WASHINGTON, D.C. — “The insured retirement industry’s commitment and efforts to advance diversity, equity, and inclusion took a major step forward today with the announcement of the formation of the Coalition for Equity in Wholesaling,” said Wayne Chopus, President and CEO, Insured Retirement Institute (IRI).
“The Insured Retirement Institute is proud to be among the initial organizations to spearhead this important work,” Chopus said. “We also appreciate the opportunity to further the Coalition’s mission by leading original research on its behalf to benchmark the current makeup of the wholesaling workforce. This important project will allow the Coalition and member organizations to measure progress on desired outcomes when completed early next year. We look forward to working with the Coalition on its initial focus to engage the Black community in the wholesaling profession, which aligns with IRI’s ongoing diversity, equity, and inclusion efforts and which can become a model to address other diverse communities.”
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Contact: Dan Zielinski
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Insight October 2021
This month's issue of IRI Insight features resources for guiding clients through the process of legacy planning.