NAIFA-Texas Annual State Conference
Welcome to the 2026 NAIFA-Texas Annual State Conference!
Get ready for the ultimate gathering of insurance and financial professionals at the 2026 NAIFA-Texas Annual State Conference!
Join us for a day filled with networking, learning, and growth in the heart of San Antonio. Our event will feature industry experts sharing their knowledge, workshops to enhance your skills, and opportunities to connect with fellow professionals. Don't miss out on this chance to elevate your career and have a great time doing it! Learn more
2026 New Developments and Planning Ideas
Investment, Retirement, Estate and Advanced Planning (IREAP) Center Impact Day
NAIFA’s Investment, Retirement, Estate, and Advanced Planning Center (IREAP) delivers invaluable support to insurance agents and financial advisors by providing access to timely, expert-led resources in areas such as retirement, wealth, legacy, and advanced planning—ideal for even the most complex client scenarios. It offers a suite of resources, including curated content, educational events, and direct access to thought leaders and specialists, ensuring professionals stay ahead of evolving strategies and regulatory landscapes.
In essence, IREAP functions as a one-stop hub for advanced planning expertise—empowering advisors and agents to enhance their offering, deepen client relationships, and confidently tackle sophisticated financial planning challenges.
Registration Fee:
FREE for Members
FREE for Non-Members
CFP Credit: $5
CPE/Accounting Credit: $5
Prof. Recertification/PRP (American College) Credit: $5
Pickleball Tournament
Join NAIFA Houston for an afternoon of friendly competition and networking at the Westside Club. Whether you’re a seasoned player or new to pickleball, this tournament is a great opportunity to connect with fellow insurance and financial professionals while enjoying the fast-paced fun of the game.
What to expect
Doubles-style matches (individuals may be paired if needed)
Bracketed play with winners advancing and consolation matches to ensure playtime for all
Light refreshments provided
Opportunities to meet and network with peers between matches
Registration details
Individual: $50
Team of two: $100
Please register by providing participant names and contact information. Limited spots available — register early to secure your place.
Congressional Conference
The Premier Advocacy Event for Financial Professionals
Every year, NAIFA members from all 50 states come together in Washington, D.C., for the Congressional Conference, the signature advocacy event for the financial service profession.
This is your opportunity to stand united with fellow advisors, tell your story directly to lawmakers, and help shape the policies that affect your practice, your clients, and Main Street families across the country.
Through your presence on Capitol Hill, you represent the trusted advisors who ensure Americans can save, plan, protect, and retire with dignity. Your voice is essential and policymakers want to hear it.
Happy Hour
THIS IS A MEMBERS ONLY EVENT
Join fellow NAIFA Houston members for a relaxed evening of networking and conversation at Puttery Houston. Enjoy light bites and drinks while connecting with colleagues across the insurance and financial services community. Whether you’re new to the area or a long-time member, this is a great opportunity to build relationships, share ideas, and strengthen your professional network.
What to expect
Casual networking environment
Complimentary refreshments for members
Opportunity to meet local advisors and industry peers
Registration Information
This event is free for NAIFA Houston members.
Space is limited—please register early to secure your spot.
Questions? Contact NAIFA Houston for registration assistance or event details.
Lessons Learned from Legends and Leaders
Join NAIFA Houston for an evening of insight and practical guidance from established leaders in the insurance and financial services field. “Lessons Learned from Legends and Leaders” brings together experienced professionals who will share pivotal career moments, effective strategies, and ethical decision-making practices you can apply immediately to grow your practice and deepen client relationships.
Who should attend
Insurance and financial advisors at all stages of their careers
Emerging leaders and practice managers
Professionals seeking practical advice on business development, client retention, and ethical practice
What to expect
Short presentations from seasoned industry leaders
Real-world stories highlighting successes, setbacks, and key takeaways
Actionable strategies for business growth and client service
Time for Q&A and networking with peers
Please arrive a few minutes early for registration and seating.
Registration
Members: $40
Non-members: $50
Space is limited. Please register early to secure your spot.
Membership Luncheon Meeting
Join NAIFA Houston for an informative luncheon at The Forest Club. Network with peers, hear timely updates affecting insurance and financial professionals, and enjoy a plated lunch in a professional setting.
Agenda highlights:
Welcome and introductions
Keynote remarks on industry trends and regulatory updates
Member spotlight and networking
Registration includes plated lunch and program materials. Space is limited—early registration is recommended. Please have your NAIFA Houston membership information ready at registration to receive the member rate.
Protectors - Powered by NAIFA
The Home of Financial Protection
WHAT IS PROTECTORS?
