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3 min read

NAIFA-Texas Celebrates Annuity Awareness Month

By NAIFA-Texas on 6/4/26 11:25 AM

2026 Proclamation from Governor Abbott 

AUSTIN, TX — June 2026

NAIFA-Texas is proud to recognize Governor Greg Abbott's official proclamation designating June 2026 as Annuity Awareness Month in Texas.

The proclamation highlights the important role annuities can play in helping Texans achieve long-term financial security and retirement readiness. As individuals and families plan for retirement and future financial obligations, many seek dependable strategies that provide stability, predictability, and confidence. Governor Abbott's proclamation acknowledges that annuities can serve as a valuable tool in addressing these needs while supporting long-term financial goals and financial independence.

As noted in the proclamation, Texas continues to be a leader in innovation, opportunity, and economic growth. Building financial security for Texans remains an important part of ensuring the state's continued prosperity, and retirement planning is a critical component of that effort.

For many Americans, one of the greatest concerns in retirement is the possibility of outliving their savings. Annuities can help address that concern by providing a predictable source of income, helping manage financial risk, and offering greater confidence throughout retirement. However, determining whether an annuity is appropriate—and selecting the right type of annuity—requires careful consideration and professional guidance.

That is where NAIFA-Texas members make a difference.

As trusted insurance and financial professionals, NAIFA-Texas members help individuals and families understand their options and make informed decisions based on their unique goals, needs, and circumstances. Through education, personalized planning, and ongoing guidance, our members empower Texans to build financial strategies designed to support both their retirement and legacy objectives.

Governor Abbott's proclamation also recognizes the value of education and consumer awareness. Annuity Awareness Month encourages consumers to learn more about the role annuities may play in retirement and financial planning, while emphasizing the importance of seeking guidance from qualified professionals.

Throughout June, NAIFA-Texas encourages members, consumers, and industry partners to:

  • Learn more about the various types of annuities and their potential uses
  • Engage in conversations about retirement income planning
  • Share educational resources that promote informed financial decision-making
  • Highlight the importance of professional guidance when evaluating retirement strategies

NAIFA-Texas thanks Governor Abbott and First Lady Cecilia Abbott for recognizing Annuity Awareness Month and helping raise awareness about retirement preparedness across the Lone Star State.

Together, we can help more Texans build confidence in their financial futures and achieve greater financial security in retirement.

Read the full proclamation here


 

Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
2 min read

NAIFA-POET Hosts Legislative Luncheon with Rep. Jay Dean

By NAIFA-Texas on 5/29/26 1:13 PM

NAIFA Pineywoods of East Texas Hosts Engaging Membership Luncheon Featuring State Representative Jay Dean


On May 21, 2026, NAIFA Pineywoods of East Texas welcomed members and guests to an insightful Membership Luncheon held at Hollytree Country Club in Tyler, Texas. The event featured special guest speaker Jay Dean, who provided attendees with “A View from Inside the State Capitol” and shared valuable legislative updates impacting the insurance and financial services industry.

Topics: #NAIFAProud Texas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Proud
3 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 5/28/26 11:54 AM

May – Leaders at Every Level

NAIFA-Texas is powered by professionals who lead in their businesses, their communities, and our industry. This month, we welcome new members who bring fresh perspectives and energy to our association.

Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
4 min read

Earn the Certified Home Equity Advisor (CHEA) Credential

By NAIFA-Texas on 5/26/26 9:04 AM

In partnership with Fairway Mortgage, NAIFA is offering the Certified Home Equity Advisor (CHEA) credential, a first of its kind program designed to help financial and insurance professionals responsibly integrate home equity into comprehensive retirement planning.

Topics: Certifications & Designations #NAIFAProud Texas NAIFA Texas NAIFA NAIFA Proud
3 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 5/4/26 10:28 AM

April – Building Momentum

As our association gains momentum across Texas, we’re proud to recognize new members who are adding their voice and expertise to NAIFA-Texas. Their involvement helps move our profession forward.

Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
2 min read

NAIFA-Texas Celebrates Financial Literacy Month

By NAIFA-Texas on 4/20/26 4:10 PM

2026 Proclamation from Governor Abbott 

AUSTIN, TX — April 2026

The NAIFA-Texas proudly recognizes Greg Abbott for officially proclaiming April 2026 as Financial Literacy Month in the State of Texas.

