Why now?

Over the years, you have worked hard to build a practice that has given you a great deal of personal and professional success. It’s now time to make sure that your hard work will continue to pay off, even when you are no longer around.

Read the NAIFA Action Report

How it works

NAIFA-Texas members can sign up to discover opportunities to grow and protect their practice with other likeminded professionals within the NAIFA-Texas community!

Dashboard

Keep track of deal interests, notifications and access education from a private dashboard.

Find Your Match

Powerful search tools where you specify the criteria for practices of interest.

Business Metrics

Obtain valuation reports, KPIs on your practice and measure yourself against your peers with benchmarks.

Education

Receive rich content on inorganic growth and transition topics exclusive to NAIFA-Texas members.

Deal Room

Our private deal rooms give you control over whom you contact and accelerate past the NDA so you can safely negotiate.

Private Messaging

Communicate in real-time with other users using our safe and secure Connex messaging system.

The Facts

Our industry is headed towards the perfect storm. It's time to take action and ensure we gracefully transition existing practices and support next generation advisors.

0%

of advisors don't have a succession plan

0

of advisors don't have a continuity plan

0

of life agents are exiting the business

2000

potential NAIFA-Texas opportunities

Start your Connex journey now!

Regardless if you are growth or succession-oriented, spending time on educating yourself on creating an effective plan now will result in innumerable benefits for you and your clients—now, and in the years ahead.

Sign Up Today