Winged Keel Group today announced the acquisition of Bridge Life, a Denver-based provider of advanced life insurance planning for affluent and ultra-affluent clients founded by industry veteran Jay Cleary. Jay joins Winged Keel as a Principal and will lead the Denver office alongside Winged Keel Principal Mark Richards. CEO Eric Naison-Phillips said,“ We’…
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SS&C Technologies Holdings, Inc. today announced that Axcelus Financial, a leading provider of life insurance and annuities, has selected SS&C to modernize its information technology stack and transform its operations. As a result, a portion of the Axcelus team will transfer to SS&C. “We are constantly identifying ways to free up time and resources to drive…
Kuvare Holdings is pleased to announce the official opening of a Japan Representative Office for its reinsurance affiliate, Kuvare Life Re Ltd., marking a significant milestone in KLR’ s strategic expansion into the Japanese and Asian markets. This formalized presence in Tokyo underscores Kuvare’ s commitment to deepening relationships and fostering…
USAA has appointed Rob Arena as President of USAA Life Insurance Company, effective January 5, 2026. “Rob brings extensive expertise and a values-driven approach that will strengthen USAA’ s ability to serve members with comprehensive life and retirement solutions that build financial security,” said USAA CEO Juan C. Andrade.“ His proven leadership in…
Corebridge Financial today announced countrywide availability of its life insurance products through Allstate Financial Services, LLC, representing a strategic addition to the distribution partner network for the Corebridge Life Insurance business. “Corebridge is pleased to announce this significant distribution partnership with Allstate…
Group 1001 Insurance, a leading financial services company, today announced the appointment of Derek Towriss as President of Gainbridge Insurance Agency, LLC. Towriss joined Delaware Life Insurance Company, a Group 1001 company, 10 years ago as an actuary, progressing through the valuation, hedging, and pricing disciplines while earning his FSA designation.
Governor Hochul has appointed Kaitlin Asrow as Acting Superintendent. The Governor is appointing Kaitlin Asrow to Acting Superintendent of the Department of Financial Services effective October 18, 2025. "Between her time at the Federal Reserve, Financial Health Network, and within DFS, Kaitlin is well suited to lead the Department into the future,…
Winged Keel Group“ Winged Keel” is pleased to announce the addition of Jacob Boston as Managing Director, Marketing and Communications. Earlier in his career, he directed communications for acquired firms at NFP in New York, guiding messaging through periods of significant growth and evolution. Boston, who resides outside of Portland, OR graduated from Emory…
Pacific Life announced today that it has added a new flexible premium universal life insurance product to its lineup. Pacific Venture UL 2 1 provides a robust set of choices and replaces the Versa-Flex Venture UL 2 product. “Pacific Venture UL 2 can be thought of as the Swiss Army™ knife of ULs— it’ s versatile and can support a wide range of customer needs,” says Sim Zady,…
Question: I got an email supposedly from the U.S. Department of Education to“ alert me” that my FSA ID is locked and telling me to click on a link to unlock it. I think this is a phishing scam because I didn’ t apply for financial aid this year— my daughter already graduated from college. I deleted the email without clicking.
South Korean-based DB Insurance Co. Ltd. announced Sept. 26 it is buying Jacksonville-based specialty insurance company Fortegra Group Inc. for $1.65 billion. DB Insurance said the acquisition of Fortegra is a strategic step in its goal of growing its presence outside of South Korea. "This acquisition will mark the first-ever purchase of a U.S. insurer by a…
AM Best has assigned a Financial Strength Rating of A and a Long-Term Issuer Credit Rating of“ a” to Samsung Property& Casualty Insurance Company, Ltd.. The company was a wholly owned subsidiary of Samsung Fire& Marine Insurance Co., Ltd. until 2022, during which time Shenzhen Tencent Domain Computer Network Company Limited, an affiliate of Tencent Holdings…
SBL Holdings, Inc. today announced the completion of an offering of $500 million of 5.900% senior notes due 2028. Security Benefit is the parent company of Topeka- based Security Benefit Life Insurance Company. Security Benefit intends to use the net proceeds of the issuance principally to redeem in whole its 5.125% senior notes due 2026, of which…
Cross-selling benefits clients and your bottom line
Cross-selling delivers advantages such as increased customer retention and opportunities for growth.
SEOUL, South Korea& GREENWICH, Conn.& NEW YORK—- DB Insurance Co., Ltd., Tiptree Inc. and Warburg Pincus LLC announced today that the parties have signed an agreement for DB Insurance to acquire 100% of the outstanding shares of The Fortegra Group, Inc., a U.S.- based specialty insurer, for approximately $1.65 billion in cash from Tiptree and Warburg Pincus.
Discussing the importance of owning life insurance can be a sensitive topic- after all, few people like to talk about death. However, if others depend on your support, or if you have substantial assets that you wish to transfer to future generations, life insurance can be an important financial tool. There are many types of insurance and features for you to consider…
Winged Keel Group is proud to announce the addition of Christopher“ Chris” Cooley, CFP ® as a Senior Director and Client Relationship Manager. Chris graduated cum laude with a bachelor’ s degree in Business Administration and Economics from Berry College in Mount Berry, Georgia. A Nashville native and Western Kentucky University alum, Trey’ s focus is on…
Generation Xers are worried about inflation and market volatility as they approach retirement, according to the 2025 Q3 Quarterly Market Perceptions Study* from Allianz Life Insurance Company of North America. Just 19% of Gen Xers think it is a good time to invest in the market right now. “As Gen X approaches retirement, it is time for them to get serious about what…
Our refreshed brand carries that promise forward with even greater clarity,” said Jim Morgan, president and chief executive officer of SBLI.“ We want customers and partners to see in our brand what they experience with us every day: protection that’ s easy to understand and built on trust that lasts for generations.”. Honoring Our Roots, Embracing What’ s Next SBLI was…
Life insurance: The ultimate financial subscription
By reframing life insurance as “the ultimate financial subscription,” advisors can tap into familiar consumer behavior patterns and modern spending psychology.
