Philanthropy & Giving
How Bobbi gives back
Running a business is about more than profit and loss. It’s about contributing to the health of the community and being a good neighbor. That’s why Bobbi make giving back an integral part of her business practice.
Her philosophy is to give generously and consistently to the community she serves and to which she owes so much of her success – in business and in life.
Bobbi is proud of the organizations she supports.
WIFS - Women in Insurance and Financial Services
WIFS Operational Statement
For more than 85 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.
About WIFS
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 in an underrepresented profession. No other financial services organization provides programming designed for women, by women.
WIFS and its members have discovered:
- There’s a difference between hiring women and positioning them for success
- There’s a crucial need for resources, support and shared wisdom to offset feelings of isolation in the workplace
- Businesswomen thrive in collaborative environments that promote teamwork, mentoring and constructive feedback
NAIFA-National Association of Insurance and Financial Advisors
Mission Statement
The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
Code of Ethics
NAIFA members always strive to put the best interests of their clients first
PREAMBLE: Helping my clients manage their assets and establish financial security, independence and economic freedom for themselves and those they care about is a noble endeavor and deserves my promise to support high standards of integrity, trust and professionalism throughout my career as an insurance and financial professional. With these principles as a foundation, I freely accept the following obligations:
- To help maintain my clients’ confidences and protect their right to privacy.
- To work diligently to satisfy the needs of my client by acting in their interest.
- To present, accurately and honestly, facts essential to my clients’ financial decisions.
- To render timely and proper service to my clients and ultimately their beneficiaries.
- To continually enhance professionalism by developing my skills and increasing my knowledge through education.
- To obey the letter and spirit of the laws and regulations which govern my profession.
- To conduct my business dealings in a manner which would reflect favorably on NAIFA and my profession.
- To cooperate with others whose services which promote the interests of my clients.
- To preserve the financial interests of my clients, their financial products and my profession, through advocacy.