NAIFA-Texas

NAIFA-Texas Comprised of more than 10 local associations, NAIFA-Texas represents 1,300+ members statewide.

Our mission is to advocate for a positive legislative & regulatory environment, enhance business & professional skills, and promote ethical conduct of members. NAIFA-Texas is comprised of 10 local associations and represents 1,300+ members statewide. Our mission is to advocate for a positive legislative & regulatory environment, enhance business & professional skills, and promote the ethical conduct of members.

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/Q04lLRXC0.

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/Q04lM6d80.

☀️📚 Your Best Summer Chapter Yet Starts Here! 📚☀️This summer, invest in yourself, your leadership, and your professional...
06/17/2026

☀️📚 Your Best Summer Chapter Yet Starts Here! 📚☀️

This summer, invest in yourself, your leadership, and your professional growth with the NAIFA-Texas Summer Book Club!

Join fellow NAIFA-Texas members as we dive into Unreasonable Hospitality by Will Guidara—a powerful book packed with lessons on leadership, service, culture, and creating exceptional experiences that leave a lasting impact.

🌴 What to Expect:
✅ Engaging discussions with industry peers
✅ Fresh leadership insights and practical takeaways
✅ Meaningful networking and connection opportunities
✅ A fun, low-pressure way to grow personally and professionally

📅 Wednesdays | July 8 – August 12
⏰ 10:00–11:00 AM CST
💻 Virtual

Whether you're looking to sharpen your leadership skills, expand your network, or simply enjoy a great book with great people, this series is for you.

🎟️ Register today:
https://NAIFA-Texas-Book-Club-Summer-2026.eventbrite.com

🙋‍♀️Are you a 62+ homeowner & thinking about a reverse mortgage but not sure if you’d even qualify?👉Here’s a simple chec...
06/16/2026

🙋‍♀️Are you a 62+ homeowner & thinking about a reverse mortgage but not sure if you’d even qualify?

👉Here’s a simple checklist you can swipe through to see if a reverse might fit your scenario of lifestyle at this time.

♦️Save this post and share it with a friend who’s wondering the same thing.

Learn more by contacting Melinda Hipp at Reverse Mortgage Authority!
https://texasreverse.net/

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/Q04lf6_T0.

NAIFA-Texas presents BOOM! 65 in Dallas and San Antonio!Every day, thousands of Americans are reaching retirement age, c...
06/12/2026

NAIFA-Texas presents BOOM! 65 in Dallas and San Antonio!

Every day, thousands of Americans are reaching retirement age, creating one of the greatest opportunities—and challenges—our profession has ever seen.

This September, join NAIFA-Texas for BOOM! 65, an interactive program focused on helping advisors better serve the growing 65+ market through a comprehensive, client centered approach.

📅 Choose Your Location
⭐ San Antonio — September 17, 2026
⭐ Dallas — September 24, 2026

Both events will run from 9:30 AM – 4:00 PM, with a networking reception the evening before. More details are coming soon, but we encourage you to reserve the date now and plan to be part of this important conversation.

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/Q04kDbXc0.

📚 Join the NAIFA-Texas Summer Book Club!This summer we're reading Unreasonable Hospitality by Will Guidara and exploring...
06/10/2026

📚 Join the NAIFA-Texas Summer Book Club!

This summer we're reading Unreasonable Hospitality by Will Guidara and exploring how extraordinary service, leadership, and connection can transform the way we do business.

🗓️ Wednesdays | July 8 – August 12
⏰ 10:00–11:00 AM CST
💻 Virtual

Connect with fellow professionals, gain fresh insights, and grow alongside your NAIFA-Texas community.

🎟️ Register today:
https://NAIFA-Texas-Book-Club-Summer-2026.eventbrite.com

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/Q04kyRwN0.

Proof of concept from a NAIFA member on the impact of NAIFA benefits on practice sustainability. Life Happens is but one...
06/05/2026

Proof of concept from a NAIFA member on the impact of NAIFA benefits on practice sustainability. Life Happens is but one of the many practical applications that, when employed and the course is stayed, being able to make it through the first 5 years in the indistry becomes an afterthought. Membership to NAIFA is well worth the investment, whether you're seeking professional development, marketing, building a network, or advocating on Capitol Hill.

Learn more by visiting https://hubs.ly/Q04kh4Wh0.

Address

3755 Attucks Drive
Powell, OH
43065

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15127168800

Website

Alerts

Be the first to know and let us send you an email when NAIFA-Texas posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Organization

Send a message to NAIFA-Texas:

Shortcuts

Share

Category