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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.

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.

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.

2 min read

Legislative Update

By Bill McClenahan, NAIFA-Wisconsin Lobbyist on 10/7/21 3:14 PM

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 August New and Returning Members!

By NAIFA-Wisconsin on 8/31/21 2:51 PM

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.

Topics: Members

Welcome July New Members!

By NAIFA-Wisconsin on 8/2/21 3:29 PM

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.

Topics: Members

New NAIFA-Wisconsin Phone Number

By NAIFA-Wisconsin on 8/2/21 2:22 PM

Dear Members,

1 min read

Governor Evers Signs Law to Enhance Insurance Cybersecurity Measures

By NAIFA-Wisconsin on 7/21/21 3:21 PM

From the Office of the Commissioner of Insurance

Welcome June New Members!

By NAIFA-Wisconsin on 6/29/21 1:40 PM

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.

Topics: Members
1 min read

Cybersecurity Bill Passes Wisconsin Senate With NAIFA Amendment

By NAIFA-Wisconsin on 6/9/21 4:51 PM

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

1 min read

Cybersecurity Bill Passes State Senate With NAIFA Amendment

By Bill McClenahan, NAIFA-Wisconsin Lobbyist on 6/9/21 2:48 PM

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 2021 New Members!

By NAIFA-Wisconsin on 6/1/21 2:40 PM

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.

Topics: Members
1 min read

May President's Message

By Daniel Ward, NAIFA-Wisconsin President on 5/17/21 2:43 PM

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.

1 min read

NAIFA-Wisconsin LILI Class Forming

By Holly Youngblood on 3/18/21 3:40 PM

NAIFA-Wisconsin is forming a LILI class in 2021.

Topics: LILI
1 min read

NAIFA-Wisconsin to Hold Virtual Day on the Hill Political Advocacy Programs

By NAIFA on 3/3/21 4:15 PM

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.

1 min read

This 5-Minute Exercise Can Help You Set Better Goals This Year

By Justi Folladori on 2/16/21 4:41 PM

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. 

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