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.
12 min read
2024 NAIFA-Texas Annual State Conference Recap
By NAIFA-Texas on 2/22/24 10:42 AM
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
5 min read
The Persistency Pathway
By NAIFA-Texas on 10/2/23 9:41 AM
INFORMATION PUBLISHED ON AT.NAIFA.ORG
Richard (Rick) Demko is a licensed life insurance agent who speaks nationally to associations, consumers, and producer groups regarding proper life insurance planning strategies. He holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), Life Underwriting Training Council Fellowship (LUTCF), Life and Annuity Certified Professional (LACP), and is currently challenging the CFP. Rick was Texas’ fourth Advisor Today national 4 Under 40 recipient, inaugural Texas Young Advisor of the Year, past NAIFA Houston President, and current State Director.