From the office of the NAIFA-Texas President - May 2025

We live during interesting times and whereas there are extremely intelligent people in this country, there are few things that anyone knows for certain. As you speak with clients, I hope you share that as one of your reasons for being a NAIFA-Texas member.

NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!

NAIFA Houston hosted their 1st Annual Pickleball Tournament in April 2025! Member, guest, and sponsor contributions made this event a success and contributed to the growth of NAIFA Houston!

NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!

NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!

2025 NAIFA-Texas Resolution in the Texas State Senate

On Wednesday, February 12, 2025, the Senate of Texas adopted Senate Resolution #76 by Senator Bryan Hughes honoring 100 years of the National Association of Insurance and Financial Advisors, Texas Chapter (NAIFA-Texas). 

Click here to view the NAIFA-Texas Resolution in the Senate

SR #76 Reading: 0:38:40 (30 minutes, 40 seconds) to 0:42:45 (42 minutes, 45 seconds).

2025 NAIFA-Texas Resolution in the Texas House of Representatives

On Wednesday, February 12, 2025, the Texas House of Representatives adopted House Resolution #215 honoring 100 years of the National Association of Insurance and Financial Advisors, Texas Chapter (NAIFA-Texas). 

Click here to view the NAIFA-Texas Resolution in the House

HR #215 Reading: 1:10:00 (1 hour, 10 minutes, 0 seconds) to 1:12:30 (1 hour, 12 minutes, 30 seconds).

NAIFA-Texas is excited to welcome the following new members. We look forward to their involvement and are honored for them to join our great network of financial professionals!

NAIFA Houston held their Annual Awards Dinner on Thursday, November 14, 2024 at The Briar Club to recognize members who have went above and beyond, both professionally and personally. 

The evening began with NAIFA Houston President, Lena Allouche offering a warm welcome to guests in attendance and highlighting the Houston Awards Committee, the Houston President's Cabinet members, as well as the Houston Past Presidents in attendance at the dinner. Lena then moved on to thank the Awards Dinner event sponsors that included National Life Group, 1847 Financial, Strategic Financial Group, and Exam One Houston.

NAIFA Houston Past President and NAIFA-Texas Past President, Joey Ussery graciously accepted the role of emcee for the evening and presented the awards. Awards presented throughout the evening included the NAIFA National Quality Award, the NAIFA Houston Rising Star Award, the NAIFA Houston Financial Planner of the Year Award, and the NAIFA Houston Hall of Fame Award.

Following the awards presentations, the 2025 NAIFA Houston Board of Directors were sworn into office. 

NAIFA Houston held a virtual meeting on Tuesday, October 15, 2024 featuring NAIFA National's Diane R. Boyle focused on the topic of taxes, "Taxing Exercises Beyond Shaking Hands and Kissing Babies". 

2025 will be a year of enormous risk in the tax policy debate needed to address expiring tax provisions, government spending and the federal debt. The scope of potential adverse changes will certainly include tax rules governing life and health insurance, annuities, retirement savings, and employer-provided benefits. Explore how to shape the legislative outcomes to benefit your business and clients regardless of the election results.

• Insights into elections and tax challenges
• Methods to positively influence policy
• Techniques to leverage storytelling