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1 min read

November NAIFA Live Watch Party

By NAIFA-Wisconsin on 10/27/25 11:46 AM

November 20, 2025

11:00 AM - 1:00 PM

Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, November 20th, beginning at 11:00 am Central.

This month's NAIFA Live event will feature Matt Halloran, Co-Founder of ProudMouth.

We hope you will join us for this eye-opening presentation! 

D-2 Sports Pub Stadium District 
788 Armed Forces Dr
Ashwaubenon, WI 54301

OR

E4 Insurance Services

951 Kimball Lane, Suite 206
Verona, WI 53593

In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication.

Learn how to build trust faster, influence deeper, and connect on a level that turns clients into lifelong advocates—because in the age of AI, being human is your last competitive edge.

After completing this training, you will be able to:

1. Admit that AI can do a lot of what you have historically done for clients

2. Learn how AI can actually help you be irreplaceable

3. Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically

Register Today

Topics: #NAIFA-Wisconsin

Holiday Cheer!

By NAIFA-Wisconsin on 10/27/25 11:18 AM

Join your fellow NAIFA-Wisconsin members on December 4th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.

Topics: Wisconsin
1 min read

NAIFA-Wisconsin + The Highground = Success

By NAIFA-Wisconsin on 10/27/25 11:16 AM

NAIFA-Wisconsin members and their guests enjoyed a perfect day on the links a few weeks ago — sunshine, camaraderie, and plenty of good-natured competition. The winning team is pictured above: Jim Schroeter, Jacob O'Keefe, Shayne Fickling, and Nate Piel.  We couldn’t have asked for better weather or more generous participants!

Topics: #NAIFAProud #NAIFA-Wisconsin

LIAM & Life Happens

By NAIFA-Wisconsin on 9/12/25 3:58 PM

It’s Life Insurance Awareness Month! Successfully market LIAM to your clients by watching this short video walkthrough.

Watch Video

Then log in with your NAIFA credentials to find LIAM Marketing Content, exclusive to NAIFA members!

Access Marketing Content

Topics: Life Insurance Awareness Month #NAIFA-Wisconsin
2 min read

September NAIFA Live Watch Party - Life Happens: Protected by Planning

By NAIFA-Wisconsin on 9/5/25 4:40 PM

September 18, 2025

11:00 AM - 1:00 PM Central Time

Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, September 18th, beginning at 11:00 am Central.

This month's NAIFA Live event will feature Celebrating Life Insurance Awareness Month.

We hope you will join us for this phenomenal event! 

D-2 Sports Pub Stadium District        OR         E4 Insurance Services
788 Armed Forces Dr                                         951 Kimball Lane Suite 206
Ashwaubenon, WI 54301                                  Verona, WI 53593

Join NAIFA Board Member Barb Pietrangelo as she provides you with new information, insights, and resources to empower you to have the life insurance discussion with your clients.

Highlighting the vital work of Life Happens you will:

  • Discover the groundbreaking results of the 2025 Insurance Barometer Study and the impact on the industry and your practice.

  • Meet the newest Real Life Story recipient, Racquel Pleasants, as Barb hosts a compelling Q&A with Racquel who will share her family’s emotional journey. Racquel and her husband Ryan, a firefighter and nurse, never imagined they’d need the life insurance they purchased early on. But when Ryan passed away unexpectedly at 41, that coverage became a vital “security blanket” for Racquel and their children.

  • Learn how to leverage Life Happens resources that are exclusive to NAIFA members.

  • Understand how to move clients to action as you inspire and educate through real-life examples.

This webinar offers a moving look at why life insurance matters, how it can provide stability during life’s most difficult moments, and the real-life impact it has on families like the Pleasants.

Learn More & Register

Topics: #NAIFA-Wisconsin

September is Life Insurance Awareness Month

By NAIFA-Wisconsin on 9/3/25 11:31 AM

Wisconsin Governor Tony Evers has declared September 2025 as Life Insurance Awareness Month.

Topics: #NAIFAProud Life Insurance Awareness Month #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin's Brendon DeRouin Shares Retirement Tips on Wisconsin Public Radio

By NAIFA-Wisconsin on 8/6/25 10:29 AM

NAIFA-Wisconsin is proud to spotlight member Brendon DeRouin, CLU, LACP, ChFC, RICP, who recently appeared on the Larry Meiller Show on Wisconsin Public Radio to share practical insights on saving for retirement, investing, and building long-term financial security.

With years of experience helping advisors help their clients plan for their financial future, Brendon brought a wealth of knowledge to the conversation. He discussed strategies for getting started with retirement savings, how to make the most of employer-sponsored retirement plans, and the importance of diversification when investing. He also touched on timely topics such as navigating market volatility and preparing for healthcare expenses in retirement.

Listeners across the state appreciated Brendon's clear, approachable advice—grounded in real-world experience and a commitment to financial literacy.

As a longtime member of NAIFA-Wisconsin, Brendon exemplifies the values of education, advocacy, and ethical service that guide our profession. We’re thrilled to see his expertise shared with a broader audience and encourage members and the public alike to tune in.

Listen to the full interview on Wisconsin Public Radio

Topics: #NAIFAProud #NAIFA-Wisconsin
1 min read

NAIFA Members Meet With Congressman Tony Wied

By NAIFA-Wisconsin on 7/29/25 7:00 PM

Earlier this month, NAIFA members had the opportunity to meet with Congressman Tony Wied, who is currently serving his first term representing Wisconsin’s 8th Congressional District. The meeting included time for personal introductions, as well as an overview of NAIFA—our mission, membership, and the clients we serve.

We also presented Congressman Wied with our issue brief highlighting bipartisan legislation supported by NAIFA and encouraged him to consider co-sponsoring these important bills.

It was a productive and engaging conversation, and we look forward to building a strong working relationship with Congressman Wied and his team.

 

Pictured from left to right: Justin Manning, Todd Gerbig, Congressman Wied, Patrick Mongin, & Richard Balch.

Topics: Advocacy #NAIFA-Wisconsin
1 min read

August NAIFA Live Watch Party & Book Club

By NAIFA-Wisconsin on 7/22/25 8:54 PM

August 21, 2025

11:00 AM - 1:00 PM

Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, August 21st beginning at 11:00 am!

This month's NAIFA Live event will feature Combating Elder Financial Abuse with John Schwartz. 

 NAIFA-Wisconsin Book Club

12:00 PM (immediately following NAIFA Live)

Hillbilly Elegy

Hillbilly Elegy recounts Vice President J.D. Vance's powerful origin story...

From a former marine and Yale Law School graduate now serving as the Vice President of the United States, an incisive account of growing up in a poor Rust Belt town that offers a broader, probing look at the struggles of America's white working class.

Click here for the “Hillbilly Elegy- JD Vance” book club discussion questions.

So that we may have a headcount for the restaurant, please register below.

D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301

Register Today!

Topics: #NAIFA-Wisconsin

Happy Independence Day NAIFA-Wisconsin!

By NAIFA-Wisconsin on 7/1/25 6:40 PM

As we celebrate the birth of our nation, NAIFA extends warm wishes to you and your families for a joyful and safe Fourth of July.

This day reminds us of the power of freedom, the strength of community, and the importance of service — values we proudly uphold in our work and in our lives.

Enjoy the fireworks, celebrate with loved ones, and take a moment to reflect on the opportunities we share as Americans.

Topics: #NAIFA-Wisconsin

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