NAIFA Massachusetts

Upcoming events

    • Wednesday, August 12, 2020
    • 9:00 AM (EDT)
    • Virtual

    Join Mark Altman, founder of MindSetGo, will present a 30-minute call to help you improve your practice. This month's topic is: 

    Prospecting for Opportunities

    Identifying decision-makers, dealing with rejection, and finding new ways to generate leads can be daunting. By qualifying the lead and becoming better on the phone and via email, learn to implement a prospecting sequence to consistently generate meetings.


      • Qualify the buyer
      • Implement strategies to bypass gatekeepers 
      • Respond to standard cold call rejections 
      • Execute email and voicemail strategies to support your efforts 

      This 30-minute call is designed for the NAIFA member who is constantly on the move and has a tight and busy schedule. This FREE call is offered collectively by the states to members and delivered by Mark Altman who has a reputation for elevating success and growth in your practice.

      Program offered by:

      • Thursday, August 13, 2020
      • 2:00 PM (EDT)

      Changing times call for strong leadership. In this webinar, Dawn Wolfgram, CLF®, Regional Managing Director at Principal Financial and National President of Women in Insurance & Financial Services, will share her experiences and insights on change management and how to guide those you lead through the process of transition.

      • Thursday, August 27, 2020
      • 9:30 AM - 12:00 PM (EDT)
      • Virtual Webinar

      Learn from some of the best advisors under the age of 40 in Massachusetts. Gain useful insight and secrets of their success and how to implement them in your own practice. 

      Meet this year's awardees:

      James DesRocher, LUTCF
      iddleton, MA

      Jim graduated St. Anselm College where he studied finance and economics.  Jim is the owner of TrueView Financial in Middleton, MA where he lives and works. Prior to starting TrueView Financial, Jim worked at Guardian Life.

      Jim is a big part of the community running Middleton's food truck festival to raise money every year for the local food pantry along with serving on local town boards and giving back to the community whenever he can. He has qualified for Guardian's Leaders club every year except 1 since 2011 as well as Centurion Club 4 times (writing more than 100 guardian live lives in 1 year), and Guardian's executive club 2 times, and Guardian's premier Presidents Council in 2019.   In 2019, Jim paid for the most life insurance premium in New England within the Guardian Network.  He has also been a member of MDRT and most recently a court of the table member.  He has been awarded the 5 Star Wealth Manager twice, featured in Boston Magazine, Wall Street Journal, as well as his Company TrueView Financial accredited with the Better Business Bureau. Most importantly Jim's life motto is "making everyone better off for having met me."  

      Heidi Quigley

      Woburn, MA

      Heidi started with Northwestern Mutual in 2013 as a recruiter for 2 years.  She graduated from Southern NH University and started on her journey into the Financial Services world.  In January, 2016, Heidi transitioned into the full time advisor role.  Heidi had a vision to run her own practice and eventually her own firm and decided to take the entrepreneurial track with Northwestern Mutual. She got off to a fast start by achieving Pacesetter first 40 and Second 60 (which is 100 policies sold in your first year).

      Heidi is a Growth Development Director (GDD) for Northwestern Mutual.  Heidi is incredibly passionate about developing other successful women advisors in her firm. In the past 2 years, Heidi has attracted and developed 5 other women financial advisors to join Northwestern Mutual. Heidi serves as their mentor and each one has achieved the Pacesetter first 40 Award!  Heidi has also doubled her personal production premium in that time.  

      She continually writes over 100 lives, has accomplished Northwestern Mutual’s achievement award, Life Impact award and one of the top new clients producers at our firm. She hosts charity rides with FitRevolution. She has also partnered with many other women owned business owners to host charitable and networking events to bring different industries together. Heidi has done volunteer work in Honduras with the Signs of Love organization, she actively participates with Alex’s Lemonade Stand Childhood Cancer Foundation and has sat on the alumni mentor board at SNHU. Heidi is also very active with Diversity & Inclusion work, she’s sits on Northwestern Mutual's Diversity & Inclusion council and works very closely with the corporate office to make the local office an incredible place for people of all backgrounds to thrive. 

      Michael Heberlein, CFP, 
      CLU, ChSNC
      Medford, MA

      Michael graduated Magna Cum Laude from the University of Massachusetts - Amherst with a dual degree in Finance & Operations Management and Sport Management. He was also the recipient of the Alumni Association Senior Leadership Award.

