Advocacy starts with a conversation. On October 7, several members of NAIFA–Wisconsin’s Northeast Affiliate gathered at U.S. Representative Tony Wied’s office in the Green Bay area to discuss issues important to insurance and financial professionals and the clients they serve.

The discussion focused on H.R. 6234, H.R. 7187, and H.R. 8867. Congressman Wied expressed support for all three bills, describing them as common-sense measures that should move forward.

Meetings like this give NAIFA members an opportunity to share firsthand perspectives on how federal policy affects their businesses and their clients’ financial security. They also help build relationships that keep those concerns part of the conversation in Washington.

Thank you to Congressman Wied for the discussion and to our Northeast Affiliate members for taking the time to advocate for our profession and the people we serve.

NAIFA Live Watch Party: From "YES" to "HOW":

Turning the Three Great Transfers Into Lasting Client Relationships 

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP, AIPA

Executive Director of NAIFA Knowledge Centers

October 15, 2026

11:00 am - 1:00 pm CT

Three Great Transfers are reshaping how families plan, spend, and care for one another. Each one opens a door for insurance and financial professionals who know where to look. 

Your clients assume you will raise the risks that matter. Silence signals oversight.  Your clients have already said “yes” to protection. Now they need to know “how” it will protect them and their family. The professional who answers that question earns the next generation. 

Time Well Spent

October 15, 2026

4:00 - 6:00 PM

Holiday Cheer

December 1, 2026

4:00 PM - 8:00 PM CT

NAIFA-Wisconsin is proud to congratulate Melanie Kunze, CFP on being named one of Advisor Today’s2026 4 Under 40 honorees!

The 4 Under 40 Awards recognize outstanding young professionals in the insurance and financial services industry who demonstrate professional excellence, industry involvement, community service, and a commitment to helping their clients achieve financial security.

Since joining NAIFA in 2023, Melanie has quickly become an active and engaged member of NAIFA-Wisconsin. She joined the NAIFA-Wisconsin Board of Directors in 2025 as YAT Chair, then as a Director in 2026, and is a regular participant in chapter activities and events. Melanie has also demonstrated a strong commitment to advocacy, representing our profession on Capitol Hill at two NAIFA Congressional Conferences.

This summer, many NAIFA members joined NAIFA Live sessions featuring Joey Davenport. They got a glimpse of the practical skills and techniques taught through the SkillSet, powered by the Trustworthy Selling program.

September 17, 2026

11:00 AM - 1:00 PM CT

Webinar: Monday, July 20, 2026 | 12:00 PM - 1:00 PM ET

Choosing the right insurance coverage can feel complicated, especially when comparing plan types, costs, eligibility requirements, and coverage features. NAIFA members have access to a range of insurance benefit options designed to help support their personal, family, and professional needs.

NAIFA will host“Overview of NAIFA Insurance Benefits,”featuringBecca Locke, Account Manager at Gallagher Affinity, andJason Cleary, Regional Sales Director at Member Benefits, Inc.This webinar will walk attendees through the insurance products available through Gallagher Affinity and Member Benefits, Inc., including health insurance, long-term and short-term disability insurance, life insurance, dental, vision, and more.