Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
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.
In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans. Join us to learn how you can help clients make informed decisions and achieve secure, flexible retirements, with life insurance and collateral-based strategies as key components that:
are not subject to political influence
are not subject to stock market volatility
are guaranteed to grow in value
will not show up on an income tax return
Tom Love, CEO and financial coach with 47 years of experience, is a two-time MDRT speaker and founder of The Breakaway League. His mission is to educate advisors on leveraging the tax code to build wealth. Starting his career at Mutual of New York and later leading sales at Ohio National, Tom now has over $3 billion in client assets. Based in Nashville, TN, he’s also an accomplished author and mentor, passionate about sharing his insights through his book Turning Clients into Advocates, The Life Insurance Owner’s Manual, and numerous speaking engagements.
We hope you will join us for this phenomenal event!
Lunch costs are on your own. So that we may have a headcount for the restaurant, please register below.
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301
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.
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:
$40
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.
Discover how to strive for greatness, excellence, and perfection in every performance, and give them the essential principles that will make the journey more fulfilling!
About the Presenter
When Walter steps onto the stage, you can’t miss him. It could be because he’s 6’5 and stands out in a crowd, but it could also be because on the stage is where he feels at home. As a nationally recognized public speaker, he commands the stage. He makes the entire audience, whether it’s a small board room or a large conference venue, feel seen. People walk out of Walter’s talks changed, motivated, and inspired. His principles are simple but powerful, his delivery is smooth, and he combines humor, tough love, and experience in a way that changes people.
Walter’s third and most recently released book Swim!, has picked up speed since its debut in July, and has become a staple for business people and students across the country. His easy-to-read professional development book combines lovable characters, relatable life lessons, and hard truths that help readers understand the power of leadership, mentoring, and next-level success.
Walter travels the country speaking, coaching, teaching, and inspiring companies across a wide range of industries, from financial services to agriculture and franchising to real estate and many more in between. At any given time, you can find Walter leading a mastermind class, offering one on one professional development, hosting book talks, and coaching hungry business leaders and entrepreneurs towards success.
While many know Walter Bond as a former NBA player, more and more people know Walter as a passionate and motivated speaker, author, and business coach with one goal: to help people see their full potential. Walter graduated from the University of Minnesota and has been married to his wife and business partner Antoinette for 30 years. They have three adult children.
So that we may have a headcount for the restaurant, please register below.
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301
We have ordered a perfect fall day for our annual NAIFA-Wisconsin Golf Outing. Northern Bay Resort has created a masterpiece replica course inspired by some of golf's most celebrated holes! Bring a guest and register today!
Registration: Members/Non-Members: $65
Lunch is on your own, but will be available on the course.
Cash contributions will be accepted and forwarded to the Second Harvest Food Bank of Southern Wisconsin.
Thank you to our Platinum Partner, Osaic, and Gold Partner, IFC National Marketing. Swag Bags are sponsored by GBU Life, thank you!
Northern Bay Resort
1844 20th Ave
Arkdale, WI
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.
About the Presenter
David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. He and his wife Felice have seven children.
So that we may have a headcount for the restaurant, please register below.
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI 54301
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Come enjoy a casual lunch with colleagues and share in this engaging NAIFA Live presentation. Lunch costs are on your own.
As a fellow special needs parent, Kacy Seitz, Wealth Management Advisor knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice, Whole Story Planning, devoted to helping Special Needs families across the country. In this short workshop, Kacy will provide learning on how to better understand the planning any child or adult child with a disability (or long-term dependency) during each stage of life.
During this NAIFA Live broadcast, you will learn:
So that we may have a headcount for the restaurant, please register below.
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
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Want to connect in-person with your colleagues in the Green Bay area? Join us for an exciting NAIFA Live presentation and enjoy a casual lunch together. Lunch costs are on your own.
FinTech, AI & the Future of Insurance
Artificial Intelligence, its potential impact has been compared to that of the printing press and electricity.
What impact with AI truly have on your business and your future? Join us for a fascinating and highly entertaining discussion with Kenneth Leibow, Founder and Chief Executive Officer at InsurTech Express. Ken brings more than 36 years of insurance industry experience to the discussion, with an extensive background in insurance technology for distribution and back-office systems.
