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15 min read

NAIFA-Texas Centennial Celebration & Leadership Awards Gala

By NAIFA-Texas on 2/21/25 11:04 AM

On the evening of Tuesday, February 11, 2025, NAIFA-Texas held it's Centennial Celebration and Awards Gala at the Austin Club. The NAIFA-Texas Awards program recognizes highly qualified members that have been identified and recommended by their peers for exhibiting leadership qualities, character, significant contributions to the insurance and financial industries, and meet or exceed the required qualifications for the award in which they are being recommended. During the program, we honored the following recipients:

  • 2024 Young Advisor Team (YAT) Leader of the Year Award Recipient - Derek True, DIA, DHP of The DI Center and NAIFA-Dallas.
  • 2024 Tom Currey Local Leader of the Year Award Recipient - Mark Jones of Remington Insurance Group and NAIFA Houston.
  • 2024 Bruce Murray Tall Texan Award Recipient - NAIFA-Texas Past President, Hollie Gandy Donohue of Safe Money Solutions and NAIFA-Amarillo Area
  • 2024 John M. Ruckel Lifetime Achievement Award Recipient - T. Leslie "Les" Littleton of T. Leslie Littleton Insurance Agency and NAIFA Pineywoods of East Texas
Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA POET NAIFA Austin NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years NAIFA-Central Texas NAIFA-San Antonio
13 min read

NAIFA-Texas Centennial State Conference

By NAIFA-Texas on 2/20/25 4:12 PM

The NAIFA-Texas Centennial State Conference was held February 10-12, 2025, at the Omni Austin Downtown hotel in Austin, Texas. With more than 160 guests in attendance, the National Association of Insurance and Financial Advisors Texas Chapter celebrated its founding and 100 year anniversary.

To view the digital program, please click here.

Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA POET NAIFA Austin NAIFA Fort Worth NAIFA El Paso NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years NAIFA-Central Texas NAIFA-San Antonio
7 min read

SAMUSA, Inc. Celebrates 30 Years of Sales Activity Management Leadership at NAIFA-Texas Centennial State Conference

By NAIFA-Texas on 2/18/25 11:11 AM

This Article is Brought to you by NAIFA-Texas Sponsor,  SAMUSA, Inc. (Sales Activity Management)

SAMUSA, Inc. Celebrates 30 Years of Sales Activity Management Leadership at NAIFA-Texas Centennial State Conference

 

Hendersonville, TN – February 10, 2025SAMUSA, Inc., the pioneer of the Sales Activity Management (SAM) best practice methodology for sales professionals, proudly announces its 30th year in business. The milestone will be celebrated at the NAIFA-Texas Centennial State Conference, where SAMUSA, Inc. is a proud sponsor.

Topics: #NAIFAProud NAIFA-Texas State Conference Texas Sponsor NAIFA Texas 100 Years SAMUSA, Inc.
8 min read

2025 NAIFA-Texas Resolution in the Texas State Senate

By NAIFA-Texas on 2/18/25 10:59 AM

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).

Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA Austin NAIFA Fort Worth NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years
7 min read

2025 NAIFA-Texas Resolution in the Texas House of Representatives

By NAIFA-Texas on 2/18/25 10:48 AM

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).

Topics: #NAIFAProud NAIFA-Texas State Conference NAIFA-Dallas NAIFA Texas NAIFA NAIFA Pineywoods of East Texas NAIFA Houston NAIFA Austin NAIFA Fort Worth NAIFA Amarillo Area NAIFA South Texas NAIFA Northwest Texas 100 Years
3 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 2/4/25 9:04 AM

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!

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
7 min read

Navigating Home Equity & Financial Planning

By NAIFA-Texas on 1/6/25 9:00 AM

This Article is Brought to you by NAIFA-Texas Sponsor, Fairway Independent Mortgage Corporation - The Michael Inkman Team

Navigating Home Equity and Financial Planning: Financial Advisor on His Own Reverse Mortgage Loan with Michael Inkman

 

Jim Thompson, a financial advisor, praised the benefits of a Home Equity Conversion Mortgage, which he decided to use after recognizing it as a tool to maintain home ownership and financial liquidity, contrary to common fears of losing one’s home.

He appreciates how the reverse mortgage frees up monthly funds and provides a line of credit for personal use. Thompson also commends Michael Inkman from Fairway Mortgage for his friendly, knowledgeable, and supportive approach to clients, highlighting that responsible financial planning is essential for maximizing benefits from such financial products.

As it relates to leveraging home equity, Jim says, “I use the example when you go down to the grocery store, bring your mortgage statements, and say, ‘Look, I have a paid off house.’

And they say, ‘Well, that’s very nice. Good for you. But we use cash here, so that doesn’t really help.’”

 

If you’d like to learn more about HECM loans and how they can be applied to strategic retirement planning, reach out to Michael Inkman today.

Topics: #NAIFAProud Sponsor Fairway
2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 1/2/25 12:42 PM

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
7 min read

Fairway Mortgage Named to Best Reverse Mortgage Lenders Lists

By NAIFA-Texas on 12/9/24 9:30 AM

This Article is Brought to you by NAIFA-Texas Sponsor, Fairway Independent Mortgage Corporation - The Michael Inkman Team

Fairway Independent Mortgage Corporation has been named on CNBC’s Best Reverse Mortgage Lenders list, as well as Money.com’s 2024 Best Reverse Mortgage Companies.

 

In creating the list, CNBC considered dozens of lenders’ customer service, ease of applications, perks, affordability, and details about their reverse mortgage options. After CNBC tallied its findings, Fairway Mortgage was chosen as the Best Reverse Mortgage Lender for Speedy Closings. Money.com evaluated product offerings, customer reviews, regulatory records, and online presence, and named Fairway the Best Reverse Mortgage Lender for Homebuyers.

This combination of speedy closings and top of market service to homebuyers makes Fairway an excellent choice for a HECM for Purchase loan, allowing those over 62 to increase their purchasing power or retain more cash from the sale of their homes.

Dan Ventura, President of Fairway’s Reverse group, acknowledged the efficiency of the HECM originations at Fairway: “One of Fairway’s Core Values is Speed To Respond, and our Operations teams take pride in their ability to close loans quicker and smoother than anyone else in the industry. In a purchase scenario, timing is of the essence, and we strive to guarantee a fast, and customer-focused experience.”

With that sentiment in mind, and building on its award-winning speed and efficiency in the mortgage industry, Fairway is announcing the launch of its “15-Day Close” initiative for HECM loans. Having already fostered a reputation for closing loans faster than the competition, this new program aims to set even higher standards for customer satisfaction.

Laya Tate, SVP Reverse Underwriting at Fairway, celebrated the launch of the new initiative: “Historically we have closed loans in 17 days or less – now we are gearing up to close loans even faster through being ‘effectively efficient’ throughout the process from origination through closing. By further streamlining processes and maintaining clear communication with clients, Fairway is committed to delivering an unparalleled reverse mortgage experience – in less time.”

If you want to work with an award-winning mortgage team, reach out to Michael Inkman today.

Topics: #NAIFAProud Sponsor Fairway
2 min read

Welcome New NAIFA-Texas Members

By NAIFA-Texas on 12/2/24 1:29 PM

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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