NAIFA-Wisconsin members Tim Dwyer and Daniel Ward attended a breakfast hosted by Representative Gwen Moore, with special guest, House Minority Leader, Hakeem Jeffries.

Join your fellow NAIFA-Wisconsin members on December 5th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.

Join your fellow NAIFA-Wisconsin members on December 5th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.

It is with great pride that NAIFA-Wisconsin congratulates newly elected State Senator, Kris Alfheim. Kris works tirelessly for her clients, her industry, and her constituents. Kris previously served as District 11 Alderperson.

SGR Election Update 

Trump wins Wisconsin; Trump wins Presidency 

Several polls over the weekend showed a neck-and-neck race for the presidency in Wisconsin, and both candidates spent a lot of time campaigning in the state over the past few weeks. With 99% of the vote in, Trump has a 29,000-vote lead over Harris in Wisconsin. With a sweeping set of victories across the battleground states, including Wisconsin, Trump declared victory in the presidential election early Wednesday morning.

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes Professionalism through education and earned designations, production-measured performance metrics customized for each practice specialty, adherence to the NAIFA code of ethics, and service to your industry association. Advisors specializing in Life & Annuities, Financial Advising & Investments, Health & Employee Benefits, Multiline Sales, or any combination of these specialties have the opportunity to demonstrate the quality that is the mark of a true professional.

After a long time in rehabilitation with a moratorium in place, Colorado Bankers Life Insurance Company will be placed in liquidation effective 11-30-2024.

We could not have asked for a more beautiful day for golf, the sun was shining, there was a slight but pleasant breeze, and we had a bluebird sky! If you were not able to attend this awesome NAIFA-Wisconsin social opportunity, another will follow on December 5th as we celebrate our Holiday Cheer at Pj's at SentryWorld in Stevens Point. Details coming soon.

Do you have an hour per month to volunteer for NAIFA? How about an hour per quarter or year? No matter your time constraints, we have a place for you. NAIFA-Wisconsin is holding its 2025 planning meeting on Friday, October 18th. If you are interested in helping to plan and shape our future, please get in touch with info@naifawisconsin.org for meeting information.

Walter Bond

October 17, 2024

11:00 AM - 1:00 PM

Mark Miller, the Advocacy Chair for NAIFA-Wisconsin, recently met with Congressman Derrick Van Orden over lunch. They discussed key issues impacting Advisors and their Clients, with a focus on expanding 529 plans to support workforce development. They also addressed the new CMS ruling affecting NAIFA members and Medicare participants. Congressman Van Orden expressed his commitment to pursuing these important issues in Washington, D.C., and expressed gratitude for the valuable insights provided by NAIFA members like Mark Miller.

Wisconsin Governor Tony Evers has declared September 2024 as Life Insurance Awareness Month.

U.S. Representative Marc Pocan recently celebrated a milestone birthday at Breese Field in Madison, where NAIFA-Wisconsin President Chris Henderson joined in the festivities. During the event, Chris had a chance to connect with the Congressman, discussing NAIFA's mission and activities.

NAIFA Announces E4 Insurance Services as the Recipient of the Inaugural Financial Security Champion of the Year Award 

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce that E4 Insurance Services, led by Managing Partners Dan Peterson, LUTCF, LLIF, FIC, Brendon DeRouin, CLU, ChFC, LACP, RICP, and Steve Bergee, LACP, is the first recipient of the prestigious Financial Security Champion award. This accolade recognizes firms that have made significant investments and commitments to NAIFA membership and its mission to empower financial professionals and consumers through world-class advocacy and education.

NAIFA LIVE:
FINANCIAL PLANNING FOR THE SPECIAL NEEDS FAMILY
PRESENTED BY KACY SEITZ

Come enjoy a casual lunch with colleagues and share in this engaging NAIFA Live presentation. Lunch costs are on your own.

