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3 min read

June President's Message

By Lyle Kraft, NAIFA-North Dakota President on 6/29/22 11:56 AM

Greetings, NAIFA-North Dakota! I hope all is going great for you, your family, and your business. I hope you are spending the long summer days enjoying time with family and friends.

NAIFA-North Dakota at Congressional Conference

By NAIFA-North Dakota on 6/6/22 2:34 PM

NAIFA-North Dakota was well represented at Congressional Conference last month in Washington, D.C. Thank you all for your leadership and service to NAIFA.

Topics: NAIFA Events
1 min read

LILI Cohort Class

By NAIFA-North Dakota on 6/6/22 12:10 PM

Have you ever engaged in a conversation about LILI with a LILI graduate? Once you get them talking, it is hard to get a word in edgewise.

Topics: LILI

2022 Annual Golf Classic

By Holly Youngblood on 5/18/22 2:50 PM

Registration is officially OPEN for NAIFA-North Dakota's annual Golf Classic! Join us Wednesday, July 27th at Rose Creek Golf Course for an afternoon of fun, socializing, and golfing. Tee times start around 12:30 pm.

NAIFA Grassroots Engagement Series

By NAIFA-North Dakota on 4/14/22 12:02 PM

Members of the Minot Affiliate, Kimberly Lee, Lyle Kraft, Jacob Thrailkill, Kim Albert, Stacy Norton, and Paul Siebert, are gathering in Kim Albert's office for three consecutive Tuesdays over the noon hour to complete the Grassroots Engagement Series. Everyone brings their own laptop and registers individually, and all will have their Financial Security Advocate badge before Congressional Conference! Thank you to all who are attending.

Topics: Education
2 min read

Board Member Spotlight: Jessica Westgard Larson

By NAIFA-North Dakota on 4/11/22 3:32 PM

Jessica Westgard Larson, MBA, RICP, AIF is a Financial Representative, Registered Representative and Financial Advisor at Principal Financial Group® in Fargo. While a student at Concordia College in Moorhead, she started working part-time as a file clerk for her father, Les Westgard, who was also an agent for Principal® at the time. Following graduation, Jessica found herself continuing in a full-time administrative role for Les and pursuing her insurance and securities licenses so she could dig deeper into a customer service role. In 2007 she took the leap into an agent/advisor role, as her father was nearing retirement. They worked through a multi-year transition plan for her to take over his client block. In the years since, she has enjoyed making the practice her own and taking it to the next generation.

1 min read

Meet Loyal Member Terry Kraft, LUTCF

By NAIFA-North Dakota on 3/28/22 10:50 AM

Terry Kraft, LUTCF, has two jobs on his resume: Lawn mowing and American Family Insurance Agent. Terry started with American Family in 1983 while he was finishing up his Business Administration degree and playing basketball at University of Mary (or as he has stated, taking up space on the bench of the basketball program at UM).

3 min read

NAIFA-North Dakota President's Message

By Lyle Kraft on 3/13/22 5:15 PM

Greetings NAIFA-North Dakota Members.  As we wind down on the first quarter of 2022, I hope the year is going fabulous for you, your family, and your business.  2022 is shaping up to be a great year.

2 min read

YAT Profile: Lindsey Vogel, LUTCF

By NAIFA-North Dakota on 3/2/22 4:19 PM

Lindsey Vogel, LUTCF is a licensed insurance agent and financial advisor with Witthauer Financial Group in Jamestown. After graduating from University of North Dakota and living and working in Grand Forks for a while, she moved back to her hometown in 2014 to work in the “family” business. Her grandfather, Herb Witthauer, started in the insurance industry in the mid-60s, and her father, Paul Witthauer, joined in 1984. Working in the insurance industry and following in the footsteps of grandpa and dad was always on the back of her mind, and although it took a while to make that decision, since 2014 she has not once looked back.

7 min read

Steve Walker Harnesses a Competitive Spirit to do his Best for his Clients

By NAIFA-North Dakota on 2/23/22 11:34 AM

Not every successful financial professional was a two-time All-Conference quarterback at North Dakota State University. But Steve Walker, LUTCF, a loyal NAIFA member since 2009, believes some of the traits that made him a standout for the Bison on the football field have contributed to his success as Vice President and Senior Insurance Consultant with Gate City Insurance Agency in Fargo, ND. They also make him a worthy recipient of Advisor Today’s Four Under 40 award.

NAIFA-North Dakota 2022 Board of Directors

By NAIFA-North Dakota on 1/28/22 4:17 PM

The Board of Directors for the North Dakota chapter of the National Association of Insurance and Financial Advisors (NAIFA) has been announced.

NAIFA-North Dakota Connect

By NAIFA-North Dakota on 1/26/22 11:56 AM

Join NAIFA-North Dakota for North Dakota Connect before each NAIFA Live presentation! You will hear up-to-date information from state leaders about what is going on in your local area, the state, and NAIFA Nation. Click the button below to register and receive your link. 

Topics: Membership
2 min read

January 2022 President's Message From Lyle Kraft

By Lyle Kraft on 1/10/22 1:23 PM

Happy New Year NAIFA-North Dakota Members. I really hope that you had great holiday time with your families and are excited about 2022.

