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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
1 min read

President Lindsley Farewell Message

By Heather Lindsley, LUTCF, LACP, RICP, NAIFA-Wisconsin President on 12/22/23 3:01 PM

Hello NAIFA-Wisconsin! As my year as President comes to an end, I thought we could reflect on the many accomplishments NAIFA-Wisconsin has achieved in 2023:

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.

1 min read

NAIFA Live, LILI 7 & so much more...

By Heather Lindsley, LUTCF, LACP, RICP, NAIFA-Wisconsin President on 10/23/23 4:13 PM

NAIFA-Wisconsin members came together on October 19th in Green Bay for a networking lunch, NAIFA Live Watch Party, and a LILI 7 book study! Although it was rainy and cold outside, there was warmth, laughter, and plenty of discussion inside. The NAIFA Live session was interesting and discussed the different types of life insurance companies and their roles in our industry. Following NAIFA Live we dug into our book, "The Carpenter" by Jon Gordon. The book is a quick read, and if you haven't already picked it up, I would encourage you to do so, you won't be disappointed. The author talks about how your life should be centered around loving, caring, and serving. If you put these into practice in your everyday life, everything else will take care of itself. After insightful discussion and conversation, we ended our day with happy hour. It was so good to be together in person.

Topics: #NAIFAProud

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

1 min read

October NAIFA Live Watch Party & LILI 7 Book Study

By NAIFA-Wisconsin on 8/29/23 5:27 PM

Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, October 19th from noon until 4:00 PM at D2 Sports Pub for another great NAIFA Live event and an exciting book study of "The Carpenter" by Jon Gordon. Afterward, we will have a casual gathering at Lambeau Field's 1919 Kitchen and Tap.

1 min read

August NAIFA Live Wisconsin Watch Party

By NAIFA-Wisconsin on 8/1/23 5:19 PM

Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on August 17th beginning at 12:00 pm! 

1 min read

NAIFA-Wisconsin 2023 Golf Outing

By NAIFA-Wisconsin on 8/1/23 12:48 PM

Join NAIFA-Wisconsin on Monday, October 2nd beginning at 11:00 am for our 2023 Golf Outing! Come on out to the Wisconsin River Golf Club for a game of golf and to support a great cause, Camp Hope for Kids. Your cost for lunch will be: sidewalk chalk, construction paper, board games, water bottles, sunscreen, or a cash donation to Camp Hope for Kids.

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