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NAIFA Houston: Lessons Learned from Legends and Leaders

October 14, 2022



Lessons Learned from

Legends and Leaders



Thursday, October 20th, 2022

5:30 p.m. - 7:00 p.m.

The Forest Club

9950 Memorial Drive

Houston, TX 77024

Register today for the upcoming NAIFA Houston Lessons Learned from Legends and Leaders event this October! This event is a panel discussion amongst industry legends and will include appetizers, beer, and wine. Registration for this event includes 2 drink tickets!

Registration Costs:

NAIFA Members: $20.00

Non-Members / Guests: $30.00

Register Here


Meet the Moderator

Brandon Green, ChFC, CLU, CLTC, LUTCF

Green & Associates Financial Services, LLC

Brandon Green has been in the financial services industry for 19 years. He runs a full-scope planning practice in Houston, TX, and has served in many capacities for his state and local NAIFA board including NAIFA Houston president and LILI moderator. He has been an MDRT member for 11 years and served on numerous MDRT committees.

Brandon holds the ChFC, CLU, CLTC, FSS & LUTCF designation and is a recipient of the NAIFA Houston Hall of Fame award. From a charitable perspective, he is a Partner for Hope with St. Jude Children’s Research Hospital and a lifetime member of the Houston Livestock Show & Rodeo where he has served on the speakers committee for over a decade. He and his wife Scarlett have four daughters that help with various aspects of the business.

Meet the Panelists

Alan Holland, CLU, ChFC, CLF, QPFC, RIP

Principal Financial Group

 

Alan is a Managing Director of Principal Financial Groups Houston Business Center that covers Southeast Texas and Louisiana. 

Alan is originally from Lubbock, Texas, and has worked in the financial services business in Houston since 1977 following graduation from DePauw University in Greencastle, Indiana.

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George Reynolds, CLU

AIG/American General Life Insurance Group

 

George has worked with AIG/American General Life Insurance Company since 1975. He is an experienced General Agent with a demonstrated history of working in the insurance industry. He was awarded the Houston City Agency lead American General for eleven consecutive years.

George is skilled in Financial Services, Fixed Annuities, Customer Service, Insurance, and Term Life Insurance. He is a lifetime member of Million Dollar Round Table, and has been a continuous member of NAIFA since 1972.

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John W. Wheeler, Jr., CFP®, CLU, ChFC, CRPC®, LUTCF, CLTC, LACP

Agency Executive Senior Partner, Totus Wealth Management, LLC

 

As Agency Executive Senior Partner of Totus Wealth Management, LLC., John is a registered principal and financial advisor with Cetera Advisors LLC. With an extensive background in the financial services industry dating back to 1969, John supports the firm through seminars, advanced joint sales work, recruiting and the development of our financial planning endeavor.

A well-known speaker in the financial services industry and various Bar Associations, he has been quoted in such publications as Money Magazine, Life Insurance Selling, The National Underwriter, and The Journal of Financial Planning.

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About the Author:

Damon Paull is a Marine Corps veteran who has traveled to over 20 countries. As a financial advisor in Houston, Texas, he is passionate about helping business owners and individuals pursue their financial goals. You can connect with Damon and his team at: 703.362.5747 or DPaull@totuswm.com.