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NAIFA-Wisconsin


Recent posts by NAIFA-Wisconsin

2 min read

June NAIFA Live Watch Party & Book Club

By NAIFA-Wisconsin on 6/8/26 6:22 PM

June 18, 2026

11:00 AM - 1:00 PM

Join us for a NAIFA Live Watch Party on Thursday, June 18th at 11:00 AM CT, hosted atD2 Sports Pub Stadium DistrictorE4 Insurance Services.

After NAIFA Live, we'll continue the conversation with Book Club at our D2 Sports Pub Stadium District location. The Book Club portion will be available virtually (indicate virtual option in registration to get your link).

June's NAIFA Live features Joey Davenport, CLU, CLF, presenting:

Business Development and Generating Favorable Introductions in Today's Market

 

About this Session:

Some of the most successful financial professionals in our business are the ones who confidently obtain favorable introductions to potential clients on a regular basis. The key is having the right mindset and being prepared in advance.


About Book Club:

Stuart Fuhlendorf was a Wall Street whiz kid, taking three companies public on the Nasdaq by his early forties. On paper he was worth millions. Then his world fell apart and was transformed in a way that he could have never imagined.

InWall Street to the Well, Stu Fuhlendorf tells the captivating story of his journey from success and riches to losing everything. Then, when he assumed his life was over, an unexpected phone call gave him new hope and new life.

Topics: #NAIFA-Wisconsin

Differentiate Yourself From the Crowd!

By NAIFA-Wisconsin on 6/8/26 5:54 PM

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 by 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.

Deadline for applications is June 30, 2026

Apply Today!

Topics: #NAIFA-Wisconsin
1 min read

Lead the Way: NAIFA-Wisconsin Board Opportunities Now Open

By NAIFA-Wisconsin on 6/8/26 4:42 PM

Are you passionate about shaping the future of our profession? Do you want to make a meaningful impact within your NAIFA community? Here’s your chance.

NAIFA-Wisconsin is currently seeking dedicated, forward-thinking members to serve as board officers and directors in 2027. This is an incredible opportunity to lead, grow, and give back to the organization that supports your career and advocates for your success.

Why Serve?
Serving on the NAIFA-Wisconsin board is more than a leadership role — it’s a chance to:

  • Influence the direction of our NAIFA Chapter
  • Strengthen your leadership and networking skills
  • Build lasting relationships with industry peers
  • Make a difference in advancing our mission and supporting fellow advisors

Who We're Looking For:
We’re looking for passionate NAIFA members who are:

  • Committed to professional excellence and ethical leadership
  • Eager to contribute time, energy, and ideas
  • Collaborative, positive, and ready to serve

Whether you’re an experienced leader or ready to take your first step into leadership, we welcome your interest. Training and support will be provided — all you need is the heart to serve and the drive to help move NAIFA forward.

How to Get Involved:
If you're ready to raise your hand or want to nominate someone you believe would be a great fit, please reach out to us atinfo@naifa-wisconsin.org.

Let’s build a stronger, more connected NAIFA-Wisconsin together. Your leadership can make all the difference.

Topics: #NAIFA-Wisconsin
2 min read

Earn the Certified Home Equity Advisor (CHEA) Credential

By NAIFA-Wisconsin on 6/1/26 2:18 PM

 

George Bain, Fairway Home Mortgage

Virtual Class Dates - Two 4-Hour Sessions:
Session 1 - June 23, 2026
Session 2 - June 25, 2026

9:00 AM - 1:00 PM CT

8-Hour CE Program for Financial & Insurance Professionals

Expand your retirement planning expertise with the CHEA credential - an advanced CE program focused on the ethical integration of housing wealth into retirement strategies for clients 55+. Developed in collaboration with National Association of Insurance and Financial Advisors (NAIFA), this program equips you to more fully serve your older clients with confidence.

What You'll Gain

  • 8 hours of approved insurance and/or CFP© CE Credit
  • Training in reverse mortgage and housing wealth strategies
  • CHEA digital/print credential
  • Client education tools and scenario support resources

Who Should Attend

NAIFA members in good standing. (NAIFA membership required)

Designed for financial advisors, insurance professionals, CFP© practitioners, RIAs, and professionals serving clients age 55+.

