NAIFA-Wisconsin is bringing you an exciting lineup of speakers ready to Advocate, Educate, and Differentiate! We are excited to welcome you to Madison on April 16-17, 2024. 

February NAIFA Live Watch Party

FEBRUARY 16, 2024

11:00 AM - 1:00 PM

Brews & Bites

MARCH 14, 2024

4:00 - 6:00 PM

Welcome to 2024! It is my pleasure to serve as President of NAIFA-Wisconsin this year. As you renew your members this year, and recruit your colleagues as new members, remember that advocacy is a central part of what we do. Without a strong industry advocate, legislators and regulators can implement policies that harm our business. No other topic highlights this better than NAIFA's opposition to the Department of Labor's rehashed Fiduciary Rule. This reintroduced proposal will eliminate consumer choice and put at risk the ability of middle-class Americans to access financial advice. NAIFA will continue to lead the fight against this proposal.

As the curtain closes on the year 2023, so does a remarkable chapter in the career of an exceptional individual - Laura P. DeGolier, CLU, LUTCF, FSS, RICP. A loyal member of the National Association of Insurance and Financial Advisors (NAIFA) since 1980, Laura bids adieu to a distinguished career as she enters the well-deserved realm of retirement.

Hello NAIFA-Wisconsin! As my year as President comes to an end, I thought we could reflect on the many accomplishments NAIFA-Wisconsin has achieved in 2023:

NAIFA-Wisconsin members came together on October 19th in Green Bay for a networking lunch, NAIFA Live Watch Party, and a LILI 7 book study! Although it was rainy and cold outside, there was warmth, laughter, and plenty of discussion inside. The NAIFA Live session was interesting and discussed the different types of life insurance companies and their roles in our industry. Following NAIFA Live we dug into our book, "The Carpenter" by Jon Gordon. The book is a quick read, and if you haven't already picked it up, I would encourage you to do so, you won't be disappointed. The author talks about how your life should be centered around loving, caring, and serving. If you put these into practice in your everyday life, everything else will take care of itself. After insightful discussion and conversation, we ended our day with happy hour. It was so good to be together in person.

NAIFA-Wisconsin members gathered at the Wisconsin River Golf Club in Stevens Point for a beautiful (but warm) autumn day of golfing on October 2nd. In addition to golf and networking, this year we collected supplies and money for Camp HOPE.