Happy April, NAIFA-Wisconsin!

As your Wisconsin Chapter President, I’m excited to share what our chapter has in store for 2025. The Board has been hard at work, and I’d like to highlight some key updates.

Since taking office in January, we approved a balanced budget and renewed our contract with Schreiber Government Relations Group for another two years to align with Wisconsin’s biannual budget cycle. In February, we welcomed ten new members—if you’re one of them, welcome to NAIFA-WI! We’re thrilled to have you on board.

Upcoming Events & Opportunities

On January 6, 2025, NAIFA member Kristin Alfheim, CLTC, RICP, proudly took the oath of office as Wisconsin State Senator representing the 18th District in Appleton. Reflecting on her journey, Kristin shared, "I cut my teeth in advocacy with NAIFA, and I will always be grateful for the skills and friendships I've gained as a member."

A dedicated NAIFA member since 2004, Kristin has held numerous leadership roles at both local and state levels, including serving as NAIFA-Wisconsin President in 2019. As a graduate of the Leadership in Life Institute (LILI) and recipient of the Financial Security Advocate badge, Kristin has exemplified a commitment to professional growth and service.

We are incredibly proud to celebrate Senator Alfheim as one of NAIFA's own and are confident she will excel in representing her constituents and making a positive impact in the Wisconsin Legislature.

NAIFA-Wisconsin members Tim Dwyer and Daniel Ward attended a breakfast hosted by Representative Gwen Moore, with special guest, House Minority Leader, Hakeem Jeffries.

Join your fellow NAIFA-Wisconsin members on December 5th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.

Join your fellow NAIFA-Wisconsin members on December 5th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.

It is with great pride that NAIFA-Wisconsin congratulates newly elected State Senator, Kris Alfheim. Kris works tirelessly for her clients, her industry, and her constituents. Kris previously served as District 11 Alderperson.

SGR Election Update 

Trump wins Wisconsin; Trump wins Presidency 

Several polls over the weekend showed a neck-and-neck race for the presidency in Wisconsin, and both candidates spent a lot of time campaigning in the state over the past few weeks. With 99% of the vote in, Trump has a 29,000-vote lead over Harris in Wisconsin. With a sweeping set of victories across the battleground states, including Wisconsin, Trump declared victory in the presidential election early Wednesday morning.

The NAIFA Quality Award provides advisors at any career stage the opportunity to demonstrate a commitment to excellence. This includes Professionalism through education and earned designations, production-measured performance metrics customized for each practice specialty, adherence to the NAIFA code of ethics, and service to your industry association. Advisors specializing in Life & Annuities, Financial Advising & Investments, Health & Employee Benefits, Multiline Sales, or any combination of these specialties have the opportunity to demonstrate the quality that is the mark of a true professional.