The National Association of Insurance and Financial Advisors (NAIFA) is pleased to return in-person for our NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Presented by NAIFA’s Talent Development Center, NAIFA’s 7th Annual Diversity Symposium will focus on the importance of promoting diversity, equity, and inclusion (DEI) within the insurance and financial services industry to provide opportunities for financial security to all Americans.

Don’t miss NAIFA’s 7th Annual Diversity Symposium on May 23, 2022, in Washington, D.C. Each year, NAIFA spotlights the importance of promoting diversity, equity, and inclusion within the insurance and financial services industry to provide opportunities for financial security to all Americans.

This year’s event will take place on May 23, immediately followed by the kickoff of NAIFA’s 2022 Annual Congressional Conference. Join powerful industry DEI thought leaders for this free event.

What happens if you die without a will? Who needs a trust? What other important documents should you consider?

Join us on Tuesday, April 19, 2022, at 2 pm eastern to learn the answers to these questions and more in the special webinar "What Everyone Should Know About Estate Planning."

A past president of NAIFA Los Angeles, incoming president of the Los Angeles chapter of Women in Financial Services (WIFS), and graduate of NAIFA’s Leadership in Life Institute (LILI), Joanna Dellosa is a proven leader. So, it is no surprise she was one of the first advisors to earn the Life and Annuity Certified Professional (LACP) certification when it was launched in 2017.

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).

NAIFA and OneAmerica® have completed an agreement on the Educational Partner Program, under which OneAmerica will provide educational content and thought leadership for NAIFA’s Advisor Today platform as well as its Centers for Excellence: The Business Performance Center, Limited and Extended Care Planning Center, and Talent Development Center. OneAmerica sponsored and participated within NAIFA’s 2021 Virtual Congressional Conference held May 25-26^th that drew more than 1,350 advisors, and will be a key sponsor for the upcoming Performance+Purpose conference to be held virtually August 17-19, 2021. 

Carina Hatfield, LUTCF, CLCS, LACP, is the owner of Weigner Insurance & Financial Services Inc. and recently served as a subject matter expert in the development of the new LACP online prep course. Located in Pottstown, PA, Hatfield's practice serves small businesses and young families in southeastern Pennsylvania. Her clients are quintessential Main Street USA.

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.

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.