Merry Christmas my NAIFA-Wisconsin friends! This is the last article that I’ll submit as your NAIFA-Wisconsin “Past-President”. I have the distinct honor of accomplishing something that no other Past-President of NAIFA WI has ever done or will do; the honor of the shortest Presidency in NAIFA WI history.
This Christmas, I look back over a brief six months of being your NAIFA WI President and I’m happy about helping you with an amazing Sales Congress in Green Bay, WI. We had a scavenger hunt in the Packer Museum that I’ll never forget. We had our first ZOOM main platform session with one of Barron’s Top Advisors in America. We had special presentations on social media marketing and how to tell your story in a way that is all about your clients. We had a main platform speaker from the first International MDRT meeting in Sydney, Australia. We heard from speakers on topics of business succession planning, FIAs, VAs, MFs, ETFs, IUL and other fascinating subjects.
I only wish that there were more of you there. We surveyed you as members early last year and you chose for us to hold the meeting in Green Bay, which was a total home run.
The board is still meeting each month and we are planning to make 2020 even better. You are in very capable and talented hands as the baton is handed off to the next group of leaders. We are discussing some cutting-edge ideas to keep the information flowing to you in a relevant and exciting manner. Our meetings should be packed with information and more importantly, networking with your fellow members.
No one else does what NAIFA WI does in our industry. We need to grow and solidify who we are and what we do. At NAIFA WI, we Advocate, Educate and Differentiate. This makes us unique and gives us traction among competing associations.
During my “watch” as President, the new Governor of WI tried to do a “hostile takeover” of the retirement system in WI. That would have taken away many of your jobs and given them over to the state. Thanks to Laura DeGolier’s leadership and our available “minute men” and women who were willing and able to stop this initiative and fizzle it into a “task force” set up to study the issue further.
The Wisconsin Retirement System is successful primarily because of the high mandated contributions. It’s not that the WRS is magical, its that employees and the government contribute more than the private sector typically does to retirement. What’s broken isn’t the system, it’s that Wisconsinites are good at spending money and not as good at saving it.
That’s where you and I come in. We can help get along side of employees of 401k plans, IRA owners and Wisconsinites of all ages and help them get on track and stay on track for their retirement. Keep on educating the public, advocating for our great businesses and capitalizing on the differentiation that NAIFA WI can bring to you.
In behalf of NAIFA WI, thank you for honoring me to be your President in 2019. It’s been my pleasure to serve you in this capacity. Merry Christmas to you and your families. God bless you and God bless America
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