NAIFA-Texas

05/29/2026

NAIFA Pineywoods of East Texas Hosts Engaging Membership Luncheon Featuring State Rep. Jay Dean

On May 21, 2026, NAIFA Pineywoods of East Texas welcomed members and guests to an insightful Membership Luncheon held at Hollytree Country Club in Tyler, Texas. The event featured special guest speaker Jay Dean, who provided attendees with “A View from Inside the State Capitol” and shared valuable legislative updates impacting the insurance and financial services industry.

https://tx.naifa.org/blog/naifa-poet-hosts-legislative-luncheon-with-rep.-jay-dean

05/26/2026

Primary runoff elections are underway, and the future of the financial services industry depends on engaged voters and informed advocates. 🗳️

The decisions made at the ballot box directly impact the clients we serve, the products we provide, and the ability of financial professionals to help Americans achieve financial security.

Make your voice heard and use the NAIFA GOTV resource center to stay informed, access voter resources, and prepare to vote:
https://hubs.ly/Q04hWXTB0

Advocacy starts with participation. Vote in your primary runoff election.

05/26/2026

In partnership with Fairway Mortgage, NAIFA is offering the Certified Home Equity Advisor (CHEA) credential, a first of its kind program designed to help financial and insurance professionals responsibly integrate home equity into comprehensive retirement planning.

Learn more: https://tx.naifa.org/blog/earn-the-certified-home-equity-advisor-chea-credential

05/18/2026

Feeling the budget squeeze? 🤯 Give it a break and let your retirement breathe! Dive into the benefits of a reverse mortgage and start enjoying life with a little more financial freedom. Contact Melinda Hipp with Reverse Mortage Authority or visit www.texasreverse.net for more information. 💸🏖️

05/12/2026

Athene's research with Michael Finke, Ph.D., examines 3 considerations when evaluating with guaranteed lifetime withdrawal benefits and bonds for income.

Download their newest white paper, Maximize Retirement Lifestyle Income with Less Capital, and see how upfront costs and outcomes stack up.

https://www.athene.com/ps/lg/maximize-retirement-lifestyle-income-with-less-capital?utm_medium=social&utm_source=naifa_tx_social&utm_campaign=2026_intprog_lg&utm_content=01037

05/01/2026

Ever wanted to write a book to accelerate your authority, cement your credibility, and elevate your expertise? Try Expert. They’ve been publishing profitable books for financial advisors for 10+ years.

It’s easy: You speak your content. A professional writer creates the manuscript. You profit from a new marketing asset.

2025 NAIFA-Texas president Rick Demko trusted Paperback Expert to edit and publish his book. You can too.

Watch this video to learn how it works: https://paperbackexpert.com/demko/

04/21/2026

Gen X and millennials don’t want a pitch. They want clarity and a planning partner who understands them.

Athene's Gen X and Millennial Client Guide provides professionals ready-to-use resources to help:
• Add structure to your first meetings
• Guide meaningful retirement conversations
• Educate clients without overwhelming them

Help show clients the real value you bring — from the first conversation. Building your pipeline with Gen X and millennial clients? Explore the guide before your next meeting.

https://www.athene.com/ps/lg/connecting-with-gen-x-and-millennial-clients?utm_medium=social&utm_source=naifa_tx_social&utm_campaign=2026_intprog_lg&utm_content=client_guide

04/21/2026

➡️ At Revol One Financial®, we’re focused on one thing: REVOLutionizing The Norm.

From delivering best-in-class service to driving continuous product innovation and building strong relationships with our distribution partners, everything we do is designed to help us innovate quickly, adapt continuously, and deliver with precision.

📣 Hear from Chairman and CEO Mark Zesbaugh as he shares the vision behind Revol One Financial and what sets us apart.

View the video 👉 https://youtu.be/-nzyRBJUPUI?si=TOJkrDGlJ9shaMYI

🔗 Visit us online at RevolOneFinancial.com.



GEN(19)-SOC-0426

Revol One Financial® is the marketing name for Revol One Insurance Company. Revol One Insurance Company is responsible for its own financial and contractual obligations. Revol One Insurance Company is not authorized to conduct business in the state of New York.

This message is for Financial Professionals only. Consumers should contact a Financial Professional for more information. Products issued by Revol One Insurance Company and are not available in all states. Important disclosures at RevolOneFinancial.com.

04/20/2026

NAIFA-Texas Celebrates Financial Literacy Month

NAIFA-Texas Celebrates Financial Literacy Month 2026 Proclamation from Governor Abbott

04/09/2026

Join us on April 15 at 12 PM Eastern for the Q2 State of NAIFA webinar. Hear updates from Christopher L. Gandy, Kevin Mayeux, and Diane Boyle on advocacy priorities, key programs, and how to get the most out of your NAIFA membership this year.
https://hubs.ly/Q04b8xR90