There has never been a more exciting, or more important, time to be in the life and annuity industry. Americans are living longer, retiring differently and relying more than ever on the guidance of trusted professionals. And yet, the landscape has never been more crowded or more complex.
The skills that created success in the past are not necessarily the same ones that will define success in the future.
That is why we created Protectors — to bring together the people, the companies and the ideas shaping the future of income and financial security.
Annual Awards Dinner
Join NAIFA Houston for our Annual Awards Dinner as we celebrate the outstanding achievements and dedication of our members across the insurance and financial services community. The evening will include a plated dinner, awards presentation, remarks from leadership, and opportunities for professional networking.
Schedule (subject to change)
6:00 p.m. — Reception and check-in
6:30 p.m. — Dinner served
7:00 p.m. — Awards presentation and remarks
7:45 p.m. — Closing and networking
Dress code: Business professional
Registration
Registration is required. Fee: $150 per person.
Please register early as seating is limited.
We look forward to celebrating our peers and honoring excellence in the profession.
Due Diligence Dinner
Join your fellow NAIFA Houston members for an evening focused on due diligence best practices for insurance and financial advisors. The program will cover key topics including client file review, regulatory considerations, documentation standards, and practical checklists you can apply immediately. The format will include a short presentation followed by guided discussion and Q&A.
Who should attend:
Insurance agents and financial advisors seeking to strengthen compliance and documentation practices
New advisors wanting foundational due diligence processes
Experienced advisors looking to benchmark procedures against current industry expectations
What to expect:
Practical, actionable guidance you can use with clients
Opportunity to discuss real-world scenarios with peers
Networking with local professionals in a relaxed setting
Three-Course Dinner
Space is limited. Bring business cards and any specific questions or scenarios you’d like discussed during the Q&A.
NAIFA Members can attend for free!
Non-Members can attend for $50!
FSP Institute
Redefine What’s Possible in Financial Services at the FSP Institute
This isn’t a typical conference; it’s an advanced planning experience designed to provide clarity on complex topics. Through impactful sessions, you will sharpen your ability to see concepts and strategies in a new light. Gain knowledge and wisdom from top-rated faculty to elevate yourself to excellence.
Experience the unique impact of one-of-a-kind gathering of subject matter experts and practitioners wanting to elevate their career to new heights.
Medicare Collective Impact Day Webinar - Navigating Disruption and Market Contraction in Medicare Business in 2026 and Beyond
Medicare Collective Impact Day
NAIFA’s Medicare Collective is bringing together leading voices from across the Medicare ecosystem for focused, solutions-driven conversations about the forces reshaping the Medicare market. Each session during this live virtual event will be 20-30 minutes and are hosted by members of the NAIFA Medicare Collective, seasoned professionals working on the front lines of Medicare. Impact Day is designed to equip agents and advisors with timely insights, practical guidance, and a clear understanding of where the market is headed in 2026 and beyond.
Sessions will focus on the growing importance of quality in consumer engagement, the rise of product deserts and their impact on beneficiaries, and a practical breakdown of the 2027 CMS Proposed Rule. The program will conclude with NAIFA’s key advocacy priorities to protect beneficiaries, support agents, and strengthen the long-term stability of the Medicare market.
Annual Awards Dinner & Annual Meeting
Join us for our Annual Awards Dinner & Annual Meeting
Join us as we honor the 2025 recipients of the John N. Neighbors Award, Hall of Fame Award, Financial Planner of the Year Award, and Rising Star Award.
Registration Cost: $125 per person
Registration includes dinner and two drink tickets
Joint Luncheon with WIFS Houston
Join us for a Joint Luncheon Meeting with the Houston Chapter of WIFS (Women in Insurance and Financial Services) at the Houston Racquet Club
Join fellow members of NAIFA Houston and WIFS Houston during this joint Luncheon Meeting! WIFS Houston member Darlene Flagg will discuss “Hiring and Mentoring Next-Gen Advisors”, and NAIFA Houston member Mariana Ruiz Posada will discuss “Serving Multi-Generational Families and Engaging Rising Gen-Heirs”.
Registration Cost:
NAIFA Houston & WIFS Houston Members: $40
Guests/Non-Members: $50
NAIFA Houston President's Cabinet Members: FREE
Lessons Learned from Legends and Leaders
Join us for our Annual Lessons Learned from Legends and Leaders Event!
Join NAIFA Houston Members and guests as we hear from industry Legends and Leaders in a panel discussion. Registration for this event includes appetizers and two drink tickets.
Registration Cost:
NAIFA Houston Members: $25
Guests/Non-Members: $40
President's Cabinet Members: FREE
Sponsorship Opportunities
Gold Level: $1,500
Silver Level: $1,000
Bronze Level: $500
Happy Hour Event
Networking Happy Hour
Join your fellow NAIFA Houston members for a Networking Happy Hour!
