Welcome to the official blog of WIFS!

LeadHER highlights hot topics that impact women in the profession, the latest WIFS news, and important industry updates. We invite our members and industry thought leaders to submit articles to be featured in upcoming LeadHER blog posts.

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Speaking Up: Betty Lee

By Principal Financial Group Every time Betty Lee does something fearless, she gets a knot in her throat. She knows there’s risk. But she also knows life isn’t forever — that it’s better to do something you love, being somewhere you can make a difference. There’s no doubt Lee felt that knot in her throat in 1997,...

Wisdom to Better Serve the Spanish-Speaking Market

By Toni Gonzales

Originally Published in The Brief, April 2022 Think about the businesses you’re loyal to. It’s likely because they cater to you. They offer things that make it easier for you. Insurance is a critical necessity for Spanish-speaking consumers. And Customer Communications Group research found that the Hispanic/Latino market represents...

Optimizing Beneficiary Designations: Understanding the Various Distribution Options for Retirement Plan Beneficiaries in Light of the SECURE Act

This Finseca Report Marketplace was prepared exclusively for Finseca Influencer members by Jon Forster, Partner, and James Judd, Partner, at BakerHostetler. Market Trend: As more people rely on individual retirement accounts (“IRAs”), 401(k) plans, and other qualified plans to provide for retirement, they must plan carefully to...

No Matter Who You Are, You Can Benefit From Mentorship

By Susan Combs

I’ve been blessed with so many meaningful and important mentors in my life. Each and every one of them has given me perspective and motivation. On top of that, every single one of them, in their own way, has helped me slay a hell of a lot of dragons. After being mentored and mentoring so many other people, I can say beyond a shadow of a...

Have You Filed Yet? Tax Tips for April 2022

By Darren Larsen

It’s April! While for some this month conjures visions of colorful flowers, the Final Four, the Long Beach Grand Prix or Spring Break, for most Americans it brings that sinking feeling, that annual anxiety, brought on by dreaded “Tax Time.” April 15 is just around the corner. While you might have filed your tax returns...