Women in Insurance & Financial Services

Women in Insurance & Financial Services WIFS is the only national organization exclusively devoted to the success of women in the insurance and financial services fields.

As the preeminent professional organization for women in the insurance and financial services industry, Women in Insurance & Financial Services (WIFS) is dedicated to attracting capable women to the insurance and financial services sector, developing their talents and advancing them toward their fullest potential. WIFS plans programs and delivers benefits tailored to the needs of its membership of

financial advisors, agents, representatives, managers, CPAs and attorneys. Members benefit from monthly educational webinars on a variety of business and professional development topics, mentorship program and peer connection. More than three quarters of 1,200+ members have 10+ years of business experience and earn $75K or more annually. Over 22 regional chapters are active across the continental US and Alaska.

🌟 Grab your warm beverage and comfy seat to read the The Winter Edition of AdviseHER! ❄️ We’re thrilled to announce the ...
01/28/2025

🌟 Grab your warm beverage and comfy seat to read the The Winter Edition of AdviseHER! ❄️

We’re thrilled to announce the digital publishing of the Winter 2024 AdviseHER! Dive into this issue for an exclusive preview of our upcoming 2024 National Conference: Thrive 🌱—a transformative event designed to inspire and empower.

✨ Highlights include:

A heartfelt message from our President 📝

Thought-provoking articles from our insightful speakers 💡

Sneak peeks into what makes Thrive a must-attend experience 🌟

Strategies, stories, and tools to help you thrive in 2024 and beyond!

Start your year with the motivation and guidance you need to flourish. 🌺

📖 Read now: WIFSNational.org/adviseher
💬 Let us know in the comments which article inspires you the most!

Which article resonated with you the most?

🌲Member Spotlight!🌲Christy Aleckson is the trusted Vice-President of WIFS National for 2024-2025. She is also an active ...
01/22/2025

🌲Member Spotlight!🌲Christy Aleckson is the trusted Vice-President of WIFS National for 2024-2025. She is also an active member of the Portland-Metro Chapter.

When we asked Christy what contributes to her continued involvement as a WIFS member, she stated:

"WIFS is the organization that brings me a feeling of support and belonging. I have developed friendships with members locally and throughout the country."

Today, we honor the legacy of Dr. Martin Luther King Jr. and his powerful reminder to persevere: 'If you can't fly, then...
01/20/2025

Today, we honor the legacy of Dr. Martin Luther King Jr. and his powerful reminder to persevere: 'If you can't fly, then run; if you can't run, then walk; if you can't walk, then crawl, but whatever you do, you have to keep moving forward.'

For Women in Insurance and Financial Services, this resonates deeply. Whether you’re soaring in your career, taking deliberate steps toward growth, or navigating challenges, progress is what matters most. Let’s continue breaking barriers, empowering each other, and moving forward—together. 💪✨"

01/10/2025

🎉✨ Chapter Spotlight: Greater Pennsylvania WIFS! ✨🎉

Did you know that our chapter, Greater PA WIFS, was officially accredited in 2022? 🙌 Born from the uniting of the Central PA Chapter and the Tri-County Philadelphia Chapter, they are stronger together and more vibrant than ever! 🌟

Greater PA is all about bringing professional women together with events that inspire, educate, and connect! Here’s what’s on their calendar for 2025:

📅 March: Annual Anniversary Event 🎂
☀️ July: Summer Picnic Fun 🧺
🏆 October: National Conference 🏅 (In 2024, Greater PA won Chapter Spirit of the Year)!
🍂 November: Friendsgiving Vibes 🦃
🎄 December: Holiday Party Cheer ✨

And that’s not all! Throughout the year, they sprinkle in educational Zoom meetings and lively happy hours 🍹 to keep the energy going!

Stay in the loop and join the fun – Are you in the greater PA area and want to get connected? Click the link to learn more: www.wifsgreaterpa.org. Let’s grow, learn, and celebrate together! 💼🌈

🌟 Invest in your education in 2025!🌟Join us for "Women and Wealth: The Next Chapter", a live education webinar hosted by...
01/08/2025

🌟 Invest in your education in 2025!🌟

Join us for "Women and Wealth: The Next Chapter", a live education webinar hosted by WIFS, on January 15th at 2 PM EST!

