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 E4 Insurance Services or Minot State University Student Center 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 will be provided.
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
OR
Minot State University - MSU Student Center 2nd Floor
500 University Ave W
Minot, ND 58707
Tom O'Leary Golf Course
Bismarck, ND
Details Coming Soon
Want to connect in person with your North Dakota colleagues? Join us at E4 Insurance Services or Minot State University Student Center 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.
We hope to see you all there! Lunch will be provided.
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
OR
Minot State University - MSU Student Center 2nd Floor
500 University Ave W
Minot, ND 58707
Join industry leaders, professionals, and experts on September 30th, as we look at the world of long-term care insurance, its products, pitfalls, and strategies. We will explore the latest trends and innovations, gain practical product knowledge, and advocate for policies that protect and empower individuals and families.
October 1st will bring us the best and brightest from the world of cyber security and the Insurance Information Institute, as well as Federal Updates from our NAIFA Government Relations Team.
The NAIFA-North Dakota Long-term Care Summit & Advocacy Day will be an event you can't afford to miss. Mark your calendars and register today!
Member & Non-Member Fees:
Members: $125
Non-members: $150
New Member First Timers: $50
If you are a newer member, and this is your first NAIFA conference, contact us here for a special discount code
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
Looking to connect with fellow NAIFA-North Dakota members? Join us at E4 Insurance Services for a NAIFA Live Watch Party on Thursday, September 19th beginning at 12:30 pm!
We can't wait to see you for this fun and FREE event! Lunch will be provided.
Join us for this exciting presentation.
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.
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
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Looking to connect with fellow NAIFA-North Dakota members? Join us at E4 Insurance Services OR Minot State University Student Center for a NAIFA Live Watch Party on Thursday, August 15th beginning at 11:00 am!
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:
We can't wait to see you there! Lunch will be provided.
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
OR
Minot State University - MSU Student Center 2nd Floor
500 University Ave W
Minot, ND 58707
Looking to connect with fellow NAIFA-North Dakota members? Join us at E4 Insurance Services OR Minot State University Student Center for a NAIFA Live Watch Party on Thursday, June 20th beginning at 11:00 am!
You won't want to miss this! Lunch will be provided.
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.
Two Locations:
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
OR
Minot State University - MSU Student Center 2nd Floor
500 University Ave W
Minot, ND 58707
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Looking to connect with fellow NAIFA-North Dakota members? Join us at one of TWO locations for a NAIFA Live Watch Party on Thursday, April 18th beginning at 11:00 am! Connect with colleagues and watch April's edition of NAIFA Live. FREE for members.
When it comes to talking about their businesses, many people are so close to their products or services they don’t know where to start. Mike will explain how financial professionals like you can clarify your message to generate leads, create more referrals or empower your sales team. How? With StoryBrand. The StoryBrand Marketing Framework will help you understand what customers are looking for so you can tell your story in a way people listen.
- Understand and improve your marketing message
- Create campaigns that will drive more business
- Make your website work for you - not the other way around
We can't wait to see you there! Lunch will be provided.
TWO Locations:
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
Minot State University - MSU Student Center 2nd Floor
500 University Ave W
Minot, ND 58707
Looking to connect with fellow NAIFA-North Dakota members? Join us at one of TWO locations for a NAIFA Live Watch Party on Thursday, March 21st beginning at 11:00 am!
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.
You won't want to miss this one! Lunch will be provided.
TWO Locations:
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
Minot State University - MSU Student Center 2nd Floor
500 University Ave W
Minot, ND 58707
Join us at MSU Student Center at Minot State University for a NAIFA Live Watch Party on Friday, February 16th beginning at 11:00 am!
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 will be provided.
Minot State University - MSU Student Center 2nd Floor
500 University Ave W
Minot, ND 58707
The hustle and bustle of the holiday season is behind us and old man winter is settling in. Although it is cold and miserable outside, it will be warm and inviting at X-Golf! Bring a guest and come gather with your NAIFA colleagues from 6:00 - 10:00 pm for an evening of golf, food, fun, and fellowship. Hope to see YOU there!
X-Golf
1619 S Broadway
Minot, ND 58701
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 E4 Insurance Services for a NAIFA Live Watch Party on October 19th beginning at 12:30 pm!
David O'Malley, President and CEO of Penn Mutual joins Howard Sharfman, Senior Managing Director at NFP Solutions, for his perspective as CEO on the outlook for the industry in 2024.
You will not want to miss this! Lunch will be provided.
E4 Insurance Services
2280 45th Street S, Suite C
Fargo, ND 58104
Join us at the 2023 Success Summit hosted by NAIFA-North Dakota and Big I North Dakota on September 19-20, 2023. We have an action-packed agenda coming together that will provide educational, best practices, and networking opportunities for all.
