Please join us on March 7, 2023 where we will highlight the New York Life Insurance Company's Oklahoma City office. Charles D. Villarreal, LUTCF, CLTC, CLF, Managing Partner, has graciously agreed to host our meeting at their offices. We will begin with a boxed lunch from one of the choices listed on the registration form. Then, Sherry K. Barton, CLU will […]
NAIFA Tulsa is pleased to announce Commissioner Glen Mulready will the the keynote speaker at their March 7, 2023 luncheon.
Please join us on Wednesday, March 8, 2023 for the NAIFA - Oklahoma State Legislative Day Attendees will: Receive a legislative briefing on current issues Hear remarks from the Retirement & Insurance Committee leadership of both houses and the Insurance Department. Meet with your legislators Click HERE to Look Up Your Oklahoma Legislators (Be […]
Meeting of Executive Board, Committee Chairs and Affiliate Volunteers Joining instructions and meeting documents will be sent by email prior to the meeting.
Continuing Education - Exclusively for NAIFA Members - The Conversation BEFORE the Conversation (#6000122272) Keynote Speaker - TBA
Caroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP Executive Director, Centers of Excellence NAIFA & TheCaringConverstion.com Rescheduled for March 23, 2023 11AM Central Changing the Conversation Want to differentiate yourself? Then change the conversation! A hot topic that every client is concerned about is Financial Longevity Wellness. Today's clients are worried about outliving […]
Webinar brought to you by Modern Life and Symetra What Advisors Need to Know About Upcoming Illustration Changes March 27 at 1 PM CST With new Indexed Universal Life (IUL) Insurance illustration regulations likely to go into effect in May, advisors must begin preparing now to ensure that they are able to comply with the […]