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
NAIFA-Texas members can sign up to discover opportunities to grow and protect their practice with other likeminded professionals within the NAIFA-Texas community!
Keep track of deal interests, notifications and access education from a private dashboard.
Powerful search tools where you specify the criteria for practices of interest.
Obtain valuation reports, KPIs on your practice and measure yourself against your peers with benchmarks.
Receive rich content on inorganic growth and transition topics exclusive to NAIFA-Texas members.
Our private Deal Rooms give you control over whom you contact and accelerate past the NDA so you can safely negotiate.
Communicate in real-time with other users using our safe and secure Connex messaging system.
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.
of advisors don't have a succession plan
of advisors don't have a continuity plan
of life agents are exiting the business
potential NAIFA-Texas opportunities
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