🎙️ Hosted by Lori Seaton, Director of Strategic Business Development, with special guest Samantha Hart, Director of Marketing Content Strategy.

💡 Key Takeaways:

- Opportunities presented by the Great Wealth Transfer

- 5 Strategies to engage and support female clients

- The critical role of female financial professionals in meeting client needs

- Exclusive insights into female consumers and professionals from a 2024 research study

This is the first webinar of the year, packed with actionable insights to help you grow and improve your business. Don’t miss it!

💡 Comment which key takeaway you are most eager about!

*Please note we moved January's webinar to the 3rd Wednesday of the month to ensure you had time to arrange your schedule to attend.

🔗 Register now to secure your spot! wifsnational.org - Events

Happy Holidays from your National Board! We are wishing you and your loved ones and happy and healthy holiday season and...
12/24/2024

Happy Holidays from your National Board! We are wishing you and your loved ones and happy and healthy holiday season and new year. 💌

✨Member Spotlight✨ Meet Fidelma Farinas-Cobas, our 2024-25 Director of Chapters!“I first learned about WIFS when a colle...
12/23/2024

✨Member Spotlight✨ Meet Fidelma Farinas-Cobas, our 2024-25 Director of Chapters!

“I first learned about WIFS when a colleague and friend invited me to join her at the 2022 conference in Phoenix, AZ. I couldn’t have predicted the impact that those three days would have on my career! WIFS helped me to discover a community of mentors and supporters who have inspired me to shatter ceilings and aim for heights I hadn’t dreamt of before. With their encouragement, I’ve reimagined what I can achieve and I’m excited to challenge the next generation of women to set their sights even higher.”

It's not too late to register for tomorrow's webinar!Join us, Daralee Barbera and Jennifer Lehman for an educational web...
12/10/2024

It's not too late to register for tomorrow's webinar!

Join us, Daralee Barbera and Jennifer Lehman for an educational webinar, "Navigating the Future of Nonprofit Fundraising" tomorrow at 2 pm ET.

Whether you advise clients on giving strategies, serve on a nonprofit board, or simply want to stay ahead in your field, this session will equip you with the knowledge to build stronger client relationships and make a bigger impact in your community.

Register now at WIFSNational.org ➡️Events

WIFS is excited to share our latest affiliate/industry partner: ClientFirst-Evozen! 🎉Julie Pinkerton, longstanding WIFS ...
12/10/2024

WIFS is excited to share our latest affiliate/industry partner: ClientFirst-Evozen! 🎉

Julie Pinkerton, longstanding WIFS members and leader of ClientFirst-Evozen invites you to join a national, fully diverse, peer to peer, digital community for rainmakers seeking to grow their firms. ClientFirst's mission is to enable advisors in investments, insurance, tax, legal and trust professions to network as Centers of Influence (COIs) in order to bring 'best of the best' resources to their clients.

This partnership brings unique benefits to our WIFS members. To learn more about a special discount for WIFS members email [email protected] or check out the November newsletter!

Join us for our December Education Webinar: "Navigating the Future of Nonprofit Fundraising: Trends and Strategies for S...
12/04/2024

Join us for our December Education Webinar: "Navigating the Future of Nonprofit Fundraising: Trends and Strategies for Success"!

📅 Date: December 11 🕒 Time: 2 PM ET

Delve into the evolving landscape of philanthropy to uncover current trends shaping the nonprofit sector. Examine who is giving, what causes they support, their motivations, and how these patterns have shifted over time.

Head to WIFSNational.org ➡️ Events register!

📅 Mark your calendars! Join us in Omaha, NE, for our 2025 National Conference on October 20-22. Get ready for an unforge...
11/18/2024

📅 Mark your calendars! Join us in Omaha, NE, for our 2025 National Conference on October 20-22. Get ready for an unforgettable experience filled with insights, networking, and innovation. Stay tuned for more details!

🌟 Member Spotlight! 🌟Kristi Bell has joined our 2024-2025 WIFS National Board as our Co-Education Director. "Being part ...
11/14/2024

🌟 Member Spotlight! 🌟Kristi Bell has joined our 2024-2025 WIFS National Board as our Co-Education Director.