Observed nationwide each April, Financial Literacy Month serves as a reminder of the importance of equipping individuals and families with the knowledge and tools needed to make informed financial decisions.

Strengthening Financial Knowledge Across Texas

Governor Abbott’s proclamation underscores a shared commitment to improving financial education and long-term economic stability for Texans. From understanding budgeting basics to preparing for retirement, financial literacy plays a critical role in helping individuals confidently navigate life’s financial milestones.

This recognition also comes at a time when financial education continues to gain momentum across the state, including recent efforts to expand personal financial literacy requirements in Texas schools—ensuring future generations are better prepared for financial independence.

The Role of NAIFA-Texas Members

NAIFA-Texas members are deeply committed to advancing financial literacy in their communities. As trusted financial professionals, they provide guidance on:

  • Budgeting and cash flow management
  • Insurance and risk protection
  • Retirement planning
  • Wealth accumulation and preservation

Through one-on-one advising, educational events, and community outreach, NAIFA-Texas members help Texans build confidence in their financial futures.

A Call to Action During Financial Literacy Month

Throughout April, NAIFA-Texas encourages members, partners, and community leaders to take an active role in promoting financial literacy by:

  • Hosting workshops and educational seminars
  • Sharing accessible financial resources
  • Engaging clients in meaningful financial conversations
  • Supporting policies that expand access to financial education

Building a More Financially Secure Texas

Financial literacy is not just an individual benefit—it strengthens families, communities, and the broader Texas economy. NAIFA-Texas is proud to support this important initiative and remains committed to empowering Texans with the knowledge and guidance they need to succeed.

Read the full proclamation here


 

Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
2 min read

TDI Celebrates 150 Years of Protecting Texans

By NAIFA-Texas on 4/9/26 9:19 AM

INFORMATION PUBLISHED ON TDI.Texas.Gov

The Texas Department of Insurance (TDI) is celebrating our 150‑year anniversary in 2026.

We’re honoring a legacy that began in 1876 when the 15th Legislature created the Department of Insurance, Statistics, and History.

In the 1870s, most Texans bought insurance policies from companies based in other states and foreign countries. Only four of the 61 companies selling insurance in Texas were Texas-based in 1874.

Today, TDI regulates 3,447 companies, including 843 Texas-based insurers.

Our $293.9 billion insurance market is now the second largest in the United States and the fifth largest in the world.

Through all this change, our core mission has remained constant: protecting consumers.

We do this by regulating the insurance industry fairly and diligently, promoting a stable and competitive market, and providing information that makes a difference.

As we celebrate 150 years, we honor our past and look forward to building an even stronger future for Texas.

Learn more

History of the Texas Department of Insurance 


 

Topics: #NAIFAProud Press Release NAIFA Texas NAIFA NAIFA Proud Texas Department of Insurance
2 min read

NAIFA Quality Awards: Differentiate Yourself from the Crowd

By NAIFA-Texas on 4/6/26 11:09 AM

Great advisors don’t just meet expectations: They set the standard.

The NAIFA Quality Award (NQA) recognizes financial professionals who demonstrate outstanding service to clients, commitment to professional growth, and adherence to the NAIFA Code of Ethics. It’s one of the most respected honors in our profession and a powerful way to showcase your dedication to excellence.

Topics: #NAIFAProud NAIFA-Dallas Texas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 3/27/26 12:06 PM

March – Investing in the Profession

Joining NAIFA is an investment in the future of the insurance and financial services profession. This month’s new members are stepping forward to support advocacy, professional development, and the clients we serve.

Topics: #NAIFAProud NAIFA-Dallas Texas new members NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas
15 min read

Highlights from the 2026 NAIFA-Texas Annual State Conference

By NAIFA-Texas on 3/18/26 12:43 PM

The Power of One: Highlights from the 2026 NAIFA-Texas Annual State Conference

From March 1–3, NAIFA-Texas members gathered in San Antonio for the 2026 Annual State Conference, centered on this year’s theme: “The Power of One.” The event brought together advisors, leaders, and industry partners from across the state to learn, celebrate achievements, strengthen advocacy, and connect with the NAIFA community.

Held at the historic Gunter Hotel, the conference delivered three days of meaningful conversations, leadership development, and recognition of the individuals who continue to elevate our profession.

2026 NAIFA-Texas Conference Program

Topics: #NAIFAProud NAIFA-Dallas Texas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA POET NAIFA Austin NAIFA Proud NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas NAIFA-Central Texas Annual State Conference

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