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The Delegate Council, comprised of local association leaders, will vote to elect officers to the NAIFA-Texas Board during the Annual Business Meeting July 24. Candidates for office are listed below:
President-Elect
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Joey Ussery, CLU, ChFC, LUTCF
Joey is a 26-year NAIFA member who has served his local NAIFA-Houston association in every office and committee. He is presently the NAIFA-Texas Secretary/Treasurer. Joey is a 2003 LILI graduate and a PAC contributor at the Diplomat level.
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Secretary/Treasurer
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Lane Boozer, LUTCF
Lane has been a NAIFA member for 14 years and has attended every NAIFA-Texas conference during those years. He has also served on his local board for 12 years. Currently, he is a NAIFA-Texas Trustee and the Membership Committee Chair. Lane is a 2003 LILI graduate and a PAC contributor at the Diplomat level.
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Jason Talley, LUTCF
Jason is currently a NAIFA-Texas Trustee and the Government Relations Chair. As Government Relations Chair, he implemented a bimonthly Gov Call and has also made two recent trips to Washington DC for lobbying efforts. He has served his association for 15 consecutive years in various positions. Jason is a 2000 LILI graduate. He contributes to the PAC at the Diplomat level.
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Trustee
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John Connally, Jr., LUTCF
John has 49 years as a NAIFA member under his belt and is also a 42-year member of MDRT. He has served as a board member for NAIFA-Dallas for 6 years. In 2007, NAIFA-Dallas named him Advisor of the Year. John contributes to the PAC at the Ambassador level.
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Wesley McKnight, FSS, LUTCF
Wes is a 16-year NAIFA member. He is also a 10-year NAIFA-Pineywoods board member and has served as President since 2009. He is a graduate of the LILI Class of 2001. Wes has been a PAC contributor for the past decade, currently at the Century level.
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Doug Massey will become 2012-2013 NAIFA-Texas President. Stephen Ehlers will become Immediate Past President. Ron Mullen will continue his term as National Committeeperson. Trustees whose terms continue are Alan Kifer, Eddie Tate, and Michael Kennedy.
The business meeting is one part of the NAIFA-Texas Career Conference & Annual Meeting at the Embassy Suites San Marcos. All NAIFA-Texas members are encouraged to attend and can receive discounted registration through July 6. |
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The NAIFA-Texas Career Conference & 87th Annual Business Meeting features a slate of four speakers sure to educate, motivate, and entertain you. Offering you an inside perspective to Texas politics will be Commissioner Jerry Patterson, while Ryan Pinney will demonstrate how to put internet marketing to work for your practice. Danny Fisher will speak about his expertise, annuities, for which he has earned the nickname "Mr. Annuity."
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Jim Bob Solsbery |
Rounding out the lineup is Jim Bob Solsbery, a small-town-Texas native, who embraces humor as a tool to improve communications, customer service, company culture, and ultimately your bottom line. Solsbery will introduce you to a series of vivid characters who taught him a lot about success -- as well as the importance of values, common sense and having a winner's attitude. By the conclusion of his "Laugh Your Way Out" program, you will know what it means to have a "Humor Attitude" and how it can improve both your business and your life.
Package 3, which is suitable for most members not in a local leadership position, is only $220 when you register by July 6 ($50 discount). Or earn FREE registration by recruiting 5 new members between April 1 - June 30, 2012!
Visit naifa-texas.org/conference to view a schedule of events, reserve a hotel room at the Embassy Suites San Marcos at the discounted rate of $129, learn more about scheduled speakers, and purchase discounted tickets to Six Flags San Antonio. |
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After months of delays, lawsuits and redistricting fights, last Tuesday brought the long awaited Texas Primary Election. On the whole, candidates receiving support from IFAPAC fared well May 29, including NAIFA-Texas member/incumbent Senator Tommy Williams (Dist. 4), who won his race outright. NAIFA-Texas member incumbent Rep. Jim Landtroop (Dist. 88) and former NAIFA-Fort Worth president Ken Sapp (Dist. 91) are headed to runoffs.
 Also unable to avoid a runoff was Lt. Gov. David Dewhurst, who will face former Texas Solicitor General Ted Cruz July 21 as they vie for the seat being vacated by Republican U.S. Senator Kay Bailey Hutchison.
Texas and national IFAPAC have been active participants in this election cycle and are gearing up for what promises to be an interesting general election this fall. Do your part by supporting IFAPAC with a modest contribution of $100, and you will also be entered into a contest to win a Kindle Fire (contributions must be made by June 15 to qualify). IFAPAC contributors can also get more involved by serving as a Key Contact - a grassroots volunteer responsible for delivering PAC checks and maintaining a relationship with a legislator.
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 NAIFA-Great Southwest honors the memory of its most dedicated member by presenting to one worthy Texas member the Bruce Murray Tall Texan Award.
Bruce Murray's unselfish service as chairperson and member of the Texas and National IFAPAC's protected the interests of Texas agents while lending his political expertise to discussions and decisions that applied nationwide.
The criteria are based on issues that were important to Bruce and to every involved association member. The considerations are:
40% Political Involvement
20% General Association Involvement
20% Community Service
10% Education
10% Membership Recruitment
Nominations must be received by NAIFA-Great Southwest by June 22. |
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 NAIFA-Texas has extended the application deadline to this Friday, June 8 for the Leadership in Life Institute (LILI) Class of 2013, set to begin August 20, 2012.
LILI is a six-month leadership-development course, available exclusively to NAIFA members, that offers the best in leadership and personal-development thinking.
The tuition fee for the LILI course is $880.00; however, scholarships are available for qualified candidates. For more information, including session dates, curriculum, scholarship information, and an application, click here.
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An agent sold an applicant a life insurance policy that was intended to replace an old life insurance policy. However, the agent surrendered the first policy before the application for the second policy was even submitted and before the second policy was issued. The second insurer declined to issue the second policy and the applicant died one day later when the declination letter was issued by the insurer. Therefore, no life insurance policy was in force when the applicant died. The applicant's mother made a claim for the death benefits under both policies, or $250,000, plus interest and attorney's fees.
Risk Management Tip:
Confirmation of placement of insurance should occur before the surrender of existing coverage.
Coverage may not be in force until the policy is delivered and the agent may have a duty to withhold the policy if the agent believes the client's health status is not as represented - review the underwriting guidelines of the carrier before proceeding.
 For more information about CalSurance and/or to apply online, visit www.naifaeo.com or call 888-833-2304.
Additionally, save 10% on your premium by completing a new online risk management course available exclusively to NAIFA members. The course is free, or pay a nominal fee to receive CE credit as well. For more information, visit naifamember.smartpros.com. |
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Tallie O. Young |
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 | | Beth Henderson |
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NAIFA-Dallas recently honored two of its members with achievement awards.
Tallie O Young, RFC, LUTCF, was recognized as 2011 Advisor of the Year, an award based on a producer's last three years of activity.
Beth Henderson, CLU, ChFC was honored with the 2011 O.C. Jackson Hall of Fame award, a lifetime achievement award.
Congratulations Tallie and Beth on your achievements! |
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 INDUSTRY NEWS HIGHLIGHTS
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| | Fiduciary Rule Unlikely Until After Election | | |
| Facing fierce financial industry resistance, a pending regulation that would expand the definition of "fiduciary" for anyone providing investment advice about retirement plans is confronting another hurdle: the fall election. Lobbyists on both sides of the controversial issue indicate that the Labor Department likely will hold off on promulgating a rule until after Nov. 6. Full story. |
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| | 2011-2012 NAIFA-Texas Sponsors | | |
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| | Connect with NAIFA-Texas | | |
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