NAIFA-Dallas held their 21st annual Summit for Success event on Thursday, April 25, 2024, at the Madison in Addison. Guest speakers for the event included Russ Burch, featuring his presentation "Protecting your Business from Cyber Fraud", 1 hour CE session from The DI Center's Andra Grava, CLU, RHU, Jim Coyle, CLU, RHU, REBC, and Derek True, DIA, DHP with their presentation "The New Disability Insurance Market: Gen X, Y, & Z", and estate planning attorney Amy Bryant, JD, CLU shared her presentation "ILIT and the Middle Market". Amy also provided a discussion of tax law changes and the DOL Fiduciary Rule.

In addition, attendees heard a special advisory panel focused on "Finding your Niche" with Mary Lyons, John Norman, CLU, ChFC, (NAIFA-Dallas Chief Investment Officer) and Caleb Loud (NAIFA-Dallas Membership Director).