Happy 2024!  

A New Year & a New Meeting Location

As many of you are aware, MassMutual has hosted our meetings in the Walker Terrace room for quite some time.  Unfortunately, they will be relocating their offices in the next few months.  We are very thankful for their generosity and hope their move goes well.  

That being said, NAIFA – OKC will resume our meeting schedule on February 2, 2024 at Kamp’s 1910 Café.  The address and driving directions link are shown on the left. Please allow some extra time to navigate through or around the railroad crossing.

At 10:30 a.m., we will hold an advanced sales presentation from FSP entitled “Designing Insurance Solutions to Address Macroeconomic Concerns, #6000156207.

This course is approved for 1 hour of General CE credit and will discuss inflation, rising interest rates, geopolitical instability and other economic factors that affect Main Street Americans.  You will learn how to help your clients find the right life insurance for their unique situation and plan for long-term care needs.  

Next, we are pleased to have Jandra S. Cox with Premier Legal, PLC as our keynote speaker.  Jandra has practiced law in Tulsa and Oklahoma City since receiving her J.D. from the OU College of Law. In addition to representing her own clients, she has researched and ghostwritten for dozens of Oklahoma lawyers. She is an adjunct instructor at Southeastern Oklahoma State University, teaching undergraduate and graduate law classes in Oklahoma City.

Her presentation will address:

1.  How professionals who plan for others (including financial planners, insurance agents/brokers, lawyers, CPAs, tax professionals, etc.) can work collaboratively, instead of independently, for the best result for clients, and

2.  A brief overview of some recent changes in estate planning, so everyone is up to date.