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.
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
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.
Topics: #NAIFAProud Press Release NAIFA 100% Agency #NAIFA-Wisconsin
2 min read
NAIFA Announces E4 Insurance Services as the Inaugural Financial Security Champion of the Year
NAIFA Announces E4 Insurance Services as the Recipient of the Inaugural Financial Security Champion of the Year Award
The National Association of Insurance and Financial Advisors (NAIFA) is proud to announce that E4 Insurance Services, led by Managing Partners Dan Peterson, LUTCF, LLIF, FIC, Brendon DeRouin, CLU, ChFC, LACP, RICP, and Steve Bergee, LACP, is the first recipient of the prestigious Financial Security Champion award. This accolade recognizes firms that have made significant investments and commitments to NAIFA membership and its mission to empower financial professionals and consumers through world-class advocacy and education.
Topics: #NAIFAProud Awards Press Release Financial Security Champion #NAIFA-Wisconsin
1 min read
August NAIFA Live Watch Party
NAIFA LIVE:
FINANCIAL PLANNING FOR THE SPECIAL NEEDS FAMILY
PRESENTED BY KACY SEITZ
Come enjoy a casual lunch with colleagues and share in this engaging NAIFA Live presentation. Lunch costs are on your own.
Topics: #NAIFAProud Networking NAIFA Live #NAIFA-Wisconsin
1 min read
NAIFA's Apex and NLC: What's in It for Leaders?
September 19-21 | Arizona Biltmore | Register Today
If you're not registered for NAIFA's Apex and National Leadership Conference, now is the time to add your name to the list. Join your colleagues from around the country to network, exchange ideas, and help make NAIFA the best association it can be. Note that NAIFA's room block and event rate at the Arizona Biltmore for NLC and Apex are reserved through August 12, so act now.
