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NAIFA-Wisconsin Sales Congress

By NAIFA-Wisconsin on 3/28/22 4:36 PM

Time is running out to register for NAIFA-Wisconsin's 2022 Sales Congress - May The Fourth Be With You. Come on out and join your colleagues at the Westmoor Country Club Wednesday, May 4th for this great event. You do not want to miss this!

Topics: NAIFA Events

NAIFA-Wisconsin 2022 Board of Directors

By NAIFA-Wisconsin on 1/31/22 12:51 PM

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

1 min read

E4 Insurance BREW Featuring Lisa Quist

By NAIFA-Wisconsin on 12/2/21 4:52 PM

E4 Insurance Services invites all NAIFA-North Dakota members to join their Building Relationships Every Week (BREW) program on Wednesday, December 8th from 12:00 pm Central

This session features Lisa Quist with Nationwide: Land As Your Legacy. Financial professionals within farming or ranching communities have enormous potential. Consider this: the average farm or ranch has assets of about 1.5 million. Today, there are over 2 million family farms across the U.S.

Welcome October New Members!

By NAIFA-Wisconsin on 10/29/21 3:50 PM

Welcome new members who joined NAIFA-Wisconsin this October!

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.

Topics: Members

Prudent Planners Use the Three M's for Retirement Portfolio Success

By John Florance, E4 Senior Vice President of Annuities on 10/7/21 3:52 PM

2020 marked the half-way point of the Baby-Boomer generation’s retirement process. The early Boomers began pulling out of the workforce in 2010, and the later ones will continue to begin their retirements for the next 10 to 15 years. The generation before the Boomers, known alternately as Traditionalists, Matures, and “The Greatest,” are at the end of their lives on this planet.

2 min read

Legislative Update

By Bill McClenahan, NAIFA-Wisconsin Lobbyist on 10/7/21 3:14 PM

Below are a few updates on the bills we are actively working on:

The OCI technical bill had a hearing yesterday in the Senate.  Sen. Felzkowski and Rep. Petersen are the authors.  OCI and Life Insurers testified, but there were no questions from committee members.  Introduction had been delayed from an earlier draft to work out a fix needed to the new cybersecurity law which provided an overly broad, unintended exemption.  I registered NAIFA in support of the bill.    

A new draft of the best interest standard for annuities bill was released yesterday and appears OK to the NAIFA and other national groups that were reviewing it for consistency with the model.  Hopefully it will now get introduced quickly.    The draft is attached.  Sen. Stafsholt and Rep. Petersen are the authors. 

Sen. Kooyenga has return from his deployment.  It is expected that he will allow the elder abuse bill to move forward, despite Sen. Stafsholt’s opposition in his committee.  The bill has already passed the Assembly. 

Topics: State Advocacy

Welcome August New and Returning Members!

By NAIFA-Wisconsin on 8/31/21 2:51 PM

Welcome new and returning members who joined NAIFA-Wisconsin this August!

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.

Topics: Members

Welcome July New Members!

By NAIFA-Wisconsin on 8/2/21 3:29 PM

Welcome new members who joined NAIFA-Wisconsin this July!

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.

Topics: Members

New NAIFA-Wisconsin Phone Number

By NAIFA-Wisconsin on 8/2/21 2:22 PM

Dear Members,

1 min read

Governor Evers Signs Law to Enhance Insurance Cybersecurity Measures

By NAIFA-Wisconsin on 7/21/21 3:21 PM

From the Office of the Commissioner of Insurance

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