New Products / Announcements

  • AllianzIM Introduces July Series of U.S. Large Cap Buffered Outcome ETFs
    AllianzIM Introduces July Series of U.S. Large Cap Buffered Outcome ETFs

    Global financial services leader expands suite of next-generation risk management solutions

    AllianzIM Buffered Outcome ETFs are designed to expand the risk management strategies available to investors as prevailing market dynamics and declining appetite for risk create new challenges. Now offering low-cost buffered outcome ETFs, the AllianzIM ETFs seek to match the returns of the S&P 500 Price Return Index up to a stated Cap, while providing…
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  • Brokers Rank Service to Policyholders Highest
    Brokers Rank Service to Policyholders Highest

    Is the key way for insurance carriers to be most supportive during the global pandemic

    Engaged employee benefits brokers tell OneAmerica® in a new snapshot survey about the state of business during COVID-19 that “administrative and operational” assistance provided to policyholders is the key way for insurance carriers to be most supportive during the global pandemic.
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  • New Tax Planning Feature Enables More Comprehensive Retirement Coverage
    New Tax Planning Feature Enables More Comprehensive Retirement Coverage

    New feature enables advisors to more easily connect with clients on many different levels for more fulfilling and complete retirement options

    Envestnet | MoneyGuide today announced the launch of a new Tax Planning feature that will enable advisors to have deeper conversations with clients regarding different strategies and show via interactive graphics and illustrations the potential impact of each across personalized retirement plans.
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  • John Hancock Expands Financial Wellness Offering to Include Emergency Savings Accounts and Comprehensive College Planning Tools
    John Hancock Expands Financial Wellness Offering to Include Emergency Savings Accounts and Comprehensive College Planning Tools

    Enhances suite of financial wellness resources to help participants manage competing financial priorities

    John Hancock is helping retirement plan participants work toward retirement readiness with two new tools designed to help solve the challenges of unexpected expenses and planning for and funding higher education costs.
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  • Carson Wealth Puts Down Roots in the Boston Area
    Carson Wealth Puts Down Roots in the Boston Area

    Firm has offices in Waltham, Holliston and Norwell

    Andrew Nigrelli, AIF®, RFC®, CMFC® announced today the addition of Wealth Advisor William Newell, CFP®, Newell will affiliate with one of the fastest-growing advisory firms in the country, Carson Wealth. Newell's affiliation brings the number of Carson Wealth locations in the Boston metropolitan area to three—with offices in Waltham, Holliston and Norwell—and introduces advanced planning…
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  • John Hancock Launches JH eApp Bringing Ease And Speed To Life Insurance Purchasing
    John Hancock Launches JH eApp Bringing Ease And Speed To Life Insurance Purchasing

    Electronic Application Platform to Streamline Life Insurance Sales Process

    John Hancock today announced the launch of a proprietary electronic application platform, JH eApp, the company's latest advancement in modernizing the life insurance purchase experience for insurance agents and their customers. The platform is designed to significantly streamline and accelerate an experience that has traditionally been time-consuming and cumbersome by reducing processing times from weeks…
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  • Prudential brings digital term life offering to new platform with Assurance IQ
    Prudential brings digital term life offering to new platform with Assurance IQ

    Technology platform bolsters Prudential’s direct-to-consumer efforts targeting the middle market, delivers cost-effective protection solution

    Prudential Individual Life Insurance and Assurance IQ, a wholly owned subsidiary of Prudential Financial, Inc. (NYSE: PRU), are now offering Prudential’s SimplyTermSM term life product through the Assurance IQ platform.
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  • Nationwide enters Pension Risk Transfer Market
    Nationwide enters Pension Risk Transfer Market

    Paula Cole named to lead new initiative at Nationwide

    There has been a dramatic shift away from employers offering associates defined benefit plans in favor of 401(k) plans. But what happens with those defined benefit plans that were once offered to associates? In many cases, those are closed and removed from the employee benefit portfolio.
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  • Nationwide Introduces New Nationwide Lifetime Income Rider+SM (L.inc+) Suite
    Nationwide Introduces New Nationwide Lifetime Income Rider+SM (L.inc+) Suite

    To provide protected retirement income with greater choice and flexibility

    Investors say that being unable to retire as planned is among their top three financial concerns related to the COVID-19 pandemic. More than half agree that the pandemic has made them recognize the need for annuities to protect their retirement income (51%) and to protect their investments against market risk (51%) according to a recent…
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  • McNerney Management Group and Integrity Marketing Group Announce Partnership
    McNerney Management Group and Integrity Marketing Group Announce Partnership

    Brokerage, career divisions are part of a groundbreaking deal

    Integrity Marketing Group, LLC ("Integrity"), the nation's largest independent distributor of life and health insurance products, today announced it has completed the acquisition of McNerney Management Group (MMG). As part of the acquisition, MMG's four equity owners, Dan McNerney, David McNerney, Bobby Richardson and JoAnn Wray will become owners and partners at Integrity. Financial terms…
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  • Nationwide Introduces New Nationwide Lifetime Income Rider+SM (L.inc+) Suite
    Nationwide Introduces New Nationwide Lifetime Income Rider+SM (L.inc+) Suite

    To provide protected retirement income with greater choice and flexibility

    Investors say that being unable to retire as planned is among their top three financial concerns related to the COVID-19 pandemic. More than half agree that the pandemic has made them recognize the need for annuities to protect their retirement income (51%) and to protect their investments against market risk (51%) according to a recent…
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  • TD Ameritrade Launches Online Tool that Matches RIAs with M&A Opportunities
    TD Ameritrade Launches Online Tool that Matches RIAs with M&A Opportunities

    New RIAConnect explores potential deals, finds top talent through a virtual community

    Even before travel and face-to-face meetings were shut down by the global pandemic, forming strategic business relationships could be a challenge. But what if advisors could make introductions with other advisors throughout the United States — anonymously, virtually and at no cost – from the comfort and safety of their home offices?
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  • FLX Distribution Welcomes First Assets Management Firms To Distribution Network
    FLX Distribution Welcomes First Assets Management Firms To Distribution Network

    A ‘fast-growing’ investment platform

    FLX Distribution, the first and only professional network technology platform bringing together asset management firms and independent distribution professionals, today announced that four national investment firms are the first to join the FLX community to access its experienced distribution network.
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