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.
Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, November 20 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
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 completing this training, you will be able to:
1. Admit that AI can do a lot of what you have historically done for clients
2. Learn how AI can actually help you be irreplaceable
3. Learn how the Atomic Content Method works and how it can help you make the connections needed to grow your business organically
Get ready to tee off for a day of fun, friendly competition, and fantastic prizes!
Join us on July 17th at Tom O'Leary Golf Course in Bismarck, ND for the NAIFA-North Dakota Annual Golf Outing. We’ve lined up a perfect summer day filled with hole-in-one challenges, longest putt contests, and cash prizes that’ll keep the excitement rolling.
Whether you're bringing a colleague, client, or your favorite golf buddy, this is your chance to network, unwind, and enjoy the great outdoors. Sign up as a solo player or a team—either way, you're in for an unforgettable day on the green!
Registration:
Individual: $150
Team: $500
Team + Hole: $600
Hole Sponsor: $100
Location:
Tom O'Leary Golf Course
1200 N Washington St
Bismarck, ND 58501
Don’t miss out—register today!
A block of rooms has been set aside at the Hampton Inn & Suites. Make your reservation today. Room block expiration 6/26/25.
Making a smart Social Security claiming decision is more complex than many retirees and financial professionals may realize. Retirees can miss out on hundreds of thousands of dollars over their lifetimes.
Martha Shedden, RSSA, CRPC, is the President and Co-founder of the National Association of Registered Social Security Analysts (NARSSA). A Chartered Retirement Planning Counselor (CRPC), she hosts the popular podcast Social Security: Answers from the Experts. Martha is the author of numerous white papers, seminar presentations, and articles on Social Security and retirement planning. Her published books include Avoiding Social InSecurity, The Retirement You Desire, and The Social Security You've Earned.
This presentation focuses on the Social Security rules and claiming decision considerations that are most often overlooked and least understood.
This course is pending one hour of insurance continuing education, one hour of CFP credit, and one hour of CPE credit.
Members & Non-Members: $15
Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, April 17th beginning at 11:00 am.
This month's NAIFA Live event will feature Leveraging AI and Data to Drive Growth in Financial Services with Jonathan Seif.
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
AI is changing the business landscape by the day and NAIFA is here to keep you current.
Join Jon Seif as he shows how forward-thinking firms are using data and AI to establish relationships and address the needs of their clients. During the webinar you’ll also see how Catchlight (built in Fidelity Labs) is helping advisors cultivate deeper relationships while cross-selling more of their insurance clients into wealth management.
During Leveraging AI you will:
Learn key insights about the great wealth transfer and organic growth
Hear how modern firms are using data and AI to identify, prioritize, and engage with clients
See a demo of the Catchlight platform (built in Fidelity Investments’ tech incubator, Fidelity Labs)
Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, March 20th beginning at 11:00 am.
This month's NAIFA Live event will feature Life or Death Planning: Guiding Clients Through the Opioid Crisis with Cheryl Canzanella.
Nearly half of Americans know someone struggling with addiction, making substance use disorders a reality that financial professionals can’t afford to ignore. As the opioid epidemic continues to devastate families, its financial impact extends beyond personal hardship—costing the U.S. economy over $1 trillion annually and directly affecting careers, retirement plans, estates, and marriages. The responsibility of financial advisors goes beyond traditional wealth management. Addiction can drain financial resources, create estate planning complications, and leave loved ones vulnerable to long-term financial distress. This course equips financial professionals with the knowledge and tools to identify financial red flags, understand the legal and planning challenges posed by addiction, and implement proactive strategies to safeguard their clients’ financial futures. By integrating personal narratives, case studies, and financial planning solutions, this session provides actionable steps to help clients navigate the financial fallout of substance abuse—while ensuring advisors are prepared for the difficult conversations that come with it.
Your role as a financial advisor is more than managing money—it’s about protecting financial legacies. Gain the knowledge to help clients before it’s too late.
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
Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, February 20th beginning at 11:00 am.
Systematizing Your Life & Annuity Success with Carson Porter
The first time Carson Porter became a top 3 Cash Value life and Annuity producer on a national level was his 2nd year in the business. He was rewarded with an invite to a retreat to for those who were on track for club level achievements. While he was sitting on the beach in Coronado, another long-time top producer said “Congratulations Mr. Porter but can you do it again? The real trick is to not be a one time or a one trick pony.” Since then, Carson has spent the last decade studying, understanding, and implementing the systems, tools, and processes that ensure that he can guarantee his desired effective outcome year in and year out.
Join Carson Porter as he shows you how to systemize your success in term and cash value life insurance production, and annuities. Then go beyond to the next level as Carson reveals how you can build and scale a profitable and ethical agency that is always relevant.
