerce Chairman Kelly Hancock, the new law enhances the standards financial professionals must follow while preserving consumers’ ability to access the tools they need for a secure retirement.
Topics: State Advocacy Interstate Advocacy Press Release
That's a Wrap On The 87th #TxLege!
The 87th Texas Legislative Session is over... for now. This session has been anything but ordinary. However, that did not stop NAIFA-Texas from making our presence known, both inside the Capitol, as well as, virtually. Members- Find out how our legislative priorities stacked up next Tuesday, June 8th at 10 AM as our lobbyist, Elizabeth Hadley, provides a legislative review and an outlook of what is to come! Click here to register for this exclusive member-only virtual event!
Topics: Advocacy #NAIFAProud State Advocacy Member Spotlight
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Brent Hill: June Member Spotlight
This month, our member spotlight is on Brent Hill - one of the newest members of the NAIFA-Texas Board of Directors! Brent recently celebrated this 5 year NAIFA-anniversary which aligned perfectly with him being our member spotlight. We sat down with Brent and learned about his journey with NAIFA, his expectations upon starting out, and how he has grown with leadership opportunities.
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