Wink Intel

MAY 23, 2022

a portfolio company of Reverence Capital Partners, is the nation’s largest network of independent wealth management firms, serving approximately 9,700 financial advisors and overseeing approximately $515 billion in client assets*. Securities are offered through Securities America, Inc., Securities America Advisors, Inc.,

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Wink Intel

NOVEMBER 21, 2023

–( BUSINESS WIRE )–A recent study by The Alliance for Lifetime Income indicates that 51 percent of consumers between ages 45 and 75 feel they do not have enough retirement savings to last their lifetime. In addition to DCLI and PRT, Pacific Life’s Institutional Business also includes stable value wrap and capital markets.

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Wink Intel

JUNE 15, 2021

Through a new and exciting collaboration, CUNA Mutual Group and LPL Financial have agreed to bring strengths from each of their respective organizations together into a strategic alliance, unique to the credit union space. The strategic alliance between CBSI and LPL Financial is subject to FINRA approval. About CUNA Mutual Group: .

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Wink Intel

MARCH 1, 2022

As the company continues to accelerate strategy execution, it is prioritizing capital deployment for focused growth in financial services, commercial lines and excess & surplus/specialty markets in 2022. Total adjusted capital grew to $21.9 billion , up nearly $6.3 billion over 2020. billion , up nearly $6.3 billion over 2020.

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Wink Intel

OCTOBER 31, 2022

Equitable’s Structured Capital Strategies® Income (SCS Income), launched in November 2021, increased certain income rates credited under the income option by 25 bps. Equitable created Structured Capital Strategies®, the first registered index-linked, or buffered, annuity in 2010. About Structured Capital Strategies ®.

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Wink Intel

DECEMBER 6, 2021

Structured Capital Strategies Income (SCS Income) allows investors nearing and beginning retirement to take advantage of equity market growth potential while maintaining partial protection against market declines. About Structured Capital Strategies ®. Equitable, a principal franchise of Equitable Holdings, Inc.

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ArchIntel

FEBRUARY 3, 2021

He later secured more advanced scholastic degrees from Harvard Business School. During this time away from home, Johnson took on key roles in alliance market analysis and global customer insights. In addition, Lavergne held management roles at GE Capital and HD Supply. John Johnson Senior Manager Nissan Motor Corporation.

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Wink Intel

APRIL 18, 2022

Through its venture capital arm (CMFG Ventures), the company made several significant investments in fintech start-ups and connected fintechs to financial institutions by convening the new Fintech Forum. The company also rapidly expanded digital capabilities to enable more people in more ways to make financial decisions that work for them.

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Wink Intel

MAY 31, 2022

Humphrey and his wife, Norma, next founded World Marketing Alliance, Inc., With their impressive growth in 2022, HGI advisors will secure more than $100 million in annual life insurance premium and over $200 million in annual annuity premium. The couple then created World Leadership Group, Inc. and Canada.

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Wink Intel

MARCH 29, 2022

Any separation transaction will be subject to the satisfaction of various conditions and approvals, including receipt of insurance department and other required regulatory approvals, and satisfaction of any applicable requirements of the Securities and Exchange Commission (SEC). Biographies. member FINRA.

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CIO

AUGUST 22, 2022

Broadcom Software solutions secure digital operations across the federal government, and our Global Intelligence Network (GIN) evaluates and shares insights on the ever-evolving cyber threat landscape with U.S. While there are no straightforward answers to these questions, Broadcom Software will continue to offer safe and secure products.

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Wink Intel

MAY 1, 2023

.” Seamless Transition Over the past several years, Advisor Group has grown to serve more than 11,000 independent financial professionals across eight separate firms – American Portfolios, FSC Securities, Infinex Investments, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors, and Woodbury Financial Services.

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Wink Intel

AUGUST 16, 2021

Our alliance with Legacy Marketing Group capitalizes on an opportunity to leverage the marketing capabilities and distribution network of a respected and dynamic industry name,” said Mark Caner, President, W&S Financial Group Distributors. 1 Touchstone Securities, Inc.; About Legacy Marketing Group.

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Engage3

MAY 19, 2022

He has a wealth of cross-industry experience in accelerating companies’ growth and raising capital, having spent more than fifteen years in SaaS companies as CFO and COO in industries as varied as manufacturing and biotech. Safaii Board Member Matthew is the founder of Arrowroot Capital. He is also an entrepreneur.

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