Search Results for: insurance group

Simplicity Acquires Optima Financial & Insurance Services and Welcomes Jon Salomon and Greg Olson as Partners
Business Finance News

Simplicity Acquires Optima Financial & Insurance Services and Welcomes Jon Salomon and Greg Olson as Partners

Fintech News Desk
by Fintech News Desk0
The Simplicity Group, one of the nation’s leading financial products distribution businesses, announced the acquisition of San Rafael, CA-based Optima Financial & Insurance Services. The financial services firm, with a focus on Life and Annuity products, is the 33rd company to join Simplicity. With the successful closing of this transaction, Simplicity welcomes......
Allied National Selects Gradient AI to Streamline its Group Health Underwriting Process to Support Strategic Growth
Artificial Intelligence InsurTech News

Allied National Selects Gradient AI to Streamline its Group Health Underwriting Process to Support Strategic Growth

Fintech News Desk
by Fintech News Desk0
Gradient AI’s Solution Improves Underwriting Accuracy, Reduces Quote Turnaround Time, Enhances Customer Experience Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry announced that Allied National, one of the nation’s oldest Third-Party Administrators (TPAs), is integrating its SAIL™ solution to streamline the underwriting......
KBC Group Launches Its Own AI Fintech, Discai, a Separate Legal Entity
Artificial Intelligence Fintech News

KBC Group Launches Its Own AI Fintech, Discai, a Separate Legal Entity

Fintech News Desk
by Fintech News Desk0
Through DISCAI, KBC Group commercialises its portfolio of  Artificial Intelligence applications, starting with the launch of an AI application designed for the combat against money laundering Through its own fintech DISCAI, a fully owned subsidiary, KBC Group is commercialising the innovative Artificial Intelligence applications it develops in-house to third parties,......
CaixaBank Group, D-Wave Collaborate on Innovative New Quantum Applications
Investment Services News

CaixaBank Group, D-Wave Collaborate on Innovative New Quantum Applications

Fintech News Desk
by Fintech News Desk0
Leading bank in Spain becomes the first in the world to apply quantum computing in investment portfolio hedging calculation in the insurance sector CaixaBank, the leading financial group in Spain, and D-Wave Systems Inc., a global leader in quantum computing systems, software, and services, and the only provider building both......
Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors
InsurTech Investment Services News

Finally, a Variable Universal Life Insurance Product Built for Fee-Based Investment Advisors

Fintech News Desk
by Fintech News Desk0
Nationwide Advisory VUL allows for management of funds within the product without a life license Nationwide has launched a new variable universal life (VUL) insurance product built specifically for fee-based investment advisors that allows for management of funds within the product without a life license. Nationwide Advisory Variable Universal Life is a......
OneDigitalTrust and CUNA Mutual Group's Preplanning Solutions Division Partner to Offer Digital Estate Planning
Finance News Property

OneDigitalTrust and CUNA Mutual Group’s Preplanning Solutions Division Partner to Offer Digital Estate Planning

Fintech News Desk
by Fintech News Desk0
OneDigitalTrust’s enterprise-grade estate planning platform will power digital estate planning capabilities offered by CUNA Mutual Group’s Preplanning Solutions under a multi-year strategic partnership agreement between the two companies. McLean, Va.-based OneDigitalTrust, Inc. offers a next-generation digital estate planning platform as a turnkey solution to banking, financial advisory institutions, insurers, and......
$143 Million Practice Lewis Financial Group Joins Cetera
Finance News

$143 Million Practice Lewis Financial Group Joins Cetera

Fintech News Desk
by Fintech News Desk0
Kate Lewis joins Cetera Wealth Partners from Voya Financial Advisors Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Lewis Financial Group, led by Kate Lewis, has joined Cetera Wealth Partners. Based in the Milwaukee area, Lewis Financial Group manages more than $143 million in assets and joins one......
Creative Planning Acquires The Doman Group
Investment Services News

Creative Planning Acquires The Doman Group

Fintech News Desk
by Fintech News Desk0
The New York based Multi-Family Office manages $400 million in AUM The Doman Group (TDG) has joined forces with Creative Planning LLC, one of the largest Registered Investment Advisers (“RIA”) in the country.  TDG is a federally registered investment advisor that was born out of Managing Director Mark Doman’s belief that......
Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business
InsurTech News

Nationwide Reports Record Earnings in 2021 for Its Insurance and Financial Services Business

Fintech News Desk
by Fintech News Desk0
$52.9 billion in record total sales; $2.8 billion in record net operating income; and $21.9B in record total adjusted capital Nationwide—one of the largest and most diversified insurance and financial services companies in the United States—reported 2021 earnings results that were the strongest in the Fortune 100 company’s history. These......
Principal Financial Group Announces New Compliance and Investor Relations Leadership
Finance News

Principal Financial Group Announces New Compliance and Investor Relations Leadership

Fintech News Desk
by Fintech News Desk0
Principal Financial Group announced two new leadership hires within compliance and investor relations. Noreen Fierro joins Principal as senior vice president, chief compliance officer, effective February 21, overseeing all regulatory compliance operations for the global company. Fierro previously served as chief ethics and compliance officer at Guardian Life (2016-2021), where she was......
1