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From Goals to Reality – The Power of the 12 Week Year

Thursday, November 16, 2023

2 pm eastern


Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during a special NAIFA Live this month.

Join us for an inspiring and transformative session that will empower you to create a compelling vision for your life and business. In this dynamic workshop, we'll delve into innovative strategies and practical approaches to redefine planning, leaving behind the constraints of annualized thinking.

Our expert facilitators will guide you through the process of planning with a clear purpose and a strong focus on execution. Learn how to set and track meaningful metrics and get to know your stats, ensuring that you have a solid grasp on the key indicators of your success.

Accountability is the cornerstone of progress, and we'll explore both self-accountability and the power of group accountability to keep you on track. You'll gain insights into building a support system that drives you forward. 

We'll also share actionable strategies and best practices to help you execute your plan with precision and confidence. By the end of this session, you'll be equipped with the tools and knowledge to turn your vision into a reality. Don't miss this opportunity to reshape your future and achieve your goals!

Join our expert panel as they will help you with your business' year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed.

About the Presenters

JK McAndrews

J.K. McAndrews, CLU

President & CEO | MassMutual Greater Houston

J.K. McAndrews brings to the Greater Houston area an exceptional record of leadership and strategic vision with over 40 years of experience working within the financial services industry as an advisor, Sales Manager and General Agent. He began his career as an advisor with Mutual of New York in 1982, became a Sales Manager in his own district office in 1990 and assumed the leadership of the Houston office as Managing Director in 1998. He has spent the last 22 years as President and CEO of Strategic Financial Group, a MassMutual firm, which has served the Houston area since 1903. Under J.K.’s leadership, Strategic Financial Group, has grown from fewer than 30 advisors to more than 100.

Lena Allouche

Lena Allouche

Chief Growth Officer | MassMutual Greater Houston

Lena Allouche is Chief Growth Officer at Strategic Financial Group. Lena’s broad knowledge of insurance and investment products gives her clients the confidence they need when working with a financial strategist. Not only does Lena help families and business owners with their financial strategies, she is also responsible for the growth and development of other financial professionals at Strategic Financial Group. She is a graduate from the University of Houston Bauer Honors School of Business. She received her BBA in Finance and a certification in Risk Management and Insurance. Building on her strong foundation in business and finance, Lena pursued her interest in organizational psychology and completed her Master of Arts in Psychology at Pepperdine University. Lena is currently the President of NAIFA-Houston and advocates for financial advisors across the country.


1:55 pm
Live Broadcast Begins
2:00 pm
3:30 pm
NAIFA Live Concludes

Bonus Content

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Register for NAIFA Live

Report Your Watch Party

Complete the form below with the information of your on-site contact, venue information, and registration link. Please email live@naifa.org with any questions.


Imagine creating a niche-based insurance practice with an established client base before you are even licensed. Or running the investment division of a bank while still a college undergraduate.

These unusual paths have led our January NAIFA Live presenters to life-changing results and wealth accumulation. Their success began with ideas that followed no set template, ideas formed in curiosity, insight, and possibility. 

Join Hunter Gimbel, Doug Grady, and Caleb Guilliams as they introduce you to concepts that you will not hear in your current environment and perspectives that will open the door to unimaginable success. Hosted by Howard Sharfman, Senior Managing Director at NFP Insurance Solutions, NAIFA brings you the top young talent as they share transferable sales ideas that you can implement immediately. 

Have someone who you think would enjoy this presentation but isn't a NAIFA member? New for 2023, NAIFA members can extend a special invitation to fellow industry professionals who are not members to participate in NAIFA Live!

For January's broadcast, download the guest invitation, send it to the people you have in mind, and have them register by clicking the link or scanning the QR code on the invitation.

Download Guest Invitation



This month's NAIFA Live is sponsored by

Penn Mutual


Please remain online for our "Word on the Street" breakout rooms. These breakouts provide an opportunity for interaction and Q&A with our featured speaker(s), value-added content, and networking.



Hunter Gimbel

Hunter Gimbel

CEO and Managing Partner at Gaber Group

Doug Grady

Doug Grady

Author, Speaker, Business Coach

Caleb Guilliams

Caleb Guilliams

Founder at BetterWealth

Howard Sharfman

Howard Sharfman

Senior Managing Director at NFP Solutions