<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
interior-page-graphics-flag-TX
5 min read

Who's Coming to NAIFA's Apex and National Leadership Conference?

By NAIFA-Texas on 7/23/24 9:09 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Join your friends and colleagues at the Arizona Biltmore, September 19-21, for NAIFA's combined signature events, Apex and the National Leadership Conference. You can see who will be there on our Apex Who's Coming? page. Add your name to the list by registering today!

Members from Texas registered to attend include: 

Lena Allouche, NAIFA Houston President
Erni Davis,
NAIFA Employee
Renae Davies,
NAIFA-Texas Executive Director
Rick Demko,
NAIFA-Texas President-Elect
Karen Easterling,
NAIFA Austin Board Member
Susan Faykus,
NAIFA Austin President
Keith Forster,
San Antonio Member
Hollie Gandy Donohue,
NAIFA Amarillo Area Leadership Team Member
Robin Johnston,
Austin Member
Chuck Laubach, San Antonio Member
Douglas Massey,
NAIFA National President-Elect
Shane Minks,
NAIFA Houston Board Member
Michael Steadman,
San Antonio Member
Jason Talley,
NAIFA-Texas Industry Relations Task Force Chair & LILI Chair
James Thompson,
NAIFA-Texas Board Member
Joey Ussery,
Houston Member
John W Wheeler Jr.,
NAIFA-Texas Board Member

NAIFA's Apex and National Leadership Conference has what you need to take your business to the next level and boost your bottom line. 

  • Breakout workshops on the hottest topics in insurance and financial services.
    • Mastering AI to bolster your insurance or financial business. 
    • Discovering knockout networking techniques.
    • Exploring the digitalization of life insurance.
    • Using CRMs, SOPs, social media, and other tools to build a high-performing agency.
    • Providing business owner clients with advanced-planning solutions.
  • Keynote speakers to entertain, education, and inspire.
  • Ample networking with the best professionals in the industry at a world-class resort facility.

NAIFA-Texas is proud to announce that John M. Ruckel, LUTCF, a Financial Professional with MassMutual and owner of Ruckel Insurance and Financial Group in Nacogdoches, Texas, is the 2024 recipient of NAIFA’s Terry Headley Lifetime Defender Award. John will receive the award at the celebration on September 21. Learn more about this prestigious honor here: NAIFA-Texas Member John Ruckel to Receive NAIFA Terry Headley Award.

NAIFA's room block and conference rate at the Arizona Biltmore is reserved through August 12, so act now to avoid missing out.

 

Topics: #NAIFAProud Texas NAIFA Texas
5 min read

NAIFA-Texas Member John Ruckel to Receive NAIFA Terry Headley Award

By NAIFA-Texas on 7/22/24 9:42 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

NAIFA and NAIFA-Texas are proud to announce that John M. Ruckel, LUTCF, a Financial Professional with MassMutual and owner of Ruckel Insurance and Financial Group in Nacogdoches, Texas, is the 2024 recipient of NAIFA’s Terry Headley Lifetime Defender Award.

Ruckel, a loyal member since 1969, was NAIFA’s National President in 1999-2000. He had previously served on NAIFA’s National Board of Trustees and as NAIFA-Texas’s President in 1987-1988. He was also President of NAIFA-Pineywoods of East Texas and a member of the LIFE Foundation (Life Happens) Board of Directors.

Topics: Advocacy #NAIFAProud Awards Press Release Texas Advocacy IFAPAC Texas NAIFA Texas
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. 

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

NAIFA-Texas Welcomes 2023 Annual State Conference Sponsor, Four Oaks Medicare Experts

By NAIFA-Texas on 6/29/22 9:15 AM

Please join us in welcoming our 2023 Annual State Conference Welcome Reception Sponsor, Four Oaks Medical Experts. Four Oaks is a family-first insurance company. Their founders, Jamon and Paula White, are experts in Medicare and specialize in determining the most appropriate Medicare insurance plan for you. 
Topics: #NAIFAProud NAIFA-Texas State Conference Legislative Day Texas
2 min read

NAIFA WELCOMES NEW MEMBER JOSHUA RUBLE

By NAIFA-Texas on 6/28/22 8:59 AM

PUBLISHED BY RONAN FRIEND ON AT.NAIFA.ORG

When Joshua Ruble graduated from college, he didn’t plan on a career in insurance. However, when a friend suggested a Risk Management Advisor role in Dallas, he quickly took the opportunity and relocated from Oregon.

As a Risk Management Advisor at C1 Insurance Group, Ruble works primarily with high-net-worth families insuring their homes, autos, valuables, and more. He enjoys building relationships with his clients and educating them on the risks they face and consulting on how to best prepare for those disasters. One experience that stood out to him in particular came during a winter freeze. He insured a family’s home with extensive water damage protection through one of his premier carriers. Following the freeze, the home sustained extreme water damage. Not only was the damage repaired to the extent of $750,000, but all the work was completed in six months. Ruble’s client expressed his gratitude, saying, “Your service, responsiveness, and the way you keep your customers updated is truly on a different level than others.”

As a NAIFA member, Ruble is excited to network with and learn from other industry professionals. “I want to be more well-rounded in my knowledge of my industry, as well as others that will best serve my clients,” he says. 

Outside of the office, Ruble enjoys spending time with his wife and 2-year-old daughter. He appreciates the opportunity his career gives him to provide for and spend time with his family. His daughter loves animals, so the family visits zoos and museums often. Ruble is also an avid sports fan, loves hosting gatherings of friends, and stays involved in his community through his church and his daughter’s school. 

Thank you, Joshua, for your hard work and dedication. We look forward to a bright future in the association for you and are #NAIFAproud to call you one of our own.

Topics: #NAIFAProud Membership Texas Advocacy NAIFA-Dallas Texas
3 min read

Assistance for Uvalde, Texas

By NAIFA-Texas on 6/9/22 12:25 PM

Join NAIFA-Texas and their efforts to provide assistance to the families of Uvalde, Texas. Children's Bereavement Center of South Texas and First State Bank of Uvalde are two great avenues to help make an impact. Learn more below.

Topics: Texas

SAVE THE DATE! NAIFA-Texas 2023 Annual State Conference

By NAIFA-Texas on 5/26/22 2:52 PM

Please save the Date for the NAIFA-Texas 2023 Annual State Conference that is scheduled for February 21-23, 2023 in Austin, Texas! Visit the NAIFA-Texas website for all information related to the conference! Get ready to join your fellow NAIFA-Texas members for a multi-day event filled with educational sessions, networking opportunities, and camaraderie!
Topics: #NAIFAProud NAIFA-Texas State Conference Legislative Day Texas

Featured