New data security standards for the insurance industry passed the Wisconsin State Senate on June 9, 2021 on a voice vote.

NAIFA strongly supported this bipartisan bill, based on a national model, to provide regulatory uniformity and to protect consumer information.

Senate Bill 160 includes exemptions for small businesses that were supported by NAIFA-WI. The Senate also added an amendment that our Wisconsin members suggested, providing an exemption for securities brokers that are already subject to cybersecurity regulations by FINRA.

Welcome new members who joined NAIFA-Wisconsin so far this year!

Belonging to your professional association sets you apart from the competition by ascribing to a Code of Ethics, voluntarily investing & participating in a performance-driven networking group, and serving your industry through advocacy and community service.

Hello NAIFA-Wisconsin,

I want to check in with everyone and highlight what has been happening around NAIFA Wisconsin. 2021 has been off to a busy start. It’s hard to believe we’ve already reached mid-year. I hope the first half of 2021 has been filled with growth, activity, fulfillment, and well-being for everyone. As a chapter, the first half of the year has undoubtedly been active. We’ve been to more than 20 legislative events, hosted many successful CE days, had our annual Day on the Hill event, and worked hard at delivering a meaningful and engaging experience to our members. I hope you have had an opportunity to participate in some of these and had thought-provoking takeaways to help within your practice.

NAIFA-Wisconsin is forming a LILI class in 2021.

The Wisconsin chapter of the National Association of Insurance and Financial Advisors (NAIFA-WI) will present its annual Day on the Hill advocacy programming March 8 and 10. The virtual event will highlight the importance of political advocacy for insurance financial advisors. Decisions by state lawmakers and regulators have tremendous impacts on the businesses of NAIFA members as well as the Main Street consumers and small businesses they serve.

The longer you've been in leadership the easier it becomes, right? Not exactly. The best leaders frequently review their strengths and weaknesses. They create a plan on how they can improve their leadership skills.