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1 min read

TDI Announces Guidance for New Annuity Course for Non-Resident Agents

By Bianca Alonso NAIFA-Texas Government Relations Manager on 8/25/21 1:23 PM

The Texas Department of Insurance (TDI) has issued a guidance of the new and revised annuities courses  state-licensed agents and non-resident agents will be required to take if they are looking to sell annuities on or after January 1, 2022. 

Topics: Annuities Continuing Ed
1 min read

Performance + Purpose 2021: Redefine the Lines

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/1/21 2:26 PM

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.

Topics: #NAIFAProud Networking NAIFA Events Continuing Ed Professional Development Membership
1 min read

NAIFA Austin Kicking Off to Q4!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/1/21 2:03 PM

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 NAIFA Events Continuing Ed Professional Development Membership

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

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