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8 min read

NAIFA-Dallas Summit for Success

By NAIFA-Texas on 5/1/24 9:07 AM

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). 

Topics: #NAIFAProud Membership NAIFA-Dallas Summit for Success
7 min read

NAIFA-Dallas Luncheon The Over-Reaching DOL: Past, Present, Future

By NAIFA-Texas on 4/1/24 1:46 PM

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".

Topics: #NAIFAProud Membership NAIFA-Dallas DOL Luncheon
7 min read

NAIFA-Dallas Annual Awards & Celebration of Achievement Dinner

By NAIFA-Texas on 3/19/24 10:03 AM

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. 

Topics: #NAIFAProud Awards Membership NAIFA-Dallas
2 min read

Installation of the 2024 NAIFA Dallas Board of Directors

By NAIFA-Texas on 1/29/24 3:21 PM

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. 

Topics: #NAIFAProud Membership NAIFA-Dallas
2 min read

NAIFA Pineywoods of East Texas Luncheon Attendance Reaches All-Time High

By NAIFA-Texas on 1/29/24 2:53 PM

On January 19th, 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.

Topics: #NAIFAProud Membership NAIFA POET
3 min read

Introducing the NAIFA-FSP Resource Center

By NAIFA-Texas on 1/26/24 11:27 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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:

Topics: #NAIFAProud Benefits Membership FSP
5 min read

NAIFA-Texas Membership Orientation

By NAIFA-Texas on 1/23/24 10:26 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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.

Topics: #NAIFAProud Webinar Membership NAIFA Texas Orientation
1 min read

NAIFA-Dallas Membership Luncheon Meeting

By NAIFA-Texas on 10/31/23 1:25 PM

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. 

Topics: #NAIFAProud Membership NAIFA-Dallas
2 min read

NAIFA WELCOMES NEW MEMBER JOSHUA RUBLE

By NAIFA-Texas on 6/28/22 8:59 AM

PUBLISHED BY RONAN FRIEND ON AT.NAIFA.ORG

When Joshua Ruble graduated from college, he didn’t plan on a career in insurance. However, when a friend suggested a Risk Management Advisor role in Dallas, he quickly took the opportunity and relocated from Oregon.

As a Risk Management Advisor at C1 Insurance Group, Ruble works primarily with high-net-worth families insuring their homes, autos, valuables, and more. He enjoys building relationships with his clients and educating them on the risks they face and consulting on how to best prepare for those disasters. One experience that stood out to him in particular came during a winter freeze. He insured a family’s home with extensive water damage protection through one of his premier carriers. Following the freeze, the home sustained extreme water damage. Not only was the damage repaired to the extent of $750,000, but all the work was completed in six months. Ruble’s client expressed his gratitude, saying, “Your service, responsiveness, and the way you keep your customers updated is truly on a different level than others.”

As a NAIFA member, Ruble is excited to network with and learn from other industry professionals. “I want to be more well-rounded in my knowledge of my industry, as well as others that will best serve my clients,” he says. 

Outside of the office, Ruble enjoys spending time with his wife and 2-year-old daughter. He appreciates the opportunity his career gives him to provide for and spend time with his family. His daughter loves animals, so the family visits zoos and museums often. Ruble is also an avid sports fan, loves hosting gatherings of friends, and stays involved in his community through his church and his daughter’s school. 

Thank you, Joshua, for your hard work and dedication. We look forward to a bright future in the association for you and are #NAIFAproud to call you one of our own.

Topics: #NAIFAProud Membership Texas Advocacy NAIFA-Dallas Texas
1 min read

Early Bird Rates for State Conference 2022 EXTENDED!

By NAIFA-Texas on 12/29/21 12:43 PM

Exclusive MEMBER-ONLY Early Bird Registration for the 2022 NAIFA-Texas Annual State Conference has been extended until January 6, 2022! Taking place at the Houston Marriott West Loop, join your fellow NAIFA-Texas members and some of the industry's best and brightest for a multi-day event filled with educational sessions, networking opportunities and camaraderie!
Topics: Continuing Education It Pays to Be a Member Membership NAIFA-Texas State Conference

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