Course Fee
$200

Not a NAIFA Member Yet?Join here.

REGISTER HERE

Topics: #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin on Capitol Hill

By NAIFA-Wisconsin on 5/20/26 12:40 PM

Every year, NAIFA members travel to Washington, D.C., for one of the most important events of the year - the Congressional Conference. They show up personally to advocate for the clients, communities, and small businesses they serve every day.

Topics: #NAIFA-Wisconsin
1 min read

2nd Annual Charity Golf Outing

By NAIFA-Wisconsin on 5/20/26 9:29 AM

September 28, 2026
11:00 AM Registration |12:00 PM Shotgun Start
Hilly Haven Golf Course, De Pere, WI 54115


Sign up now for NAIFA-Wisconsin's Charity Golf Outing coming to you September 28th at Hilly Haven Golf Course!
We can't wait to see you.

The proceeds from this year's tournament will benefit The Highground Veterans Memorial.
We look forward to a successful event and getting to know more about The Highground.


And of course, no tournament would be complete without beverages and bragging rights at the social afterwards.

Registration Rates:

Single Golfer: $125 | Single + 1: $250
Team: $500 | Team + Hole Sponsor: $600

REGISTER HERE

Topics: #NAIFA-Wisconsin
1 min read

Welcome Members!

By NAIFA-Wisconsin on 5/18/26 1:30 PM

Welcome Our Newest Members to NAIFA-Wisconsin!

We are excited to extend a warm welcome to these incredible professionals who have recently joined NAIFA-Wisconsin. Each one brings a unique perspective, experience, and passion for serving clients in the financial services industry. Please join us in welcoming:

Topics: #NAIFAProud #NAIFA-Wisconsin
2 min read

NAIFA-Wisconsin NAIFA Live Watch Party & Book Club

By NAIFA-Wisconsin on 5/13/26 4:47 PM

June 18, 2026

11:00 AM - 1:00 PM

Join us for a NAIFA Live Watch Party on Thursday, June 18th at 11:00 AM CT, hosted atD2 Sports Pub Stadium DistrictorE4 Insurance Services.

After NAIFA Live, we'll continue the conversation with Book Club at our D2 Sports Pub Stadium District location. The Book Club portion will be available virtually (indicate virtual option in registration to get your link).

June's NAIFA Live features Joey Davenport, CLU, CLF, presenting:

Business Development and Generating Favorable Introductions in Today's Market

Topics: #NAIFA-Wisconsin
1 min read

Differentiate Yourself From The Crowd!

By NAIFA-Wisconsin on 5/12/26 5:50 PM

The 2026 nomination period for many of NAIFA’s national awards is officially underway, with applications being accepted through June 30.

These awards honor professionals who demonstrate excellence in leadership, advocacy, service, education, and professional achievement. Opportunities for recognition span a wide range of categories, including practice specialties, years of industry service, and volunteer leadership within NAIFA.

The awards differentiate NAIFA members with national recognition that not only highlights individual accomplishments but also showcases the strength, professionalism, and influence of NAIFA-Wisconsin members across our industry. 

We encourage you to nominate yourself or a deserving colleague and help us celebrate the outstanding work being done throughout the Badger State of Wisconsin!

To view the full list of awards and application links, visit the NAIFA Awards Page.

Topics: #NAIFA-Wisconsin
2 min read

Congratulations to the 2026 A. Jack Nussbaum Recipient

By NAIFA-Wisconsin on 4/29/26 11:41 AM

Honoring Legacy and Leadership: A. Jack Nussbaum and Romeo Raabe

The story of A. Jack Nussbaum is one of grit, opportunity, and lasting impact. Born in Glasgow, Scotland, he began working at age 12 and immigrated to the United States at 15. Within just a few years, earning $4 a week in a factory, he saved enough to bring his parents to America, setting the tone for a life defined by discipline and determination.

Topics: #NAIFA-Wisconsin

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