2 min read

Steven Walker Receives 2021 Advisor Today Four Under 40 Award

By NAIFA on 12/7/21 6:03 PM

Advisor Today, the official publication of the National Association of Insurance and Financial Advisors (NAIFA), is pleased to announce that Steven Walker, LUTCF, of Gate City Insurance in Fargo, ND, loyal member since 2009, is a winner of a 2021 Four Under Forty award. Additional winners this year are J. Cal Anderson, CFP, CLU, of Ameriprise Financial in Alpharetta, GA, loyal member since 2008; Joanna Dellosa, LUTCF, FSS, RICP, LACP, CLU, of Wilshire Group Financial Services in Los Angeles, loyal member since 2012; and Rebecca Schulter, LUTCF, of UCL Financial Group in Memphis, TN, loyal member since 2015.

1 min read

E4 Insurance BREW Series Featuring Lisa Quist

By NAIFA-North Dakota on 12/2/21 4:50 PM

E4 Insurance Services invites all NAIFA-North Dakota members to join their Building Relationships Every Week (BREW) program on Wednesday, December 8th from 12:00 pm Central

Prudent Planners Use the Three M's for Retirement Portfolio Success

By John Florance, E4 Senior Vice President of Annuities on 10/7/21 3:49 PM

2020 marked the half-way point of the Baby-Boomer generation’s retirement process. The early Boomers began pulling out of the workforce in 2010, and the later ones will continue to begin their retirements for the next 10 to 15 years. The generation before the Boomers, known alternately as Traditionalists, Matures, and “The Greatest,” are at the end of their lives on this planet.

3 min read

NAIFA-North Dakota State Convention Schedule

By NAIFA-North Dakota on 8/30/21 4:13 PM

Tuesday, September 21st

3 min read

A Message from President Lyle Kraft

By Lyle Kraft on 8/23/21 10:43 AM

Greetings everyone, from your NAIFA-North Dakota President. I really hope everyone has been having a fantastic summer. I am preparing this message as I am about to attend the virtual National NAIFA Convention (Performance + Purpose). There was a lineup of fantastic Main Stage speakers and breakout sessions that guaranteed everyone in attendance to become a better leader and to have great business growth. Personally, I think they are lying when they say that active NAIFA members make 30% more money in their business than non-NAIFA members, as I think it is more than that. Please help yourself out and become more active and watch your business grow.

Make Your Nominations for The Advisor of the Year Award

By NAIFA-North Dakota on 8/16/21 4:02 PM

The NAIFA-North Dakota Advisor of The Year Award is given in recognition of an individual who has rendered outstanding service to the industry, the Chapter, and the insurance buying public. The recipient brings credit to the insurance business community and to their community in general.

Congratulations, Steve Bergee, LACP!

By NAIFA-North Dakota on 8/16/21 1:01 PM

Congratulations to NAIFA-North Dakota's newest LACP, Steve Bergee! The Life and Annuities Certified Professional certification differentiates you from the crowd.

Topics: LACP

Welcome 2021 New Members!

By NAIFA-North Dakota on 6/1/21 3:00 PM

Welcome new members who joined NAIFA-North Dakota so far this year!

Belonging to your professional association sets you apart from the competition by ascribing to a Code of Ethics, voluntarily investing & participating in a performance-driven networking group, and serving your industry through advocacy and community service.

2 min read

May President's Message

By Lyle Kraft on 5/10/21 1:54 PM

Hello NAIFA-ND,

I hope everyone is having a great year and doing well with your business. There is nothing better than being involved with a business model where we can assist and serve our clients to create a better life for themselves and loved ones.

2021 Annual Golf Classic

By Holly Youngblood on 4/12/21 2:17 PM

Save The Date for the 2021 NAIFA-North Dakota Annual Golf Classic! 
July 7, 2021 | 
Wednesday | Tee times starting around 12 p.m. 

1 min read

IN PERSON Social/Planning Event

By Holly Youngblood on 4/1/21 4:22 PM

Are you tired of Zoom meetings? Are  you anxious to get out and see your colleagues face-to-face? We have the perfect opportunity to do just that!

April Lunch N' Learn

By Holly Youngblood on 4/1/21 3:29 PM

Join NAIFA-North Dakota for the first Lunch N' Learn CE Event of the year! The 21st Century Retirement Planning Tool: Reverse Mortgages with Kathy Larson and Harlan Accola. Reverse Mortgages help prevent seniors from running out of money too quickly. The benefits and guidelines on reverse mortgages can be a critical component of sound estate planning. Join us as we discuss the three milk bucket approach in helping your clients retire more securely. 

1 min read

March 24th Lunch With a Legend Featuring Keith Phillips

By Holly Youngblood on 3/18/21 4:31 PM

Join Us VIRTUALLY Wednesday, March 24th at 12:00 p.m. for this month's Lunch With a Legend Featuring Keith Phillips, LUTCF, LTCP. Keith will cover "What makes a legend?"

2 min read

A Message from President Lyle Kraft

By Lyle Kraft on 3/17/21 5:01 PM

Hello NAIFA-North Dakota!

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