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NAIFA-Wisconsin
Partnership Package 

Richard BalchMessage from the 2025 President

Dear Prospective Partner,

I invite you to invest in a partnership package with the National Association of Insurance and Financial Advisors – Wisconsin.
NAIFA-Wisconsin hosts quality training, social, and advocacy events throughout the year for our members to learn and build strong relationships with industry peers. Our events are headlined by national speakers and regulators to keep our members educated and informed. We also provide members, as well as our partners, with an opportunity to network, learn more about each other’s practices, collaborate, and foster relationships.

Listed below are opportunities to make the most of your partnership dollars. If you have an idea for an additional benefit that we didn't think of, please reach out. We want to do all that we can to maximize the return on your partnership. We look forward to seeing you and your company logo at future events, as well as continuing to build relationships with you and your organization as partners. If you have any questions, please reach out to us at info@naifawisconsin.org.

Thank you,

Richard A. Balch CFP CLU ChFC RICP LACP
2025 NAIFA-Wisconsin President

Platinum Partner Gold Partner Silver Partner Bronze Partner Supporting Partner
January 1, 2025 - December 31, 2025
$ 5,000
$ 6

$ 2,500
$ 7

$ 1,000
$ 29

$ 500
$ 79

$ 250
$ 99
*See Examples Below
NAIFA-Wisconsin Power Summit& Advocacy Day (September 16-17)
3 Minute Address from Main Stage
Introduce Keynote Speaker
Thank You From Main Platform
4 Complimentary Registrations
2 Complimentary Registrations
1 Complimentary Registration
Preferred Location Exhibitor Booth
Exhibitor Booth
Social Media Recognition
Logo on All Promotional Materials
Attendee List Provided Post Event
NAIFA-Wisconsin Charity Golf Tournament (Bullseye Golf Club) September 29, 2025
3 Minute Address to Golfers
Complimentary Golf Team
2 Complimentary Registrations
Hole Sponsor
Supporting partner- see examples below.
Q4 Holiday Gathering
3 Minute Address/Welcome
Thank You
4 Complimentary Registrations
2 Complimentary Registrations
Social Media Recognition
Miscellaneous Partner Benefits
Company Logo on All Email Correspondence
6 Blog Posts or Emails Per Year
4 Blog Posts or Emails Per Year
2 Blog Posts or Emails Per Year
1 Blog Post or Email Per Year
Host 4 Affiliate Events Per Year
Host 1 Affiliate Event Per Year
Monthly Social Media Recognition
6 Social Media Posts Per Year
Logo on All Pages
Logo on Partner Page
Host a YAT Event
 

*Examples of a Supporting Partner:

  1. Golf tournament hole sponsor

  2. Sponsor a YAT event

  3. Sponsor a coffee break at the Power Summit

  4. Other ideas? Let us know