Due to unforeseen circumstances the Fargo watch party has been canceled for February only. Please sign up to watch NAIFA Live from your desk and we will see you in March.
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
Join NAIFA-North Dakota and the Big "I" North Dakota for our 2025 Legislative Day coming to you January 21-22, 2025 at the Northern Lights Atrium in Bismarck.
January 21st
Dakota Heritage Museum
North Dakota Capitol Grounds
621 E Boulevard Ave
Bismarck, ND 58505
12:30 PM
Registration - Auditorium
1:00 PM - 5:00 PM
Speakers:
Insurance Commissioner Jon Godfread
Senate Majority Leader, David Hogue and House Majority Leader, Mike Lefor
ND Insurance Reserve Fund CEO, Keith Pic
Representative Jim Kasper
NAIFA Senior Vice President of Government Relations, Diane Boyle
5:00 PM - 6:30 PM
Legislative Reception - Northern Lights Atrium
Northern Lights Atrium
Dakota Heritage Museum North Dakota Capitol Grounds
621 E Boulevard Ave
Bismarck, ND 58505
January 22nd
8:00 - 9:00 am:
State of NAIFA address - NAIFA Senior Vice President Government Relations - Diane Boyle
9:00 am:
Ethics CE 3 hours approved for ND primary licensees
Hampton Inn & Suites Northwest
2020 Schafer St
Bismarck, ND 58501
Members: $100
To make hotel reservations, please click here.
Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, January 16th beginning at 11:00 am.
Join digital transformation and internet marketing pioneer Panos Leledakis and uncover how simple and powerful AI tools can be when someone shows you exactly how to use them. In this session, Panos will show you more than 20 innovative ways to harness AI and advanced technologies to boost your productivity, save time, deliver exceptional customer experiences, and build an extraordinary brand. From crafting effective prompts for ChatGPT and other unique AI models to designing cutting-edge solutions like NFC cards and virtual reality, you’ll learn how these tools can transform your daily practice. Creating 24/7 chatbots, enhancing your social media strategy, and producing engaging content will feel effortless after this session. You’re going to be amazed by how accessible and impactful these technologies are—and Panos will make it easy for you.
You will learn to:
Craft prompts for AI to sound like you, ensuring every interaction feels personal and authentic. Learn how to customize AI communication to reflect your tone and style, elevating the way you connect with clients.
Build chatbots and AI-powered clones that can serve your clients 24/7, providing consistent and reliable support even when you’re unavailable. Imagine having your virtual avatar handle inquiries, onboard new clients, or sell products while you focus on building deeper relationships.
Incorporate virtual reality into your practice to elevate the customer experience. Whether it’s immersive presentations or unique onboarding processes, VR can help you stand out and build client loyalty.
Use AI to effortlessly create engaging content, from videos to blogs and social media posts. These tools will help you attract and retain clients, strengthen your online presence, and save hours of effort each week.
Identify and engage with new prospects using AI tools designed to find and qualify leads for you. This allows you to focus your energy on high-value opportunities and grow your business faster.
Design a seamless client journey by combining various AI tools to ensure every interaction feels personalized and impactful. This unique approach will enhance client satisfaction and keep them coming back.
And many more ideas that will leave you speechless and ready to conquer 2025 with technology as your ultimate ally. Prepare to transform your practice, streamline your work, and create unforgettable client experiences—all with the power of AI and cutting-edge innovation at your side.
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
Time for our final NAIFA Live Watch Party of the year! Come out to E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, November 21st beginning at 11:00 am.
In this presentation, we'll explore how life insurance policies can be a powerful tool in creating tax-free cash flow for clients during retirement. We'll dive into advanced strategies like utilizing life insurance loans. By using assets as collateral, clients can access funds without selling investments or disrupting long-term growth plans. Join us to learn how you can help clients make informed decisions and achieve secure, flexible retirements, with life insurance and collateral-based strategies as key components that:
are not subject to political influence
are not subject to stock market volatility
are guaranteed to grow in value
will not show up on an income tax return
Tom Love, CEO and financial coach with 47 years of experience, is a two-time MDRT speaker and founder of The Breakaway League. His mission is to educate advisors on leveraging the tax code to build wealth. Starting his career at Mutual of New York and later leading sales at Ohio National, Tom now has over $3 billion in client assets. Based in Nashville, TN, he’s also an accomplished author and mentor, passionate about sharing his insights through his book Turning Clients into Advocates, The Life Insurance Owner’s Manual, and numerous speaking engagements.
