Does your Society or Chapter have an event open to our members? Reach out to and we'll let everyone know about it! 

Upcoming events

    • 09/22/2021
    • 09/23/2021
    • Lakeside Resort and Conference Center, 100 Clearview Dr, Houghton Lake, MI 48629

    Questions: Contact Ed Arthur, Past President at or Daniel Thelen, Board Member at


    Thanks for your interest! 

    • 09/27/2021
    • 2:30 PM - 4:00 PM
    • Zoom Meeting - (Link in confirmation Email)

    For those members who missed Jim Effner's talk at the convention, or saw him but had questions, please join us for his presentation Monday, September 27th at 2:30 Central Time. 

    In his 30+ years in the industry, Jim has built a tremendous conviction for the power of life insurance. With great passion and energy, he will share his core beliefs as to why everyone needs life insurance in force when they die, and why he believes permanent life insurance is the 8th wonder of the world. Knowing that your beliefs drive your behaviors, he will fill you with a level of confidence that will fuel your desire to make sure that every client has life insurance as part of their overall financial security plan – not just because it’s critical to making them truly bulletproof, but also because it’s the only way you will tap into your true potential.

    Jim Effner is a financial services speaker and master sales trainer with nearly 30 years of industry experience. Formerly Jim was Managing Partner of the Effner Financial Group, one of the largest Northwestern Mutual offices in the country, consisting of 117 full-time advisors, insuring over 65,000 policyholders with a face amount of nearly $27 billion. Jim began the first 12 years of his career as an advisor and is a lifetime Million Dollar Round Table (MDRT) qualifier. He was also a three-time Forum qualifier, representing the top 5% of all Northwestern Mutual advisors, and the youngest ever to make Forum the first two times he qualified. Jim has also overcome numerous life challenges, including losing his hearing just 30 days after taking his managing partner contract. Now, as President of the P2P Group, Inc., he shares his proven systems for success with financial professionals around the country.

    • 10/14/2021
    • Arden Hills, MN

    Please pencil in this date to hold for the Minnesota Chapter Meeting.

    More information will be provided as we get closer to the event.

    All dates are subject to change. 

Office: +1 (920) 478-4901

211 Canal Road, Waterloo, WI 53594