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
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.
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January 2022 President's Message From Lyle Kraft
Happy New Year NAIFA-North Dakota Members. I really hope that you had great holiday time with your families and are excited about 2022.
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Steven Walker Receives 2021 Advisor Today Four Under 40 Award
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.
Topics: Awards Press Release
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E4 Insurance BREW Series Featuring Lisa Quist
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
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.
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NAIFA-North Dakota State Convention Schedule
Tuesday, September 21st
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A Message from President Lyle Kraft
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
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!
Congratulations to NAIFA-North Dakota's newest LACP, Steve Bergee! The Life and Annuities Certified Professional certification differentiates you from the crowd.