News & Press: NAIFA-Wisconsin E-Newsletter

April President's Message

Friday, April 6, 2018   (0 Comments)
Posted by: Heather Lindsley, LUTCF, RICP, LACP
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Spring has sprung, and that means it’s time for Sales Congress! I hope you are all planning to join us April 26-27 at the Ho-Chunk Casino in Baraboo. We have two days filled with keynote speakers and educational breakout sessions (including CECs)!

The Second Annual Leadership Planning Day will be April 25 from 1-5 p.m.– isn’t that convenient just prior to Sales Congress?! This meeting will include putting the calendar of events together for next year. PLEASE bring your ideas and enthusiasm to make 2019 the best NAIFA-Wisconsin year yet. 

Here are a few promotional opportunities for you to take advantage of for Sales Congress:

•Never been? Great! Come on us and see what it’s all about. $55 will get you there, and we will fully refund your money after you attend –it’s a win/win! (Join NAIFA and credit your dues is another option.)

•Table of 8? Bring 7 of your besties and attend for $1,000. That’s a $40 value per person!

•FIFE funds? Did your previous local’s funds go to the State FIFE fund upon dissolution? If so, your registration can be fully covered. Email or call the State office to get signed up.

There was a survey to pick the city for the 2019 Sales Congress–the results are in and Green Bay will host. All venues are being considered, so if you have any connections please let us know, otherwise stay tuned!

Quality member experience is high on our priority list so we are having new member breakfasts and new agent socials around the state. Our first breakfast was held in March at the Blue’s Egg in Milwaukee and our next one will be held in June with the location to be determined. Our first new agents social was held yesterday at the Outsider bar inside the Kimpton Journeyman Hotel in Milwaukee. The new agents had the opportunity to network with other new agents from around the state, hear a legislative update from local legislators and most importantly learn more about NAIFA from members of our State Board. 

I hope to see you in a few weeks! If you have any questions, comments or concerns in the meantime, please don’t hesitate to ask!

National Association of Insurance and Financial Advisors-Wisconsin

Regional Office
600 State Street, Suite A
Cedar Falls, IA 50613