"Being part of Women in Insurance and Financial Services has been incredibly rewarding. It’s an external support system I didn’t know I needed, offering inspiration through the growth of women in the field and the unwavering support of a strong community."

Unlock your potential with our Mentorship Program! 🚀 Whether you're ready to share your expertise or eager to learn, thi...
11/11/2024

Unlock your potential with our Mentorship Program! 🚀 Whether you're ready to share your expertise or eager to learn, this is your chance to connect, grow, and inspire. Sign up now and be part of a transformative journey. Deadline to apply is this Friday, November 15th!

Ameritas shares in WIFS vision to be a global change leader and inspire women to achieve their dreams. Recently, Sue Wil...
11/08/2024

Ameritas shares in WIFS vision to be a global change leader and inspire women to achieve their dreams. Recently, Sue Wilkinson accepted an award recognizing Ameritas’ sponsorship of all Husker Women's Athletics at the University of Nebraska-Lincoln. We're proud to empower these female athletes and support their dedication to excellence.

Join us for an insightful webinar: "Brackets, Buckets, and Buffers: Protecting Your Clients"!📅 Date: November 13th 🕒 Tim...
11/06/2024

Join us for an insightful webinar: "Brackets, Buckets, and Buffers: Protecting Your Clients"!

📅 Date: November 13th 🕒 Time: 2 PM ET

Discover strategies to safeguard your clients with expert insights and practical tips. Don't miss out on this opportunity to enhance your knowledge and skills!

Head to WIFSNational.org ➡️ Events register!

November is Long Term Care Awareness Month! Let's take this time to understand the importance of planning for the future...
11/05/2024

November is Long Term Care Awareness Month! Let's take this time to understand the importance of planning for the future and ensuring peace of mind for ourselves and our loved ones.

Learn more about your options and start the conversation today. For more information and resources, head to longtermcare.gov!

We are grateful for Cambridge Investment Research’s continued commitment to our Partner for Excellence and Ambassador Ci...
10/31/2024

We are grateful for Cambridge Investment Research’s continued commitment to our Partner for Excellence and Ambassador Circle programs. Under the leadership of CEO and Co-Chairman — one of just two female CEOs in ’s list of the 15 largest independent brokerages — Cambridge remains a premier destination for women advisors. The firm’s Community of Women (CCW) program supports and empowers women by offering exclusive calls, educational events, and year-round networking opportunities.

Cambridge’s commitment to supporting women extends to thought leadership. Check out their whitepaper ‘A New Age of Investing: Where Women are Rising’ to discover valuable strategies for connecting with women investors.

Another congratulations to our 2024 Chapter of the Year! 🏆 WIFS Portland-Metro has shown immense hard work, dedication, ...
10/30/2024

Another congratulations to our 2024 Chapter of the Year! 🏆 WIFS Portland-Metro has shown immense hard work, dedication, and spirit in our community. We're proud to celebrate their achievements and the positive impact they’ve made. Here's to continued success and inspiration!

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🎉✨ Chapter Spotlight: Greater Pennsylvania WIFS! ✨🎉 Did you know that our chapter, Greater PA WIFS, was officially accredited in 2022? 🙌 Born from the uniting of the Central PA Chapter and the Tri-County Philadelphia Chapter, they are stronger together and more vibrant than ever! 🌟 Greater PA is all about bringing professional women together with events that inspire, educate, and connect! Here’s what’s on their calendar for 2025: 📅 March: Annual Anniversary Event 🎂 ☀️ July: Summer Picnic Fun 🧺 🏆 October: National Conference 🏅 (In 2024, Greater PA won Chapter Spirit of the Year)! 🍂 November: Friendsgiving Vibes 🦃 🎄 December: Holiday Party Cheer ✨ And that’s not all! Throughout the year, they sprinkle in educational Zoom meetings and lively happy hours 🍹 to keep the energy going! Stay in the loop and join the fun – Are you in the greater PA area and want to get connected? Click the link to learn more: www.wifsgreaterpa.org. Let’s grow, learn, and celebrate together! 💼🌈 #GreaterPAWIFS #Networking #ProfessionalGrowth #CelebrateSuccess

