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3 min read

NAIFA AWARDS SEASON IS IN FULL SWING WITH A NEW NQA CATEGORY

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

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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

ADVISOR TODAY'S 4 UNDER 40

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

INFORMATION PUBLISHED ON AT.NAIFA.ORG
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

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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
12 min read

2024 NAIFA-Texas Annual State Conference Recap

By NAIFA-Texas on 2/22/24 10:42 AM

The 2024 NAIFA-Texas Annual State Conference was held February 16-18, 2024, at the Hilton NASA Clear Lake hotel in Houston, Texas with more than 110 guests in attendance over President's Day weekend. To view the digital program, please click here.

Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA Texas
3 min read

NAIFA'S CONSUMER ARM, LIFE HAPPENS, BRINGS US INSURE YOUR LOVE MONTH

By NAIFA-Texas on 2/1/24 9:34 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Once again for February, NAIFA is fully supporting the Life Happens annual Insure Your Love Month campaign. Life Happens has joined with NAIFA to serve as our consumer outreach and education arm. This month's theme, "How to say I love you," explores the difficulties many people have expressing their love and encourages people to protect their loved ones by obtaining life insurance as an act of love.

Topics: Life Insurance & Annuities #NAIFAProud Life Happens NAIFA Texas
3 min read

Embracing the Future with Long-Term Care Planning

By NAIFA-Texas on 1/29/24 9:00 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Join us on Wednesday, February 7, 2024, from 12:00 to 1:00 pm eastern, for a webinar on the future of Long-Term Care (LTC) planning. As states like Washington begin implementing mandated LTC plans, it's clear that addressing the care needs of our aging population is more crucial than ever. This session will delve into the evolving landscape of LTC insurance, exploring various options that range from traditional insurance to innovative life and annuity hybrids. Attendees will gain a comprehensive understanding of these options, insights into the planning process, and an overview of state-level developments in LTC planning. This event is an invaluable opportunity for anyone involved in financial planning, insurance, or retirement strategies. NAIFA members can register for free, making it a not-to-be-missed event for those looking to stay informed in this rapidly changing field. This webinar is brought to you by Ash Brokerage. 

Topics: #NAIFAProud NAIFA Texas
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
4 min read

It's Long-Term Care Awareness Month: Make Sure Your Clients Prepare for Any Eventuality

By NAIFA-Texas on 11/7/23 9:29 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

November is National Long-Term Care Awareness Month and it is a great time to bring potential limited and extended care planning needs top-of-mind with your clients. It is important for every comprehensive financial plan to include LTC considerations. So even if LTC insurance is not your primary line of business, Long-Term Care Awareness Month gives you a good opportunity to get clients up to speed.

Topics: #NAIFAProud Texas NAIFA Texas
4 min read

Gear Up for 2024 with MassMutual Greater Houston's Leaders

By NAIFA-Texas on 11/7/23 9:24 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

The end of 2023 is around the corner and it's vital to be prepped for what 2024 might bring. Who better to guide us than the seasoned leaders from MassMutual Greater Houston? On November 16 at 2 pm eastern (1 pm CST and 12 pm MST for our Texas members), NAIFA National is hosting J.K. McAndrews, CLU, the President & CEO, and Lena Allouche, the Chief Growth Officer, in an upcoming NAIFA Live session.

Topics: #NAIFAProud NAIFA Live Texas NAIFA Texas NAIFA Houston
6 min read

Succeeding in Financial Services: Expert Insights With John Wheeler

By NAIFA-Texas on 10/9/23 2:07 PM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

John Wheeler is an accomplished Certified Financial Planner (CFP) with a wealth of experience in the financial services industry since 1969. He has earned several impressive designations, including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Chartered Retirement Planning Counselor (CRPC), Life Underwriter Training Council Fellow (LUTCF), LACP, and CLTC. In his current role, John supports his firm through seminars, advanced joint sales work, recruiting, and developing financial planning services. He is a highly respected speaker in the financial services industry and has also taught various certification programs such as the CRPC and CFP.

Topics: #NAIFAProud Podcast Texas NAIFA Texas

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