How AI is being used in sales and marketing as well as life insurance underwriting
The future of AI and how it can potentially transform sales and underwriting
What you need to know to stay ahead of the AI curve
The current state of digital advisor dashboards offered by distributors for selling life insurance.
Lunch costs will be on your own. So that we may have a headcount for the restaurant, please register.
Location:
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, June 20th from 11:00 AM to 3:00 PM pm at D2 Sports Pub for another great NAIFA Live event and an exciting book study of Overcoming the Five Dysfunctions of a Team, by Patrick Lencioni.
“Your brain is the single biggest driver of your energy, your focus, and the results you get in every area of life. Your career, your finances, your physical health, your relationships- all of them are constantly created and influenced by your thinking. Unfortunately, your brain didn’t come with an owner’s manual … until now.
In Train Your Brain For Success, you will learn to harness the incredible creative capacity of your mind and achieve your personal best – professionally, financially, and personally.
The ways in which your brain literally creates your experience — and your results. Every day, we’re creating our lives with our mind — and it’s enlightening to see how.
Your brain’s extremely UNhelpful “default settings” –- We now know that all of us have brains that come “pre-programmed” with some really strong patterns that will actually hold you back –- keep you stuck in place –- if not understood and dealt with.
How to overcome these default settings, and put you in charge of your brain and your results. The good news is that there are simple and effective strategies for making your brain work FOR you instead of AGAINST you.
So we’ll wrap up our session by providing a game plan for ongoing improvement.
Based on the best-selling book, Train Your Brain For Success is extremely interactive, incredibly eye-opening, and a lot of fun! Participants will definitely gain insights that will make them more effective immediately, and come away with a plan for making that improvement last.
Please be sure to read the book in advance and come ready to discuss!
Lunch costs will be on your own. We can't wait to see you there!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, May 16th from 11am-1pm at D2 Sports Pub for another great NAIFA event.
We will view the archived NAIFA Live webinar featuring Ross Bernstein. Inspired by the “Good to Great” concept of how the best companies are able to separate themselves from the rest of the pack through servant leadership, by creating a culture of excellence, and by giving extraordinary customer service, Ross weaves poignant stories from the world of sports, along with fascinating case studies of companies who he has worked with – and then shares best practice ideas on ways to increase sales, overcome disruption, harness creativity, generate momentum, and ultimately build stronger relationships.
Come view this with your fellow comrades and enjoy a casual lunch together. Lunch costs will be on your own.
We can't wait to see you!
Thursday, May 16 from 11:00am - 1:00pm
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI
Sign up now for NAIFA-Wisconsin's Power Summit and Advocacy Day coming to you April 16-17th at The Madison Concourse Hotel!
The Madison Concourse Hotel, A Level 1
W Dayton Street
Madison, WI 53703
Members: $150.00 | Non-Members: $175.00
Check out the the full agenda, additional details, & get your registration in by clicking the button below!
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, March 21st from 11:00 am - 1:00 pm at D2 Sports Pub for another great NAIFA Live event.
In this dynamic session, attendees will explore the many facets of financial services exit planning in today’s environment.
Using the case study format, James S. Aussem, JD, AEP will lead the discussion of exit planning for three different types of financial practices, these include a Financial Planning practice, a Financial Planning and Insurance practice, and a practice specializing in Life Insurance, Long Term Care Insurance, and Disability Income. The goal will be to provide exit planning guidance and solutions through a discussion that will include current issues, key issues universal to a transaction, trigger events, and structure of a transaction.
Lunch costs will be on your own. We can't wait to see you!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Join fellow NAIFA-Wisconsin members and non-members alike at the Muskellounge for an informal social mixer from 4:00 - 6:00 pm! No fee to attend. Drinks, food, and games on your own.
Muskellounge & Sporting Club
4102 Monona Drive
Madison, WI 53716
We can't wait to see you there!
Gather with your fellow NAIFA-Wisconsin colleagues on Friday, February 16th from 11:00 am - 1:00 pm at D2 Sports Pub for another great NAIFA Live event.
This month's NAIFA Live, NAIFA's Competitive Edge, is an interactive panel discussion from NAIFA Secretary and former NBA basketball player Christopher Gandy; NAIFA Trustee and marathon runner Carina Hatfield; Former MLB pitcher Jacob Turner; and West Point Graduate and U.S. Army Veteran Kathleen Owings.
