NAIFA-Texas & Web CE Partner Up
NAIFA-Texas is very excited to announce our new partnership with Web CE! This new member benefit will give our current members exclusive access to highest quality online insurance licensing and continuing education materials. Click here to learn more!
Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Continuing Education
Building Your Business in a Virtual World: A Panel
NAIFA-Texas is excited to announce our upcoming virtual event, Building Your Business in the Virtual World on Wednesday April 14th! Our elite panelists come with vast expertise in the fields of finance, disability, and P&C. Michael Aguirre, former NAIFA-Texas Board Member and former San Antonio President, will be moderating this discussion. This event is open to members and non-members!
Registration and additional event information can be found here.
Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Continuing Education Prospecting Members
NAIFA-Fort Worth Welcomes Back Adam Outland, Southwestern Consulting!
NAIFA-Fort Worth is hosting their virtual chapter meeting on Thursday, March 25, 2021 featuring Adam Outland of Southwestern Consulting. Adam will be conducting a sales training workshop titled, "Grow Your Sales Immediately." Learn how to overcome call reluctance, shorten your sales cycle, and more!
For free registration and additional information, please click here.
Topics: Sales Disability Insurance #NAIFAProud Networking Benefits Continuing Education Prospecting Members
NAIFA-Dallas Luncheon - March 25, 2021
NAIFA-Dallas is hosting their Chapter Luncheon on Thursday, March 25, 2021! John Norman CLU, ChFC, of Penn Mutual Wealth Strategies will be the guest speaker from 11:30 AM-1 PM at Maggiano's at Willow Bend. His workshop will be focused on Special Needs Estate Planning.
This Luncheon will be followed by an opportunity for CE credit from 1:15 - 2:15 PM!
"Everything You Want to Know about DI But Didn't Know to Ask," will be sponsored by the DI Center and moderated by Mike Evans, CLU ChFC LUTCF.
For more information, please click here!
Topics: Disability Insurance #NAIFAProud Networking Benefits Continuing Education Members
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March Member Spotlight: Kelli Simms
This month’s member spotlight is on Kelli Simms out of Dallas! She is currently serving on the NAIFA-Dallas Board of Directors as the Director of Government Relations. Kelli demonstrated a deep understanding of the importance of personal financial literacy and a passion for advocacy. She grew up in between New Orleans, LA and Dallas, TX and attended the University of New Orleans. She owns her own firm, InsureSolve, PLLC, a financial services advisory practice solving retirement and income planning issues. Her firm also offers education consulting services with in-house certified instructors teaching Financial Literacy coursework.
Read the Q&A below to get to know Kelli more!
Topics: #NAIFAProud Benefits Members Member Spotlight
New Year, New Website
NAIFA-Texas has a new website! AND a new domain name. Moving forward, we will be directing members and non-members to this new page: tx.naifa.org
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