NAIFA-North Dakota Blog

1 min read

NAIFA-North Dakota Cued Up for Success!

The 2026 NAIFA-North Dakota Success Summit brought financial professionals from across the state together for two days of education, innovation, and connection to “Line Up. Focus. Execute.”

The conference opened with educational sessions focused on emerging planning opportunities and regulatory updates. George Bain of Fairway Mortgage explored the strategic role reverse mortgage loans can play as a financial planning tool, while representatives from the North Dakota Insurance Department, Susan Daou and John Arnold, provided attendees with valuable industry and compliance updates impacting professionals across the state.

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March NAIFA Live Watch Party

By NAIFA-North Dakota on 3/2/26 4:49 PM

Matt Halloran

Be Irreplaceable: What AI Can’t Replace in the Age of Automation

March 19, 2026

11:00 AM - 12:00 PM CDT

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

Lunch will be provided.

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

Be Irreplaceable: What AI Can’t Replace in the Age of Automation

In a world where algorithms are learning to manage portfolios faster than you can say “fiduciary,” financial advisors face a stark truth—adapt or become obsolete. AI is here. It’s efficient, tireless, and already replacing routine financial tasks. But there’s one thing it will never master: the human connection. In Be Irreplaceable, keynote speaker and communication expert Matt Halloran delivers a jolt of reality—and a roadmap to relevance. Through bold storytelling and actionable strategies, Matt challenges advisors to stop hiding behind scripts and start mastering the one skill no machine can replicate: engaged, empathetic, deeply personal communication. Learn how to build trust faster, influence deeper, and connect on a level that turns clients into lifelong advocates—because in the age of AI, being human is your last competitive edge.

After attending this webinar, you will be able to:

Admit that AI can do a lot of what you have historically done for clients
Learn how AI can actually help you be irreplaceable
Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically

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Leverage Your NAIFA Life Happens Member Benefit

By NAIFA-North Dakota on 2/10/26 6:22 PM

Life Happens’ mission is to provide unbiased information that helps Americans make smart insurance decisions to protect their loved ones. Their work focuses on educating consumers about life, disability, and long-term care insurance—and how these financial tools, along with annuities, can help build a strong financial foundation.

Did you know that NAIFA members have access to co-branded content to support their marketing and client education efforts?

February is Insure Your Love Month, created and coordinated by Life Happens. Take advantage of the ready-to-use tools and resources designed to help you educate clients and start meaningful conversations: Life Happens

As a NAIFA member, you are also listed in the Life Happens “Find a Financial Professional” directory. With approximately 70,000 visits each month, this powerful tool increases your visibility and allows consumers to connect with you directly.

Not a member yet? Join today and start leveraging benefits like this right away: Join NAIFA

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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

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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

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

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.

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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.

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February NAIFA Live Watch Party

By NAIFA-North Dakota on 1/21/26 1:25 PM