Search Results for: Annuities

Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms
Banking Fintech Investment Services News

Protective Life Insurance Company Diversifies Investment Banking Partners with Minority-Owned Investment Firms

Fintech News Desk
by Fintech News Desk0
Protective Life Insurance Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announced a recent transaction that included four minority-owned investment banking firms for its funding agreement-backed notes (FABN) program. Protective selected CastleOak Securities, LP., Loop Capital Markets LLC, Siebert Williams Shank and Stern as active co-managers for the FABN transaction,......
SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers
Fintech Investments News

SIMON Partners with +SUBSCRIBE to Launch Alternative Investment Fund Marketplace for Wealth Managers

Fintech News Desk
by Fintech News Desk0
SIMON expands its industry leading, advisor-facing technology platform to launch the wealth industry’s first digital end-to-end alternative fund marketplace, providing access to a full suite of investment opportunities from leading asset managers Powered by +SUBSCRIBE’s state-of-the-art electronic subscription document technology, the marketplace will enable financial advisors to centralize their activity......
Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products
Fintech Investments News

Envestnet and YieldX Announce Strategic Partnership, Expanding Access to Solutions for Simplifying Investment in Income and Protection Products

Fintech News Desk
by Fintech News Desk0
Through Investment in YieldX’s Tools, Envestnet Empowers More Advisors to Help Clients Meet Income Needs Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, announced they are entering into a strategic relationship. Envestnet will distribute YieldX technology......
Celent & Equisoft Exclusive Insurance Research Reveals: 91% Of Carriers Are Prioritizing the Use of Data and Analytic Technologies to Inform Decisions on Pricing
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Latest Report: 91% Of Carriers Are Prioritizing the Use of Data and Analytic Technologies to Inform Decisions on Pricing

Fintech News Desk
by Fintech News Desk0
Commissioned by Equisoft as Part of a New Global Study, This North American Research Will Help Carriers to Plan, Prioritize and Make Investment Decisions on How to Unlock the Strategic Value of Their Data to Create New Opportunities for Growth, Process Optimization and Customer Experience Improvement. In a new report......
Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”
Finance Investments News

Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”

Fintech News Desk
by Fintech News Desk0
Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the onboarding of their......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Midwest Holding Announces Strategic Reinsurance Relationship with American Republic Insurance Company, a Subsidiary of American Enterprise Group
InsurTech News

Midwest Holding Announces Strategic Reinsurance Relationship with American Republic Insurance Company, a Subsidiary of American Enterprise Group

Fintech News Desk
by Fintech News Desk0
Midwest Holding Inc., a technology-enabled, services-oriented life and annuity platform, announced that its subsidiary American Life & Security Corp. (ALSC) has entered into a reinsurance agreement with American Republic Insurance Company (ARIC), a subsidiary of American Enterprise Group, Inc. (AEG). AEG’s subsidiaries are rated A (excellent) by AM Best. Under the terms of the agreement, ARIC......
Lincoln Financial Group Helps Provide Control Over Investment Outcomes Through First-Of-Its-Kind Annuity Solution
Finance Fintech News Risk Management

Lincoln Financial Group Helps Provide Control Over Investment Outcomes Through First-Of-Its-Kind Annuity Solution

Fintech News Desk
by Fintech News Desk0
Lincoln Defined Outcome Funds available with Lincoln Investor Advantage Pro® variable annuity offers investors agility, through a flexible solution that helps address the tax impact on retirement accounts Lincoln Financial Group is expanding its broad portfolio of annuities with the launch of Lincoln Investor Advantage Pro® variable annuity featuring Lincoln Defined Outcome Funds.......
Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales
Finance Fintech Investments News

Luma Appoints Annuity Industry Leader Keith Burger as Director of National Sales

Fintech News Desk
by Fintech News Desk0
Former AIG National Sales Manager Brings Over Two Decades of Experience in Annuity Distribution Luma Financial Technologies (“Luma”), an independent, market leading multi-issuer structured products and annuities platform, announced that annuity industry veteran, Keith Burger, has joined the company as National Sales Director for Annuities. “We’re extremely excited to have......
SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform
Fintech InsurTech News

SIMON Introduces Nationwide as Newest Carrier to Join Its Growing Insurtech Platform

Fintech News Desk
by Fintech News Desk0
Financial professionals can now find, analyze, and implement a range of annuity solutions from Nationwide in SIMON’s centralized Marketplace SIMON Annuities and Insurance Services LLC (“SIMON”) is pleased to announce that Nationwide—a Fortune 100 insurance and financial services company with more than nine decades of experience protecting people and their financial futures—as......
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