Our panelists will discuss the habits of discipline that have got them to the top and how they continue to stay motivated to live their dreams. You will not want to miss this!
Lunch costs will be on your own. We can't wait to see you!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, January 18th from Noon until 4:00 pm at D2 Sports Pub for another great NAIFA Live event and an exciting book study of "Fearless Success" by John Foley. Fearless Success will change your outlook on business and on life. Up we go!
Please be sure to read the book in advance and come ready to discuss! Lunch and dinner costs will be on your own. We can't wait to see you there!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Join your fellow NAIFA-Wisconsin members on December 14th for a Holiday Party! We can't wait to see 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
Join fellow NAIFA members for NAIFA Live, our monthly program!
To register for NAIFA Live, please go through the Member Portal. Once you have signed into the member portal, hover over the Educate tab and click on NAIFA Live to register.
NAIFA Live is a virtual event available to NAIFA members. Please register in advance. If you are not yet a member, please join us to take advantage of all the benefits NAIFA has to offer.
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Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on November 16th beginning at 12:00 pm!
Loyal NAIFA member since 1982 and President & CEO of MassMutual Greater Houston, J.K. McAndrews, CLU, along with NAIFA-Houston President and Chief Growth Officer of MassMutual Greater Houston, Lena Allouche, will present during a special NAIFA Live this month.
Join our expert panel as they will help you with your business' year-end planning as 2023 winds down. Close out the year and start off 2024 with all the tools you need to succeed.
Lunch cost on your own.
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
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Gather with your fellow NAIFA-Wisconsin colleagues on Thursday, October 19th from noon until 4:00 PM at D2 Sports Pub for another great NAIFA Live event and an exciting book study of "The Carpenter" by Jon Gordon. Afterward, we will have a casual gathering at Lambeau Field's 1919 Kitchen and Tap.
Please be sure to read the book in advance and come ready to discuss!
Lunch and dinner costs will be on your own. We can't wait to see you there!
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
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Join NAIFA-Wisconsin on Monday, October 2nd beginning at 11:00 am for our 2023 Golf Outing! Come on out to the Wisconsin River Golf Club for a game of golf and to support a great cause, Camp Hope for Kids. Your cost for lunch will be: sidewalk chalk, construction paper, board games, water bottles, sunscreen, or a cash donation to Camp Hope for Kids.
We can't wait to see you there!
Wisconsin River Golf Club
705 W River Drive
Stevens Point, WI 54481
Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on September 21st beginning at 12:00 pm!
Joey Davenport, CLU, CLF, President & Co-Founder of Hoopis Performance Network will present Practice Growth and Success. During this session, you'll receive language, tools, and techniques to apply to your sales process to differentiate practice in the market. We begin with insights into today’s consumer mindset that creates procrastination: lack of trust, fear, and confusion. You’ll learn field-tested practices to enhance your process for business development, collaborative discovery, applying behavioral economics techniques, and increasing the efficiency of your practice. You will not want to miss this!
Lunch cost on your own.
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Join Melissa Stitz, CLF & Heather Lindsley, LUTCF, LACP, RICP, from 7:00 - 9:30 am at The Exchange Coffee House for a joint WIFS & NAIFA Coffee Social.
This event promises to be a great opportunity for networking, idea exchange, and building valuable connections in our community. We can't wait to see you there!
The Exchange Coffee House
317 Main Avenue
De Pere, WI 54115
No RSVP Needed!
Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on August 17th beginning at 12:00 pm!
NAIFA Treasurer Brock Jolly, CFP, CLU, LACP, ChFC, CLTC, CASL, RICP, is the Founder of The College Funding Coach® a program designed to help families develop informed strategies to prepare for paying for college.
Paying for college, whether by drawing from savings or taking student loans, can have a profound impact on parents' or students' financial security and retirement preparations. Early preparation is key, and college planning services can help advisors establish connections with parents and younger professionals.
Brock will discuss how advisors can work with clients on these and other college-funding challenges. His presentation makes a complex and seemingly dry topic simple and surprisingly interesting.
Come join your fellow members at this NAIFA Live Watch Party!
Lunch cost on your own.
