• Thursday, 16 May 2024

1847Financial Dallas/Fort Worth Hosts NAIFA-Dallas Summit for Success

NAIFA-Dallas held their 21st annual Summit for Success event, hosted in the stunning office space of 1847Financial Dallas/Fort Worth at The Madison in Addison, TX. The event featured an illustrious lineup of speakers, offering invaluable insights tailored to the diverse needs of attendees, including:

>> Russ Burch, featuring his presentation "Protecting your Business from Cyber Fraud"

>> 1 hour CE session from The DI Center's Andra Grava, CLU, RHU

>> Jim Coyle, CLU, RHU, REBC, and Derek True, DIA, DHP on "The New Disability Insurance Market: Gen X, Y, & Z"

>> Amy Bryant, JD, CLU - Estate Planning Attorney at Penn Mutual shared her presentation "ILIT and the Middle Market.”  She also facilitated a discussion of tax law changes and the DOL Fiduciary Rule.

In addition, attendees heard a special advisory panel focused on "Finding Your Niche" with Mary Lyons, and 1847Financial’s own John Norman, CLU, ChFC, who shared his passion for helping the special needs community navigate unique planning needs, and Caleb Loud (NAIFA-Dallas Membership Director).

Following the amazing day of education, the event concluded with a reception where industry peers mingled, exchanged ideas, and forged meaningful connections.

As a testament to their dedication to collaborate within the industry, 1847Financial Dallas/Fort Worth anticipates hosting future NAIFA events in their exquisite event space.


*NAIFA is not affiliated with HTK



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