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.

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

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.

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.”

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.

(NAIFA) has announced the 2021 members of its Diversity, Equity, and Inclusion (DEI) Council and scheduled its Diversity, Equity, and Inclusion (DEI) Impact Week for April 6-8.

Stephen Kagawa, LUTCF, FSS, of Monrovia, Calif., has been recognized as the National Association of Insurance and Financial Advisors’ 2020 Diversity Champion. Kagawa is CEO and Chairman of the Board of The Pacific Bridge Companies.

Watch the webinar, "Disparity and Opportunities" on-demand.

Christopher Gandy, President and Founder of Midwest Legacy Group, will present “Disparity and Opportunity,” a webinar brought to us by NAIFA’s Diversity, Equity and Inclusion Task Force. The webinar is tomorrow, August 24 at 2 PM (eastern).

NAIFA Diversity Symposium: Advisors Panel