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Financial Clarity by Design in Spencer, Wisconsin is a NAIFA 100% Agency

By NAIFA-Wisconsin on 8/15/24 12:11 PM

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
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NAIFA Announces E4 Insurance Services as the Inaugural Financial Security Champion of the Year

By NAIFA-Wisconsin on 8/13/24 5:10 PM

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
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New Wisconsin Law Boosts Protections for Annuity Consumers

By NAIFA & ACLI on 4/19/22 11:48 AM

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.

Topics: Life Insurance & Annuities State Advocacy Interstate Advocacy Press Release

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