Tom Love
November 21, 2024
11:00 AM - 1:00 PM
Time for our final NAIFA Live Watch Party of the year! Come out to D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, November 21st beginning at 11:00 am.
2 min read
WISF Info on Colorado Bankers Life Insurance Company
After a long time in rehabilitation with a moratorium in place, Colorado Bankers Life Insurance Company will be placed in liquidation effective 11-30-2024.
Topics: #NAIFAProud #NAIFA-Wisconsin
A Perfect Day of Golf for NAIFA-Wisconsin
We could not have asked for a more beautiful day for golf, the sun was shining, there was a slight but pleasant breeze, and we had a bluebird sky! If you were not able to attend this awesome NAIFA-Wisconsin social opportunity, another will follow on December 5th as we celebrate our Holiday Cheer at Pj's at SentryWorld in Stevens Point. Details coming soon.
Topics: #NAIFAProud #NAIFA-Wisconsin
NAIFA-Wisconsin Needs YOU!
Do you have an hour per month to volunteer for NAIFA? How about an hour per quarter or year? No matter your time constraints, we have a place for you. NAIFA-Wisconsin is holding its 2025 planning meeting on Friday, October 18th. If you are interested in helping to plan and shape our future, please get in touch with info@naifawisconsin.org for meeting information.
Topics: #NAIFAProud #NAIFA-Wisconsin
2 min read
NAIFA-Wisconsin October NAIFA Live Watch Party
Walter Bond
October 17, 2024
11:00 AM - 1:00 PM
Want to connect in person with your Wisconsin colleagues? Join us at D-2 Sports Pub for a NAIFA Live Watch Party on Thursday, October 17th beginning at 11:00 am!
Learn how to leverage the power of planning and follow-through. Walter uses thrilling anecdotes and personal experience to guide attendees through the steps all peak performers must master: vision, venture, and well-planned execution.
Topics: #NAIFAProud NAIFA Live #NAIFA-Wisconsin
1 min read
September NAIFA Live Watch Party
David McKnight
September 19, 2024
12:30 - 2:00 PM CT
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
Join us for this exciting presentation. Lunch costs are on your own.
In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.
Topics: #NAIFAProud Networking NAIFA Live naifa-wi
Lunch with Congressman Derrick Van Orden
Mark Miller, the Advocacy Chair for NAIFA-Wisconsin, recently met with Congressman Derrick Van Orden over lunch. They discussed key issues impacting Advisors and their Clients, with a focus on expanding 529 plans to support workforce development. They also addressed the new CMS ruling affecting NAIFA members and Medicare participants. Congressman Van Orden expressed his commitment to pursuing these important issues in Washington, D.C., and expressed gratitude for the valuable insights provided by NAIFA members like Mark Miller.
Topics: #NAIFAProud #NAIFA-Wisconsin
September is Life Insurance Awareness Month
Wisconsin Governor Tony Evers has declared September 2024 as Life Insurance Awareness Month.
Topics: #NAIFAProud Life Insurance Awareness Month #NAIFA-Wisconsin
NAIFA-WI President Chris Henderson Connects with Rep. Marc Pocan
U.S. Representative Marc Pocan recently celebrated a milestone birthday at Breese Field in Madison, where NAIFA-Wisconsin President Chris Henderson joined in the festivities. During the event, Chris had a chance to connect with the Congressman, discussing NAIFA's mission and activities.
Topics: #NAIFAProud #NAIFA-Wisconsin
2 min read
Financial Clarity by Design in Spencer, Wisconsin is a NAIFA 100% Agency
Financial Clarity by Design in Spencer, Wisconsin is a NAIFA 100% Agency
The National Association of Insurance and Financial Advisors (NAIFA) is pleased to announce that Financial Clarity by Design in Spencer, Wisconsin has become a NAIFA 100% Agency. Under the membership program, Financial Clarity by Design has enrolled all its advisors as NAIFA members, enrolled them in NAIFA’s grassroots advocacy programs, and encourages them to participate in NAIFA as a group. Group members are proudly displayed to consumers on the consumer-facing financialsecurity.org site and members are listed in Life Happens’ “Find a Financial Service Professional” search at www.lifehappens.org.