Long-term care isn't just an individual concern — it impacts us all. Why have the conversation? 💡: With LTC insurance, parents can afford the type of care that allows them to maintain a higher level of independence and dignity. 💡: LTC insurance fills the gaps left by Medicare and provides more comprehensive coverage. 💡: LTC insurance helps protect parents' assets and estate, ensuring that they can pass on their legacy to their children rather than spending their life savings on care. LTC needs can arise suddenly. Having a plan in place ensures that the family is prepared, giving everyone peace of mind. https://www.ashbrokerage.com/learn/blog/offsetting-the-cost-of-care-with-traditional-ltc #longtermcare #ltcinsurance #ltceducation #healthcare #caregiving #caregivers

It's time to get ready to Thrive! 🌱 - Speaker applications are due next week, by April 30. - The sponsorship prospectus is out now. If your organization is interested in sponsoring, contact us to reserve your sponsor package. - Book your room at the Hilton Philadelphia at Penn's Landing online now. Learn more at WIFSNational.org > Conference > WIFS National Conference #WIFSThrive2024

Nancy Rash currently serves on the board for the WIFS Dallas Fort Worth Metroplex Chapter. She has been involved with WIFS for over 40 years and continues to inspire younger generations. Nancy shares one of her favorite quotes to live by, “If you think you alone can accomplish the dream, then your dream is not big enough," from “Building Your Field of Dreams” by Mary Manin Morrissey. Thank you Nancy for being an important part of WIFS!

Women wanted study groups, they wanted mentorship, they wanted inclusivity, they wanted it all! Through dedication and hard work this Mother, Grandmother, Great-Grandmother, Wife & MDRT calibur professional broke the glass ceiling, achieving success and balance. We thank you Noni, for trailblazing on behalf of women in our profession!

It's time to Show Up, Be Up, Follow Up to Blow Up! Register for our March education webinar, taking place Wednesday, March 13 at 2:00 pm ET. ⁠Our speaker, Toni Harris Taylor shares some insights about the event! ⁠ ⁠ 💥💥 Register online at WIFSNational.org.

Get ready to 🌱THRIVE🌱 in Philadelphia! Save the Dates, October 14-16, for the 2024 WIFS National Conference. We can't wait to see you there! Visit WIFSNational.org 👉️ Conference 👉️ WIFS National Conference to book your hotel room now.

⏰️ There's still time! ⏰️ Register for our education webinar, Unlocking the Future: Technology Impacts on Your Practice, taking place Wednesday, February 14 at 2:00 pm ET. ⁠Our speaker, Sue Kuraja shares some insights about the event! Register online at WIFSNational.org.

Don't miss out on the 🔊LOUDEST🔊 and most ⚡️AMPLIFIED⚡️ conference of the year! There is still time to register for the 2023 WIFS National Conference, taking place in San Diego, CA, October 4-6. ⁠ REGISTER online at WIFSNational.org ➡️ Conference⁠➡️ Registration

“It took me quite a long time to develop a voice, and now that I have it, I am not going to be silent.” - Madeleine Albright GET LOUDER 🔊 Our conference theme for 2023 is ⚡️A M P L I F Y ⚡️ Bring your inner rockstar and let's amplify our presence🎙️🎸🤘 Join us in San Diego - October 4-6, 2023 ☀️

📢 What's coming tomorrow? We guess you'll have to "plug in" and see! 👀🎙️🤘 Drop your guesses below ⬇️

👀 🎙️ 🔊 Get ready to turn it up!

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Our Story

Women in Insurance and Financial Services (WIFS) was founded in 1936 and is an association of financial services professionals working together to attract, develop and advance women. We champion career opportunities, provide professional development and represent women's interests to the profession. Membership is comprised of industry leaders, client facing and allied professionals who benefit from national and local chapter services.

Our vision is to be the global change leader inspiring women to achieve their dreams. Members benefit from monthly educational webinars on a variety of business and professional development topics, a mentorship program, and peer connection. More than three-quarters of our hundreds of members have 10+ years of business experience and earn $75K or more annually. Regional Chapters are active across the continental US and Alaska.