Join fellow NAIFA-Wisconsin Eau Claire members for a CE day on September 9th! Come on out to Eau Claire Golf and Country Club from 8:00 am - 3:30 pm for networking, education, NAIFA updates, and more from our three great speakers! We will be featuring David Plumb, MBA, CLU, ChFC, Regional Sales Manager at Illinois Mutual, Richard Wicka, Chief Counsel for the Wisconsin Office of the Commissioner of Insurance, and Brent DeGroot, Regional Sales Director at One America. We can't wait to see you there.
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Join NAIFA-Wisconsin in person OR virtually for a day filled with CE and our 2022 Annual Business Meeting on September 30th! Join us in person at Maple Bluff Country Club for 24 hours of CE credit beginning at 8:00 am. Want to watch virtually? Join us on Zoom beginning at 8:00 am. Virtual offering will only be available for the 4 CE credit portion of our day from 8:00 to approximately 11:45 am.
NAIFA-Wisconsin members joined community members at the Greenway Arboretum in Fond du Lac to dedicate two trees funded by NAIFA. The funds came as a gift in appreciation for dedicated leadership in Advocacy, and especially the dedicated leadership of NAIFA-Wisconsin Grassroots Chair, Laura DeGolier.
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A financial advisor with Guided Path Financial Services and Retirement Planning, Heather Lindsley, LUTCF, RICP, LACP1, serves her community in Green Bay, WI, by building meaningful connections.
Join NAIFA-Wisconsin Friday, June 24th for a Golf Outing with fellow members. Come out to Rolling Meadows Golf Course for a morning of fun, socializing, and, of course, golfing! 11:00 am tee time start.
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NAIFA National President Lawrence Holzberg, LUTCF, LACP stopped into NAIFA-WI to attend their 2022 Sales Congress: May the Fourth Be With You.
Holzberg's remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.
Topics: Professional Development
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Legislation signed into law by Wisconsin Governor Tony Evers greatly enhances protections for consumers seeking lifetime income from annuities. The law was proposed by Senator Rob Stafsholt (R-New Richmond) and Representative Kevin Petersen (R-Waupaca). Wisconsin is the 23rd state that as part of a nationwide, bipartisan effort has adopted measures implementing the "best interest of consumer enhancements" in the National Association of Insurance Commissioners (NAIC) Suitability in Annuity Transactions Model Regulation. The new laws and regulations also align with the SEC’s Regulation Best Interest.
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Join us Thursday, April 21st from 3:00 - 5:00 pm for this Virtual Collaborative Learning Event - LGBTQ+ Planning and How to Create a More Inclusive Environment.
There is an incredible opportunity right around the corner to learn, grow your book of business, and differentiate yourself by participating in the NAIFA-Wisconsin Sales Congress.