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Financial Planning Month-October

October is Financial Planning Month

1 min read

New York Life: A Partner in Supporting Women Through the Years

By Ronan Painton on 10/5/21 4:58 PM

For over 175 years, New York Life has been a strong proponent of women in the workforce. From hiring its first female employee in 1885 to appointing its first female director in 1947, New York Life has been a trailblazer in its commitment to diversity and inclusivity. Today, women make up 58% of New York Life’s workforce and 36% of its board.

Topics: Diversity & Inclusivity New York
2 min read

NAIFA and WebCE Announce Educational Partnership to Benefit Members in the Financial Services Industry

By Suzanne Carawan on 8/16/21 10:33 AM

The National Association of Insurance and Financial Advisors (NAIFA) and WebCE have completed an educational partnership agreement to supply NAIFA members with online CE-based education for insurance and financial advisors. The offering is comprehensive and spans pre-licensing exam preparation for insurance and securities exams through company-mandated training for workplace training and firm element. NAIFA will enable its members to attain continuing education for licensure, certifications, and designations through the partnership.

Topics: Benefits Continuing Ed Professional Development Diversity & Inclusivity Press Release NAIC Model Regulation Membership
1 min read

NAIFA Member Sheryl Hickerson Announces New Website for Females and Finance

By Jaquetta Gooden on 7/3/21 10:30 AM

NAIFA member and CEO of Females and Finance Sheryl Hickerson announced the launch of a new website for the organization.  

Topics: Diversity & Inclusivity finance NAIFA
1 min read

NAIFA's Delvin Joyce Featured on TV Special Exploring Race and Money

By NAIFA on 6/24/21 9:47 AM

Eyewitness News 9 from WSOC-TV, a station in Charlotte, NC, recently broadcast a special report, “Talking About Race and Money.” The Personal Finances segment of the broadcast (beginning at the 13:10 mark) features Delvin Joyce, CLU, ChFC, Managing Director with Prudential Financial and Chair of NAIFA’s Diversity, Equity, and Inclusion (DEI) Council (loyal member since 2010).

Topics: Talent Development Center Diversity & Inclusivity
2 min read

NAIFA's DEI Impact Week Garners Media Attention

By Jaquetta Gooden on 4/9/21 2:42 PM

NAIFA’s Diversity, Equity, and Inclusion Impact Week media coverage garnered positive media attention. Four articles from INN highlighted the event from different perspectives to include why DEI is a critical issue in the finance industry, planning for long-term care in the black and brown communities, and advancing women in the financial service industry. All four articles hit key points which were communicated throughout the DEI Impact event and aligned with the message NAIFA wanted to convey.

Topics: Talent Development Center Diversity & Inclusivity Financial Security
1 min read

NAIFA Diversity Champion Stephen Kagawa Releases Book on Creating Better Client Relationships

By NAIFA on 3/25/21 5:21 PM

Stephen Kagawa, the Founder and CEO of The Pacific Bridge Companies and NAIFA’s 2020 Diversity Champion, has published a new book, Aloha Financial Advising: Doing Good to Do Better for Your Clients and Yourself.

Topics: Diversity & Inclusivity Membership
1 min read

NAIFA Condemns Violence Against Asian Americans, Promotes Financial Security for All

By NAIFA on 3/24/21 12:21 PM

NAIFA CEO Kevin Mayeux and President Tom Michel issued the following statement:

Topics: Diversity & Inclusivity Press Release
2 min read

NAIFA DEI Impact Week to Explore Diversity, Equity, and Inclusion in Financial Services

By NAIFA on 3/23/21 3:11 PM

NAIFA’s 2021 Diversity, Equity, and Inclusion Week is a virtual event featuring three days of programming, April 6-8. Presentations and discussions will focus on increasing diversity, equity, and inclusion within the insurance and financial industry and providing needed products, services, and advice to traditionally underserved communities.

Topics: Talent Development Center Diversity & Inclusivity Press Release
4 min read

Why the Insurance and Financial Services Industry Needs More Female African American Advisors

By Mark Briscoe on 2/26/21 3:56 PM

Mary Greene is a Black woman who became a financial advisor with Prudential after working for several Fortune 500 firms in other industries. Prudential offered four things she says are necessary for young advisors to make it: Name recognition among prospective clients, a strong training program, solid support from her manager and managing director, and a feeling of confidence that she “could flourish and really bring some great things to the clients because of the needs of the African American community.”

Topics: Talent Development Center Diversity & Inclusivity
4 min read

NAIFA Celebrates Black History Month: John Merrick and Alonzo Herndon Were Life Insurance Industry Pioneers

By Mark Briscoe on 2/18/21 9:22 AM

John Merrick and Alonzo Herndon were successful turn-of-the-twentieth-century entrepreneurs who recognized that Black families had a growing need for life insurance. They also saw that need was not being met in the Jim Crow South. Both men were born into slavery, Merrick in North Carolina and Herndon in Georgia. Both, coincidentally, made their first entrances into the business world as barbers who prospered and opened multiple shops.

Topics: Talent Development Center Diversity & Inclusivity

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