Join us for a concise and essential presentation summarizing the significant tax law changes introduced by the One Big Beautiful Bill. We'll focus on the specific provisions that impact estate planning and charitable giving, analyzing what they mean for you and your clients. Gain clarity on the new rules and get insights into their potential longevity.
You will learn:
NAIFA member Brendon DeRouin, CLU, ChFC, LACP, RICP, was a featured guest on Wisconsin Public Radio’s The Larry Meiller Show, where he shared insights on retirement planning. Brendon discussed strategies to help individuals prepare for a secure and confident retirement.
Listen to the full episode to hear Brendon’s expert advice and practical tips for building a sound financial future.
NAIFA-Wisconsin member Tim Dwyer recently met with Congresswoman Gwen Moore and Democratic Caucus Chair Pete Aguilar. Congresswoman Moore was delighted to see NAIFA represented and referred to us as “one of her great friends.” We appreciate her continued partnership and long-standing support of our mission.
Join your fellow NAIFA-Wisconsin members on December 4th for some Holiday Cheer! We look forward to connecting with you at PJ's at SentryWorld for a great time filled with holiday cheer.
And in the interest of spreading even more cheer, we will be collecting warm hats, scarves, and mittens/gloves as well as non-perishable food items. These will be delivered to a local shelter.
PJ's at SentryWorld
601 Michigan Avenue N
Stevens Point, WI 54481
Member & Non-Member Fees:
$50
Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, November 20th, beginning at 11:00 am Central.
This month's NAIFA Live event will feature Laura Garfield, Co-Founder of Idea Decanter
We hope you will join us for this eye-opening presentation!
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301
OR
E4 Insurance Services
951 Kimball Lane, Suite 206
Verona, WI 53593
Can video really be a magnet to bring more prospects to your business? Laura Garfield, co-founder of Idea Decanter, introduces you to top #Finfluencers who use video to engage their audiences and win new clients. These advisors are getting real ROI from video – from 100k+ views on videos to dozens of new “right fit” clients a year. Dive into real-world examples of success and learn the #Finfluencer secrets to engage your audience. With insights from advisors who are succeeding with video, this session is packed with practical strategies, social media platform insights, and the inspiration you need to record more high-ROI videos today!
After attending this webinar, financial professionals will be able to:
Learn the “anatomy” of a Real #Finfluencer, what it takes to find success with video
Watch video clips from real advisors who have grown their practices and built authority with video
Get the framework and inspiration you need to find your own #Finfluence
NAIFA-Wisconsin members and their guests enjoyed a perfect day on the links a few weeks ago — sunshine, camaraderie, and plenty of good-natured competition. The winning team is pictured above: Jim Schroeter, Jacob O'Keefe, Shayne Fickling, and Nate Piel. We couldn’t have asked for better weather or more generous participants!
It’s Life Insurance Awareness Month! Successfully market LIAM to your clients by watching this short video walkthrough.
Then log in with your NAIFA credentials to find LIAM Marketing Content, exclusive to NAIFA members!
.png)
Come out to D2 Sports Pub Stadium District or E4 Insurance Services for a NAIFA Live Watch Party on Thursday, September 18th, beginning at 11:00 am Central.
This month's NAIFA Live event will feature Celebrating Life Insurance Awareness Month.
We hope you will join us for this phenomenal event!
D-2 Sports Pub Stadium District OR E4 Insurance Services
788 Armed Forces Dr 951 Kimball Lane Suite 206
Ashwaubenon, WI 54301 Verona, WI 53593
Join NAIFA Board Member Barb Pietrangelo as she provides you with new information, insights, and resources to empower you to have the life insurance discussion with your clients.
Highlighting the vital work of Life Happens you will:
Discover the groundbreaking results of the 2025 Insurance Barometer Study and the impact on the industry and your practice.
Meet the newest Real Life Story recipient, Racquel Pleasants, as Barb hosts a compelling Q&A with Racquel who will share her family’s emotional journey. Racquel and her husband Ryan, a firefighter and nurse, never imagined they’d need the life insurance they purchased early on. But when Ryan passed away unexpectedly at 41, that coverage became a vital “security blanket” for Racquel and their children.
Learn how to leverage Life Happens resources that are exclusive to NAIFA members.
Understand how to move clients to action as you inspire and educate through real-life examples.
This webinar offers a moving look at why life insurance matters, how it can provide stability during life’s most difficult moments, and the real-life impact it has on families like the Pleasants.
Wisconsin Governor Tony Evers has declared September 2025 as Life Insurance Awareness Month.
NAIFA-Wisconsin is proud to spotlight member Brendon DeRouin, CLU, LACP, ChFC, RICP, who recently appeared on the Larry Meiller Show on Wisconsin Public Radio to share practical insights on saving for retirement, investing, and building long-term financial security.
With years of experience helping advisors help their clients plan for their financial future, Brendon brought a wealth of knowledge to the conversation. He discussed strategies for getting started with retirement savings, how to make the most of employer-sponsored retirement plans, and the importance of diversification when investing. He also touched on timely topics such as navigating market volatility and preparing for healthcare expenses in retirement.
Listeners across the state appreciated Brendon's clear, approachable advice—grounded in real-world experience and a commitment to financial literacy.
As a longtime member of NAIFA-Wisconsin, Brendon exemplifies the values of education, advocacy, and ethical service that guide our profession. We’re thrilled to see his expertise shared with a broader audience and encourage members and the public alike to tune in.
Listen to the full interview on Wisconsin Public Radio
Copyright © NAIFA-Wisconsin
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 608-455-6674
Fax: 703-770-8224
info@naifawisconsin.org
