NAIFA-Dallas

NAIFA-Dallas To encourage and facilitate the professional growth of insurance and financial services providers.

Many of us have asked how we can get involved by holding court with policymakers who can have a direct impact on our abi...
06/19/2026

Many of us have asked how we can get involved by holding court with policymakers who can have a direct impact on our ability to be of service. When it comes to advocacting on behalf of Main Street Americans on Capitol Hill, NAIFA is second-to-none in the financial services space. Members have a direct throughline to communicate to lawmakers through initiatives like the annual flagship advocacy event Congressional Conference, among others.

Get involved in ways that are meaningful. Become a NAIFA member today. Visit https://hubs.ly/Q04lMfpk0.

06/17/2026

Being a NAIFA member entails industry credibility tantamount to being a member of the AMA as a doctor or a member of the Bar association as an attorney. When seeking the services of an attorney you can trust to deliver, knowing that they are a member of the Bar association instills faith, trust, and an expectation for performance consistent with the excellence that a career in service of practicing law suggests.

NAIFA membership means the same thing for a financial advisor. Not a member? Learn more by visiting https://hubs.ly/Q04lLLgK0.

We often focus so much on the day-to-day market movements that we lose sight of the massive big-picture trends. The Grea...
06/15/2026

We often focus so much on the day-to-day market movements that we lose sight of the massive big-picture trends. The Great Wealth Transfer isn’t a far-off concept—it’s happening right now in our square mile ⚡

The financial professionals who intentionally open doors for Gen X and Millennials today are securing their position as the leading elite of tomorrow. Don't wait for the assets to move; move with them 📈

Drop a 🔥 if you’re intentional about multi-generational planning this week, or share a tip that helped you sign a younger client! 🗣️👇

Service before success encapsulates what the NAIFA experience is all about. If you're invested in helping to move the fi...
06/12/2026

Service before success encapsulates what the NAIFA experience is all about. If you're invested in helping to move the financial services industry forward, becoming a member of NAIFA is the best way to contribute. Through advocacy and networking, NAIFA members maintain a direct throughline to impact all areas of the financial services sector, whether state, local or federal government, or industry standards and practices.

As posited by this member, being a NAIFA member allows you to be a part of something bigger than yourself, and to boot, there is a tangible ROI on sustainability in business. Learn more by visiting https://hubs.ly/Q04lcpdy0.

Ready to write your best summer chapter yet? ☀️The NAIFA Texas Summer Book Club is officially back! Starting July 8th th...
06/11/2026

Ready to write your best summer chapter yet? ☀️

The NAIFA Texas Summer Book Club is officially back! Starting July 8th through August 12th, we are meeting virtually every Wednesday from 10:00 to 11:00 AM CST. This summer, we are diving deep into "Unreasonable Hospitality" by Will Guidara—a game-changing book that will completely transform how you lead, serve, and grow your business 📖

If you want engaging discussions, fresh ideas, and real-world takeaways with fellow top-tier professionals, this is where you need to be!

Don’t wait until the last minute. Scan the QR code on the flyer to register today! 📲

06/10/2026

If you are committed to the financial services profession and the clients it serves, being a member of NAIFA is the best way to exemplify that commitment to moving the industry forward and serving Main Street in the best way possible. As Corey Schneider, CFP, AIF, Founder & CEO for Sentinel Solutions says, "when you give, you receive," and becoming a member of NAIFA is precisely how you give back to the industry, either with time, donating, advocacy, or all of the above.

NAIFA members play a pivotal role in enhancing industry efficacy and are rewarded for it in return. Not a NAIFA member? You can change that by visiting https://hubs.ly/Q04kMlWd0.

Building trust with a client takes year of dedication, and letting unguided industry shifts dismantle your hard work isn...
06/10/2026

Building trust with a client takes year of dedication, and letting unguided industry shifts dismantle your hard work isn't an option 🛑

NAIFA Dallas provides the ultimate armor for your practice, actively lobbying, defending, and reinforcing the exact regulations that allow top-tier financial professionals to thrive 🥇

We don’t hope for a better business environment—we engineer it 🚀

Elevate your reputation and shield your business.
Join NAIFA-DALLAS TODAY! 🩵

06/09/2026

Excellence is a shared journey, and our community just took a major step forward✨

From deep-dive strategy sessions to meaningful new connections, the energy in the room was focused on one goal: elevating the standard of care we provide to our clients 🤝

Were you with us? Share your biggest takeaway below! If you missed it, we’d love to see you at our next meeting: Join NAIFA-DALLAS!!! 🩵

In addition to the strong advocacy arm, continuing education opportunities and marketing resources, among others, NAIFA ...
06/08/2026

In addition to the strong advocacy arm, continuing education opportunities and marketing resources, among others, NAIFA members are also primed to be acknowledged via industry recognition that relays credibility, commitment to service, and trust. Honors such as the Life Insurance or Multiline NAIFA Quality Award are instrumental in instilling trust and comfort in clients who want to know that their advisor truly has their best interest at heart.

Beyond industry knowledge and technical expertise, Main Street wants to know that their advisor is also a neighbor and friend. NAIFA's recognition aspect of member benefits achieve just that. Become a member today by visiting https://hubs.ly/Q04kyLgC0.

Address

40 E McDermott Drive
Allen, TX
75002

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

(972) 991-2364

Website

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