The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.
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Bryan Adams’ path took him from funeral homes and folding shirts to heading an industry juggernaut, Integrity Marketing Group.
National Life Group’s chairman, CEO and president Mehran Assadi made the journey from “geek” to the top of the company, creating what he calls a successful “175-year-old startup” along the way.
Previously a collection of relatively anonymous brands, TruStage — now unified under its new branding and helmed by a new CEO — is working to build its share of the middle market as it builds on a loyal base of credit union members.
Less than 18 months after taking the helm of AuguStar Reitrement, President and CEO Clifford Jack touts the firm’s success … as well as the unlimited upside he sees going forward.
Lynne Franklin has a unique definition of persuasion. Learn her secrets to helping a client reach their own decision and say “yes.”
Matt Berman says he’s in a unique position as president and CEO of Foresters Financial, a 150-year-old fraternal organization with a mission to enrich the lives of middle-market families.
Sammons Chairman and CEO Esfand Dinshaw sees “instant” underwriting decisions as the key to increasing life insurance sales — and AI as the key to achieving that immediacy.
IUL — which F&G president and CEO Chris Blunt describes as “the Swiss Army knife” of life products — and annuities helped F&G have a great 2023 while the company adds RILAs to its product mix for 2024.
OneAmerica Financial’s longevity — as well as its expertise in hybrid long-term care insurance and strength in whole life insurance — is among the factors that have driven it to become one of the fastest-growing mutual insurance holding companies in the U.S., said chairman, president and CEO Scott Davison.
Originally pulled in as temporary help during the height of IRA season, Denise Appleby took to IRAs “like a fish to water,” never looked back and eventually became renowned for her expertise.
Tim Heslin’s two decades at AIG prepared him to take the helm of the recently spun-off Corebridge Financial.
A proposal to create retirement accounts from Social Security steered Wade Pfau from a potential career as an economist to becoming one of the foremost thinkers in retirement income strategies.
Eric Henderson draws on his decades in the annuity business to guide Nationwide’s annuity business segment.
Todd Taylor, head of New York Life’s retail annuities, calls retirement the most challenging “financial planning puzzle” consumers face. Understanding consumer behavior, he says, is key to solving that puzzle.
John Hancock President and CEO Brooks Tingle has helped rethink what life insurance can mean to the consumer by helping improve customers’ health and well-being and providing security.
The Bernie Madoff case, says Jamie Hopkins, was a pivotal moment when he realized there’s a need for improvement in the personal finance world. A financial services relationship must be a trust relationship.
Generative AI, says Shelly Palmer, is a turning point in technology: “If you are not terrified by this … if you’re not excited beyond anything you’ve ever seen before, you don’t know enough about it.”
Mary Schmid helps advisors build trust and success through meaningful conversations.
How 2022 NAIFA Young Advisor Team Leader of the Year Jeff Chernoff’s passion to give back also helped pave the way to his career success.
