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4 min read

Creating a Sense of Belonging: The Role of Diversity in the Workplace

By Miriam Lewis on 11/29/21 2:30 PM

Inclusion at Principal® is about creating a deep sense of belonging - that feeling when you know you’re working for the right company, where you can be who you are, and where your perspectives and ideas are valued.

As a company operating in more than 80 markets, we’re committed to advancing inclusion, representation, accessibility, and equality within our workplace, business practices, and the communities in which our 18,000 employees and more than 45.5 million customers live and work1.

Topics: Talent Development Center Diversity & Inclusivity Potential Partners for Advisors
2 min read

Joanna Dellosa Leads by Example with LACP and More

By NAIFA on 11/29/21 1:30 PM

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.

Topics: LACP Talent Development Center
2 min read

NAIFA Members Earn the LACP Certification

By NAIFA on 11/17/21 1:00 PM

NAIFA congratulates the members who earned the Life and Annuity Certified Professional (LACP) certification during the July testing window:

Topics: Annuities Life Insurance LACP
1 min read

3 in 5 Black Women Have Trouble Finding an Advisor They Can Trust

By Doug Bailey, InsuranceNewsNet on 11/16/21 11:28 AM

The financial services industry is overlooking or underserving a potentially huge and growing market according to a new study from the Center for Economic Empowerment and Equality, part of The American College of Financial Services.

1 min read

Christopher Gandy and Brian Haney Win ThinkAdvisor LUMINARIES Award

By Ronan Painton on 11/12/21 3:42 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 & Inclusivity Award Winners
3 min read

NAIFA and the LACP Help Swapan Munshi Be of Service

By NAIFA on 11/11/21 2:56 PM

Swapan Munshi, LACP, is a principal with Council Financial & Insurance Services in San Francisco and a member of NAIFA California. Born in the United States to parents who immigrated from India, Munshi grew up watching his father develop and maintain a successful financial services practice by building great relationships with his clients. But Munshi’s father never tried to bring him into the business. Instead, he encouraged him to chart his own path. Munshi found his purpose and initial career helping people through difficult times as a mental health care professional working with individuals in Veterans Administration hospitals and the state prison system.

Topics: LACP Member Spotlight Loyal Member
1 min read

NAIFA-CT Celebrates National Hispanic American Heritage Month

By NAIFA on 10/15/21 3:24 PM

Today is the last day of National Hispanic American Heritage Month. We want to give a shout-out to NAIFA-Connecticut for the programming they offered to honor the contributions of Hispanic-Americans this month. Frank Emanuele, Jr., FICF, Connecticut National Committeeperson and loyal member since 2011, stated, "We are very excited to have offered these programs in our community. I'm very proud to have been involved in this program. This is truly my passion." Each of these events touched on the importance of financial literacy and NAIFA's mission to achieve financial security for all.

2 min read

NAIFA-New Jersey Announces Upcoming Emerge Stronger Virtual Meeting

By NAIFA-New Jersey on 10/4/21 5:47 PM

The Board of NAIFA-New Jersey is proud to announce that the state chapter's annual meeting will be held on October 19, 2021. The event will be held from 9 am - 12 pm as a virtual event for the health of all participants.

Topics: Continuing Ed Professional Development Members conference industry news NAIFA Conference New Jersey
4 min read

New Study Finds Black American Life Insurance Ownership Increased During the Pandemic, but a Significant Coverage Gap Remains

By LIMRA on 7/12/21 1:35 PM

Newly released findings from the 2021 Barometer Study reveal the majority of Black Americans own life insurance (56%), up three percentage points from 2020 and four percentage points higher than the general population. Yet this still represents a 19-point gap from the 75% of Black Americans who believe they need life insurance.

2 min read

Prep Course Subject Matter Expert Carina Hatfield Is Passionate About the LACP

By John Boyle on 5/11/21 1:56 PM

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.

Topics: Certifications & Designations LACP Talent Development Center

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