NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!
2 min read
Welcome New NAIFA-Texas Members
Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas
15 min read
NAIFA-Texas Centennial Celebration & Leadership Awards Gala
On the evening of Tuesday, February 11, 2025, NAIFA-Texas held it's Centennial Celebration and Awards Gala at the Austin Club. The NAIFA-Texas Awards program recognizes highly qualified members that have been identified and recommended by their peers for exhibiting leadership qualities, character, significant contributions to the insurance and financial industries, and meet or exceed the required qualifications for the award in which they are being recommended. During the program, we honored the following recipients:
- 2024 Young Advisor Team (YAT) Leader of the Year Award Recipient - Derek True, DIA, DHP of The DI Center and NAIFA-Dallas.
- 2024 Tom Currey Local Leader of the Year Award Recipient - Mark Jones of Remington Insurance Group and NAIFA Houston.
- 2024 Bruce Murray Tall Texan Award Recipient - NAIFA-Texas Past President, Hollie Gandy Donohue of Safe Money Solutions and NAIFA-Amarillo Area
- 2024 John M. Ruckel Lifetime Achievement Award Recipient - T. Leslie "Les" Littleton of T. Leslie Littleton Insurance Agency and NAIFA Pineywoods of East Texas
Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA POET NAIFA Austin NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years NAIFA-Central Texas NAIFA-San Antonio
13 min read
NAIFA-Texas Centennial State Conference
The NAIFA-Texas Centennial State Conference was held February 10-12, 2025, at the Omni Austin Downtown hotel in Austin, Texas. With more than 160 guests in attendance, the National Association of Insurance and Financial Advisors Texas Chapter celebrated its founding and 100 year anniversary.
To view the digital program, please click here.
Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA POET NAIFA Austin NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years NAIFA-Central Texas NAIFA-San Antonio
7 min read
SAMUSA, Inc. Celebrates 30 Years of Sales Activity Management Leadership at NAIFA-Texas Centennial State Conference
This Article is Brought to you by NAIFA-Texas Sponsor, SAMUSA, Inc. (Sales Activity Management)
SAMUSA, Inc. Celebrates 30 Years of Sales Activity Management Leadership at NAIFA-Texas Centennial State Conference
Hendersonville, TN – February 10, 2025 – SAMUSA, Inc., the pioneer of the Sales Activity Management (SAM) best practice methodology for sales professionals, proudly announces its 30th year in business. The milestone will be celebrated at the NAIFA-Texas Centennial State Conference, where SAMUSA, Inc. is a proud sponsor.
Topics: #NAIFAProud NAIFA-Texas State Conference Texas Sponsor NAIFA Texas 100 Years SAMUSA, Inc.
8 min read
2025 NAIFA-Texas Resolution in the Texas State Senate
2025 NAIFA-Texas Resolution in the Texas State Senate
On Wednesday, February 12, 2025, the Senate of Texas adopted Senate Resolution #76 by Senator Bryan Hughes honoring 100 years of the National Association of Insurance and Financial Advisors, Texas Chapter (NAIFA-Texas).
Click here to view the NAIFA-Texas Resolution in the Senate
SR #76 Reading: 0:38:40 (30 minutes, 40 seconds) to 0:42:45 (42 minutes, 45 seconds).
Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA Austin NAIFA Fort Worth NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years
7 min read
2025 NAIFA-Texas Resolution in the Texas House of Representatives
2025 NAIFA-Texas Resolution in the Texas House of Representatives
On Wednesday, February 12, 2025, the Texas House of Representatives adopted House Resolution #215 honoring 100 years of the National Association of Insurance and Financial Advisors, Texas Chapter (NAIFA-Texas).
Click here to view the NAIFA-Texas Resolution in the House
HR #215 Reading: 1:10:00 (1 hour, 10 minutes, 0 seconds) to 1:12:30 (1 hour, 12 minutes, 30 seconds).
Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA Austin NAIFA Fort Worth NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years
9 min read
Get to Know 2025 NAIFA President Doug Massey
INFORMATION PUBLISHED ON AT.NAIFA.ORG
NAIFA 2025 President Doug Massey, LUTCF, FSS, CLU, ChFC, has come a long way since he joined NAIFA, then known as NALU, in 1987. He first attended a local luncheon in San Angelo, Texas, as a guest. It was a nice steakhouse, Massey admits, but he was reluctant and didn’t really see the association’s appeal.
Topics: Leaders Texas NAIFA Texas NAIFA
4 min read
Life Insurance Is Love Insurance
INFORMATION PUBLISHED ON AT.NAIFA.ORG
February is Insure Your Love Month, an annual campaign created and coordinated by NAIFA’s Life Happens community. The theme for this year’s commemoration is a simple yet impactful message: Life insurance is love insurance.
The purpose of Insure Your Love Month is to remind Americans that the basic motivation behind the purchase of life insurance is that you love someone and want to protect them financially. Insure Your Love Month is the perfect opportunity for financial professionals to encourage consumers to put their love into action by ensuring their family’s financial future with life insurance.
We have made it especially easy for NAIFA members to share this message with clients and potential clients by offering an extensive library of resources. These are available as part of your NAIFA membership and include:
- Social media: Ready to use on Facebook, Instagram, Twitter, LinkedIn and TikTok. Use the prewritten captions as-is, or modify as needed. Use #InsureYourLove on your posts to amplify your reach.
- Social media calendar
- Videos and animations
- Graphics
- Cover photos
- Get your NAIFA chapter branded “Proud Supporter” of Insure Your Love social media graphic here.
- Flyers and email templates: Use in email campaigns, printed out or modified for other outreach and collateral.
- Real Life Stories: Share how life insurance has helped real families and prevented financial hardship in the face of tragedy.
- Adulthood Across Generations survey: Explore the data from our new survey.
- Insure Your Love logos: Freely use the official logos on your website, intranet, emails, or other marketing collateral to show support for the campaign.
NAIFA has long supported Insure Your Love Month and other Life Happens campaigns, including Disability Insurance Awareness Month and Life Insurance Awareness Month. Now that Life Happens is part of NAIFA, a new world of benefits has opened to NAIFA members.
Topics: Life Insurance & Annuities Texas NAIFA Texas NAIFA
3 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!
Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas
7 min read
Navigating Home Equity & Financial Planning
This Article is Brought to you by NAIFA-Texas Sponsor, Fairway Independent Mortgage Corporation - The Michael Inkman Team
Navigating Home Equity and Financial Planning: Financial Advisor on His Own Reverse Mortgage Loan with Michael Inkman
Jim Thompson, a financial advisor, praised the benefits of a Home Equity Conversion Mortgage, which he decided to use after recognizing it as a tool to maintain home ownership and financial liquidity, contrary to common fears of losing one’s home.
He appreciates how the reverse mortgage frees up monthly funds and provides a line of credit for personal use. Thompson also commends Michael Inkman from Fairway Mortgage for his friendly, knowledgeable, and supportive approach to clients, highlighting that responsible financial planning is essential for maximizing benefits from such financial products.
As it relates to leveraging home equity, Jim says, “I use the example when you go down to the grocery store, bring your mortgage statements, and say, ‘Look, I have a paid off house.’
And they say, ‘Well, that’s very nice. Good for you. But we use cash here, so that doesn’t really help.’”
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