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February Is I Love NAIFA Month

3 min read

A Question of Ethics: Through the First Quarter

By Frank C. Bearden, Ph.D., CLU, ChFC on 5/3/22 10:00 AM

Examples of Following the Code

When we think about the NAIFA Code of Ethics, we are a third of the way through 2022, and this is a good time to review how some of the key activities either about to occur or that have already occurred reflect on our ethical standards. 

2022 Congressional Conference in Washington, D.C.

One of our key activities that occurs each year and will soon be held is the 2022 Congressional Conference in Washington, D.C. We can be proud of the active involvement of NAIFA members in the political activities that ensure our democracy in our country will survive and thrive.

Topics: Diversity COVID-19 Ethics
2 min read

5 Tips for Running a Women-Centric Organization

By Sheryl Hickerson, CEO of Females & Finance on 3/11/22 1:15 PM

Women's History Month is a time many reflect on the challenges women have faced and overcame; except we are still in a space of change so many years later. So, March becomes a time of encouragement, empowerment, and exhaustion all at the same time. For many of us, myself included, this is just another day and month in our lives. 

If we expect real and lasting change to happen, then we must call upon all of those who do not look like us. We need our allies and diversity change agents to speak loud and proud - and only then will we start to round the corner towards equity. 

One formula I use while running a women-centric organization is called R.E.A.C.H. I created this more than 10 years ago and it continues to serve me well in 2022. It's pretty easy to remember.

Topics: Diversity Women
1 min read

NAIFA Joins the Coalition for Equity in Wholesaling

By NAIFA on 12/2/21 2:46 PM

NAIFA is a proud member of the Coalition for Equity in Wholesaling, a group founded by Equitable to increase the number of diverse professionals in the role of insurance wholesaler. The initial focus of the coalition “is on the Black community, which will inform its work and serve as a blueprint as it scales a repeatable model that will ultimately be used to benefit all diverse communities.”

Topics: Diversity Press Release
2 min read

A Question of Ethics: Diversity, Equity, and Inclusion

By Frank C. Bearden, Ph.D., CLU, ChFC on 11/30/21 10:30 AM

What is going on as of November 2021, as we draw 2021 to a close? In considering a couple of ethical issues I was planning to discuss, I happened to be viewing our Fall/Winter paper publication of Advisor Today, which states that our NAIFA leadership has signed Diversity, Equity, and Inclusion (DEI) pledges. It quickly occurred to me how important this decision was. In taking this step forward, our CEO Kevin Mayeux, CAE, joined almost 2,000 CEOs in becoming a member of the CEO Action for Diversity & Inclusion Coalition, signing a pledge to collaborate in supporting a more inclusive environment.

Topics: Diversity Ethics
1 min read

Christopher Gandy and Brian Haney Win ThinkAdvisor LUMINARIES Award

By Ronan Friend on 11/12/21 1:46 PM

Join us in congratulating Christopher L. Gandy and Brian Haney, winners of this year’s ThinkAdvisor LUMINARIES Award in Diversity and Inclusion.

Topics: Diversity Awards
1 min read

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

By Ronan Friend 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 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 Education Professional Development Diversity 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 Finance
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
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 Financial Security

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