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Our organizations.

Our Organizations - Closeup View of the State Capitol Building of Texas Against a Bright Blue Sky with the American and Lone Star Flag in Front

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Please see our list of organizations we are proud to be partnered with.

Organizations - NAIFA San Antonio

NAIFA San Antonio is a non-profit organization affiliated with the National Association of Insurance and Financial Advisors and the Texas Association of Insurance and Financial Advisors.

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Organizations - iF

International Foundation of Employee Benefits Plans is a leading objective source of relevant employee benefit education and information.

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Organizations - Independent Insurance Agents of Texas

Independent Insurance Agents of Texas (IIAT) is the nation’s largest state association of Trusted Choice® agencies, representing approximately 1,600 agencies and more than 15,000 agents and insurance professionals.

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Organizations - Society of FSP

The Society of Financial Service Professionals is a multidisciplinary community of accomplished professionals whose common purpose is to deliver the highest level of ethical service to their clients.

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Organizations - xpx San Antonio

Exit Planning Exchange San Antonio is a local non-profit association of advisors who provide education, professionalism, and principles to the heart of the middle market.

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Organizations - Texas Public Radio

Texas Public Radio (TPR) is an independent, non-profit organization governed by a Board of Directors composed of residents from the service area. Their mission is “to engage in the production and distribution of non-commercial informational, educational, cultural and entertainment content for the people of Texas.”

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Organizations - Texas Optometric Association

The Texas Optometric Association (TOA) is the acknowledged leader and recognized authority for eye and vision care in the world.

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