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What’s your money story? 

In California Broker, Win Havir, CPCU, CLF, LUTCF, LACP, tells her “money story” of growing up in East Los Angeles as the child of an immigrant. Her father, who immigrated from China as a child, would often say “We don’t have any money.” Havir talks about the effect this mantra had on her developing inner narrative, saying, “I was embarrassed and didn’t understand why we stood in line to get huge blocks of orange cheese, powdered milk, and a loaf of white bread.” However, this mindset helped her be empathetic and help others develop financial literacy. 

Now the Executive Vice President of Business Development for Educators Resources Services, Inc., representing Horace Mann Educators Corporation, Havir works to promote financial literacy in underserved populations. She emphasizes the importance of serving diverse populations as well as recruiting diverse talent into the insurance and financial services industry

Havir is a NAIFA Trustee and a founding member of NAIFA’s Diversity, Equity, and Inclusion (DEI) council, which aims to “provide the tools and resources to educate and increase financial literacy” for Main Street USA. The COVID-19 pandemic has had a disproportionate effect on women, particularly women of color, forcing them to leave their careers in many cases. NAIFA’s Diversity Symposia encourage agents and advisors to consider other experiences and viewpoints in their practices. 

In addition to helping underserved populations, Havir is dedicated to increasing diversity in insurance and financial services. A founding member and Past President of the Twin Cities Chapter of Women in Insurance and Financial Services (WIFS), she works to recruit women into the industry. “Women are often best served by other women who understand their circumstances and challenges,” she says. When she was starting out in the industry, she met a financial professional who took a chance on her, which has helped shape her “money story." Havir helps carry this new perspective forward to serve diverse communities as a financial service professional, servant leader, and advocate for women in insurance and financial service professions. 

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