Welcome to the official blog of WIFS, sponsored by Prudential.

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 monthly LeadHER blog posts. Please email office@wifsnational.org if you're interested in providing an article that aligns with the following topics:

November 2019:     Attracting the Next Generation of Clients and Advisors

All articles are due by the 15th of the prior month to the WIFS National Office. Articles submitted will be acknowledged upon receipt then submitted to the Editorial Committee for review. The approval process generally takes between two to three weeks depending upon the article's complexity, length and anticipated publication inclusion date. Authors will be notified of the review outcome, informed of any comments or recommendations and the anticipated publication date. WIFS reserves the right to edit articles for grammar, length, and appropriateness of content. We will make every effort to preserve the author's style.

© 2019 Women in Insurance and Financial Services. All Rights Reserved.

By Leslie V. Marenco, Esq., Estate Planning, Tax & Asset Protection Attorney at Trust Counsel, P.L.

When discussing estate planning, most people think of a last will and testament. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years — but they are not the only option. And if you rely on a will alone to pass on your assets, it is a guarantee that your family will have to go to court when you die. In contrast, other estate planning vehicles, such as trusts, can be used to keep loved ones out of the court process.

Read the complete article here.

By Chia-Li Chien, PhD, CFP®, PMP®, Assistant Professor and Director of Financial Planning Program at California Lutheran University

My entry into the financial planning field resulted from stress-related illness. I was a director for corporate financial systems in a Fortune 100 company many moons ago, before I transitioned into the financial planning industry. I had 176 people on my team and was on the road a lot. I had so much stress from work that I woke up one morning paralyzed on my right side from the neck down. The doctor gave me some muscle relaxants, and I slept for one week straight. Later I discovered that I had a severe form of myofasciitis that required surgery. I could not afford the time to have the surgery. I had acupuncture instead, but the treatment took more than two years.

Read the complete article here.

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For more than 80 years, WIFS has been committed to attracting, developing and advancing women in the insurance and financial services profession. Members, partners, exhibitors and sponsors benefit from connection and mutual respect for professional development and education-focused interaction rather than career opportunity promotion.