Names

  • Tamu McCreary Joins LL Global as New CVP of Conference and Committee Strategy
    Tamu McCreary Joins LL Global as New CVP of Conference and Committee Strategy

    McCreary to oversee all facets of LL Global’s North American convening function and consult on developing strategies for bringing people together in key global markets.

    McCreary to oversee all facets of LL Global’s North American convening function and consult on developing strategies for bringing people together in key global markets. WINDSOR, Conn., May 18, 2020 – LL Global, the parent company of LIMRA, LOMA and Secure Retirement Institute® (SRITM), today announced Tamu McCreary as its new corporate vice president of…
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  • Andrew McMahon Becomes CEO of The Guardian
    Andrew McMahon Becomes CEO of The Guardian

    To succeed Deanna Mulligan at year’s end

    The Guardian Life Insurance Company of America (Guardian Life) announced today that Deanna M. Mulligan will retire as Chief Executive Officer at year-end after a decade in the role, and will be succeeded by the company's President, Andrew J. McMahon.
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  • Howard Woolley Named To Allianz Life Board Of Directors
    Howard Woolley Named To Allianz Life Board Of Directors

    Brings expertise in risk management, public policy, and diversity & inclusion

    Allianz Life Insurance Company of North America (Allianz Life®) announced today that Howard Woolley has joined its board. Woolley will sit on the Audit Committee as well as the Nomination, Evaluation and Compensation Committee.
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  • Ben Robertson Named RVP for W&S Distributors
    Ben Robertson Named RVP for W&S Distributors

    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 member companies, has named Ben Robertson as regional vice president, broker-dealer and independent agent distribution, for Ohio, western Pennsylvania, western New York, Colorado, Utah, Wyoming, Idaho and Montana.
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  • Chris Smith Named Head of Group Benefits at Guardian
    Chris Smith Named Head of Group Benefits at Guardian

    To oversee and set strategy for the benefits business

    The Guardian Life Insurance Company of America® (Guardian Life) today announced that Chris Smith has been named Head of Group Benefits, reporting to President Andrew McMahon.
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  • Lined Mason Named VP, Policy Services at Ameritas
    Lined Mason Named VP, Policy Services at Ameritas

    Company announces recent officer election for its individual division

    Company announces recent officer election for its individual division LINCOLN, Nebraska, (April 1, 2020) – Ameritas President and Chief Executive Officer Bill Lester announces the following officer election, effective March 1, 2020. Lined Mason was elected vice president, policy services for the individual division of Ameritas. Her previous position was second vice president of new business. Mason…
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  • Hilary Fiorella Named Executive Director of Center for Women at The American College of Financial Services
    Hilary Fiorella Named Executive Director of Center for Women at The American College of Financial Services

    To lead its mission to promote the advancement of women in the financial services profession through research, education, and awareness

    President and CEO George Nichols III today named Hilary Fiorella as Executive Director of The American College State Farm® Center for Women and Financial Services beginning March 23, 2020. Fiorella joins The College from Money Management Institute in New York City, where she served as Senior Vice President of Membership Services and Industry Initiatives.
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  • Ryan Chieffo Named Director of Government and Regulatory Affairs for Standard
    Ryan Chieffo Named Director of Government and Regulatory Affairs for Standard

    To focus on maintaining 'collaborative relationships' with regulators in all jurisdictions

    Standard Insurance Company (The Standard) announced today that Ryan Chieffo has been named director of Government and Regulatory Affairs.
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  • Pam Mortenson Appointed VP, Strategic Initiatives at Woodmen Life
    Pam Mortenson Appointed VP, Strategic Initiatives at Woodmen Life

    WoodmenLife Appoints Mortenson Vice President of Strategic Initiatives

    WoodmenLife has appointed Pam Mortenson to oversee large-scale initiatives and help shape the strategies that will best serve members and continue its legacy of financial strength and success.
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  • Harvey Fladeland Promoted To SVP, Financial Institutions at W&S Financial
    Harvey Fladeland Promoted To SVP, Financial Institutions at W&S Financial

    To Lead Financial Institutions Distribution

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from member companies of Western & Southern Financial Group, has promoted Harvey T. Fladeland to senior vice president of financial institutions.
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  • Milton Edmunds Named Chief Compliance Officer At LL Global, LIMRA Parent Company
    Milton Edmunds Named Chief Compliance Officer At LL Global, LIMRA Parent Company

