NAIFA-Dallas held their 21st annual Summit for Success event on Thursday, April 25, 2024, at the Madison in Addison. Guest speakers for the event included Russ Burch, featuring his presentation "Protecting your Business from Cyber Fraud", 1 hour CE session from The DI Center's Andra Grava, CLU, RHU, Jim Coyle, CLU, RHU, REBC, and Derek True, DIA, DHP with their presentation "The New Disability Insurance Market: Gen X, Y, & Z", and estate planning attorney Amy Bryant, JD, CLU shared her presentation "ILIT and the Middle Market". Amy also provided a discussion of tax law changes and the DOL Fiduciary Rule.

In addition, attendees heard a special advisory panel focused on "Finding your Niche" with Mary Lyons, John Norman, CLU, ChFC, (NAIFA-Dallas Chief Investment Officer) and Caleb Loud (NAIFA-Dallas Membership Director). 

NAIFA-Dallas held a Membership Luncheon on March 28, 2024 with guest speaker and NAIFA-Texas Government Relations Chair, Jason B. Talley, LUTCF featuring his presentation "The Over-Reaching DOL: Past, Present, Future".

NAIFA-Dallas held their 2024 Annual Awards & Celebration of Achievement Dinner on March 7, 2024 to present the Mel Meyers Member of the Year award and the OC Jackson Hall of Fame Award. 

NAIFA-Dallas held a Membership Luncheon Meeting on January 25, 2024. They were joined by NAIFA-Texas President, Jim Thompson, who conducted the installation of the 2024 NAIFA-Dallas Board of Directors. 

On January 19^th, NAIFA Pineywoods of East Texas (NAIFA-POET) held a Membership Luncheon at the Hollytree Country Club in Tyler, Texas where Texas Insurance Commissioner Cassie Brown was the guest speaker. Commissioner Brown provided members and guests with an “Insurance Market and TDI Update” during the event where close to 50 people were in attendance. The 2024 Board of Directors were also sworn in during this luncheon where NAIFA-Texas President Jim Thompson presided over the ceremony. Keith Hilliard will be serving as the 2024 Pineywoods Chapter President with David Webb serving as President-Elect, John Ruckel serving as Secretary-Treasurer, Brett Weisenburn serving as the Immediate Past President, Debbie Gary serving as a Director and the Diversity Advisor Team (DAT) Chair, Les Littleton serving as a Director and the IFAPAC Chair, Barry Dobbs serving as a Director, and Damon Ruckel serving as a Director and Advocacy Chair.

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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The NAIFA-FSP Resource Center is a benefit available to all NAIFA members and their colleagues in the financial profession. The center is a library of free downloadable content including white papers, webinars, product guides, case studies, industry analysis, and much more, provided by experts and vendors within the insurance industry. You can search the content by keyword or browse topics of interest, including:

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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Last week we brought staff and leaders together to host a new member orientation for NAIFA-Texas members. With so many new members coming into the NAIFA Family from the merger with FSP, the NAIFA-Texas board thought it would be a great idea to tell members all about the history, culture, and activities that make NAIFA-Texas unique.

NAIFA-Dallas held a Membership Luncheon Meeting on October 26, 2023. They were joined by guest speaking Kevin Freeman, CFA who spoke about his book, "Pirate Money: Discovering the Founders' Hidden Plan for Economic Justice and Defeating the Great Reset". Kevin unpacked a 230-year-old solution that the Founders placed in the Constitution. 

NAIFA-Texas President-Elect, Jim Thompson was present at the meeting to promote the 2024 NAIFA-Texas Annual State Conference to Dallas members. 

PUBLISHED BY RONAN FRIEND ON AT.NAIFA.ORG

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