      A partner at Commonwealth Financial Group since 2014, Michael continues to grow and expand his practice to meet the dynamic needs of his clients and to stay ahead of the everchanging financial planning landscape. Michael's primary focus is assisting clients in achieving their goals by integrating all facets of their financial lives; including retirement planning, investment strategies, risk management, estate planning, and tax mitigation. Michael has established his financial planning practice based on the foundational concepts of financial education and long-term relationship development. It is his goal to understand the dreams, desires, and intricacies of every client’s financial and personal lives; thereby giving him the ability to educate his clients on the vast portfolio of financial planning concepts, strategies, and tools applicable to their unique situation. He measures success by the client’s understanding of a strategy’s potential impact and the confidence with which the client can implement the plan.

      Michael has also dedicated a portion of his practice to working with families who have a loved one with a special need. Michael assists families in developing valuable financial strategies and creating strategic financial solutions that integrate with government programs.

      Bill Spencer, CFP, AIF, CLTC
      Sudbury, MA

      Bill has over 14 years of experience as a Financial Advisor. During that time, he has earned his CFP and AIF designations while maintaining his active membership in both the Boston Estate Planning Council and NAIF A where he has often taken part in giving back to our profession by serving as a panelist with other successful advisors sharing best practices. He is a Top of the Table member of MDRT where he has served as the Chair of the Retirement Committee, Finance Committee, and the Advanced Planning Task Force. He is often called upon to speak and present at MDRT panels and breakouts where he is always willing to help peers and share best practices.

      Bill and his business partner own Spencer Financial in Sudbury. He and his firm give back to their local community supporting Sudbury for Wounded Warriors, HopeSudbury, Smile Mass, SERF, LS Boosters, Doc Wayne, Habitat for Humanity and many others. He coaches Sudbury Youth Soccer and Lacrosse and has served as an officer for the Sudbury Youth Lacrosse Association.

      Bill is a devoted father, husband, successful business owner, and a wonderful friend who is always there for the people in his life. His ability to have such success while also sharing so much of himself is what makes him so truly special. In his free time, he attempts to play golf, always has a book or two in process, and loves Boston sports.

      • Thursday, September 10, 2020
      • 2:00 PM (EDT)
      • Virtual

      with Dave Resseguie

      So often, the greatest battle that we face is in between our own two ears. Have you ever felt like a sales person who is bothering people by trying to get them to do something?


      There’s so much wrong with that statement, and in this powerful 60 minute session, your conviction will rebuild that y[OUR] work does, in fact, matter! And, given the recent events in 2020, your work has never been more valuable than it is today.

      Hosted by NAIFA Illnois

      • Thursday, October 01, 2020
      • (EDT)
      • Sunday, October 04, 2020
      • (EDT)
      • Virtual Sessions

      • Thursday, November 12, 2020
      • 2:00 PM (EST)
      • Virtual

      With Delvin Joyce, CLU, CHFC, RICP

      Former NFL player turned Financial Planner, Delvin Joyce will share 7 lessons that he learned through athletics that helped him to successfully transition into the Financial Services Industry. Sticktoitiveness will provide insights on overcoming adversity, creating a personal brand and goal setting as well as book recommendations that you can use to further your development.

      Hosted by NAIFA Missouri.