Registration Cost:
NAIFA Houston Members: $25
Guests/Non-Members: $25
President's Cabinet Members: FREE (please contact Renae Davies to RSVP)
Registration includes one (1) Round of Mini Golf per person, three (3) Hours of Dedicated Space for Networking, Pizza and Chips/Dip, and Non-Alcoholic Beverages (Any alcoholic beverages to be paid by the individual).
Due Diligence Dinner
Join us for NAIFA Houston’s Due Diligence Dinner
We urge you to register promptly to secure your spot and ensure you stay informed in this ever-evolving financial landscape. Additionally, we invite you to explore more about our distinguished panelists by clicking here —your journey towards enhanced knowledge and connection starts with NAIFA Houston!
Registration Cost:
NAIFA Houston Members: FREE
Guests/Non-Members: $50
1st Annual Pickleball Tournament
Join us for the 1st Annual Pickleball Tournament
Get ready to serve, volley, and smash your way to victory in the most exciting Financial Services Pickleball tournament of the year! Grab a teammate and compete to win! For those who are not players, we welcome you to join us as a spectator!
SCHEDULE OF EVENTS:
2:00 pm - 2:30 pm: Registration
2:30 pm - 5:30 pm: Tournament Games
5:30 pm - 6:00 pm: Awards Presentations
REGISTRATION COSTS:
Team of 2: $80
Individual Player: $40
Spectator: $20
Membership Luncheon
Join us for a Membership Luncheon Meeting at The Forest Club
"2025 Tax Strategies for Insurance and Financial Advisors" presented by Lee Daniels, The XPO Partners
During this presentation, Lee Daniels will discuss the 2025 Tax Law Changes, the Most Common Tax Return Errors, and How to Optimize your Taxes as an Insurance or Financial Professional.
Lee Daniels is the Managing Partner and co-founder of The XPO Partners, which provides accounting & tax services and legal strategies for individuals, families, and small business owners.
Prior to founding The XPO Partners, he served as a leader with Fortune 500 companies such as Waddell & Reed, Thrivent Financial and US Bank. During this time, he served independent financial advisors supporting them as they worked with their clients.
Lee has earned an MBA in Finance from the University of St. Thomas, in Saint Paul, Minnesota, as well as a Master of Jurisprudence from the Texas A&M School of Law. In addition, Lee is a Certified Financial Planner,(CFP), Certified Exit Planner,(CeXP) and an Enrolled Agent candidate with the Internal Revenue Service.
REGISTRATION COSTS:
NAIFA Houston Members: $40
Guests/Non-Members: $50
President's Cabinet Members: FREE
NAIFA-Texas Centennial State Conference
Join NAIFA-Texas as we celebrate our 100 year anniversary along with our Day at the Capitol event in Austin, Texas. You don't want to miss this Once-in-a-Lifetime-Event!
Join us for our upcoming conference, where industry leaders and expert speakers will gather to share insights and strategies tailored for insurance and financial advisors. This is a unique opportunity to enhance your skills, expand your network, and stay informed on the latest trends impacting our profession.
Don’t miss out on this opportunity to grow both personally and professionally. Mark your calendars and prepare to connect with fellow advisors who share your commitment to excellence in service and ethical practice. Join us and take your career to the next level!
Learn more at: tx.naifa.org/2025-centennial-state-conference
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Annual Awards Dinner / Annual Meeting
Join us as we honor the 2024 recipients of the Hall of Fame Award, Financial Planner of the Year Award, and Rising Star Award.
Sponsorship opportunities are available. Please contact NAIFA Houston Executive Director, Renae Davies at exec@naifahouston.com for additional details.
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA-Texas Long Term Care Webinar
Save the Date. Additional details forthcoming.
This event is subject to change or cancellation
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
November 21, 2024
NAIFA Houston Virtual Event
NAIFA Houston presents "Taxing Exercises Beyond Shaking Hands and Kissing Babies" with Diane R. Boyle
Please join us for a FREE Virtual Meeting with NAIFA's Diane R. Boyle! 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.
About Diane R. Boyle
Diane R. Boyle is the senior vice president of government relations for the National Association of Insurance and Financial Advisors. Her responsibilities include developing and implementing NAIFA's comprehensive state, interstate, and federal legislative and regulatory strategies and daily executing association activities to provide advocacy services for insurance and financial professionals to support a private, competitive insurance marketplace. She serves as NAIFA’s chief federal lobbyist specializing in tax legislation focused on life and health insurance products, workplace benefits, pensions, and small business issues. Boyle is a proud Capitol-level contributor to IFAPAC and works closely with the political affairs team to develop strategies and programs to maximize NAIFA’s grassroots efforts around the country.
