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!
3 min read
NAIFA Pineywoods of East Texas Is a Silver Chapter Excellence Award Winner
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.
Topics: #NAIFAProud Excellence Award NAIFA Pineywoods of East Texas
6 min read
Succeeding in Financial Services: Expert Insights With John Wheeler
INFORMATION PUBLISHED ON AT.NAIFA.ORG
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.
Topics: #NAIFAProud Podcast Texas NAIFA Texas
5 min read
The Persistency Pathway
INFORMATION PUBLISHED ON AT.NAIFA.ORG
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.
Topics: #NAIFAProud Podcast Texas Rick Demko NAIFA Texas
2 min read
Welcome New NAIFA-Texas Members
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!
Topics: #NAIFAProud new members
3 min read
Connect With Clients While You Help NAIFA Get Out the Vote
INFORMATION PUBLISHED ON AT.NAIFA.ORG
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.
Topics: Advocacy #NAIFAProud Get Out the Vote
2 min read
Welcome New NAIFA-Texas Members
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!
Topics: #NAIFAProud new members
3 min read
Preparing Now for the Challenges Ahead: Guiding Clients Through Tax & Estate Planning in 2023 & 2024
INFORMATION PUBLISHED ON AT.NAIFA.ORG
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.
Topics: Financial Planning #NAIFAProud Legacy Planning Tools Taxes
4 min read
NAIFA's LACP Certification Sets You Apart
INFORMATION PUBLISHED ON AT.NAIFA.ORG
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.
Topics: Certifications & Designations #NAIFAProud LACP Life Annuity Certified Professional (LACP) Program
2 min read
NAIFA-Texas Sponsors, Capital Strategies & Mass Mutual form Brokerage Team
This Article is Brought to you by NAIFA-Texas Sponsors, CAPITAL STRATEGIES and MASS MUTUAL BROKERAGE
As an insurance agent/financial adviser you are responsible for many things and must do a lot of research for your recommendations. The insurance world has products and specifications and to keep up with all of them can be daunting. You need trusted sources that you can rely on to help guide you through your insurance solutions and recommendations.
Partnering with a Brokerage Director at Mass Mutual can help you with:
- Advanced Planning Strategies
- Whole Life
- Term
- Disability
- Fixed Annuity
And provide solutions for you and your clients insurance needs.
Please contact Rodney G. Mogen at 512-680-6851 or rmogen@massmutualbrokerage.com to learn more.
In addition you can contact other brokerage directors from Capital Strategies Todd Wilson toddwilson@massmutualbrokerage.com or Scott Wooley swoolley@csomtx.com
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