INFORMATION PUBLISHED ON AT.NAIFA.ORG

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Loan split dollar remains one of those advanced market strategies that engenders two distinct reactions among financial professionals. One reaction sees nearly unlimited opportunity in the executive business market, while another relegates this concept to the esoteric and inapplicable. Though the latter reaction may be natural for those still stuck in an early 2000s mindset, today’s financial professionals would be remiss if they didn’t seize this impactful strategy and place it in their executive benefit toolkit.

The particulars of this technique (sometimes called collateral assignment split dollar) are beyond the constraints of this piece, but a synopsis of the “Why” behind loan split dollar will help to explain the rationale and provide a brief review of this executive benefit strategy.

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!

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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Family caregivers provide $600 billion in unpaid care each year, often impacting their own career opportunities or their families’ financial security. To help them cope with this burden, NAIFA strongly supports the bipartisan Credit for Caring Act, which would provide a $5,000 tax credit to offset out-of-pocket costs associated with home caregiving. These may include the cost of home modifications, health aides, adult daycare, medicines, transportation, and other support services.

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!

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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Charitable giving plays a vital role in many clients’ financial plans, yet discussions often focus heavily on tax mitigation rather than the true philanthropic intent behind the gift. Selecting the right charitable planning tools ensures that clients maximize both their financial benefits and the lasting impact of their contributions.

NAIFA-Dallas held their 2025 Annual Awards & Celebration of Achievement Dinner this month to honor the Mel Meyers Member of the Year Award and the OC Jackson Hall of Fame Award recipients. 

NAIFA-Texas Stipend

The first 20 NAIFA-Texas members who submit their Congressional Conference registration receipt to NAIFA-Texas AND meet the eligibility requirements will receive a $500 travel stipend following the event.

Get Into the Madness!

Much like the NCAA March Madness Brackets, IFAPAC has made its own brackets, dividing NAIFA Nation into four divisions: Generals, Defenders, Advocates, and Ambassadors. Chapters will advance through the brackets based on the total amount raised during each round. Unlike NCAA March Madness, however, the 2025 IFAPAC Madness tournament has been reorganized into a Double-Elimination Tournament to ensure that all Chapters have more opportunities to participate in the campaign. When Chapters face off, winners will move into the next round. Chapters that lose will drop into the Redemption Bracket and face off for the opportunity to move back into the higher bracket in the Championship Round. 

IFAPAC Madness began on Saturday, March 1, 2025, and ends Friday, April 11, 2025, at 11:59 PM ET. Championship Rounds will take place April 12, 2025 – April 18, 2025.

Invest In Your Future: The Premier Designation for Financial Professionals

NAIFA’s LUTCF® is the training program that has prepared more than 70,000 insurance and financial advisors to survive and thrive in the industry.

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!