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6 min read

2024 Annual State Conference Speaker Preview: Jason Redman

By NAIFA-Texas on 11/8/23 1:41 PM

Lieutenant Jason Redman
Retired Navy SEAL, Motivational Speaker
Topics: #NAIFAProud NAIFA-Texas State Conference
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

2024 Annual State Conference Speaker Preview: Traci Brown

By NAIFA-Texas on 11/1/23 1:35 PM

Traci Brown
Fraud-Busting Body Language Expert
Topics: #NAIFAProud NAIFA-Texas State Conference
1 min read

NAIFA-Dallas Membership Luncheon Meeting

By NAIFA-Texas on 10/31/23 1:25 PM

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. 

Topics: #NAIFAProud Membership NAIFA-Dallas
2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 10/31/23 8:46 AM

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
3 min read

NAIFA Pineywoods of East Texas Is a Silver Chapter Excellence Award Winner

By NAIFA-Texas on 10/12/23 11:25 AM

NAIFA Pineywoods of East Texas Is a Silver Chapter Excellence Award Winner

The accomplishment recognizes the chapter’s commitment to delivering a quality member experience.

Topics: #NAIFAProud Excellence Award NAIFA Pineywoods of East Texas
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. 

Topics: #NAIFAProud Podcast Texas Rick Demko NAIFA Texas
2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 10/2/23 8:55 AM

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

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