    To Lead Its Compliance and Regulatory Program

    LL Global, Inc., the parent organization for LIMRA and LOMA, today announced it has hired Milton “Skip” Edmonds Jr. to lead its expanded Compliance and Regulatory program.
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  • Michael Wilbert Appointed Chief Revenue Officer st Purchasing power
    Michael Wilbert Appointed Chief Revenue Officer st Purchasing power

    To lead sales and account management

    Michael Wilbert has been named Chief Revenue Officer at Purchasing Power, LLC, a voluntary benefit company offering the leading employee purchasing program through the convenience of payroll deductions.
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  • Tammy Rabe Named Senior Director, Participant Experience at OneAmerica
    Tammy Rabe Named Senior Director, Participant Experience at OneAmerica

    Education advocate promoted to key retirement role

    OneAmerica® has promoted an education-minded veteran financial professional to fill a critical new role within the retirement service (RS) division’s strategic business division that is focused on investing in the success of the company’s more than 1 million retirement plan participants.
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  • Aarti S. Shah Appointed to Northwestern Mutual Board of Trustees
    Aarti S. Shah Appointed to Northwestern Mutual Board of Trustees

    Extensive experience in analytics and data sciences

    Northwestern Mutual, a leading financial security company, announced today that Aarti S. Shah, Ph.D., has been appointed to serve on the company's board. Shah is the senior vice president and chief information and digital officer for Eli Lilly and Company, a global healthcare leader.
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  • Rick Wortman Named Chair of LICONY
    Rick Wortman Named Chair of LICONY

    Begins two-year term

    Frederick L. Wortman, FLMI®, CLU®, RHU®, ChFC®, ACS®, AIAA™, REBC®, AIRC™ AAPA™, Senior Executive Vice President, Chief Marketing Officer and Chief Administrative Officer, has begun his two-year term as Chair of the Life Insurance Council of New York (LICONY). Rick was elected to that position at LICONY’s annual meeting, which was held this past October.
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  • Susan Thomas Named  2020 Board Chair for Life Insurers Council
    Susan Thomas Named 2020 Board Chair for Life Insurers Council

    Slate of 2020 officers also named

    The LOMA Life Insurers Council today announced that Susan A. Thomas, president and CEO of Texas Service Life Insurance Company, will serve as the new Board of Directors Chair for 2020.
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  • Tim O’Grady Promoted to President of American Portfolios Financial Services, Inc.
    Tim O’Grady Promoted to President of American Portfolios Financial Services, Inc.

    Succession planning for corporate leadership focuses on sustainability, independence

    American Portfolios Financial Services, Inc. (AP) is pleased to formally announce that Tim O’Grady has officially assumed the role of president for the privately-held, independent broker/dealer (IBD), serving more than 700 producing investment professionals nationwide.
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  • Karen McColl To Lead Defined Benefit Business at MassMutual
    Karen McColl To Lead Defined Benefit Business at MassMutual

    To manage the strategy to grow share of pension marketplace

    Massachusetts Mutual Life Insurance Company (MassMutual) has appointed Karen McColl to lead its Defined Benefit (DB) business. She reports to Keith McDonagh, Head of Institutional Solutions.
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  • Edward Seeger Named Sales Manager, Broker Dealer Channel
    Edward Seeger Named Sales Manager, Broker Dealer Channel

    To oversee the team of regional VPs

    W&S Financial Group Distributors, Inc., wholesale distributor of annuities and life insurance from Western & Southern Financial Group member companies, has named Edward P. Seeger, CRPC, sales manager, broker-dealer channel.
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  • Brad Wright Named President of FPA- Mass
    Brad Wright Named President of FPA- Mass

    Announces Inna Rivilis - president elect; Andrew Cipro - membership director

    The Financial Planning Association of Massachusetts in Westborough recently announced elections to its Board of Directors: Brad Wright began his one-year term as FPA MA President, former Membership Director, Inna Rivilis, was elected President-Elect, and Andrew Cipro was newly elected to the board and will serve a 3-year term as Membership Director. The terms began…
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  • Bradley Ridnour Named Head Of Worksite Distribution
    Bradley Ridnour Named Head Of Worksite Distribution

    To focus sales of voluntary and executive benefits

    Bradley Ridnour has been appointed Head of Worksite Distribution for Massachusetts Mutual Life Insurance Company (MassMutual®), responsible for sales of voluntary and executive benefits at the workplace.
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