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NAIFA-Wisconsin


Recent posts by NAIFA-Wisconsin

NAIFA-Wisconsin Power Summit & Advocacy Day

By NAIFA-Wisconsin on 3/5/24 5:56 PM

Activating Technology for Value in Insurance - Using AI to Simplify Your Firm's Ability to Grow, Remove Bottlenecks, and Build Scale

Erik Vandermause is the vice president of applied intelligence at M3 Insurance. In this role, he is responsible for the overall direction, strategy, and performance of M3's data, analytics, digital, and CRM capabilities. M3.ai combines these capabilities with human ingenuity to deliver new levels of value for its current and future clients, employees, and partners.

Topics: #NAIFAProud Wisconsin
1 min read

NAIFA-Wisconsin Power Summit & Advocacy Day

By NAIFA-Wisconsin on 2/20/24 6:19 PM

NAIFA-Wisconsin is bringing you an exciting lineup of speakers ready to Advocate, Educate, and Differentiate! We are excited to welcome you to Madison on April 16-17, 2024. 

Learn More & Register

Topics: #NAIFAProud Wisconsin
1 min read

NAIFA Live Watch Party

By NAIFA-Wisconsin on 2/2/24 1:34 PM

February NAIFA Live Watch Party

FEBRUARY 16, 2024

11:00 AM - 1:00 PM

Gather with your fellow NAIFA-Wisconsin colleagues on Friday, February 16th from 11:00 am - 1:00 pm at D2 Sports Pub for another great NAIFA Live event.

This month's NAIFA Live, NAIFA's Competitive Edge, is an interactive panel discussion from NAIFA Secretary and former NBA basketball player Christopher Gandy; NAIFA Trustee and marathon runner Carina Hatfield; Former MLB pitcher Jacob Turner; and West Point Graduate and U.S. Army Veteran Kathleen Owings.

Our panelists will discuss the habits of discipline that have got them to the top and how they continue to stay motivated to live their dreams. You will not want to miss this!

Lunch costs will be on your own. We can't wait to see you!

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304

Register

 

Topics: #NAIFAProud NAIFA Live

Southwest Affiliate Hosts Brews & Bites

By NAIFA-Wisconsin on 2/2/24 1:02 PM

Brews & Bites

MARCH 14, 2024

4:00 - 6:00 PM

Join fellow NAIFA-Wisconsin members and non-members alike at the Muskellounge for an informal social mixer from 4:00 - 6:00 pm! No fee to attend. Drinks, food, and games on your own. 

Muskellounge & Sporting Club
4102 Monona Drive
Madison, WI 53716

We can't wait to see you there!

Topics: #NAIFAProud Wisconsin

NAIFA-Wisconsin 2024 Board of Directors

By NAIFA-Wisconsin on 12/27/23 5:39 PM

The Board of Directors for the Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA) has been announced.

2 min read

A Fond Farewell and Congratulations to Laura DeGolier on Her Retirement

By NAIFA-Wisconsin on 12/22/23 4:32 PM

As the curtain closes on the year 2023, so does a remarkable chapter in the career of an exceptional individual - Laura P. DeGolier, CLU, LUTCF, FSS, RICP. A loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 1980, Laura bids adieu to a distinguished career as she enters the well-deserved realm of retirement.

Topics: #NAIFAProud

NAIFA-Wisconsin NAIFA Live Watch Party & LILI 7 Book Study

By NAIFA-Wisconsin on 12/20/23 3:41 PM

Start the New Year out right with an informative NAIFA Live session and book study with your fellow NAIFA members. Not a LILI graduate? Join us anyway, you will find out how the LILI program has been influential in the lives and businesses of your colleagues.

NAIFA-Wisconsin Holiday Party

By NAIFA-Wisconsin on 10/17/23 2:30 PM

Join your fellow NAIFA-Wisconsin members on December 14th from 4:00 - 8:00 pm for a Holiday Party! We can't wait to see you at PJ's at SentryWorld for a great time filled with holiday cheer.

1 min read

NAIFA-Wisconsin Golfs for Camp HOPE

By NAIFA-Wisconsin on 10/10/23 12:09 PM

NAIFA-Wisconsin members gathered at the Wisconsin River Golf Club in Stevens Point for a beautiful (but warm) autumn day of golfing on October 2nd. In addition to golf and networking, this year we collected supplies and money for Camp HOPE.

Topics: #NAIFAProud Wisconsin
1 min read

September NAIFA Live Watch Party

By NAIFA-Wisconsin on 8/29/23 5:34 PM

 

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on September 21st beginning at 12:00 p.m.! 

Joey Davenport, CLU, CLF, President & Co-Founder of Hoopis Performance Network will present Practice Growth and Success. During this session, you'll receive language, tools, and techniques to apply to your sales process to differentiate practice in the market. We begin with insights into today’s consumer mindset that creates procrastination: lack of trust, fear, and confusion. You’ll learn field-tested practices to enhance your process for business development, collaborative discovery, applying behavioral economics techniques, and increasing the efficiency of your practice. You will not want to miss this!

Lunch cost on your own.

D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304

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