Boyle is an expert NAIFA spokesman on legislative issues with national and trade media outlets. She is a frequent contributor to many NAIFA publications and internet forums. She also represents NAIFA on various industry coalitions and panels and is a regular speaker during NAIFA’s signature events. Read More
Q4 State of NAIFA
Join us for the Q2 "State of NAIFA" 2024 webinar featuring:
Tom Cothron, NAIFA President
Kevin Mayeux, NAIFA CEO
Diane Boyle, NAIFA SVP of Government Relations
NAIFA leaders will provide an update on where NAIFA is as an association and highlight advocacy work to be done this year. They will also provide an update on NAIFA programs and, most importantly, provide information to help you get the most out of NAIFA.
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA Live
Save the date and get ready for NAIFA Live!
How to Super-Charge Your Tax-Free Planning Approach with Cash Value Life Insurance and Annuities
David McKnight | Live from Apex
September 19, 2024 | 12:45 pm Central (1:45 pm Eastern)
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
October 17, 2024
November 21, 2024
Lessons Learned from Legends and Leaders
Join NAIFA Houston members and guests to hear from industry Legends and Leaders in a panel discussion event.
Steve Guerra will serve as the Moderator for this year’s event with Ann Baker Ronn, Sammy Salek, and Adam Smith serving as Panelists!
Registration includes light appetizers and two drink tickets per person.
Sponsorship opportunities are available. Contact the NAIFA Houston Executive Director, Renae Davies, to learn more: exec@naifahouston.com
NAIFA-Texas Performance Workshop Webinar - Shark Mindset, presented by Walter Bond
NAIFA-Texas is proud to welcome guest speaker and NAIFA member, Walter Bond. Discover how to elevate your sales game and dominate the competition during this FREE session. Adopt the Shark Mindset to develop mental toughness, resilience, and a relentless drive for success. Learn how to stay focused, motivated, and ready to tackle any sales challenge. Discover how to navigate the complexities of today's sales environment with ease and precision.
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
Networking Happy Hour
Join us for a Networking Happy Hour at the Puttery in Houston!
Registration includes (1) Round of Mini Golf per person, 3-Hours of Dedicated Space for Networking, Pizza and Chips/Dip, and Non-Alcoholic Beverages (Any alcoholic beverages to be paid by the individual).
Members: $25
Non-Members/Guests: $35
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
September 19, 2024
October 17, 2024
November 21, 2024
NAIFA Houston Membership Committee Meeting
Looking to get more involved with NAIFA Houston? Join us for our monthly Membership Committee Meeting where we discuss recruitment and retention strategies for the Houston Chapter.
We meet the first Thursday of each month at 10:00 AM Central. Contact our Executive Director, Renae Davies at exec@naifahouston.com or 713-526-5331 for more information!
NAIFA Live
Save the date and get ready for NAIFA Live!
Stay tuned for session and registration information. Learn more
Future NAIFA-Live Dates
August 15, 2024
September 19, 2024
October 17, 2024
November 21, 2024
NAIFA-Texas Study Group
You are invited to join NAIFA-Texas and Books Made Easy for a collaborative virtual study group!
The Study Group schedule will be as follows:
Introduction Session | July 9, 2024 | 10:00 AM - 10:30 AM (Central Time)
Session #1 | July 16, 2024 | 10:00 AM - 11:00 (Central Time)
Session #2 | July 23, 2024 | 10:00 AM - 11:00 (Central Time)
Session #3 | July 30, 2024 |10:00 AM - 11:00 (Central Time)
Session #4 | August 6, 2024 | 10:00 AM - 11:00 (Central Time)
Session #5 | August 13, 2024 | 10:00 AM - 11:00 (Central Time)
About Our Book
The book we will be reading is “The Psychology of Money” by Morgan Housel, Chris Hill, et al. Please purchase or rent the book prior to the introductory session.
Registration Costs
NAIFA Members: $10.00 (plus cost of the assigned book)
Non-Members: $20.00 (plus cost of the assigned book)
NEW NAIFA Members: FREE (plus cost of the assigned book)
Please email us at support@naifa-texas.org and provide proof of membership to receive complimentary registration for this event. This offer is only good for those who have joined since January 1, 2024
A Message from Our Host
We specialize in professional book clubs. We utilize the top-rated professional development books as a tool to enhance skills, collaboration, and team culture. Our book clubs are results driven and tailored to each organization we partner with.
Additional information about Books Made Easy can be found at booksmadeeasynow.com.