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1 min read

NAIFA and Insperity Partnership Hits a Home Run with Houston Chapter

By NAIFA on 6/22/21 2:17 PM

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

Reminder: April 14th - "Building Your Business in a Virtual World

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/7/21 4:09 PM

Don't get to register for our April 14th panel-- "Building Your Business in a Virtual World," moderated by Former NAIFA San Antonio President, Michael Aguirre. Join NAIFA-Texas for an interactive, dynamic virtual panel of NAIFA-Texas members who know to true meaning of reinventing themselves in a virtual world. Register TODAY!

Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Blogs Prospecting Members NAIFA COVID-19

NAIFA-Dallas Summit April 20, 2021

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/7/21 12:42 PM

On April 20, 2021, NAIFA-Dallas is hosting their annual (virtual) Summit for Success! Join a line up of industry speakers as they discuss how to pandemic-proof your practice. This virtual event is open to both members and non-members. For more information and registration, please click here!
Topics: #NAIFAProud Networking Member Benefits Continuing Ed Professional Development Blogs Members NAIFA COVID-19 Pandemic

NAIFA-Texas Partners with Kaplan Financial Education!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 4/6/21 12:48 PM

NAIFA-Texas is very excited to announce our new partnership with Kaplan Financial Education! This new member benefit will give current members an exclusive discount on insurance licensing, continuing education, and securities licensing courses! Sign up for an account with your email address associated with your NAIFA-Texas membership to unlock all this and more with Kaplan. Click here to learn more!

Topics: Life Insurance #NAIFAProud Networking Member Benefits Continuing Ed Blogs Security Members NAIFA

April 14th - Building Your Business in a Virtual World

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/24/21 12:30 PM

Adapting is key when keeping your business thriving. Join NAIFA-Texas for an interactive, dynamic virtual panel about how to best market yourself in today's normal. Former NAIFA San Antonio President, Michael Aguirre, will be moderating a panel of NAIFA-Texas members who know to true meaning of reinventing themselves in a virtual world. Register TODAY!

Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Continuing Ed Blogs Prospecting Members NAIFA

NAIFA-Texas & Web CE Partner Up

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/24/21 10:00 AM

NAIFA-Texas is very excited to announce our new partnership with Web CE! This new member benefit will give our current members exclusive access to highest quality online insurance licensing and continuing education materials. Click here to learn more!

 

Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Continuing Ed Blogs NAIFA

Building Your Business in a Virtual World: A Panel

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/17/21 3:30 PM

NAIFA-Texas is excited to announce our upcoming virtual event, Building Your Business in the Virtual World on Wednesday April 14th! Our elite panelists come with vast expertise in the fields of finance, disability, and P&C.  Michael Aguirre, former NAIFA-Texas Board Member and former San Antonio President, will be moderating this discussion. This event is open to members and non-members!

Registration and additional event information can be found here. 

Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Continuing Ed Blogs Prospecting Members NAIFA

NAIFA-Fort Worth Welcomes Back Adam Outland, Southwestern Consulting!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/17/21 7:30 AM

NAIFA-Fort Worth is hosting their virtual chapter meeting on Thursday, March 25, 2021 featuring Adam Outland of Southwestern Consulting. Adam will be conducting a sales training workshop titled, "Grow Your Sales Immediately." Learn how to overcome call reluctance, shorten your sales cycle, and more!

For free registration and additional information, please click here.

Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Continuing Ed Blogs Prospecting Members NAIFA

NAIFA-Dallas Luncheon - March 25, 2021

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/17/21 7:30 AM

NAIFA-Dallas is hosting their Chapter Luncheon on Thursday, March 25, 2021! John Norman CLU, ChFC, of Penn Mutual Wealth Strategies will be the guest speaker from 11:30 AM-1 PM at Maggiano's at Willow Bend. His workshop will be focused on Special Needs Estate Planning.

This Luncheon will be followed by an opportunity for CE credit from 1:15 - 2:15 PM!

"Everything You Want to Know about DI But Didn't Know to Ask," will be sponsored by the DI Center and moderated by Mike Evans, CLU ChFC LUTCF.

For more information, please click here!

Topics: Disability Insurance #NAIFAProud Networking Benefits Continuing Ed Blogs Members NAIFA
2 min read

March Member Spotlight: Kelli Simms

By Bianca Alonso NAIFA-Texas Government Relations Manager on 3/3/21 2:54 PM

This month’s member spotlight is on Kelli Simms out of Dallas! She is currently serving on the NAIFA-Dallas Board of Directors as the Director of Government Relations. Kelli demonstrated a deep understanding of the importance of personal financial literacy and a passion for advocacy. She grew up in between New Orleans, LA and Dallas, TX and attended the University of New Orleans. She owns her own firm, InsureSolve, PLLC, a financial services advisory practice solving retirement and income planning issues. Her firm also offers education consulting services with in-house certified instructors teaching Financial Literacy coursework.

Read the Q&A below to get to know Kelli more!

Topics: #NAIFAProud Benefits Blogs Members NAIFA Member Spotlight

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