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NAIFA-Wisconsin


Recent posts by NAIFA-Wisconsin

1 min read

NAIFA-Wisconsin LILI Book Club

By NAIFA-Wisconsin on 4/29/25 6:41 PM

May 29, 2025

11:00 AM - 1:00 PM

NAIFA-Wisconsin Book Club - The Let Them Theory

What if the secret to peace... is letting them?

Join us in-person or by Zoom for an eye-opening discussion on The Let Them Theory - a book that's sparking conversations everywhere about boundaries, self-worth, and emotional freedom.

In this book club discussion, we will unpack the powerful concept that sometimes the best response is no response at all. Learn how "letting them" - be it in relationships, work, or life - can actually be the most empowering move you make.

Let's talk boundaries, Let's talk peace. Let's talk The Let Them Theory.

Hybrid Event: Please join us on Zoom or at D-2 Sports Pub Stadium District. 

D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301

Register Here

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Topics: LILI #NAIFA-Wisconsin
1 min read

Webinar: Social Security Unlocked

By NAIFA-Wisconsin on 4/8/25 4:22 PM

Social Security Unlocked: Maximizing Benefits & Guiding Your Clients - Webinar

 

May 15, 2025

1:00 - 2:00 PM CST

Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.

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Topics: Continuing Education Webinar #NAIFA-Wisconsin

Welcome New and Returning Members

By NAIFA-Wisconsin on 4/3/25 12:53 PM

NAIFA-Wisconsin is thrilled to welcome our new and returning members for the first quarter of 2025! We’re excited to connect with you at upcoming events and look forward to getting to know you better. Click below to meet our newest members.

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Topics: #NAIFAProud Membership new members #NAIFA-Wisconsin
1 min read

April NAIFA Live Watch Party

By NAIFA-Wisconsin on 4/1/25 7:26 PM

 

April NAIFA Live Watch Party

Jonathan Seif
 

April 17, 2025

11:00 AM - 1:00 PM

Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, April 17th beginning at 11:00 am!

This month's NAIFA Live event will feature Leveraging AI and Data to Drive Growth in Financial Services with Jonathan Seif.

So that we may have a headcount for the restaurant, please register below.

D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301

AI is changing the business landscape by the day and NAIFA is here to keep you current.

Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.

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Topics: NAIFA Live #NAIFA-Wisconsin
2 min read

If you don't speak up for your business, no one will!

By NAIFA-Wisconsin on 3/17/25 9:43 PM

Congress Is Discussing Your Future.
Shouldn't You Be Part of the Conversation?

 

If you won't speak up for your business and clients, no one else will.

Decisions made in Washington, D.C., greatly impact your business and clients. Yet, most of our lawmakers are not experts in insurance or financial services or how agents and advisors are critical to the financial security of American families and small businesses.

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Topics: Congressional Conference #NAIFA-Wisconsin NAIFA Proud

Share Your Real Life Story

By NAIFA-Wisconsin on 3/4/25 11:15 AM

Our Real Life Stories program has helped motivate people to buy insurance for 20+ years. These stories highlight the role insurance has played in helping families and businesses in times of great financial need, along with the insurance professionals who have helped them. None of the people featured in our stories could have anticipated the challenges they’d face. However, smart insurance planning ensured that emotional struggles weren’t compounded by financial hardship.

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Topics: #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin Charity Golf Tournament

By NAIFA-Wisconsin on 2/11/25 3:41 PM

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.

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Topics: #NAIFA-Wisconsin
1 min read

February NAIFA Live Watch Party

By NAIFA-Wisconsin on 2/11/25 3:35 PM

Carson Porter

February 20, 2025

11:00 AM - 1:00 PM

Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, February 20th beginning at 11:00 am!

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Topics: #NAIFAProud Networking NAIFA Live naifa-wi

In Memoriam

By NAIFA-Wisconsin on 2/11/25 3:24 PM

On February 1, 2025, NAIFA-Wisconsin former member and former executive director, Chuck Stumpf, CLU, ChFC, passed away at the age of 93.  

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Topics: #NAIFA-Wisconsin
1 min read

Kristin Alfheim Sworn in as Wisconsin State Senator

By NAIFA-Wisconsin on 1/7/25 7:22 PM

On January 6, 2025, NAIFA member Kristin Alfheim, CLTC, RICP, proudly took the oath of office as Wisconsin State Senator representing the 18th District in Appleton. Reflecting on her journey, Kristin shared, "I cut my teeth in advocacy with NAIFA, and I will always be grateful for the skills and friendships I've gained as a member."

A dedicated NAIFA member since 2004, Kristin has held numerous leadership roles at both local and state levels, including serving as NAIFA-Wisconsin President in 2019. As a graduate of the Leadership in Life Institute (LILI) and recipient of the Financial Security Advocate badge, Kristin has exemplified a commitment to professional growth and service.

We are incredibly proud to celebrate Senator Alfheim as one of NAIFA's own and are confident she will excel in representing her constituents and making a positive impact in the Wisconsin Legislature.

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Topics: #NAIFAProud #NAIFA-Wisconsin
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