Search Results for: Allianz

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors
Fintech InsurTech News

TFS Securities Deploys Envestnet Insurance Exchange & Strategist UMAs for its Advisors

Fintech News Desk
by Fintech News Desk0
TFS’s Advisors can Seamlessly Access Annuity Solutions from Top Insurance Carriers–Plus Customized UMA Portfolios Bringing Together Offerings from Top Asset Managers–on the Envestnet Wealth Platform Envestnet, Inc. (NYSE: ENV) announces that TFS Securities, Inc., through its TFS Advisory Services arm, has launched the Envestnet Insurance Exchange, an insurance network delivering access......
LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020
Fintech News

LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020

Fintech News Desk
by Fintech News Desk0
Social Security Advantage tech adds average of $150K of possible retirement money per client The difference between an adequate Social Security benefit filing strategy and an optimal one can be life-changing. LifeYield LLC, the market leader in developing cloud-based solutions that help advisors maximize retirement income for their clients, today......
Fintech News

TruChoice Financial Group, LLC Appoints Jim Maietta Chief Distribution Officer

Fintech News Desk
by Fintech News Desk0
Strategic Role Will Implement Single Sales Philosophy, Strategy, and Culture TruChoice Financial Group, LLC (TruChoice), one of the largest distributors of financial services products in the insurance industry, today announced the appointment of Jim Maietta as Head of Sales/Chief Distribution Officer (CDO), effective Aug. 16, 2020. Read More: Curb Debuts Taxi PaaS Solution with......
Risky Business: Lack of Risk-Based Conversations Hinders Retirement Readiness
Fintech News Risk Management

Risky Business: Lack of Risk-Based Conversations Hinders Retirement Readiness

Fintech News Desk
by Fintech News Desk0
As Americans evaluate their finances during these challenging times, many financial professionals may be missing opportunities to shift conversations about retirement from accumulation to protection. The new 2020 Retirement Risk Readiness Study from Allianz Life Insurance Company of North America (Allianz Life) surveyed three categories of Americans to get different......
Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020
Artificial Intelligence Big Data Fintech InsurTech News

Efma and Accenture Announce Winners of Innovation in Insurance Awards 2020

Fintech News Desk
by Fintech News Desk0
Efma, an association of more than 3,300 retail financial services companies in 130 countries, and Accenture have announced the winners of the fifth annual Innovation in Insurance Awards during a virtual awards ceremony. “We were pleased to see great inroads being made this year to transform the insurance industry in customer......
GoBear Accelerates Its Transformation to Become Asia's Leading Financial Services Platform With US$17M Fundraise
Banking Fintech InsurTech News

GoBear Accelerates Its Transformation to Become Asia’s Leading Financial Services Platform With US$17M Fundraise

Fintech News Desk
by Fintech News Desk0
GoBear, Asia’s leading financial services platform for insurance, banking and lending products – has raised US$17M from Walvis Participaties and Aegon N.V to accelerate its transformation into a full-fledged financial services platform. “To truly improve financial health in Asia we must address the approximately 300 million people in our markets that remain underserved by existing banking and insurance services. GoBear’s transformation......
Yamini Bhat, CEO of Vymo, to Speak on Attracting Millennial Workforce in Insurance at the Emerging Leaders Conference
Fintech InsurTech News

Yamini Bhat, CEO of Vymo, to Speak on Attracting Millennial Workforce in Insurance at the Emerging Leaders Conference

Fintech News Desk
by Fintech News Desk0
Yamini is Co-founder & CEO of Vymo, a Series B Startup funded by Emergence Capital and Sequoia Capital that enables deskless sales teams to do more  Yamini Bhat, Co-Founder & CEO of  Vymo  – a Series B SaaS startup that works with 55+ large enterprises including Insurance leaders such as Aflac,......
LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
Banking Fintech News

LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

Fintech News Desk
by Fintech News Desk1
LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, announced it has surpassed the $1 trillion mark in assets under administration, with over 90,000 financial advisors actively using its LifeYield Advantage Suite. LifeYield began as a collaboration between Paul R. Samuelson, Chief Investment Officer......
ONIMCO Launches the Envestnet Insurance Exchange for its Advisors
Banking InsurTech News

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Fintech News Desk
by Fintech News Desk0
ONIMCO Advisors Benefit From Integrated Annuity Solutions on Envestnet’s Unified Advice Platform Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their annuity products alongside traditional managed account investments on the Envestnet platform. As......
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