Search Results for: Annuities

LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development
InsurTech News

LIBRA Insurance Partners Welcomes Jonathan Jacobs As Senior Vice President of Business Development

Fintech News Desk
by Fintech News Desk0
Industry veteran brings 30+ years of success in wealth management to new role LIBRA Insurance Partners, one of the nation’s largest insurance marketing organizations, announces Jonathan Jacobs as new Senior Vice President of Business Development. In this new role, Jacobs will lead a team of relationship directors and interface with the distribution......
AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries
Finance News

AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries

Fintech News Desk
by Fintech News Desk0
AM Best has upgraded the Financial Strength Rating to A (Excellent) from A- (Excellent) and the Long-Term Issuer Credit Rating to “a” (Excellent) from “a-” (Excellent) for the life/health subsidiaries of CNO Financial Group, Inc. (headquartered in Carmel, IN) [NYSE: CNO]. These subsidiaries are referred to collectively as CNO Financial......
Insurance Technologies Names Laird Rixford as New Chief Executive Officer
InsurTech News

Insurance Technologies Names Laird Rixford as New Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Seasoned InsurTech Innovator to Lead Company Through Next Chapter of Growth Insurance Technologies, LLC (“InsurTech”), a provider of sales and regulatory automation solutions for the insurance and financial services industries, is pleased to announce the appointment of Laird Rixford as the company’s new Chief Executive Officer. A veteran financial technology......
Haven Technologies Kicks-off 2022 With Trio of Recognitions For Being an Outstanding Workplace
InsurTech News

Haven Technologies Kicks-off 2022 With Trio of Recognitions For Being an Outstanding Workplace

Fintech News Desk
by Fintech News Desk0
Haven Technologies, the cloud-native insurtech platform for insurance carriers in the life, disability and fixed annuities industries, has been recognized by Built In in their 2022 Best Places to Work Awards. In addition to being honored as an overall Best Place to Work in New York City, Haven Technologies was also......
Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON
Fintech News

Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON

Fintech News Desk
by Fintech News Desk0
FIDx & SIMON to Integrate to Deliver a Unified Platform Experience for Annuities, Simplifying Income & Protection Solutions for Client Portfolios Envestnet, Inc. announces the advancement of its Envestnet Insurance Exchange through a new collaboration between Fiduciary Exchange LLC (FIDx) and SIMON Markets LLC, which will establish a unified platform......
First Bank & Trust Company Expands Trust & Wealth Management
Fintech News

First Bank & Trust Company Expands Trust & Wealth Management

Fintech News Desk
by Fintech News Desk0
Julie Eades is Promoted to Assistant Vice President and Wealth Management Officer First Bank & Trust Company announces the promotion of Julie Eades to Assistant Vice President in Bristol, Tennessee. Eades was selected to become a wealth management officer and financial consultant. Eades’s promotion is one of the bank’s many initiatives to support......
HSBC Bank Launches New Donor Advised Fund
Banking Fintech News

HSBC Bank Launches New Donor Advised Fund

Fintech News Desk
by Fintech News Desk0
New fund provides HSBC clients with a simple, efficient and flexible way to make charitable contributions HSBC Bank USA introduced the HSBC Donor Advised Fund (HSBC DAF) in collaboration with National Philanthropic Trust (NPT), the largest national and independent charitable sponsor of DAFs. This new program allows HSBC clients to......
Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer
Fintech News

Luma Financial Technologies Appoints Arun Kumar as Chief Technology Officer

Fintech News Desk
by Fintech News Desk0
Industry veteran with two decades of experience developing high performance real-time systems and trading platforms to lead Luma’s worldwide engineering teams Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce that Arun Kumar has joined the firm as Chief......
Financial Industry Veteran John Pileggi Joins Disruptive Fintech Platform as Chief Executive Officer
Fintech News

Financial Industry Veteran John Pileggi Joins Disruptive Fintech Platform as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Pileggi to lead Givvor as a Fintech force in democratizing donor-advised funds and revolutionizing charitable giving for the donee and the donor Givvor , a disruptive fintech platform shaping the future of philanthropy, announced that financial industry veteran John Pileggi has joined as Chief Executive Officer, where he will lead......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
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