NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
6 min read
Shark Mindset presented by Walter Bond
NAIFA-Texas was joined by former NBA player, Walter Bond for a Performance Workshop, Shark Mindset. Watch the recording and discover how to elevate your sales game and dominate the competition!
Topics: #NAIFAProud Texas NAIFA Texas
8 min read
NAIFA-Texas Welcomes New Lobby Team
The staff and board at the National Association of Insurance and Financial Advisors Texas Chapter (NAIFA-Texas) is pleased to announce the hiring of the highly reputable lobbying firm Wittenburg & Associates LLC with lead lobbyist Michelle Wittenburg. Michelle and her team have a long history of success at the Capitol and are looking forward to supporting and representing NAIFA. NAIFA-Texas will also be working with Public Affairs Specialist Caitlin Flanders, who has a keen understanding of the legislative process and has extensive experience working with key stakeholders at the Texas Capitol.
The role of lobbyists at NAIFA-Texas is to represent NAIFA’s legislative priorities at the Texas Legislature and to advocate for the insurance and financial industries. The lobbyists will work with our staff, board and members on strategy, talking points and will develop key relationships throughout the state. They will also help to lay the groundwork for a successful NAIFA Centennial State Conference and Day at the Capitol event as the date approaches.
Michelle Wittenburg shared "we are thrilled to be your advocates before the Texas Legislature in the upcoming session and look forward to elevating the NAIFA-Texas profile with legislators, key leaders and stakeholders so that their perception of NAIFA-Texas is parallel to the reality of your position in your communities and around the state".
Topics: #NAIFAProud Texas NAIFA Texas Lobbyist
20 min read
NAIFA's Apex & National Leadership Conference Spotlights Texas Members
This year the National Association of Insurance and Financial Advisors combined two signature events, Apex and the National Leadership Conference (NLC). Apex focuses on growing your business, encouraging leadership skills, and developing your personal brand. It appeals to a wide range of professionals and helps you reach your highest level of success. The National Leadership Conference (NLC) optimizes how we work together as NAIFA leaders to bring us continued success as the number one association for financial services professionals in the United States. NLC and the associated Belong Awards Gala inspire and recognize servant leaders who are called to serve a greater purpose and understand that they are working for the success of something bigger than themselves.
Topics: #NAIFAProud Apex Texas NLC NAIFA Texas
8 min read
NAIFA-Dallas 2nd Annual Texas Hold 'Em Tournament
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!
Topics: #NAIFAProud NAIFA-Dallas Texas
3 min read
NAIFA Dallas Receives 2024 Bronze Chapter Excellence Award
NAIFA Dallas is a 2024 Bronze Chapter Excellence Award Winner
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.
Topics: #NAIFAProud NAIFA-Dallas Bronze Chapter Excellence Award
8 min read
Talley Benefits Insurance Group Meets with Texas Legislators
NAIFA-Texas Government Relations Committee Chair, Jason Talley and his team at Talley Benefits Insurance Group, LLC, have been busy meeting with legislators this month including District 31 Representative Ryan Guillen at their office and U.S. Congresswoman Monica De La Cruz, from the 15th Congressional District of Texas during her 2nd Annual Dove Hunt.
Topics: #NAIFAProud Legislative Meetings
3 min read
NAIFA Houston Receives 2024 Gold Chapter Excellence Award
NAIFA Houston is a 2024 Gold Chapter Excellence Award Winner
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 Houston Chapter has achieved the association’s Gold Chapter Excellence Award. NAIFA Houston 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 Houston 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 Houston 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.
Topics: #NAIFAProud Gold Chapter Excellence Award NAIFA Houston
2 min read
Welcome New NAIFA-Texas Members
NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement are honored for them to join our great network of financial professionals!
Topics: #NAIFAProud new members
4 min read
NAIFA Announces Hall of Fame Initiative to Honor Exceptional Members
INFORMATION PUBLISHED ON AT.NAIFA.ORG
NAIFA is pleased to announce the inaugural class of the NAIFA Hall of Fame to recognize and celebrate members whose extraordinary service and contributions represent the legacy of the most accomplished, impactful, and inspirational members of the NAIFA family. The NAIFA Board of Trustees authorized the creation of the Hall of Fame earlier this year.
“The inaugural members of NAIFA's Hall of Fame not only exemplified leadership within the financial services industry but also steadfast support for NAIFA's mission,” said NAIFA President Tom Cothron, LUTCF, FSCP. “Their unwavering dedication and commitment to NAIFA and the industry were instrumental in advancing policies and shaping the landscape of financial security in America. Their contributions have played significant roles ensuring that families across the nation can achieve their financial goals with confidence.”
Inductees to the Hall of Fame must be members of NAIFA at the time of nomination and induction except in the case of former members who have reached the age of 65 and are retired. Posthumous nominations and inductions are considered.
Members of the inaugural class are:
- C. Robert Brown, CLU, LUTCF
- Norman G. Levine*
- Ellen M. Putnam, CLU*
- Colonel Chauncey Munroe Ransom*
- Edward A. Woods*
*posthumous inductee
The inaugural Hall of Fame class will be recognized at NAIFA’s Apex 2024 and Belong Awards Gala Sept. 21 at the Arizona Biltmore in Phoenix.
“The creation of the NAIFA Hall of Fame underscores NAIFA’s dedication to acknowledging the accomplishments of extraordinary leaders in our industry,” said NAIFA CEO Kevin Mayeux, CAE. “The Hall of Fame provides a permanent platform to recognize those who have played pivotal roles in promoting financial security and advancing the mission of NAIFA. By celebrating their legacy, we aim to inspire future generations of NAIFA members to follow in their footsteps.”
To ensure that the most deserving candidates are recognized, a Hall of Fame Selection Committee has been established. This committee is responsible for reviewing nominations and selecting up to five members each year. The criteria for selection are:
- Service to NAIFA
- Professional achievements
- Tenure of membership and years of experience
- Leadership
- Association and industry recognition
- Ethical conduct
Members of the 2024 inaugural Hall of Fame Formation Committee are:
- Lawrence Holzberg, LUTCF, LACP (Committee Chair)
- Tom Cothron, LUTCF, FSCP
- Tom Currey, CLU, ChFC, LUTCF
- John Davidson, LUTCF, FSS
- Keith Gillies, CFP, CLU, ChFC
- Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP
- Tom Michel, LACP, CLTC
- Kathleen Owings, LACP
Learn more at belong.naifa.org/hall-of-fame-winners
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