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

INFORMATION PUBLISHED ON AT.NAIFA.ORG

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INFORMATION PUBLISHED ON AT.NAIFA.ORG

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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-Texas teamed up with industry all-stars to bring long-term care experts together for a focused webinar session. Guest speakers included, Karry Ballinger of Ballinger Insurance, Wendy Boglioli who is an Olympic gold medalist and healthy aging advocate, and Jeremy Veryser of OneAmerica. The session was moderated by Derek True, NAIFA-Dallas Secretary. 

NAIFA-Texas and TALHI (Texas Association of Life & Health Insurers) hosted a Financial 101 panel discussion in Austin, Texas on October 16, 2024 with staff from the Senate Business & Commerce Committee and the House Insurance Committee. 

Panelists for the event included Jason Talley, NAIFA-Texas Government Relations Chair, Rick Demko, NAIFA-Texas President Elect, and Jennifer Cawley, CEO of TALHI. Also in attendance was NAIFA-Texas Lobbyist, Caitlin Flanders. The event was well attended and topics included discussions on budgeting, protection products and investing for the future. Another great example of industry collaboration leading up to the start of the 89^th Legislature.

Please enjoy a few photos captured from the session.

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
  
  

NAIFA Pineywoods of East Texas was honored to have U.S. Congressman Nathaniel Moran speak during their October 2024 membership luncheon meeting this past week. Congressman Moran discussed a 'Summary of Financial Services Legislation on Capital Hill".

Other notable guests in attendance included Congressman Moran's Senior Advisor, Jalam Lewis, the East Texas District Director for Senator John Cornyn, Sara Butler, the District Representative for Congressman Pete Sessions, Melinda Kartye, a Senior Staffer for State Senator Bryan Hughes, Reece DeWoody, State Representative Cody Harris, State Representative-Elect Daniel Alders, as well as Representatives for State Senator Robert Nichols' office.

NAIFA-Texas was joined by former NBA player, Walter Bond for a Performance Workshop, Shark Mindset. Watch the recording and discover how to elevate your sales game and dominate the competition!