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3 min read


By NAIFA-Texas on 3/21/24 10:17 AM


NAIFA-Texas members, mark your calendars for April 11th at 11:00 AM Central (12 pm Eastern) for the Q2 State of NAIFA webinar. Learn about the latest on NAIFA’s progress, advocacy efforts, and how you can get the most out of your membership.

This 30-minute webinar will feature insights from Tom Cothron, NAIFA President, Kevin Mayeux, NAIFA CEO, and Diane Boyle, NAIFA SVP of Government Relations. They'll provide a comprehensive update on NAIFA's current position, our advocacy work, and  NAIFA programs aimed at supporting your professional development.

Attending is key to staying informed about the latest NAIFA initiatives and understanding how these efforts contribute to the financial services profession. If you're unable to join live, simply register for the event, and national will send you the recording to ensure you don’t miss out on this valuable webinar.

This webinar represents an important opportunity for all members to engage directly with NAIFA's leadership, to gain insights into our collective progress, and to see how together, we're shaping the future of our industry. 

The quarterly State of NAIFA reports demonstrate NAIFA's commitment to transparency. They are also a great way for leaders and members to stay abreast of everything going on with their association. The online event is open to anyone interested in NAIFA's success, so please invite members and nonmembers, alike.


Topics: Advocacy #NAIFAProud Leadership 2025 Strategic Plan
3 min read


By NAIFA-Texas on 3/14/24 9:09 AM


Awards applications are starting to roll in for 2024. Don't miss your opportunity to shine! We are pleased to announce a new category for the NAIFA Quality Award. We have launched an Emeritus category for members who are at least 60 years old and who have previously qualified for NQA for a minimum of 15 years.

NAIFA's awards provide an opportunity for our members to differentiate themselves from the crowd and receive national recognition for their contributions. All awards are found in NAIFA's Talent Development Center.

All of the awards will close their application/nomination process on May 31, 2024. Please note the slightly shortened time frame of the awards' window due to the Belong Awards Celebration being held in conjunction with Apex 24. 

Recipients will be recognized during the 2024 Belong Awards Celebration on September 21, 2024, during Apex at the Arizona Biltmore in Phoenix.

Explore these awards and learn more about our 2023 recipients.

John Newton Russell Memorial Award

Terry Headley Lifetime Defender Award

NAIFA Quality Award

Advisor Today's 4 Under 40 Nomination

YAT Leader of the Year

Diversity Champion

Topics: #NAIFAProud Awards Leadership NAIFA Texas
3 min read


By NAIFA-Texas on 3/5/24 10:12 AM

Each year,   Advisor Today magazine  recognizes four financial advisors who achieve excellence in their profession by or before the age of 40 with   Advisor Today’s  4 Under 40 Award.
Topics: #NAIFAProud 4 Under 40 Leadership NAIFA Texas
5 min read

Learning Your Leadership Style

By NAIFA-Texas on 3/4/24 9:45 AM


Have you ever wondered if great leaders are born or made? Anyone can be a great leader if they understand themselves, know what motivates others to want to follow them, and apply what they learn.

Topics: #NAIFAProud Leadership NAIFA Texas
2 min read

NAIFA-Texas 2022 Board of Directors Election Is Open!

By NAIFA-Texas on 11/17/21 1:24 PM

Members, voting is open elect your 2022 NAIFA-Texas Board of Directors! 

Topics: Leadership Future Leaders
3 min read

NAIFA-TX Board of Directors 2022 Election

By NAIFA-Texas on 10/29/21 11:57 AM

NAIFA-Texas will be holding an election to put in place its 2022 officers and directors on   November 17-24, 2021. The election will be held electronically utilizing voting software. To prepare for the election, please review the list of candidates below:
Topics: Leadership
1 min read

Register for LILI!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 7/28/21 9:45 AM

Do you want to strengthen your leadership skills? Are you looking for an outlook that will help you grow as a business owner, thus growing your business? How about developing a stronger, more confident sense of self?

Topics: #NAIFAProud LILI Leadership Future Leaders
1 min read

87th #TxLege By The Numbers

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/22/21 1:30 PM

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. 

Topics: Advocacy #NAIFAProud Legislation & Regulations Leadership Membership
1 min read

June is Annuity Awareness Month!

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/17/21 2:34 PM

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! 

Topics: Life Insurance & Annuities #NAIFAProud Leadership Annuity Awareness Month

TLRT Kickoff Event

By Bianca Alonso NAIFA-Texas Government Relations Manager on 6/16/21 5:59 PM

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!

Topics: #NAIFAProud Networking Grow Your Business Leadership Small Business