Diversity Resources

In order to grow and equip agents and advisors to work with various people groups, NAIFA is continually creating and enhancing resources. Please check back frequently for updates.
 
Reports

Profiles in Success (Action Report, PDF)

This report is the first in a series by NAIFA. It profiles several female members who have achieved great success and describes the paths they took on their way to the top.

Finding Success in Diverse Markets (Action Report, PDF)

The second report in NAIFA’s diversity series, this report examines the diverse communities that are rapidly changing the face of America and offers critical insights for successful
engagement.

As our sponsor, The Penn Mutual Life Insurance Company is an organization that recognizes the opportunities that lie ahead for advisors serving diverse markets.
 
2017 May Symposium full report (PDF)

On May 23, 2017, the NAIFA Diversity Task Force held its first Diversity Symposium. Forward-thinking executives from the nation’s top financial firms came together to discuss the importance of having a diverse workforce, and strategies for making this happen.  Speakers presented the business case for promoting diversity and facilitated discussion on how the industry can work together to move the needle forward in advancing diversity at companies.

Articles

Browse our collection of articles to improve and increase diversity efforts in the workplace. http://solutions.naifa.org/topic/selling-to-diverse-markets
 
Webinars

New America: Marketing to Diverse Markets
Managing and Retaining Diverse Agents
Pursuing Diverse Markets: Breaking Down Barriers and Building Bridges
 
What are you doing in your association to promote diversity?

Share with us what you are doing on a state and/or local level to promote diversity.  We will include your examples on our site as additional resources.