NAIFA Live Watch Party: From "YES" to "HOW":

Turning the Three Great Transfers Into Lasting Client Relationships 

Carroll Golden, CLU, ChFC, CLTC, CASL, LECP, FLMI, LACP, AIPA

Executive Director of NAIFA Knowledge Centers

October 15, 2026

11:00 am - 1:00 pm CT

Three Great Transfers are reshaping how families plan, spend, and care for one another. Each one opens a door for insurance and financial professionals who know where to look. 

Your clients assume you will raise the risks that matter. Silence signals oversight.  Your clients have already said “yes” to protection. Now they need to know “how” it will protect them and their family. The professional who answers that question earns the next generation. 

Time Well Spent

October 15, 2026

4:00 - 6:00 PM

Holiday Cheer

December 1, 2026

4:00 PM - 8:00 PM CT

NAIFA-Wisconsin is proud to congratulate Melanie Kunze, CFP on being named one of Advisor Today’s2026 4 Under 40 honorees!

The 4 Under 40 Awards recognize outstanding young professionals in the insurance and financial services industry who demonstrate professional excellence, industry involvement, community service, and a commitment to helping their clients achieve financial security.

Since joining NAIFA in 2023, Melanie has quickly become an active and engaged member of NAIFA-Wisconsin. She joined the NAIFA-Wisconsin Board of Directors in 2025 as YAT Chair, then as a Director in 2026, and is a regular participant in chapter activities and events. Melanie has also demonstrated a strong commitment to advocacy, representing our profession on Capitol Hill at two NAIFA Congressional Conferences.

This summer, many NAIFA members joined NAIFA Live sessions featuring Joey Davenport. They got a glimpse of the practical skills and techniques taught through the SkillSet, powered by the Trustworthy Selling program.

September 17, 2026

11:00 AM - 1:00 PM CT

Webinar: Monday, July 20, 2026 | 12:00 PM - 1:00 PM ET

Choosing the right insurance coverage can feel complicated, especially when comparing plan types, costs, eligibility requirements, and coverage features. NAIFA members have access to a range of insurance benefit options designed to help support their personal, family, and professional needs.

NAIFA will host“Overview of NAIFA Insurance Benefits,”featuringBecca Locke, Account Manager at Gallagher Affinity, andJason Cleary, Regional Sales Director at Member Benefits, Inc.This webinar will walk attendees through the insurance products available through Gallagher Affinity and Member Benefits, Inc., including health insurance, long-term and short-term disability insurance, life insurance, dental, vision, and more.

Welcome to our newest NAIFA-Wisconsin members, and welcome back to our returning members!

Please join us in welcoming our newest NAIFA–Wisconsin members, Anna Doherty,  Jennifer Torgrude, Mark Nienow, Greg Stadler, Cheryl Tesch,  and Penny Wegner!

We're also pleased to welcome back Josh Kilty, Matthew Martens,  Gerald Frye, Lowell Jayroe, Timothy Grzesiak, and Nicholas Krey. We're glad to have you back as part of the NAIFA-Wisconsin community!

We're excited to have them join our community of dedicated financial professionals. Their experience, fresh perspectives, and commitment to serving clients make them a wonderful addition to NAIFA–Wisconsin. We look forward to seeing them at an upcoming event!