April NAIFA Live Watch Parties

APRIL 18, 2024

11:00 AM - 1:00 PM

NAIFA-North Dakota continues to grow and evolve to meet the challenges faced by our industry and association. These challenges require capable and willing volunteers to help us grow. NAIFA-North Dakota volunteers work hard but receive a great deal of personal satisfaction and leadership experience.

NAIFA-North Dakota is pleased to announce its partnership with OneProtection, a DI sales and training software.

MARCH 21, 2024

11:00 AM - 1:00 PM CST

Hello NAIFA-ND!

FEBRUARY 16, 2024

11:00 AM - 1:00 PM

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

The 2023 NAIFA-North Dakota Success Summit certainly lived up to its name on September 19^th – 20^th. We were excited to welcome NAIFA President, Bryon Holz, CLU, ChFC, LUTCF, CASL, LACP, to Fargo, North Dakota with some unseasonably warm weather.

The Lindsey N. Vogel 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.

Congress is on break from August 1 thru September 10, in order to give our Senators and Congressman an opportunity to spend time in their home state.  It is a great opportunity for us to build on our relationships with our Congressional Delegation.

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.

Board & Committee volunteers needed

NAIFA-North Dakota continues to grow and evolve to meet the challenges faced by our industry and association. These challenges require capable and willing volunteers to help us grow. NAIFA-North Dakota volunteers work hard but receive a great deal of personal satisfaction and leadership experience.

Interested in volunteering for NAIFA-ND? We have a place for you, whether you are able to commit to 2 hours per month or 2 hours per year, we will find you a spot! There are open elected and appointed positions on our Board of Directors as well as committee volunteer opportunities. If you wish to know more or are interested in volunteering, please email us and let us know.

Bylaws are an important part of any organization, but sometimes having them available for our members isn't easy. If you haven't read the NAIFA-North Dakota Chapter Bylaws recently, here is your chance. As always, please reach out to info@naifa-nd.org with any questions or concerns.

Are you checking the ND Legislative tracker on our website? We keep up-to-the-moment information at your fingertips here: North Dakota Bill Tracker. In addition to the tracking that we are doing, the North Dakota Insurance Department sends out a weekly Legislative Update to those who subscribe. Please follow this link North Dakota Insurance Department to subscribe today.

Join us in TWO weeks on Tuesday, February 7th for the 2023 Legislative Day hosted by NAIFA-North Dakota and Big "I" North Dakota. We will meet at 1:00 pm at the Heritage Center in Bismarck with an opportunity to hear from the insurance department, legislators, and receive legislative updates.

Join us on Tuesday, February 7th for the 2023 Legislative Day hosted by NAIFA-North Dakota and Big I North Dakota. We will meet at 1:00 pm at the Heritage Center in Bismarck with an opportunity to hear from the insurance department, legislators, and receive legislative updates.

TAMPA – Insurance Commissioner Jon Godfread was elected Vice President of the National Association of Insurance Commissioners (NAIC) for 2023 during its National Fall Meeting in Tampa.

Greetings NAIFA-North Dakota Members. I wish everyone Happy Holidays and hope you take some time to spend with family and friends.

The NAIFA-North Dakota Minot affiliate is regrouping, reengaging, reenergizing, and reconnecting! Watch the NAIFA-ND Events page for your next opportunity to join! Not in the Minot area? No problem, contact the state office at info@naifa-nd.org to find out how you can host an Affiliate event in your area!

“A lot of people tell me what they’ll do, or how quickly they will be back on their feet after the death of a spouse or child. Most of them have never previously attended a funeral of a spouse or a child of theirs…….”

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.

By the time you read this, the 2022 primary election is over and we now know who the slate of candidates are for every district in the State of North Dakota. Many districts this year had multiple contenders entering the races. How involved were you in the races in your area? Did you take time meet with the candidates to discuss where they stood on the issues important to us? Regardless of what you did or didn’t do for the primaries, you need to realize that the work is not done.

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

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.

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.

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.

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.

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).

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.

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.

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.

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

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. 

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

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.

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. 

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.

Tuesday, September 21^st

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.

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

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.

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.

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

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!

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. 

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?"

Hello NAIFA-North Dakota!