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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
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
2 min read

Ameritas and NAIFA to Grow Leaders Through Financial Services Advocacy

By NAIFA on 3/3/21 12:26 PM

Ameritas and NAIFA are teaming up to advance the careers of rising stars in the financial services industry. This initiative will engage Ameritas qualifying financial professionals in financial services advocacy by helping to build broader networks and leverage new pathways to grow their careers.

“NAIFA is the nation’s leading governmental advocacy group for the financial services industry. This program engages the next generation of industry leaders and supports their development as a voice for our clients at the state and national levels” said Kevin Mayeux, NAIFA Chief Executive Officer. “Engaging in the conversation is key to understanding and responding to the forces that shape our business. Elevating financial professional careers – that’s what this initiative is all about.”

Ameritas Growth Leaders (AGL) will be the focus of this project. AGL is an exclusive study group for the next generation of financial service industry leaders. Qualifying financial professionals for this opportunity are in their first ten years in the financial services industry.

Qualifying agents will receive:

  • Membership: Complimentary NAIFA membership courtesy of Ameritas.
  • Mentorship: NAIFA mentors will provide resources and foundational courses for career success.
  • Advocacy training: Learning will focus on building relationships with legislators and financial services advocacy for clients.
  • Recognition: Spotlight features aimed to elevate professional presence with clients and prospects.

“Strengthening the next generation of leaders in financial services is mission critical for our industry,” said Shannon Berry, Ameritas Second Vice President – Practice Management. “We take pride and inspiration from our relationships with industry trade organizations. Ameritas and NAIFA are thrilled to be bringing this valuable new program to our industry’s emerging leaders.”

Ameritas and NAIFA will hold a virtual information session with qualifying AGL members to outline the details of this career advancing opportunity.

Learn more about how wealth managers can represent Ameritas by visiting our website.

Topics: Talent Development Center Press Release Leaders
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
2 min read

NAIFA Seeks Nominations and Applications for 2021 Association Awards

By NAIFA on 2/16/21 3:50 PM

NAIFA is now accepting nominations and applications for its 2021 awards, recognizing outstanding leadership, performance, and achievement that differentiates NAIFA members from their colleagues in the insurance and financial services industry. NAIFA bestows these annual awards as programs of the Talent Development Center, which recognizes exemplary NAIFA members, promotes professional growth, and encourages a new generation of agents and advisors to join the business.

Topics: Talent Development Center Award Winners Press Release
2 min read

NAIFA Announces Future Leaders Program

By Suzanne Carawan on 9/23/20 7:15 PM

The Young Advisor Team of the National Association of Insurance and Financial Advisors (NAIFA) is proud to announce the launch of a new Future Leaders program for students interested in careers in the financial services industry. The new program is under the oversight of NAIFA National’s Young Advisor Team Committee, chaired by Blake Gillies, DIA, Brokerage Director, Acacia Financial Group.

The new Future Leaders program expands the offerings of NAIFA’s Talent Development Center of Excellence, launched in Q2 2020. The Talent Development Center is a new initiative of NAIFA to create a content and event hub focused on topics of personal and professional performance during every stage of the advisor business lifecycle. In addition to the Young Advisor Team, which focuses on programs for advisors under the age of 40 or with less than 5 years in the business, The Talent Development Center also houses NAIFA’s Diversity, Equity & Inclusion work and award programs.

Topics: Young Advisors Team (YAT) Talent Development Center Future Leaders
4 min read

NAIFA Webinar: Working and Schooling From Home

By NAIFA on 8/19/20 5:18 PM

Featuring Brian Haney, CLTC, CFS, CIS, CFBS, LACP, CAE, Vice President of The Haney Company, and Kelly Haney, author of www.crazyhealthlady.com. The webinar is available on-demand.

Topics: Young Advisors Team (YAT) Talent Development Center
2 min read

How’s Your Balance? Navigating Work and Life in the New Normal

By NAIFA on 6/17/20 8:53 AM

View the Webinar On-Demand Now.

Why Is Work-Life Balance Important?

Topics: Time Management Young Advisors Team (YAT) Talent Development Center COVID-19

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