• On the Road Again

    By westernadmin | Wednesday, June 30, 2021

    After more than a year of social distancing, Don Biz and Dave Bibo are ready to hit the road again! (more…)

  • TruChoice Financial Advisor Forum

    By westernadmin | Wednesday, June 30, 2021

    TruChoice has been working with some of the industry’s most successful financial professionals for over 30 years. Founded to help our customers (more…)

  • WIS Holiday Schedule – Independence Day

    By Andrew Kuo | Tuesday, June 29, 2021

    In observance of Independence Day, WIS and all financial and fixed income markets will be closed on Monday, July 5, 2021. (more…)

  • Atria Tech Hangout – Wed, 6/30

    By westernadmin | Friday, June 25, 2021

    Join us on Wednesday June 30th at 1:30pm PT as we speak with  Brian Nelson, Head of Practice Management, about what their team can do to help (more…)

  • The Fast and the Victorious

    By westernadmin | Friday, June 25, 2021

    Pasadena rep Keith Nunokawa has always dreamt of owning a sports car and now he's the proud owner of a Toyota GR Supra. (more…)

  • Compliance Tech Hangout – Wed, 6/23

    By westernadmin | Tuesday, June 22, 2021

    Join us Wednesday, June 23 at 1:30 pm PT as we go over best practices for digital books and records with Corey White, Director of Compliance. (more…)

  • Aloha from Hawaii

    By westernadmin | Friday, June 18, 2021

    WIS Branch Manager/Sales Supervisor Bahram Sassani has just returned from a long-awaited vacation in Hawaii with his family! (more…)

  • Over 8 Billion Passwords Leaked

    By westernadmin | Thursday, June 17, 2021

    Over 8 billion passwords were posted on a popular hacker forum last week. A forum user posted a 100GB text file containing the 8 billion plus passwords; (more…)

  • Important Update: 2021 Annual Conference

    By westernadmin | Wednesday, June 16, 2021

    We are thrilled that the 2021 Annual Conference will be held in person September 26-29 at the Walt Disney World Swan and Dolphin Resort in Orlando, Florida (more…)

  • WIS Welcomes John Reagan, Registered Representative

    By westernadmin | Wednesday, June 16, 2021

    Please join us in welcoming John Reagan into the WIS family. John is located in Waxahachie, TX and is a Certified Financial Planner who helps manage assets for individuals, trusts, retirement plans, (more…)

  • Wealthscape Search Enhancements

    By westernadmin | Tuesday, June 15, 2021

    As of the Wealthscape release on June 11, 2021, National Financial is personalizing the Platform Search experience by displaying (more…)

  • How to Rewatch the 2021 Northeast Conference

    By westernadmin | Monday, June 14, 2021

    Thank you to everyone who participated in the June 8 Practice Management virtual meeting! We appreciate your time and hope you gained valuable (more…)

  • Ash Brokerage Advisor Forum

    By westernadmin | Thursday, June 10, 2021

    Ash Brokerage is the largest privately owned insurance brokerage in the country. We are a 50 year old company with a startup mentality. (more…)

  • Producers Choice Network Advisor Forum

    By westernadmin | Friday, June 4, 2021

    WIS is proud to invite you to an exclusive professional development live virtual event on Thursday, June 10 at 11:30 am PT designed to increase (more…)

  • Learn From Your Peers Next Week

    By westernadmin | Friday, June 4, 2021

    If you haven't registered yet for next week's interactive virtual meeting, secure your spot today! A highlight of the meeting will be a panel discussion (more…)