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
Join us in person at D-2 Sports Pub Stadium District for a NAIFA Live Watch Party on June 15th beginning at 12:00 pm! June's NAIFA Live is exclusive to NAIFA members to give them the opportunity to learn more about the Financial Security Advocate badge together and go through the training as a group instead of taking the course programs on their own. It is the perfect chance for those who thrive in a group environment to learn and complete the FSA program!
After attending this NAIFA Live, members will have earned their FSA badge, which will be issued to them following the event to proudly post on social media and use in their marketing.
Come join the FSA Class of June 2023 at this NAIFA Live Watch Party!
Lunch cost on your own.
D-2 Sports Pub Stadium District
788 Armed Forces Drive
Ashwaubenon, WI 54304
NAIFA-Wisconsin presents: the Power Summit. Join us on May 3, 2023 at the Delafield Hotel!
Click the button below to check out additional details, the full agenda, and to get your registration in now.
Meet up with fellow NAIFA-Wisconsin members to catch up, enjoy lunch, and come together to hear from some of the best young industry talents and get a peek into their unique business concepts.
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI
Lunch cost on your own.
Sign up now for NAIFA-Wisconsin's 2023 Legislative Day coming to you March 7-8, 2023! Get your registration in, check out additional information/the agenda, and book your hotel room by clicking the button below. We can't wait to see you!
Meet up with fellow NAIFA-Wisconsin members to catch up, enjoy lunch, and view NAIFA Live guest Kari Gillenwater sharing, "How to assess, hire, and retain the talent you need. Your team is your business."
D-2 Sports Pub Stadium District
788 Armed Forces Dr
Ashwaubenon, WI
Lunch cost on your own.
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Join NAIFA-Wisconsin in person OR virtually for a day filled with CE and our 2022 Annual Business Meeting! Join us in person at Maple Bluff Country Club for 24 hours of CE credit beginning at 8:00 am. Want to join virtually? Join us on Zoom beginning at 8:00 am. Virtual offering will only be available for the 4 CE credit portion of our day from 8:00 to approximately 12:45 pm.
8:00 am: Peak Your Reverse Mortgage Knowledge - Josh Kilty
(2 hours CE approved)
10:00 am: First Steps Last Steps, Long-Term Care - Jean Ausman & Mike Roberts
(2 hours CE approved)
12:00 pm: Lunch & NAIFA-Wisconsin Annual Meeting
12:45 pm: Super CE - IN PERSON ONLY
The 20 hours of CE credit (Super CE) will only be offered in person at the Maple Bluff Country Club beginning at 1:00 pm. You must have your laptop with you to participate. Following the 1 hour of review, each participant will be required to pass the 50 minute test taken online with the proctor onsite.
Maple Bluff Country Club
500 Kensington Drive
Madison, WI 53704
Do you see things the way they are and ask why?...
Leaders see things that never were and ask why not?...
Join Cindy Bong and Pat Mongin on September 29th from 1:30 - 4:00 pm in an exciting book study of Chop Wood Carry Water by Joshua Medcalf. Please read the book in advance of our meeting. Afterwards we will have a casual dinner gathering at Boulder Brewpub (cost on your own).
Not a LILI grad but want to participate anyway? No problem, all are welcome to join in the fun!
Chop Wood Carry Water: How to Fall in Love with the Process of Becoming Great, by Joshua Medcalf (Purchase on Amazon)
Book Study Location:
E4 Insurance Services
951 Kimball Lane #206
Verona, WI 53593
Dinner Location:
Boulder Brewpub
850 Kimball Lane
Verona, WI 53593
The Holiday Inn Express is just 2.5 miles down the road. A perfect pace to rest up and join us for the IFAPAC CE and NAIFA-WI Annual Meeting the next day in Madison!
Join fellow NAIFA-Wisconsin Eau Claire members for a CE day on September 9th! Come on out to Eau Claire Golf and Country Club for networking, education, NAIFA updates, and more from our three great speakers! We can't wait to see you there. *6 Hours of CE Credit Pending.
Members $20.00 | Non-Members $40.00
Eau Claire Golf and Country Club
828 Club View Lane
Altoona, WI 54720
Copyright © NAIFA-Wisconsin
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 608-455-6674
Fax: 703-770-8224
info@naifawisconsin.org
