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Lifesaver Beach

June Is National Annuity Awareness Month

NAIFA National President Lawrence Holzberg, LUTCF, LACP stopped into NAIFA-WI to attend their 2022 Sales Congress: May the Fourth Be With You.

Holzberg's remarks at the event reviewed the State of NAIFA and challenged insurance and financial professionals to be the best they can be as producers and as advocates for their businesses, association, and Main Street clients.

Holzberg was joined by NAIFA-WI President Brendon DeRouin, CLU, ChFC, LACP, RICP, CDO and Managing Partner of NAIFA partner E4 Insurance Services, a NAIFA Financial Security Champion. 

The event featured keynote addresses from John Urbanski, CIMA, Regional Vice President at Capital Group; Bill McClenahan, shareholder and lobbyist at Schreiber GR Group and NAIFA-WI Public Affairs Advisor; and Taren Sartler, FIC, LUTCF, FSCP, Financial Representative at Modern Woodmen of America.

The event also included continuing education courses from motivational speaker and Past President of NAIFA-Milwaukee and NAIFA-WI Robin Mueller, LUTCF; Regional Sales Director of NAIFA Partner OneAmerica Brent DeGroot, CLTC, LTCP; and Director of Advanced Planning Retirement and Life Distribution at Prudential Annuities Stephen Gilbert, CFP, CLU, ChFC, RICP, CRPC.

2022 WI Sales - 3

2022 WI Sales - 4




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