    Past events

    Thursday, July 30, 2020 Quick Bytes: Perception & Self-Awareness
    Wednesday, June 24, 2020 Quick Bytes: Growing Your Sphere Of Influence
    Thursday, June 11, 2020 Managing Your Stress in these Difficult Times
    Wednesday, June 10, 2020 Quick Bytes: Follow-Up and Re-Engagement
    Monday, June 01, 2020 Open Forum
    Wednesday, May 20, 2020 Quick Bytes: I Object: How to Minimize and Overcome Objections
    Tuesday, May 19, 2020 NAIFA Nation Impact Week
    Monday, May 11, 2020 Q2 2020 Guide to the Markets
    Wednesday, May 06, 2020 Quick Bytes: It’s Not Just What You Say, It’s How You Write It
    Monday, May 04, 2020 Open Forum
    Wednesday, April 22, 2020 Quick Bytes: It’s You they Buy – How to Differentiate Yourself
    Monday, April 20, 2020 Open Forum
    Wednesday, April 08, 2020 Quick Bytes: Out of Sight/Out of Mind
    Monday, April 06, 2020 Bring Your Questions - Talk to Your State Board Via Zoom
    Thursday, January 30, 2020 Fiduciary Regulation Update - Conference Call
    Friday, January 10, 2020 Western MA Legislative Breakfast
    Tuesday, January 07, 2020 Secretary Galvin's Hearing on Proposed Fiduciary Regulation
    Thursday, November 21, 2019 NAIFA Live: Understanding the Broadening Options for Extended and Long Term Care Planning
    Wednesday, November 06, 2019 Super CE Day
    Thursday, October 10, 2019 NAIFA Live: The Power of Zero
    Friday, September 13, 2019 NAIFA LIVE: How to Turn Your Successful Practice Into a Balanced Personal Life
    Thursday, August 15, 2019 4 Under 40 Event
    Thursday, June 20, 2019 Outplay, Outthink, Outperform the Competition: The Winner's Circle with Mark Altman
    Thursday, June 13, 2019 NAIFA MA Board & Annual Meeting
    Thursday, May 16, 2019 NAIFA MA Board Meeting
    Thursday, May 16, 2019 Influence, Motivate and Inspire: The Winner's Circle with Mark Altman
    Tuesday, May 14, 2019 Save the Date! NAIFA Congressional Conference
    Tuesday, April 09, 2019 NAIFA MA Board Conference Call
    Tuesday, March 12, 2019 NAIFA MA Board Meeting
    Tuesday, February 12, 2019 NAIFA MA Board Conference Call
    Wednesday, January 16, 2019 Freshman Legislators Breakfast
    Friday, January 11, 2019 Western MA Legislative Breakfast
    Monday, December 17, 2018 Volunteer with NAIFA MA at Rosie's Place
    Thursday, October 04, 2018 Special Member Presentation: Greg Raines
    Thursday, September 13, 2018 Performance + Purpose 2018 Annual Conference
    Thursday, August 16, 2018 4 Under 40
    Thursday, June 07, 2018 NAIFA MA Annual Meeting & Special Presentation with Devon Harris, Member of the First Jamaican Bobsled Team
    Friday, March 23, 2018 Special Presentation: Climbing to the Peak of Performance
    Friday, January 12, 2018 Western Massachusetts Legislative Breakfast
    Tuesday, December 19, 2017 Holiday Gathering
    Thursday, November 16, 2017 Super CE Event
    Thursday, November 09, 2017 NAIFA MA Board Conference Call
    Thursday, October 12, 2017 NAIFA MA Board Meeting
    Thursday, August 10, 2017 4 Under 40 Event
    Thursday, June 15, 2017 NAIFA MA Annual Meeting & Special Presentation with Col. Mark Tillman, Air Force One Pilot
    Tuesday, May 23, 2017 NAIFA Congressional Conference
    Wednesday, March 29, 2017 Day-on-the-Hill & Freshmen Legislator Breakfast
    Thursday, March 09, 2017 Ethics Program
    Friday, January 13, 2017 Western Massachusetts Legislative Breakfast
    Thursday, December 08, 2016 NAIFA MA Holiday Get-together
    Thursday, November 10, 2016 Post-Election 2016: The Impact on Insurance & Financial Services
    Thursday, November 10, 2016 NAIFA MA Board Meeting
    Thursday, November 03, 2016 Government Relations Committee Meeting
    Friday, October 14, 2016 FP Transitions: "Job - Practice - Business - Firm"
    Wednesday, September 07, 2016 FSP Boston - Member Exchange: The Current State of Life Insurance Premium Finance
    Thursday, August 25, 2016 2016 NAIFA Massachusetts 4 Under 40
    Thursday, June 23, 2016 2016 ANNUAL MEETING
    Tuesday, May 24, 2016 NAIFA Congressional Conference
    Wednesday, May 11, 2016 2016 NAIFA MA Day-on-the-Hill
    Wednesday, March 23, 2016 REGISTRATION CLOSED: 20 Credit Super CE Day
    Friday, January 08, 2016 Western Massachusetts Legislative Breakfast
    Tuesday, January 05, 2016 Follow-up DOL Fiduciary Rule Advisor update webinar
    Tuesday, December 15, 2015 Webinar on DOL Fiduciary Rule
    Wednesday, October 28, 2015 2015 Fall Kickoff Event
    Saturday, October 03, 2015 NAIFA 2015 Annual Conference
    Thursday, August 13, 2015 2015 NAIFA Massachusetts Four Under Forty
    Thursday, June 11, 2015 2015 NAIFA MA Annual Meeting
    Tuesday, May 19, 2015 Congressional Conference 2015


    National Association of Insurance and
    Financial Advisors of Massachusetts

    2400 Post Road, Warwick, RI 02886

    Phone: 617-402-5001Email:

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