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.

🌟 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!

Congratulations to our 2024 Woman of the Year, Darlene Flagg!🎉 Our Woman of the Year award recognizes a member for their...
10/30/2024

Congratulations to our 2024 Woman of the Year, Darlene Flagg!🎉 Our Woman of the Year award recognizes a member for their outstanding level of engagement with the association.

Darlene’s remarkable contributions and unwavering commitment have made a lasting impact. Join us in celebrating her achievements and the positive change she's brought to our community!

For nearly 45 years, Cambridge Investment Research has put independent advisors in position to build Something Wonderful...
10/24/2024

For nearly 45 years, Cambridge Investment Research has put independent advisors in position to build Something Wonderful all their own. Discover the support, resources, and flexibility to serve your clients with excellence, grow your business, and reach your full potential. ⭐

Learn more about Cambridge and start your journey toward something truly wonderful.

There is still time to register for tomorrow's Education Webinar, Embracing AI to Build Deeper Client Relationships!Join...
10/08/2024

There is still time to register for tomorrow's Education Webinar, Embracing AI to Build Deeper Client Relationships!

Join us and Erica Molina from Cambridge at 2 pm ET to discuss why advisors and advisory firms should adopt AI solutions to enhance the critical human aspects of client interactions.⁠

Register today! WIFSNational.org ➡️ Events

Get ready to 🌱THRIVE🌱 on the Main Stage with our fabulous line up of speakers! Swipe to see who will be taking on the ma...
10/03/2024

Get ready to 🌱THRIVE🌱 on the Main Stage with our fabulous line up of speakers! Swipe to see who will be taking on the main stage throughout the WIFS National Conference.

We can't wait to see this amazing lineup in action in less than two weeks! 🥁

Thank you to our event title sponsor, Equitable!

As we gear up for the upcoming 2024 National Conference, we want to express our gratitude for the generous support of ou...
09/30/2024

As we gear up for the upcoming 2024 National Conference, we want to express our gratitude for the generous support of our sponsors! Your sponsorship plays a crucial role in making this event a success. We look forward to seeing you in just a few weeks and celebrating our efforts in Philadelphia, PA!

🌱

📢Upcoming Education Webinar📢Our October Education Webinar, Embracing AI to Build Deeper Client Relationships, is Wednesd...
09/25/2024

📢Upcoming Education Webinar📢

Our October Education Webinar, Embracing AI to Build Deeper Client Relationships, is Wednesday, October 9 at 2 PM ET.

While the integration of AI in wealth management has the potential to enhance efficiency and scalability, it can also open the door to stronger human connections and help advisors build deeper client relationships. Cambridge Investment Research’s Erica Molina, AVP, Strategic Planning and Innovation, will explain why advisors and advisory firms should adopt AI solutions to enhance the critical human aspects of client interactions.

Register today! WIFSNational.org ➡️Events

In the past, the financial world has been dominated by men, but women are changing the narrative. Our latest research st...
09/24/2024

In the past, the financial world has been dominated by men, but women are changing the narrative. Our latest research study focuses on how women manage their finances — and more specifically, how changes in women’s relationships throughout their lives has a substantial impact on their relationship with money.

Read more here: equitable.com/women-and-investing

This month's spotlighted member is member at large, Jammie Serrano! Jammie is on the 2024-2025 WIFS National Board slate...
09/23/2024

This month's spotlighted member is member at large, Jammie Serrano! Jammie is on the 2024-2025 WIFS National Board slate as our Co-Education Director.

“WIFS has helped me expand my network of powerful ladies in Financial Services. As a collective we accept our differences in this industry and lift each other up to reach our greatest potential. With every call, meeting and interaction I feel more inspired.”

🚨Time to Book Your Room! 🚨⁠⁠September 20 (Friday) is the last day to book your room at the special WIFS group rate. ⁠⁠Vi...
09/18/2024

🚨Time to Book Your Room! 🚨⁠

September 20 (Friday) is the last day to book your room at the special WIFS group rate. ⁠

Visit WIFSNational.org 👉 Events⁠ 👉 National Conference 👉 Hotel Information to learn more and book!

Get Ready to Thrive!We can't wait to welcome you to the Thrive Americana Reception on October 15th! Come dressed to impr...
09/13/2024

Get Ready to Thrive!

We can't wait to welcome you to the Thrive Americana Reception on October 15th! Come dressed to impress in your favorite Americana-themed attire—whether it's channeling an iconic figure or showing off your patriotic spirit. Expect a night filled with karaoke, delicious food, and unforgettable fun!

❤️🤍💙

Don't miss out—register now at www.WIFSNational.org!

Address

1800 E. Ray Road , Suite A106
Loudonville, NY
85225

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Women in Insurance & Financial Services posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Women in Insurance & Financial Services:

Videos

Share

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.

Nearby travel agencies


Other Loudonville travel agencies

Show All