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.
NAIFA-Wisconsin's Holiday Cheer
By NAIFA-Wisconsin on 11/12/24 10:24 AM
Topics: #NAIFAProud #NAIFA-Wisconsin
Congratulations Wisconsin SD18 Senator-elect Kristin M. Dassler-Alfheim, CLTC, RICP
By NAIFA-Wisconsin on 11/11/24 4:37 PM
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.
Topics: #NAIFAProud #NAIFA-Wisconsin
4 min read
NAIFA-Wisconsin Schreiber GR Group Election Update
By NAIFA-Wisconsin on 11/11/24 4:26 PM
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.
Topics: #NAIFAProud #NAIFA-Wisconsin
1 min read
NAIFA-Wisconsin Recognizes and Congratulates 2024 NAIFA Quality Award Recipients
By NAIFA-Wisconsin on 11/11/24 4:14 PM
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.
Topics: #NAIFAProud #NAIFA-Wisconsin
1 min read
November NAIFA Live Watch Party
By NAIFA-Wisconsin on 11/5/24 11:14 AM
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.
Topics: #NAIFAProud Networking NAIFA Live naifa-wi
2 min read
WISF Info on Colorado Bankers Life Insurance Company
By NAIFA-Wisconsin on 10/15/24 10:10 AM
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
By NAIFA-Wisconsin on 10/11/24 4:29 PM
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!
By NAIFA-Wisconsin on 10/11/24 4:25 PM
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
By NAIFA-Wisconsin on 10/11/24 4:20 PM
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
By NAIFA-Wisconsin on 9/6/24 11:54 AM
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.