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
Want to connect in person with your North Dakota colleagues? Join us at E4 Insurance Services or Minot State University Student Center for a NAIFA Live Watch Party on Thursday, October 17th beginning at 11:00 am!
Learn how to leverage the power of planning and follow-through. Walter uses thrilling anecdotes and personal experience to guide attendees through the steps all peak performers must master: vision, venture, and well-planned execution.
Discover how to strive for greatness, excellence, and perfection in every performance, and give them the essential principles that will make the journey more fulfilling!
About the Presenter
When Walter steps onto the stage, you can’t miss him. It could be because he’s 6’5 and stands out in a crowd, but it could also be because on the stage is where he feels at home. As a nationally recognized public speaker, he commands the stage. He makes the entire audience, whether it’s a small board room or a large conference venue, feel seen. People walk out of Walter’s talks changed, motivated, and inspired. His principles are simple but powerful, his delivery is smooth, and he combines humor, tough love, and experience in a way that changes people.
Walter’s third and most recently released book Swim!, has picked up speed since its debut in July, and has become a staple for business people and students across the country. His easy-to-read professional development book combines lovable characters, relatable life lessons, and hard truths that help readers understand the power of leadership, mentoring, and next-level success.
Walter travels the country speaking, coaching, teaching, and inspiring companies across a wide range of industries, from financial services to agriculture and franchising to real estate and many more in between. At any given time, you can find Walter leading a mastermind class, offering one on one professional development, hosting book talks, and coaching hungry business leaders and entrepreneurs towards success.
While many know Walter Bond as a former NBA player, more and more people know Walter as a passionate and motivated speaker, author, and business coach with one goal: to help people see their full potential. Walter graduated from the University of Minnesota and has been married to his wife and business partner Antoinette for 30 years. They have three adult children.
We hope to see you all there! 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 industry leaders, professionals, and experts on September 30th, as we look at the world of long-term care insurance, its products, pitfalls, and strategies. We will explore the latest trends and innovations, gain practical product knowledge, and advocate for policies that protect and empower individuals and families.
October 1st will bring us the best and brightest from the world of cyber security and the Insurance Information Institute, as well as Federal Updates from our NAIFA Government Relations Team.
The NAIFA-North Dakota Long-term Care Summit & Advocacy Day will be an event you can't afford to miss. Mark your calendars and register today!
Member & Non-Member Fees:
Members: $125
Non-members: $150
New Member First Timers: $50
If you are a newer member, and this is your first NAIFA conference, contact us here for a special discount code
This session of NAIFA Live will be broadcast from Apex at the Arizona Biltmore. Please note the adjusted start time of the September session.
Looking to connect with fellow NAIFA-North Dakota members? Join us at E4 Insurance Services for a NAIFA Live Watch Party on Thursday, September 19th beginning at 12:30 pm!
We can't wait to see you for this fun and FREE event! Lunch will be provided.
Join us for this exciting presentation.
In this presentation, David McKnight discusses how to position cash value life insurance and annuities in a balanced, comprehensive approach to tax-free retirement. He also discusses how to counteract the negativity your prospects are likely to get from financial gurus when they research your recommendations online.
About the Presenter
David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, Yahoo Finance, Nasdaq.com, Reuters, Investor’s Business Daily, Kiplinger’s and numerous other national publications. David was a Focus Speaker at the worldwide annual meeting of MDRT in Toronto, Canada and is a multiple Top of the Table qualifier. His bestselling book The Power of Zero has sold over 400,000 copies and the updated and revised version was published by Penguin Random House in 2018. This book was recently made into a full-length documentary film entitled The Power of Zero: The Tax Train Is Coming. When his follow-up book Tax-Free Income for Life launched in November of 2020, it finished the week as the #3 most-sold business book in the world. He and his wife Felice have seven children.
E4 Insurance Services
2280 45th St S, Ste. C
Fargo, ND 58104
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Looking to connect with fellow NAIFA-North Dakota members? Join us at E4 Insurance Services OR Minot State University Student Center for a NAIFA Live Watch Party on Thursday, August 15th beginning at 11:00 am!
As a fellow special needs parent, Kacy Seitz, Wealth Management Advisor knows the importance of crafting a whole story plan that considers the complexity of each family's unique situation. In 2013, she created her wealth management practice, Whole Story Planning, devoted to helping Special Needs families across the country. In this short workshop, Kacy will provide learning on how to better understand the planning any child or adult child with a disability (or long-term dependency) during each stage of life.
During this NAIFA Live broadcast, you will learn:
We can't wait to see you there! 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
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600 State Street, Suite A
Cedar Falls, IA 50613
Phone: 701-258-9525
Fax: 703-770-8224
info@naifa-nd.org
