On Wednesday, February 12, 2025, the Texas House of Representatives adopted House Resolution #215 honoring 100 years of the National Association of Insurance and Financial Advisors, Texas Chapter (NAIFA-Texas).
Click here to view the NAIFA-Texas Resolution in the House
HR #215 Reading: 1:10:00 (1 hour, 10 minutes, 0 seconds) to 1:12:30 (1 hour, 12 minutes, 30 seconds).
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!
NAIFA-Dallas held their 2nd Annual Texas Hold 'Em Tournament at Oak Highlands Brewery on Thursday, September 12th, 2024.
NAIFA-Dallas Immediate Past President, Staley Shiller, kicked off the event by welcoming the attendees an starting the 'introductory round' for the group novices and then the tournament was off!
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The accomplishment recognizes the Chapter’s commitment to delivering a quality member experience.
The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that NAIFA’s Dallas Chapter has achieved the association’s Bronze Chapter Excellence Award. NAIFA Dallas is one of 9 Local Chapters to achieve a 2024 Chapter Excellence Award.
NAIFA established the Chapter Excellence Award in 2023 to recognize the success of those Chapters that have excelled in providing a quality member experience to their members and achieved organizational excellence.
The Gold Award indicates that NAIFA Dallas is in full compliance with its Chapter Agreement and has met Chapter Health Rating and membership benchmarks through August 31.
"Congratulations on qualifying for the NAIFA Chapter Excellence Award," said NAIFA President Tom Cothron, LUTCF, FSCP. "The experiences our members gain at the Chapter level play a crucial role in shaping their perception of our association. It is a great pleasure to recognize your leaders, members, and executive team for their contributions in making the Chapter experience a success. Your efforts are vital to our continued success."
NAIFA Dallas will be recognized for its achievement at the Apex/National Leadership Conference and Belong Awards Celebration, September 19-21, 2024, in Phoenix, Arizona.
ABOUT NAIFA: Founded in 1890, the National Association of Insurance and Financial Advisors is the preeminent association for financial service professionals in the United States of America. NAIFA members, in every Congressional district and every state house, subscribe to a strong Code of Ethics and represent a full spectrum of practice specialties to promote financial security for all Americans. Complimented by its professional development and consumer divisions, the Society of Financial Service Professionals and Life Happens, the association delivers value through advocacy, service, and education.
NAIFA-Dallas held their Annual Legislative Reception on the evening of Thursday, August 22, 2024 at The Madison in Addison. Honored guest included several Texas legislators, staff, and candidates running for office. Dallas is proud to share that both Democratic and Republican members in various contested races were in attendance during the event. Sponsors for the reception included The DI Center, Christi Greene Homes, Plus Group Texas, and 1847 Financial. 1847 Financial was the event location host for the evening.
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.
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.
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