September 19-21 | Arizona Biltmore | Register Today

If you're not registered for NAIFA's Apex and National Leadership Conference, now is the time to add your name to the list. Join your colleagues from around the country to network, exchange ideas, and help make NAIFA the best association it can be. Note that NAIFA's room block and event rate at the Arizona Biltmore for NLC and Apex are reserved through August 12, so act now.  

We have ordered a perfect fall day for our annual NAIFA-Wisconsin Golf Outing. Northern Bay Resort has created a masterpiece replica course inspired by some of golf's most celebrated holes! Bring a guest and register today!

2024 Election Will Bring MANY New Faces to Wisconsin Legislature

While we do not yet know what the outcome will be in the upcoming November elections, we do already know that the elections will bring many new faces to the Wisconsin legislature.

Ken Leibow

JULY 18, 2024

11:00 AM - 1:00 PM

June 17, 1936, marks the day when NAIFA-Wisconsin was born. 88 years of existence and what a storied existence it is.

Originally chartered as the Wisconsin State Association of Life Underwriters, the original people forming the Wisconsin corporation were Alvin Moser & J.N. Patterson of Milwaukee, E.G. MacDonald of Sheboygan, and Robert L. Hesse of Madison.

Ready to join the action at NAIFA-Wisconsin? Our organization is looking to grow and adapt, and we need your help! Volunteering with NAIFA-Wisconsin is an opportunity to discover fulfillment and develop essential leadership skills as you contribute to our mission.

We're looking for individuals like you to step up and get involved. Whether you're interested in serving on our Board of Directors or lending a hand on one of our committees, there's a place for you here.

Bylaws are an important part of any organization, but sometimes having them available for our members isn't easy. If you haven't read recent changes to the NAIFA-Wisconsin Chapter Bylaws recently, here is your chance. As always, please reach out to info@naifa-wisconsin.org with any questions or concerns.

How many times have you heard it? "The first day of my career, I was handed office forms to fill out, and my NAIFA application."

Roger Seip

JUNE 20, 2024

11:00 AM - 3:00 PM

Merriam-Webster defines Essentiality as: essential nature, essence, an essential quality, property or aspect.  This has never been more applicable or appropriate when used when considering the topic of Protecting your client’s most valuable asset, their ability to earn and grow their Income.

NAIFA-Wisconsin members Tim Dwyer; Sherri Mitchell; and Daniel Ward gathered at the Ivy House in Milwaukee to help Representative Gwen Moore celebrate her birthday last month. Representative Moore and her chief of staff were very welcoming and friendly to NAIFA members.

MARCH 14, 2024

4:00 - 6:00 PM

MARCH 21, 2024

11:00 AM - 1:00 PM

Activating Technology for Value in Insurance - Using AI to Simplify Your Firm's Ability to Grow, Remove Bottlenecks, and Build Scale

Erik Vandermause is the vice president of applied intelligence at M3 Insurance. In this role, he is responsible for the overall direction, strategy, and performance of M3's data, analytics, digital, and CRM capabilities. M3.ai combines these capabilities with human ingenuity to deliver new levels of value for its current and future clients, employees, and partners.

NAIFA-Wisconsin is bringing you an exciting lineup of speakers ready to Advocate, Educate, and Differentiate! We are excited to welcome you to Madison on April 16-17, 2024. 

February NAIFA Live Watch Party

FEBRUARY 16, 2024

11:00 AM - 1:00 PM

Brews & Bites

MARCH 14, 2024

4:00 - 6:00 PM

Welcome to 2024! It is my pleasure to serve as President of NAIFA-Wisconsin this year. As you renew your members this year, and recruit your colleagues as new members, remember that advocacy is a central part of what we do. Without a strong industry advocate, legislators and regulators can implement policies that harm our business. No other topic highlights this better than NAIFA's opposition to the Department of Labor's rehashed Fiduciary Rule. This reintroduced proposal will eliminate consumer choice and put at risk the ability of middle-class Americans to access financial advice. NAIFA will continue to lead the fight against this proposal.

