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.

Welcome to our newest NAIFA-Wisconsin members, and welcome back to our returning members!

Please join us in welcoming our newest NAIFA–Wisconsin members, Anna Doherty,  Jennifer Torgrude, Mark Nienow, Greg Stadler, Cheryl Tesch,  and Penny Wegner!

We're also pleased to welcome back Josh Kilty, Matthew Martens,  Gerald Frye, Lowell Jayroe, Timothy Grzesiak, and Nicholas Krey. We're glad to have you back as part of the NAIFA-Wisconsin community!

We're excited to have them join our community of dedicated financial professionals. Their experience, fresh perspectives, and commitment to serving clients make them a wonderful addition to NAIFA–Wisconsin. We look forward to seeing them at an upcoming event!

June 18, 2026

11:00 AM - 1:00 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

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.

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

REGISTER HERE

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.

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.

Registration Rates:

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

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:

June 18, 2026

11:00 AM - 1:00 PM