Names

  • Mass Mutual Appoints Three to Support Sales of Plans Mass Mutual Appoints Three to Support Sales of Plans

    Sarah Elliott to manage Northeast; Chris Burnett  to manage Manhattan; Arthur Maher to manage Virginia

    Massachusetts Mutual Life Insurance Co. (MassMutual) has appointed three new managing directors (MDs) to support sales of retirement plans in the Northeast, Manhattan and West Virginia. read more
  • Tom Hopkins Courses Earn Continuing Education Credits Tom Hopkins Courses Earn Continuing Education Credits

    With 25 years experience, trainer earns CFP endorsement

    Certified Financial Planners who want to earn the trust of more clients can now earn continuing education credits from world-renowned sales trainer, Tom Hopkins. read more
  • Jim Glickman Named SOA President for ’17 – ’18 Jim Glickman Named SOA President for ’17 – ’18

    A founding chair the society's Long Term Care section

    The Society of Actuaries (SOA) announced the results of its member voting, with James M. Glickman, FSA, MAAA, CLU, serving as 2017-2018 president-elect. Glickman will begin his duties as the 70th SOA President at the 2018 SOA Annual Meeting and Exhibit, for the 2018-2019 term. read more
  • Dr. Dave Yeske, CFP® to receive the 2017 P. Kemp Fain, Jr., Award Dr. Dave Yeske, CFP® to receive the 2017 P. Kemp Fain, Jr., Award

    Financial Planning Association Recognizes Widely Respected Industry Thought Leader with Association’s Top Award

    The Financial Planning Association® (FPA®), the country’s largest membership association for Certified Financial Planner™ (CFP®) professionals and those who support the financial planning process, is pleased to announce Dr. Dave Yeske, CFP®, as the winner of the association’s top award – the 2017 P. Kemp Fain, Jr., Award. read more
  • Kim Humbert Named National Accounts Manager at W&S Financial Group Distributors Kim Humbert Named National Accounts Manager at W&S Financial Group Distributors

    To provide risk management solutions for independent marketing organizations

    W&S Financial Group Distributors, the wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has promoted Kimberly A. Humbert to national accounts manager for independent marketing organizations. read more
  • Carey S. Roberts Named Chief Legal Officer and Secretary for Assurant Carey S. Roberts Named Chief Legal Officer and Secretary for Assurant

    Bart Schwartz to Retire after 10-year Career with the Company

    Assurant, Inc. (NYSE:AIZ), a premier global provider of risk management solutions, today announced the appointment of Carey S. Roberts to the role of executive vice president, chief legal officer and corporate secretary, effective Oct. 30. read more
  • James Christie Named Head of Competitive Market Solutions at Lincoln Financial James Christie Named Head of Competitive Market Solutions at Lincoln Financial

    Newly created position at Lincoln's Insurance Solutions Distribution

    Lincoln Financial Group (NYSE: LNC) announced today that James Christie has been named vice president and head of Competitive Market Solutions for Insurance Solutions Distribution (ISD) for Lincoln Financial Distributors. read more
  • Danica Patrick To Serve As National Spokesperson for LIAM Danica Patrick To Serve As National Spokesperson for LIAM

    Race Car Driver Advocates for Life Insurance as Key Component of Financial Fitness

    For the second consecutive year, professional race car driver and athlete Danica Patrick is serving as the spokesperson for Life Insurance Awareness Month, the annual campaign coordinated by the nonprofit organization Life Happens each September. read more
  • Legendary Actress Rita Moreno Encourages Seniors To “Keep Moving” Legendary Actress Rita Moreno Encourages Seniors To “Keep Moving”

    The face of NAIC's senior education campaign on financial planning and insurance preparedness

    Award-winning actress Rita Moreno has partnered with the National Association of Insurance Commissioners (NAIC) to encourage seniors to get smart about their insurance policies and financial plans.