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

As the curtain closes on the year 2023, so does a remarkable chapter in the career of an exceptional individual - Laura P. DeGolier, CLU, LUTCF, FSS, RICP. A loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 1980, Laura bids adieu to a distinguished career as she enters the well-deserved realm of retirement.

Hello NAIFA-Wisconsin! As my year as President comes to an end, I thought we could reflect on the many accomplishments NAIFA-Wisconsin has achieved in 2023:

Start the New Year out right with an informative NAIFA Live session and book study with your fellow NAIFA members. Not a LILI graduate? Join us anyway, you will find out how the LILI program has been influential in the lives and businesses of your colleagues.

NAIFA-Wisconsin members came together on October 19th in Green Bay for a networking lunch, NAIFA Live Watch Party, and a LILI 7 book study! Although it was rainy and cold outside, there was warmth, laughter, and plenty of discussion inside. The NAIFA Live session was interesting and discussed the different types of life insurance companies and their roles in our industry. Following NAIFA Live we dug into our book, "The Carpenter" by Jon Gordon. The book is a quick read, and if you haven't already picked it up, I would encourage you to do so, you won't be disappointed. The author talks about how your life should be centered around loving, caring, and serving. If you put these into practice in your everyday life, everything else will take care of itself. After insightful discussion and conversation, we ended our day with happy hour. It was so good to be together in person.

Join your fellow NAIFA-Wisconsin members on December 14th from 4:00 - 8:00 pm for a Holiday Party! We can't wait to see you at PJ's at SentryWorld for a great time filled with holiday cheer.

NAIFA-Wisconsin members gathered at the Wisconsin River Golf Club in Stevens Point for a beautiful (but warm) autumn day of golfing on October 2nd. In addition to golf and networking, this year we collected supplies and money for Camp HOPE.

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on September 21st beginning at 12:00 p.m.! 

Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, October 19th from noon until 4:00 PM at D2 Sports Pub for another great NAIFA Live event and an exciting book study of "The Carpenter" by Jon Gordon. Afterward, we will have a casual gathering at Lambeau Field's 1919 Kitchen and Tap.

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on August 17th beginning at 12:00 pm! 

Join NAIFA-Wisconsin on Monday, October 2nd beginning at 11:00 am for our 2023 Golf Outing! Come on out to the Wisconsin River Golf Club for a game of golf and to support a great cause, Camp Hope for Kids. Your cost for lunch will be: sidewalk chalk, construction paper, board games, water bottles, sunscreen, or a cash donation to Camp Hope for Kids.

NAIFA-Wisconsin continues to evolve to meet the challenges faced by our industry and association. These challenges require capable and willing volunteers to help us grow. NAIFA-Wisconsin volunteers work hard but receive a great deal of personal satisfaction and leadership experience.

Hello NAIFA-Wisconsin! I would like to welcome our newest members:

Bylaws are an important part of any organization, but sometimes having them available for our members isn't easy. If you haven't read the NAIFA-Wisconsin Chapter Bylaws recently, here is your chance. As always, please reach out to info@naifawisconsin.org with any questions or concerns.

March 7-8, 2023

Madison Club - 5 E Wilson Street, Madison, WI 53703

We hope to see you on March 7th for continuing education, a live IFAPAC auction, a ring toss, dinner, and camaraderie throughout the day. 

Do you see things the way they are and ask why?...
Leaders see things that never were and ask why not?...

Join fellow NAIFA-Wisconsin Eau Claire members for a CE day on September 9th! Come on out to Eau Claire Golf and Country Club from 8:00 am - 3:30 pm for networking, education, NAIFA updates, and more from our three great speakers! We will be featuring David Plumb, MBA, CLU, ChFC, Regional Sales Manager at Illinois Mutual, Richard Wicka, Chief Counsel for the Wisconsin Office of the Commissioner of Insurance, and Brent DeGroot, Regional Sales Director at One America. We can't wait to see you there.

