The NAIFA Leadership in Life Institute is a six-month in-person program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out the best in themselves and apply what is learned across every aspect of their lives.
July's Member Spotlight is on NAIFA-Texas Past President and NAIFA Pineywoods of East Texas member, Les Littleton, CLU, LUTCF!
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.
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!
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.
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!
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!
Join NAIFA-Texas sponsor, Principal Financial Group, on June 16th as they present a leadership directed virtual discussion panel!
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.
-1.png?width=250&height=39&name=1847%20Financial%20Logo%20(1)-1.png){kind=small}
.png?width=250&height=50&name=ECA%20Marketing%20Logo%20with%20Slogan%20Transparent%20(1).png)
.png?width=200&height=58&name=EMG_logo_150%20(1).png){kind=logo}
.png?width=200&height=69&name=Midland%20Logo%20(1).png)
.png?width=240&height=40&name=Modern-Life_Logo_Black%20(1).png){kind=logo}
.png?width=100&height=138&name=motiv8-logo%20(1).png)
.png?width=200&height=111&name=SAM%20logos_RGB_SAM%20USA%20Slogan-Gold%20Blue%20(002).png)
