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Lead Stories for Saturday, December 2, 2023



Profile

A Conversation With Benny Goodman A Conversation With Benny Goodman

The new scope of financial literacy

I asked a financial advisor recently to explain how she conveys the urgency of a life insurance or annuity purchase to her clients, and she responded immediately by saying ‘I simply ask them what year they expect to die, so I can begin planning for them accordingly.’ Notwithstanding her stab at stand-up comedy, her point was clear: many of our clients may not have a realistic concept of their own longevity, betraying a deficiency in what has become known as ‘longevity literacy.’
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New Products

Northwestern Mutual Launches Market Pathway Model Portfolios, Broadening Access To Professionally Advised Offerings Northwestern Mutual Launches Market Pathway Model Portfolios, Broadening Access To Professionally Advised Offerings

Younger investors can now more easily begin relationships with financial advisors

Northwestern Mutual announced the expansion of its professionally managed investment offerings with the launch of Signature Portfolios Market Pathway models, which require a minimum investment of only $5,000 – providing greater access to advised solutions for a range of investing needs.
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People

David Loper Named Executive Director Of The Protective Life Foundation David Loper Named Executive Director Of The Protective Life Foundation

20-year Protective veteran and longstanding community leader to oversee Protective's community impact efforts

Protective Life Corporation (Protective), a U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), announced today that David Loper has been named Vice President of Community Engagement and Executive Director of the Protective Life Foundation.
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John Khoury Joins Savvy Advisors As Principal Wealth Manager John Khoury Joins Savvy Advisors As Principal Wealth Manager

Boston-based advisor comes to Savvy from Schwab, where he oversaw more than $1 billion in brokerage assets for over 350 individuals, institutions, and families

Savvy Advisors Inc. (“Savvy”), a registered investment advisor (RIA) affiliated with Savvy Wealth Inc., today announced John Khoury has joined the firm as a principal wealth manager.
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Matt Marchese Joins Voya Financial To Lead Wealth Solutions Mid-Market Sales Team Matt Marchese Joins Voya Financial To Lead Wealth Solutions Mid-Market Sales Team

Marchese comes to Voya with more than 25 years of experience in the industry

Voya Financial has hired Matt Marchese as Mid-Market sales leader for the company’s Wealth Solutions Mid-Market Sales team.
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