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NAIFA-Wisconsin Golf Outing

By NAIFA-Wisconsin on 5/18/22 3:48 PM

Join NAIFA-Wisconsin Friday, June 24th for a Golf Outing with fellow members. Come out to Rolling Meadows Golf Course for a morning of fun, socializing, and, of course, golfing! 11:00 am tee time start.

Topics: NAIFA Events
2 min read

NAIFA-WI 2022 Sales Congress Was a Resounding Success

By NAIFA on 5/10/22 2:40 PM

NAIFA National President Lawrence Holzberg, LUTCF, LACP stopped into NAIFA-WI to attend their 2022 Sales Congress: May the Fourth Be With You.

Holzberg's remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

Topics: NAIFA Events Professional Development
2 min read

New Wisconsin Law Boosts Protections for Annuity Consumers

By NAIFA & ACLI on 4/19/22 11:48 AM

Legislation signed into law by Wisconsin Governor Tony Evers greatly enhances protections for consumers seeking lifetime income from annuities. The law was proposed by Senator Rob Stafsholt (R-New Richmond) and Representative Kevin Petersen (R-Waupaca). Wisconsin is the 23rd state that as part of a nationwide, bipartisan effort has adopted measures implementing the "best interest of consumer enhancements" in the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation. The new laws and regulations also align with the SEC’s Regulation Best Interest.

Topics: Annuities State Advocacy Interstate Advocacy Press Release
1 min read

Virtual Collaborative Learning Event - LGBTQ+ Planning

By NAIFA-Wisconsin on 4/11/22 2:21 PM

Join us Thursday, April 21st from 3:00 - 5:00 pm for this Virtual Collaborative Learning Event - LGBTQ+ Planning and How to Create a More Inclusive Environment. 

Topics: NAIFA Events

May The Fourth Be With You

By NAIFA-Wisconsin on 3/31/22 12:47 PM

There is an incredible opportunity right around the corner to learn, grow your book of business, and differentiate yourself by participating in the NAIFA-Wisconsin Sales Congress.

Topics: NAIFA Events
1 min read

NAIFA-Wisconsin Sales Congress

By NAIFA-Wisconsin on 3/28/22 4:36 PM

Time is running out to register for NAIFA-Wisconsin's 2022 Sales Congress - May The Fourth Be With You. Come on out and join your colleagues at the Westmoor Country Club Wednesday, May 4th for this great event. You do not want to miss this!

Topics: NAIFA Events

NAIFA-Wisconsin 2022 Board of Directors

By NAIFA-Wisconsin on 1/31/22 12:51 PM

The Board of Directors for the Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA) has been announced.

1 min read

E4 Insurance BREW Featuring Lisa Quist

By NAIFA-Wisconsin on 12/2/21 4:52 PM

E4 Insurance Services invites all NAIFA-North Dakota members to join their Building Relationships Every Week (BREW) program on Wednesday, December 8th from 12:00 pm Central

This session features Lisa Quist with Nationwide: Land As Your Legacy. Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S.

Welcome October New Members!

By NAIFA-Wisconsin on 10/29/21 3:50 PM

Welcome new members who joined NAIFA-Wisconsin this October!

Belonging to your professional association sets you apart from the competition by ascribing to a Code of Ethics, voluntarily investing & participating in a performance-driven networking group, and serving your industry through advocacy and community service.

Topics: Members

Prudent Planners Use the Three M's for Retirement Portfolio Success

By John Florance, E4 Senior Vice President of Annuities on 10/7/21 3:52 PM

2020 marked the half-way point of the Baby-Boomer generation’s retirement process. The early Boomers began pulling out of the workforce in 2010, and the later ones will continue to begin their retirements for the next 10 to 15 years. The generation before the Boomers, known alternately as Traditionalists, Matures, and “The Greatest,” are at the end of their lives on this planet.


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