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NAIFA-South Dakota


Recent posts by NAIFA-South Dakota

1 min read

Leadership In Life Institute Class Forming

By NAIFA-South Dakota on May 20, 2025 7:25:39 PM

Have you ever engaged in a conversation about LILI with a LILI graduate? Once you get them talking, it is hard to get a word in edgewise.

Topics: LILI #NAIFA-SD

NAIFA-South Dakota Members Spend The Day on Capitol Hill

By NAIFA-South Dakota on May 20, 2025 7:00:39 PM

NAIFA-South Dakota President Bo Bernhagen and Immediate Past President Matt Berger traveled to our Nation's Capital on May 20-21 to advocate for their clients and industry. Connections were established, conversations were had, and a difference was made. YOU are invited to join us for NAIFA's 2026 Congressional Conference, where you, too, will make a difference.

Topics: Advocacy #NAIFA-SD
1 min read

Webinar: Social Security Unlocked

By NAIFA-South Dakota on Apr 8, 2025 4:04:26 PM

Social Security Unlocked: Maximizing Benefits & Guiding Your Clients - Webinar

 

May 15, 2025

1:00 - 2:00 PM CST

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.

Topics: Continuing Education Webinar #NAIFA-SD
1 min read

NAIFA Live: Leveraging AI

By NAIFA-South Dakota on Apr 2, 2025 2:00:05 PM

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)

 

Register Today!

Topics: #NAIFA-SD
1 min read

Sioux Falls Bites and Insights: CE Morning Session

By NAIFA-South Dakota on Mar 17, 2025 9:27:41 PM

May 15, 2025

8:15 - 9:30 AM

Join us on Thursday, May 15th for Bites and Insights as we welcome Steve Parrish, JD, RICP, CLU, ChFC, AEP, and his presentation, "Merging Estate Planning into the Retirement Income Process".

Topics: #NAIFAProud Continuing Education #NAIFA-SD
2 min read

If you don't speak up for your business, no one will!

By NAIFA-South Dakota on Mar 17, 2025 9:19:25 PM

Congress Is Discussing Your Future.
Shouldn't You Be Part of the Conversation?

 

If you won't speak up for your business and clients, no one else will.

Decisions made in Washington, D.C., greatly impact your business and clients. Yet, most of our lawmakers are not experts in insurance or financial services or how agents and advisors are critical to the financial security of American families and small businesses.

Topics: Congressional Conference #NAIFA-SD

Share Your Real Life Story

By NAIFA-South Dakota on Mar 4, 2025 11:49:34 AM

Our Real Life Stories program has helped motivate people to buy insurance for 20+ years. These stories highlight the role insurance has played in helping families and businesses in times of great financial need, along with the insurance professionals who have helped them. None of the people featured in our stories could have anticipated the challenges they’d face. However, smart insurance planning ensured that emotional struggles weren’t compounded by financial hardship.

Topics: #NAIFA-SD
1 min read

NAIFA-SD Important SB 158 Updates

By NAIFA-South Dakota on Feb 18, 2025 3:55:11 PM

Senate Bill 158 creates an exemption process where medical providers do not have to submit preauthorization requests to health insurers. This is known as "gold carding".

Why oppose SB 158?

  1. Inserts government into business disputes: it creates a complex process for resolving exemption process disputes between insurers and providers and tells private businesses what to do. Providers and health insurers already contract with each other, they could manage a similar process through their private contracts.

Topics: #NAIFA-SD
1 min read

Leadership In Life Institute Classes Forming

By NAIFA-South Dakota on Feb 4, 2025 6:24:36 PM

Have you ever engaged in a conversation about LILI with a LILI graduate? Once you get them talking, it is hard to get a word in edgewise.

Why?

Because LILI is just that powerful. It is a life-altering experience for participants both personally and professionally.

The Leadership in Life Institute is a six-month program offered exclusively to NAIFA members who are committed to growing intellectually and professionally through deep introspection and discussion. The intense curriculum creates a unique learning environment that encourages participants to bring out their best and apply what is learned across every aspect of their lives.

NAIFA-South Dakota is forming a LILI class to begin this spring, and we would welcome the opportunity to have you join us. Class size is limited, so please reach out today so that we can help you get started on your LILI journey.

To learn more about the program, follow this link, LILI and to express your interest in taking this life-changing course, contact us here NAIFA-South Dakota for an application. If none of the above links convince you to take the next step, talk to a LILI graduate they are never short on praise for the program!

Topics: #NAIFA-SD

NAIFA-South Dakota Legislative Reception

By NAIFA-South Dakota on Dec 2, 2024 12:13:44 PM

January 21, 2025
5:00 - 8:00 PM

Join NAIFA-South Dakota for a legislative reception with your fellow NAIFA colleagues at the St. Charles Lounge on January 21, 2025.

Topics: #NAIFAProud #NAIFA-SD

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