Insight March 2021

March 5, 2021

March 2021 | Issue 6

This month’s issue of IRI Insight features timely resources on diversity, equity, and inclusion (DEI) submitted by IRI’s Premiere Alliance Partners. Learn from this curated selection of videos, blog posts, and articles created to give you the latest “insight” on how to best implement DEI practices within your business and life.

The Black Caregiver Experience

Caring for a loved one can be both rewarding and stressful. Our recent findings among Black caregivers in the Nationwide^® 2020 Long-Term Care Consumer Survey revealed that while they think positively about their role, the stress and impact of the pandemic is taking a toll.

Presented by Nationwide

Member Spotlight

Women and Investing

If female investors control an estimated $14 trillion in investable assets and 51 percent of personal wealth in the U.S.,¹ why does this important and fast-growing segment of investors still feel largely misunderstood by the financial services industry? Transamerica has developed a Women and Investing program where they discuss best practices for communicating with and serving female investors throughout their various life milestones. They will dive into three topics that could affect their retirement: grey divorce, caregiving, and widowhood. The goal is to continue the conversation on the importance of working with women as clients and how to address their unique circumstances, especially as they approach retirement.

Presented by Transamerica

With a history dating back more than 100 years, Transamerica is recognized as a leading provider of investment, retirement, and life insurance solutions, serving millions of customers throughout the U.S. Our passion is empowering people to live well tomorrow through the financial and health-related habits they form today.

1. “Women & Investing Analytical Report,” New York Life Investments, April 2019.

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What Financial Professionals Need to Know About Women and Retirement

Gain insight into understanding why women need different retirement planning.

Presented by Brighthouse Financial

Symetra Working to Drive Transformational Change

Symetra Life Insurance Company was recognized as the 2020 Corporate Leader of the Year by the Greater Seattle Business Association (GSBA) during the organization’s 40thannual Business & Humanitarian Awards. GSBA is Washington State’s LGBTQ and allied chamber of commerce and is the largest of its kind in North America, representing over 1,400 members.

Presented by Symetra Life Insurance Company