New Products / Announcements

  • The Next Generation Of Financial Planning Professionals
    The Next Generation Of Financial Planning Professionals

    Providing students, career changers and financial services professionals with guidance on beginning and sustaining a successful and rewarding career in financial planning

    The CFP Board Center for Financial Planning ("Center") today released a Guide to Careers in Financial Planning. The new guide is based on research the Center commissioned from a team of academic scholars and industry experts.
    read more
  • CFP Board Center For Financial Planning & Ballentine Partners Launch Diversity-Focused Scholarship
    CFP Board Center For Financial Planning & Ballentine Partners Launch Diversity-Focused Scholarship

    Aiming to advance the financial planning profession by growing the number and diversity of CFP professionals

    The CFP Board Center for Financial Planning (the Center) and Ballentine Partners announced today the launch of The Ballentine Partners Scholarship to Create a Diverse Financial Planning Profession, which aims to advance the financial planning profession by growing the number and diversity of CFP® professionals.
    read more
  • Allianz Life Partners With iJoin & IPX To Offer Guaranteed Income Option
    Allianz Life Partners With iJoin & IPX To Offer Guaranteed Income Option

    Allianz Lifetime Income+ Annuity will be available for recordkeepers

    Allianz Life Insurance Company of North America (Allianz Life) announced today that it has partnered with LDI-MAP (d.b.a. iJoin) and IPX Retirement to be the first company to provide a guaranteed income option on the iJoin platform.
    read more
  • Jackson Launches Enhanced Retirement Expense & Income Calculator
    Jackson Launches Enhanced Retirement Expense & Income Calculator

    New income gap analysis projects retirement income and expenses and offers potential solutions to cover expected gaps

    Jackson National Life Insurance Company® (Jackson®) today announced enhancements to its proprietary retirement expense calculator tool, designed to help financial professionals effectively project their clients’ retirement expenses based on the federal government’s Consumer Expenditures Survey data.
    read more
  • SBLI Announces Strategic Collaboration With Afficiency & Quility
    SBLI Announces Strategic Collaboration With Afficiency & Quility

    New instant issue, 100% digital term product created for Quility Insurance by SBLI

    SBLI, Afficiency Inc., and Quility Insurance announce a strategic collaboration and the release of a new simplified issue term life insurance product that allows consumers to easily purchase life insurance online.
    read more
  • Accelerate Retirement Launches National Alliance For Independent Retirement Plan Advisors
    Accelerate Retirement Launches National Alliance For Independent Retirement Plan Advisors

    Providing advisors the opportunity to remain independent and grow their business on a national scale

    California based retirement plan advisory firm, Accelerate Retirement, announced the launch of a national alliance of retirement plan advisors interested in building a scalable and increasingly profitable business that competes successfully with larger firms, while also continuing to own their book.
    read more
  • Lincoln Financial Group Expands Supplemental Health Product Suite With Hospital Indemnity
    Lincoln Financial Group Expands Supplemental Health Product Suite With Hospital Indemnity

    Supplemental health benefits are more important than ever, as more than half of Americans say they could not afford an unexpected hospital bill of $1,000 or more

    Today, Lincoln Financial Group (NYSE:LNC) announced it is adding Hospital Indemnity insurance to its suite of supplemental health solutions that are available to its Group Benefits customers. Hospital Indemnity coverage provides claimants with a lump-sum payment for hospitalization or other covered events. Together with Accident and Critical Illness insurance, Hospital Indemnity helps covered Americans with…
    read more
  • CFP Board Center For Financial Planning & Parsec Financial Launch Diversity-Focused Scholarship
    CFP Board Center For Financial Planning & Parsec Financial Launch Diversity-Focused Scholarship

    Working to advance diversity in the financial planning profession

    The CFP Board Center for Financial Planning (the Center) and Parsec Financial announced today the launch of the Parsec Financial CFP® Certification Diversity Scholarship that seeks to advance diversity in the financial planning profession.
    read more
  • CI Financial Completes Acquisition Of Pennsylvania RIA Radnor Financial Advisors
    CI Financial Completes Acquisition Of Pennsylvania RIA Radnor Financial Advisors

    New acquisition furthers CI's goal of building the leading wealth management platform in the U.S.

    CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) today announced it has completed the acquisition of Radnor Financial Advisors (“Radnor”), a registered investment advisor based in Wayne, Pa. with US$2.6 billion in assets.
    read more
  • John Hancock Introduces All-New Protection VUL
    John Hancock Introduces All-New Protection VUL

    Meeting market demand by offering customers potential value throughout the life of their policy

    As more life insurance customers seek a carefully balanced blend of security and opportunity, John Hancock is now offering its all-new Protection VUL, (a variable universal life insurance product).
    read more
  • Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”
    Luma Financial Technologies Introduces Latest Annuity Feature: “Luma Compare”

    Luma’s completely objective platform now offers advisors an advanced tool to provide instant price discovery and test of a diverse range of annuity products for client use

    Luma Financial Technologies (“Luma”), the world’s top independent and most objective, multi-issuer structured products and annuities platform, is pleased to announce the onboarding of their latest annuity-focused tool, “Luma Compare.”
    read more
  • Lincoln Financial Adds New Globally Diversified Index To Flagship Fixed Indexed Annuity
    Lincoln Financial Adds New Globally Diversified Index To Flagship Fixed Indexed Annuity

    Investors have added control to help mitigate loss and inflation while leveraging worldwide markets through Lincoln OptiBlend® with BlackRock Dynamic Allocation Index

    Lincoln Financial Group (NYSE: LNC) is expanding its flagship fixed indexed annuity product, Lincoln OptiBlend®, to include the BlackRock Dynamic Allocation Index. The index’s global allocation provides investors with greater diversification in their portfolios, as well as daily volatility controls to help mitigate risk.
    read more
  • Legendary Northeastern Insurance Powerhouse GarityAdvantage Partners with Integrity
    Legendary Northeastern Insurance Powerhouse GarityAdvantage Partners with Integrity

    New England's premier IMO and the nation's largest life and health insurance distributor join forces in quest to expand opportunities and solutions for agents and consumers

    Integrity Marketing Group, LLC ("Integrity"), the nation's largest independent distributor of life and health insurance products, today announced it has acquired GarityAdvantage, one of New England's largest independent marketing organizations ("IMO") based in Boston, Massachusetts.
    read more