Join NAIFA-Wisconsin in person OR virtually for a day filled with CE and our 2022 Annual Business Meeting on September 30th! Join us in person at Maple Bluff Country Club for 24 hours of CE credit beginning at 8:00 am. Want to watch virtually? Join us on Zoom beginning at 8:00 am. Virtual offering will only be available for the 4 CE credit portion of our day from 8:00 to approximately 11:45 am.

NAIFA-Wisconsin members joined community members at the Greenway Arboretum in Fond du Lac to dedicate two trees funded by NAIFA. The funds came as a gift in appreciation for dedicated leadership in Advocacy, and especially the dedicated leadership of NAIFA-Wisconsin Grassroots Chair, Laura DeGolier.

A financial advisor with Guided Path Financial Services and Retirement Planning, Heather Lindsley, LUTCF, RICP, LACP¹, serves her community in Green Bay, WI, by building meaningful connections.

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.

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.

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.

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. 

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.

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!

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

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 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.

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.

Below are a few updates on the bills we are actively working on:

The OCI technical bill had a hearing yesterday in the Senate.  Sen. Felzkowski and Rep. Petersen are the authors.  OCI and Life Insurers testified, but there were no questions from committee members.  Introduction had been delayed from an earlier draft to work out a fix needed to the new cybersecurity law which provided an overly broad, unintended exemption.  I registered NAIFA in support of the bill.    

A new draft of the best interest standard for annuities bill was released yesterday and appears OK to the NAIFA and other national groups that were reviewing it for consistency with the model.  Hopefully it will now get introduced quickly.    The draft is attached.  Sen. Stafsholt and Rep. Petersen are the authors. 

Sen. Kooyenga has return from his deployment.  It is expected that he will allow the elder abuse bill to move forward, despite Sen. Stafsholt’s opposition in his committee.  The bill has already passed the Assembly. 

Welcome new and returning members who joined NAIFA-Wisconsin this August!

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.

Welcome new members who joined NAIFA-Wisconsin this July!

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.

Dear Members,

From the Office of the Commissioner of Insurance

Welcome new members who joined NAIFA-Wisconsin this June!

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.

New data security standards for the insurance industry passed the Wisconsin State Senate on June 9, 2021, on a voice vote. 

New data security standards for the insurance industry passed the Wisconsin State Senate on June 9, 2021 on a voice vote.

NAIFA strongly supported this bipartisan bill, based on a national model, to provide regulatory uniformity and to protect consumer information.

Senate Bill 160 includes exemptions for small businesses that were supported by NAIFA-WI. The Senate also added an amendment that our Wisconsin members suggested, providing an exemption for securities brokers that are already subject to cybersecurity regulations by FINRA.

Welcome new members who joined NAIFA-Wisconsin so far this year!

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.

Hello NAIFA-Wisconsin,

I want to check in with everyone and highlight what has been happening around NAIFA Wisconsin. 2021 has been off to a busy start. It’s hard to believe we’ve already reached mid-year. I hope the first half of 2021 has been filled with growth, activity, fulfillment, and well-being for everyone. As a chapter, the first half of the year has undoubtedly been active. We’ve been to more than 20 legislative events, hosted many successful CE days, had our annual Day on the Hill event, and worked hard at delivering a meaningful and engaging experience to our members. I hope you have had an opportunity to participate in some of these and had thought-provoking takeaways to help within your practice.

NAIFA-Wisconsin is forming a LILI class in 2021.

The Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA-WI) will present its annual Day on the Hill advocacy programming March 8 and 10. The virtual event will highlight the importance of political advocacy for insurance financial advisors. Decisions by state lawmakers and regulators have tremendous impacts on the businesses of NAIFA members as well as the Main Street consumers and small businesses they serve.

The longer you've been in leadership the easier it becomes, right? Not exactly. The best leaders frequently review their strengths and weaknesses. They create a plan on how they can improve their leadership skills.