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1 min read

NAIFA Live Watch Party -  Playing to Win!

By NAIFA-Wisconsin on 1/6/26 5:28 PM

Chris  Smith
POSBLTY
January 15, 2026

11:00 AM - 12:00 PM Central

Join fellow colleagues at D-2 Sports Pub in Green Bay or E4 Insurance Services in Verona for a NAIFA Live Watch Party on Thursday, January 15th, beginning at 11:00 AM Central.

This month's NAIFA Live event will feature Chris Smith with Playing To Win.

 We hope you will join us for this must-see presentation! RSVP below to reserve your spot.

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

Register Today!

Create an exponential leap in business results by leveraging the same performance mindsets used by the most successful athletes, artists, and leaders of all time. 

What separates the top 1% of advisors from everyone else? It’s not more advanced tools and products. It’s not more certifications. It’s not their pedigree or the country club they belong to. It’s how they think about every part of their business.

In this presentation, we’ll dive deep into the culture of performance. First, we present and dissect what modern neuro and behavioral science tells us about high performers. Next, we look at the three ways advisors choose to “play the game”—playing not to lose, playing to play, and playing to win—and why those mindsets persist. From there we move to assessment, helping attendees quantify performance in the five most critical areas of their business, and finally, we culminate in actionable takeaways every advisor can use to level up their results.

Topics: #NAIFA-Wisconsin
3 min read

Happy Holidays NAIFA-Wisconsin

By Richard Balch, CFP, CLU, RICP on 12/9/25 5:36 PM

Happy Holidays, NAIFA-Wisconsin Members,

Topics: #NAIFA-Wisconsin
2 min read

The One Big Beautiful Bill; Several Big Beautiful(?) Tax Law Changes

By NAIFA-Wisconsin on 11/12/25 10:51 AM

Join us for a concise and essential presentation summarizing the significant tax law changes introduced by the One Big Beautiful Bill. We'll focus on the specific provisions that impact estate planning and charitable giving, analyzing what they mean for you and your clients. Gain clarity on the new rules and get insights into their potential longevity.

You will learn:
  • What changes in the OBBA will affect estate planners?
  • What OBBA changes will affect charitable giving?
  • Will these changes last?

REGISTER



This Webinar is Sponsored by

American Cancer Society

Topics: #NAIFA-Wisconsin

NAIFA Member Brendon DeRouin Featured on WPR's The Larry Meiller Show

By NAIFA-Wisconsin on 11/11/25 6:32 PM

NAIFA member Brendon DeRouin, CLU, ChFC, LACP, RICP, was a featured guest on Wisconsin Public Radio’s The Larry Meiller Show, where he shared insights on retirement planning. Brendon discussed strategies to help individuals prepare for a secure and confident retirement.

Listen to the full episode to hear Brendon’s expert advice and practical tips for building a sound financial future.

Topics: #NAIFA-Wisconsin

Advocacy in Action: NAIFA-Wisconsin Meets with Congresswoman Gwen Moore

By NAIFA-Wisconsin on 11/11/25 6:22 PM

NAIFA-Wisconsin member Tim Dwyer recently met with Congresswoman Gwen Moore and Democratic Caucus Chair Pete Aguilar. Congresswoman Moore was delighted to see NAIFA represented and referred to us as “one of her great friends.” We appreciate her continued partnership and long-standing support of our mission.

Topics: #NAIFA-Wisconsin

Jingle All The Way At NAIFA-Wisconsin Holiday Cheer Event

By NAIFA-Wisconsin on 11/11/25 4:51 PM

December 4, 2025

4:00 - 8:00 PM

Join your fellow NAIFA-Wisconsin members on December 4th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.

And in the interest of spreading even more cheer, we will be collecting warm hats, scarves, and mittens/gloves as well as non-perishable food items. These will be delivered to a local shelter.

PJ's at SentryWorld
601 Michigan Avenue N
Stevens Point, WI 54481

Member & Non-Member Fees:
$50

Register Today

Topics: #NAIFA-Wisconsin
1 min read

Find Your #Finfluence: Using Video To Build Authority + Grow Your Business

By NAIFA-Wisconsin on 11/11/25 4:37 PM

November NAIFA Live Watch Party

November 20, 2025

11:00 AM - 1:00 PM

Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, November 20th, beginning at 11:00 am Central.

This month's NAIFA Live event will feature Laura Garfield, Co-Founder of Idea Decanter

We hope you will join us for this eye-opening presentation! 

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

Can video really be a magnet to bring more prospects to your business? Laura Garfield, co-founder of Idea Decanter, introduces you to top #Finfluencers who use video to engage their audiences and win new clients. These advisors are getting real ROI from video – from 100k+ views on videos to dozens of new “right fit” clients a year. Dive into real-world examples of success and learn the #Finfluencer secrets to engage your audience. With insights from advisors who are succeeding with video, this session is packed with practical strategies, social media platform insights, and the inspiration you need to record more high-ROI videos today!

After attending this webinar, financial professionals will be able to:

  1. Learn the “anatomy” of a Real #Finfluencer, what it takes to find success with video

  2. Watch video clips from real advisors who have grown their practices and built authority with video

  3. Get the framework and inspiration you need to find your own #Finfluence

Register Today

Topics: #NAIFA-Wisconsin

Holiday Cheer!

By NAIFA-Wisconsin on 10/27/25 11:18 AM

Join your fellow NAIFA-Wisconsin members on December 4th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.

Topics: Wisconsin
1 min read

NAIFA-Wisconsin + The Highground = Success

By NAIFA-Wisconsin on 10/27/25 11:16 AM

NAIFA-Wisconsin members and their guests enjoyed a perfect day on the links a few weeks ago — sunshine, camaraderie, and plenty of good-natured competition. The winning team is pictured above: Jim Schroeter, Jacob O'Keefe, Shayne Fickling, and Nate Piel.  We couldn’t have asked for better weather or more generous participants!

Topics: #NAIFAProud #NAIFA-Wisconsin

LIAM & Life Happens

By NAIFA-Wisconsin on 9/12/25 3:58 PM

It’s Life Insurance Awareness Month! Successfully market LIAM to your clients by watching this short video walkthrough.

Watch Video

Then log in with your NAIFA credentials to find LIAM Marketing Content, exclusive to NAIFA members!

Access Marketing Content

Topics: Life Insurance Awareness Month #NAIFA-Wisconsin

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