<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=319290&amp;fmt=gif">
yellowbg4

NAIFA's 7th Annual Diversity Symposium

2022 Symposium Was a Success!

Was held on May 23, 2022 |  9 am - 12 pm 
Marriott Renaissance DC Downtown
999 9th St NW
Washington, DC 20001

History of the Symposium

The first Diversity Symposium was held in May 2017.  Since that time, NAIFA has hosted at least one symposium each year.

Even during the pandemic, the Diversity Symposium took on a virtual format. The initial purpose of the symposium was to provide participants with a forum to discuss strategies for creating and promoting diversity in the financial services industry. The program also serves as a resource for insurance and financial professionals in NAIFA's mission to provide financial security for all Americans.

The symposia have featured notable keynotes from industry professionals, DEI experts, and panel discussions featuring our members and advocacy partners. DEI is part of NAIFA's Strategic Plan.

 

Access the Video Archives

Presentations

9:00 AM
Welcome & Industry Updates
Angela White; Co-Chair, NAIFA DEI Council
Larry Holzberg, LACP, LUTCF; President, NAIFA
Kevin Mayeux, CAE; CEO, NAIFA
Paul Dougherty, LUTCF, FSS, HIA; Past President, NAIFA & LifeHappens Board Member
9:10 AM - 9:35 AM
Womanthology: The Behaviors that Change Us
Toni Gonzales, LACP
Vice President, Recruiting, Development & Sales, Greater Southwest, Ohio National & Vice President of Women in Insurance & Financial Services (WIFS)
9:35 AM - 10:00 AM
Bringing Diversity, Equity & Inclusion to the Forefront
Lined Mason
Vice President of Service, Individual Operations, Ameritas
10:00 AM - 10:25 AM
Defend Not Offend: How to Be Yourself Without Annoying Others
Angela White
Regional Recruiting Director, Equitable
10:25 AM - 10:35 AM
BREAK
10:35 AM - 11:00 AM
Recruiting the Next Generation Advisor: A Fireside Chat
Kristin Dorm, Dennis Martin & Chris Gandy, LACP
Kristin Dorm; Vice President, Agency Growth and Development; OneAmerica
Dennis Martin; President, Individual Life & Financial Services; OneAmerica
Chris Gandy, LACP; Founder; Midwest Legacy Group
11:00 AM - 11:25 AM
Underserved Does Not Mean Underfunded
Richie Marrero
Employee Benefits Specialist, 360 Benefits, LLC
11:25 AM - 11:50 AM
Representing Main Street USA: Why Diversity Matters
Ron Adams
Vice President, Career Distribution, Northwestern Mutual
11:50 AM - 12:00 PM
Closing Remarks

Speakers

Ron Adams

Vice President, Career Distribution
Northwestern Mutual

X

Vice President, Career Distribution
Northwestern Mutual

Ron Adams

Northwestern Mutual

Kristen Dorm

Vice President, Agency Growth and Development, OneAmerica

X

Vice President, Agency Growth and Development, OneAmerica

Kristen Dorm

Chris Gandy, LACP

Founder
Midwest Legacy Group

X

Founder
Midwest Legacy Group

Chris Gandy, LACP

Toni Gonzales, LACP

Vice President, Recruiting, Development & Sales, Greater Southwest
Ohio National

X

Vice President, Recruiting, Development & Sales, Greater Southwest
Ohio National

Toni Gonzales, LACP

Dennis Martin

President, Individual Life &
Financial Services
OneAmerica

X

President, Individual Life &
Financial Services
OneAmerica

Dennis Martin

Richie Marreo

Employee Benefits Specialist
360 Benefits, LLC

X

Employee Benefits Specialist
360 Benefits, LLC

Richie Marreo

Lined Mason

Vice President of Service,
Individual Operations
Ameritas

X

Vice President of Service,
Individual Operations
Ameritas

Lined Mason

Angela White

Regional Recruiting Director
Equitable

X

Regional Recruiting Director
Equitable

Angela White

Access the Video Archive

Thank you Symposium Sponsors!

Ameritas

 

bc_aflac_logo_large

equitable