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.
Recent posts by NAIFA-Wisconsin
2 min read
NAIFA Live Watch Party: Life Insurance the Conversation: A LIAM Panel Discussion
September 17, 2026
11:00 AM - 1:00 PM CT
Come out to D2 Sports Pub Stadium District or E4 Insurance Servicesfor a NAIFA Live Watch Party on Thursday, September 17 , beginning at 11:00 am Central.
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301
OR
E4 Insurance Services
951 Kimball Lane Suite 206
Verona, WI 53593
September is Life Insurance Awareness Month, and awareness starts with you! Your ability to explain both the benefits of life insurance and the consequences of being underinsured is essential to your clients and prospects. Join us for Life Insurance the Conversation – A LIAM Panel Discussion as our panel of experts explores how best to engage in life insurance conversations and how to leverage Life Happens resources.
Join NAIFA President Christopher Gandy, NAIFA Trustee Barbara Pietrangelo, and Julie Holsinger, Life Happens’ Content Strategy Director as they share with you their perspective and techniques for life insurance focused client conversations.
The panel discussion will be moderated by Jacquie Lucas, Assistant Vice President of Talent Solutions, LIMRA.
Topics: #NAIFA-Wisconsin
1 min read
Overview of NAIFA Insurance Benefits
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.
Topics: #NAIFA-Wisconsin
1 min read
Welcome New & Returning Members
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!
Topics: #NAIFA-Wisconsin
2 min read
June NAIFA Live Watch Party & Book Club
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!
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
Topics: #NAIFA-Wisconsin
1 min read
Lead the Way: NAIFA-Wisconsin Board Opportunities Now Open
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
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.
Topics: #NAIFA-Wisconsin
1 min read
NAIFA-Wisconsin on Capitol Hill
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.