    Award-winning actress Rita Moreno has partnered with the National Association of Insurance Commissioners (NAIC) to encourage seniors to get smart about their insurance policies and financial plans. read more
  • Kristi Fox Named Securian’s First Chief Diversity Officer Kristi Fox Named Securian’s First Chief Diversity Officer

    Inclusive workplace 'key to future success'

    Securian Financial Group has named Kristi L. Fox chief diversity officer and vice president for talent solutions, a new position for the growing 137-year old financial services company. read more
  • Dave Schuckman Named Regional VP for W&S Financial Group Dave Schuckman Named Regional VP for W&S Financial Group

    To support broker-dealers and independent agents

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group (Western & Southern) member companies, has promoted Dave Schuckman to regional vice president, broker-dealer and independent agent distribution for the Southwest and West Coast. read more
  • Peter Lamond Named Variable Annuity Director at Wink Peter Lamond Named Variable Annuity Director at Wink

    Responsible for introducing and managing VAs on the AnnuitySpecs tool

    Peter Lamond has been named Variable Annuity Product Director for Wink, Inc. where he is responsible for introducing and managing Variable Annuities (VAs) on the AnnuitySpecs tool. read more
  • Harry Dalessio Named Head of Pru’s Full Service Solutions Group Harry Dalessio Named Head of Pru’s Full Service Solutions Group

    Scott E. Gaul to replace him as head of sales and strategic relationships

    Prudential Retirement has named Harry Dalessio head of its Full Service Solutions group, which provides defined contribution, defined benefit and non-qualified retirement plan solutions to public, private and nonprofit organizations. read more
  • Jennifer Pittman, Lou Ann Baker Advance at OneAmerica Jennifer Pittman, Lou Ann Baker Advance at OneAmerica

    Pittman promoted to lead Community Affairs; Baker hired to direct media and public relations

    OneAmerica®, an Indianapolis-based national leader in financial services, announced today that two native Hoosiers will fill key public-facing positions. read more
  • Anicia Mendez to Lead Consultant Relations at Putnam Anicia Mendez to Lead Consultant Relations at Putnam

    Industry veteran further bolsters firm’s work with institutional consultant community

    Putnam Investments announced today that highly-regarded consultant relations executive Anicia Mendez has joined the firm as Director, Consultant Relations, responsible for representing the company with institutional asset management consultants in the western United States. read more
  • Bill Harmon Joins Voya Financial Bill Harmon Joins Voya Financial

    President of Retirement Corporate 401(k) Market

    Voya Financial, Inc. (NYSE: VOYA), announced that Bill Harmon has joined the company as president of Retirement Corporate 401(k), effective June 30. read more
  • Melissa Harrison-Hiatt Promoted to Second-VP at The Standard Melissa Harrison-Hiatt Promoted to Second-VP at The Standard

    To lead the comnpany's Employee Benefits Shared Services

    Standard Insurance Company (The Standard) announced today that Melissa Harrison-Hiatt has been promoted to second vice president of Employee Benefits Shared Services. read more
  • Stevan Cohen Named Lincoln’s National Sales Manager for Life Insurance Solutions Distribution BGA Channel Stevan Cohen Named Lincoln’s National Sales Manager for Life Insurance Solutions Distribution BGA Channel

    A wealth of experience, with an understanding of advisor, client needs

    Lincoln Financial Group (NYSE: LNC) announced today that Stevan Cohen has been named national sales manager for its Life Insurance Solutions Distribution BGA channel, effective immediately. read more
  • Jaime Montemayor Appointed to NML Board of Trustees Jaime Montemayor Appointed to NML Board of Trustees

    A deep business insight and digital experience

    Northwestern Mutual, a FORTUNE 100 financial security company, announced today that Jaime Montemayor has been appointed to serve on the company's board. read more
  • Deanna Mulligan Honored by Project Renewal Deanna Mulligan Honored by Project Renewal

    President & CEO of Guardian helps celebrate 50 years for Non-Profit for the homeless which raised over $1.5 Million

    Project Renewal, the nonprofit organization that empowers homeless New Yorkers to renew their lives through comprehensive medical, housing and job programs, raised over $1.5 million at its 27th Annual Gala Benefit and Auction held June 8 at Spring Studios. read more
  • Lata Reddy Elevated to Chair of The Prudential Foundation Lata Reddy Elevated to Chair of The Prudential Foundation

    Company aligns to accelerate growth and advance financial security for all

    Prudential Financial, Inc. (NYSE:PRU) has strengthened its longstanding commitment to address societal needs and champion financial security by moving its office of Corporate Social Responsibility to the C-Suite, reporting directly to Vice Chairman Mark Grier. read more