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1 min read

All New NAIFA Store

By NAIFA-North Dakota on 3/10/26 12:03 PM

Living in the Midwest, we’ve gotta be ready for all of the dozen or so seasons we experience in a calendar year, including but not limited to: 2nd winter, fake spring, mud-season, false summer; you live here, you know what we’re talking about!!

To help you look sharp, no matter what Mother Nature has in store, check out the newly launchedNAIFA Store. It’s loaded with shirts, jackets, headgear, accessories, and drinkware to sport your NAIFA pride on clothing brands you know, trust, and love.

Differentiate yourself and show your NAIFA pride while traveling to NAIFA’s Congressional Conference in DC, attending a local watch party or lunch meeting, or while meeting with your clients. You’re bound to find a look that fits your style!

Check out the brand newNAIFA Storeand see if something catches your eye!

Topics: NAIFA-North Dakota
1 min read

Lindsey N. Vogel Advisor of the Year Award Nominations Open

By NAIFA-North Dakota on 3/2/26 5:11 PM

Each year, the National Association of Insurance and Financial Advisors – North Dakota (NAIFA–North Dakota) recognizes a member who exemplifies the very best of our profession. This distinguished honor celebrates an advisor who has demonstrated excellence in their practice, made meaningful contributions to their local affiliate and state association, actively served their community, and dedicated a significant portion of their career to the insurance and financial services industry.

At the 2023 NAIFA–North Dakota Success Summit, the association proudly renamed its most prestigious honor—the Advisor of the Year Award—to the Lindsey N. Vogel Advisor of the Year Award in tribute to Lindsey’s remarkable legacy.

Lindsey was a devoted NAIFA member who served at both the local and state levels, and she regularly participated in Congressional Conferences and Performance + Purpose conferences. As a proud third-generation leader within NAIFA–North Dakota, she carried forward a deep commitment to advocacy, professional development, and service.

Although Lindsey’s life was tragically cut short, her impact on our association and our profession endures. Her leadership, dedication, and passion continue to inspire advisors across North Dakota, and this award stands as a lasting reminder of the standard of excellence she embodied.

Nominations are now open for the 2026 Lindsey N. Vogel Advisor of the Year and will remain open until March 31st.

Nomination Form

Topics: Awards NAIFA-North Dakota
1 min read

2026 New Developments and Planning Ideas

By NAIFA-North Dakota on 2/3/26 4:36 PM

Investment, Retirement, Estate and Advanced Planning (IREAP) Center Webinar

This webinar will review recent changes and updates in the law (including case law, Treasury Regulations, and IRS pronouncements) and provide attendees with practical planning ideas resulting from them.

Topics scheduled to be discussed include:

-OBBBA: the New 2/37th Rule for Itemized Deductions; Charitable Contributions; $15M Lifetime Exemption

-Wealth Planning in a World of Concentration, Higher Bond Yields, and Hidden Tax Drag

-Kyle Busch et al vs. Pacific Life Insurance Company et al

-Business Ownership and Entity Choice: Section 1202 (QSBS); S-Corp vs C-Corp Considerations

-Long-Term Care Planning

Learn More & Register

Topics: NAIFA-ND NAIFA-North Dakota
1 min read

February NAIFA Live Watch Party

By NAIFA-North Dakota on 2/3/26 4:32 PM

February NAIFA Live Watch Party

Ellen Rogin, CPA, CFP
 

February 19, 2026

11:00 AM - 1:00 PM CT

Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, February 19th, beginning at 11:00 am.

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

Talk So Clients Listen: The Art of Connection That Drives Your Success
Presented by Ellen Rogin, CPA, CFP

Technical knowledge builds credibility, but communication builds connection, and connection drives business success. In this engaging webinar, Ellen Rogin, CPA, CFP, and New York Times bestselling author, shares how top advisors use communication as their competitive edge. You will discover how to build trust faster, listen for what is really being said, and make every conversation more meaningful and effective.

You will walk away with:

  • The one word that can instantly boost client buy-in and trust

  • How to ask questions that open deeper, more productive conversations

  • The body language cues that make your communication more confident and compelling

    Register Today
Topics: NAIFA Live NAIFA-ND NAIFA-North Dakota

NAIFA-North Dakota 2026 Success Summit: Cued Up For Success

By NAIFA-North Dakota on 2/3/26 4:26 PM

April 28-29, 2026
Fargo Billiards and Gastropub
Fargo, ND

 

Join us in Fargo for NAIFA-North Dakota's 2026 Success Summit!

Gather with NAIFA friends, old and new, to celebrate our success and plan for the future.
Network with peers, gather tips & tricks for your business from our educational opportunities, and engage in discussion with the best of the best on how to build your team.

LEARN MORE & REGISTER

Topics: NAIFA-ND NAIFA-North Dakota
1 min read

NAIFA Congressional Conference

By NAIFA-North Dakota on 2/3/26 4:20 PM

The Premier Advocacy Event for Financial Professionals

May 18-19, 2026 | Capital Hilton | Washington, D.C.

About the Event

Every year, NAIFA members from all 50 states come together in Washington, D.C., for the Congressional Conference, the signature advocacy event for the financial service profession.

This is your opportunity to stand united with fellow advisors, tell your story directly to lawmakers, and help shape the policies that affect your practice, your clients, and Main Street families across the country.

Through your presence on Capitol Hill, you represent the trusted advisors who ensure Americans can save, plan, protect, and retire with dignity. Your voice is essential and policymakers want to hear it.

Two Powerful Days

Day One (May 18): Training, Messaging & Mission Alignment

Our first day equips every attendee, from returning advocates to first-timers, with the clarity, confidence, and unified message needed to make a real impact. You’ll receive in-depth policy briefings, advocacy training, and expert insights.

Day Two (May 19): Day on the Hill

This is when your training becomes action. NAIFA members meet with senators, representatives, and congressional staff to advocate for policies that protect consumers, support small businesses, and strengthen the work you do every day as a trusted financial professional.

Learn More

Topics: Advocacy Congressional Conference NAIFA-ND NAIFA-North Dakota
1 min read

September NAIFA Live Watch Party - Life Happens: Protected by Planning

By NAIFA-North Dakota on 9/5/25 4:17 PM

Barb Pietrangelo, CFP, CLU, ChFC, LUTCF, CLTC, RFC
Prudential Financial
NAIFA Trustee
 

September 18, 2025

11:00 AM - 1:00 PM

Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, September 18th beginning at 11:00 am.

This month's NAIFA Live event will feature Celebrating Life Insurance Awareness month.

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

Join NAIFA Board Member Barb Pietrangelo as she provides you with new information, insights, and resources to empower you to have the life insurance discussion with your clients.

Highlighting the vital work of Life Happens you will:

  • Discover the groundbreaking results of the 2025 Insurance Barometer Study and the impact on the industry and your practice.

  • Meet the newest Real Life Story recipient, Racquel Pleasants, as Barb hosts a compelling Q&A with Racquel who will share her family’s emotional journey. Racquel and her husband Ryan, a firefighter and nurse, never imagined they’d need the life insurance they purchased early on. But when Ryan passed away unexpectedly at 41, that coverage became a vital “security blanket” for Racquel and their children.

  • Learn how to leverage Life Happens resources that are exclusive to NAIFA members.

  • Understand how to move clients to action as you inspire and educate through real-life examples.

This webinar offers a moving look at why life insurance matters, how it can provide stability during life’s most difficult moments, and the real-life impact it has on families like the Pleasants.

Register Today

Topics: NAIFA-North Dakota

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