Doubletree Inn by Hilton
825 E Beaton Drive
West Fargo, ND 58078
Room reservations may be made at Doubletree by Hilton at 701-551-0120 or Homewood Suites by Hilton at 701-551-5800. Both hotels are connected to the convention center.
Join us in person at E4 Insurance Services for a NAIFA Live Watch Party on August 17th beginning at 12:30 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 will be provided.
E4 Insurance Services
2280 45th Street S, Suite C
Fargo, ND 58104
Join us in person at E4 Insurance Services for a NAIFA Live Watch Party on June 15th beginning at 12:30 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 will be provided.
E4 Insurance Services
2280 45th Street S, Suite C
Fargo, ND 58104
Join us June 6-7 for the Capital City Conference hosted by NAIFA-North Dakota and Big "I" North Dakota. Hang out with your colleagues for a great time filled with a Golf Outing, Cornhole Contest, CE, and fun!
We can't wait to see you.
Pricing:
Tuesday, June 6, 2023
Single Golfer: $150.00 (Includes golf, lunch, social, and dinner)
Team of 4: $500.00 (Includes golf, lunch, social, and dinner. Must pay in full - invoices will not be split)
Cornhole Contest: $100.00 per team at the door (Includes cornhole, lunch, social, and dinner) - proceeds go to Make a Wish North Dakota!
Wednesday, June 7, 2023
3 Hours of CE and Lunch: $20.00
Agenda:
Tuesday, June 6, 2023
11:00 am: Lunch (Riverwood Golf Course)
12:00 - 5:30 pm: Golf (Riverwood Golf Course)
12:00 - 2:30 pm: Cornhole Contest - Proceeds go to Make a Wish North Dakota!
6:00 - 9:00 pm: Social & Dinner (Craftcade)
Riverwood Golf Course
725 Riverwood Drive
Bismarck, ND 58504
Craftcade
405 N 4th Street
Bismarck, ND 58501
Wednesday, June 7, 2023 (Co-Studio)
8:30 - 10:30 am: CE Pending
10:45 - 11:45 am: Arrow Service Team - CE Pending
12:00 pm: Lunch
Co-Studio
200 W Main Avenue - 3rd Floor
Bismarck, ND 58501
Looking to connect in person with fellow NAIFA-North Dakota members?
Join us in Fargo OR Minot on Thursday, April 20th for one of two NAIFA Live Watch Parties! Come on out to E4 Insurance Services OR State Farm Insurance from 12:00 - 2:30 pm to spend time with fellow members and come together to hear from some of the best young industry talents and get a peek into their unique business concepts.
FREE for members. Bring a guest! Guests attend free the first time.
Lunch will be provided.
E4 Insurance Services
2280 45th Street S, Suite C
Fargo, ND 58104
State Farm Insurance
1125 N Broadway
Minot, ND 58703
Looking to connect in person with fellow NAIFA-North Dakota members?
Join us in Fargo on Thursday, February 16th for a NAIFA Live Watch Party! Come on out to E4 Insurance Services from 12:00 - 2:30 pm to spend time with fellow members and come together to hear from Kari Gillenwater, Founder and CEO of the Gillenwater Consulting Group, as she shares proven strategies that high-performing teams use to collaborate more effectively, find and retain the right-fit talent, and get more done in less time.
FREE for members. Bring a guest! Guests attend free the first time. Lunch will be provided.
E4 Insurance Services
2280 45th Street S, Suite C
Fargo, ND 58104
Join NAIFA-North Dakota and the Big "I" North Dakota for our 2023 Legislative Day coming to you February 7, 2023 at the Heritage Center in Bismarck. We will start at 1:00 PM with educational presentations throughout the afternoon, and we will conclude with a Legislative Reception open to all ND Legislators, the Insurance Department, and staff.
Heritage Center
612 E Boulevard Avenue
Bismarck, ND 58505
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Join NAIFA-North Dakota at 12:00 pm CDT IN PERSON in Bismarck OR Fargo for a watch party for September's North Dakota Connect and NAIFA Live. This month's NAIFA Live is featuring Richard Demko, CLU, RICP, LUTCF, LACP. 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.
In Fargo? Join us for a Watch Party at E4 Insurance Services. In Bismarck? Join us for a Watch Party at Kyle Herman's Agency. Lunch will be included at both locations!
Fargo Location:
Country Financial
4040 42nd Street S, Suite 1
Fargo ND 58104
Bismarck Location:
Kyle Herman Agency
1022 E Divide Avenue, Suite C
Bismarck, ND 58501
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Join NAIFA-North Dakota for North Dakota Connect before each NAIFA Live presentation! Tune in Thursday, December 15th at noon Central via Zoom to hear up-to-date information from state leaders about what is going on in your local area, the state, and NAIFA Nation. You only need to register once!
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.
Copyright © NAIFA-North Dakota
600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 701-258-9525
Fax: 703-770-8224
info@naifa-nd.org
