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NAIFA-Wisconsin


Recent posts by NAIFA-Wisconsin

1 min read

September NAIFA Live Watch Party

By NAIFA-Wisconsin on 9/6/24 11:54 AM

David McKnight

September 19, 2024

12:30 - 2:00 PM CT

This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.

Join us for this exciting presentation. Lunch costs are on your own.

In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.

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Topics: #NAIFAProud Networking NAIFA Live naifa-wi

Lunch with Congressman Derrick Van Orden

By NAIFA-Wisconsin on 9/4/24 6:53 PM

Mark Miller, the Advocacy Chair for NAIFA-Wisconsin, recently met with Congressman Derrick Van Orden over lunch. They discussed key issues impacting Advisors and their Clients, with a focus on expanding 529 plans to support workforce development. They also addressed the new CMS ruling affecting NAIFA members and Medicare participants. Congressman Van Orden expressed his commitment to pursuing these important issues in Washington, D.C., and expressed gratitude for the valuable insights provided by NAIFA members like Mark Miller.

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Topics: #NAIFAProud #NAIFA-Wisconsin

September is Life Insurance Awareness Month

By NAIFA-Wisconsin on 9/3/24 4:06 PM

Wisconsin Governor Tony Evers has declared September 2024 as Life Insurance Awareness Month.

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Topics: #NAIFAProud Life Insurance Awareness Month #NAIFA-Wisconsin

NAIFA-WI President Chris Henderson Connects with Rep. Marc Pocan

By NAIFA-Wisconsin on 8/19/24 2:31 PM

U.S. Representative Marc Pocan recently celebrated a milestone birthday at Breese Field in Madison, where NAIFA-Wisconsin President Chris Henderson joined in the festivities. During the event, Chris had a chance to connect with the Congressman, discussing NAIFA's mission and activities.

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Topics: #NAIFAProud #NAIFA-Wisconsin
2 min read

Financial Clarity by Design in Spencer, Wisconsin is a NAIFA 100% Agency

By NAIFA-Wisconsin on 8/15/24 12:11 PM

Financial Clarity by Design in Spencer, Wisconsin is a NAIFA 100% Agency

The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Financial Clarity by Design in Spencer, Wisconsin has become a NAIFA 100% Agency. Under the membership program, Financial Clarity by Design has enrolled all its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs, and encourages them to participate in NAIFA as a group. Group members are proudly displayed to consumers on the consumer-facing financialsecurity.org site and members are listed in Life Happens’ “Find a Financial Service Professional” search at www.lifehappens.org.

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Topics: #NAIFAProud Press Release NAIFA 100% Agency #NAIFA-Wisconsin
2 min read

NAIFA Announces E4 Insurance Services as the Inaugural Financial Security Champion of the Year

By NAIFA-Wisconsin on 8/13/24 5:10 PM

NAIFA Announces E4 Insurance Services as the Recipient of the Inaugural Financial Security Champion of the Year Award 

The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce that E4 Insurance Services, led by Managing Partners Dan Peterson, LUTCF, LLIF, FIC, Brendon DeRouin, CLU, ChFC, LACP, RICP, and Steve Bergee, LACP, is the first recipient of the prestigious Financial Security Champion award. This accolade recognizes firms that have made significant investments and commitments to NAIFA membership and its mission to empower financial professionals and consumers through world-class advocacy and education.

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Topics: #NAIFAProud Awards Press Release Financial Security Champion #NAIFA-Wisconsin
1 min read

August NAIFA Live Watch Party

By NAIFA-Wisconsin on 8/6/24 5:58 PM

NAIFA LIVE:
FINANCIAL PLANNING FOR THE SPECIAL NEEDS FAMILY
PRESENTED BY KACY SEITZ

Come enjoy a casual lunch with colleagues and share in this engaging NAIFA Live presentation. Lunch costs are on your own.

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Topics: #NAIFAProud Networking NAIFA Live #NAIFA-Wisconsin
1 min read

NAIFA's Apex and NLC: What's in It for Leaders?

By NAIFA-Wisconsin on 8/5/24 11:45 AM

September 19-21 | Arizona Biltmore | Register Today

If you're not registered for NAIFA's Apex and National Leadership Conference, now is the time to add your name to the list. Join your colleagues from around the country to network, exchange ideas, and help make NAIFA the best association it can be. Note that NAIFA's room block and event rate at the Arizona Biltmore for NLC and Apex are reserved through August 12, so act now.  

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Topics: #NAIFAProud Leadership Apex #NAIFA-Wisconsin
1 min read

NAIFA-Wisconsin Annual Golf Outing

By NAIFA-Wisconsin on 7/18/24 4:00 PM

We have ordered a perfect fall day for our annual NAIFA-Wisconsin Golf Outing. Northern Bay Resort has created a masterpiece replica course inspired by some of golf's most celebrated holes! Bring a guest and register today!

REGISTER HERE

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Topics: #NAIFAProud #NAIFA-Wisconsin
1 min read

NAIFA-WI July NAIFA Live Watch Party

By NAIFA-Wisconsin on 6/21/24 4:26 PM

Ken Leibow

JULY 18, 2024

11:00 AM - 1:00 PM

Want to connect in-person with your colleagues in the Green Bay area? Join us for an exciting NAIFA Live presentation and enjoy a casual lunch together. Lunch costs are on your own.

FinTech, AI & the Future of Insurance

Artificial Intelligence, its potential impact has been compared to that of the printing press and electricity.

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Topics: #NAIFAProud NAIFA Live naifa-wi
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