New Products / Announcements

  • Voya Announces Efforts to Help Americans Address Financial Challenges of COVID-19
    Voya Announces Efforts to Help Americans Address Financial Challenges of COVID-19

    Focusing on 'people first'

    Voya Financial, Inc. (NYSE: VOYA), announced today several actions it is taking to help Americans address COVID-19 related challenges. Voya’s efforts align with certain provisions in the recently enacted Coronavirus Aid, Relief, and Economic Security (CARES) Act.
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  • Pacific Life Launches Advisory Annuities Through DPL Financial Partners
    Pacific Life Launches Advisory Annuities Through DPL Financial Partners

    The launch continues Pacific Life’s expansion into the independent registered investment adviser market

    Pacific Life announced today that the company’s two fee-based, advisory annuities, Pacific Odyssey® and Pacific Index Advisory®, are now available through DPL Financial Partners insurance network for independent registered investment advisers (RIAs).
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  • American Portfolios Unveils New and Improved Advisor Dashboard
    American Portfolios Unveils New and Improved Advisor Dashboard

    A tool built for investment fee-based professionals

    American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer which provides business solutions and support to financial advisors throughout the country—recently unveiled an enhanced update of its proprietary technology tool, Advisor Dashboard, which has been designed primarily for its affiliated investment professionals who conduct fee-based advisory business.
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  • Penn Mutual Asset Management Expands Investment Team With Addition of Two Highly Regarded Portfolio Managers
    Penn Mutual Asset Management Expands Investment Team With Addition of Two Highly Regarded Portfolio Managers

    George J. Cipolloni III, CFA, and Mark J. Saylor, CFA, will co-lead the firm’s new balanced income strategy

    Penn Mutual Asset Management, a registered investment advisory firm and wholly owned subsidiary of The Penn Mutual Life Insurance Company (Penn Mutual), is pleased to announce the addition of two seasoned portfolio managers with a track record of success to the investment team.
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  • The Penn Mutual Life Insurance Company Announces Growth Strategy and Unified Branding for Southern Region Agencies
    The Penn Mutual Life Insurance Company Announces Growth Strategy and Unified Branding for Southern Region Agencies

    Newly minted PS&G Financial Partners to consolidate Penn Mutual Music City, Penn Mutual Alabama under one agency umbrella; addition of third agency in Lexington, KY

    The Penn Mutual Life Insurance Company (Penn Mutual), a Fortune 1000 company, has announced today a strategic relaunch for three of its Southern region agencies, arming the firm with a unified market presence that spotlights service offerings, ultimately propelling each office toward significant growth.
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  • U.S. Life/Annuity Writers Expected to Overcome Short-Term Challenges of NAIC Suitability Rules
    U.S. Life/Annuity Writers Expected to Overcome Short-Term Challenges of NAIC Suitability Rules

    Still, implementation is likely to present challenges due to increased compliance training.

    AM Best expects changes to the Suitability in Annuity Transactions Model Regulation (Reg 275) to be credit neutral to U.S. life/annuity writers in the long term; however, implementation is likely to present challenges due to increased compliance training.
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  • Prudential Financial Announces Inaugural Green Bond Issuance
    Prudential Financial Announces Inaugural Green Bond Issuance

    $500M offering reinforces Prudential’s Global Environmental Commitment

    Prudential Financial, Inc. (NYSE: PRU) announced the offering of the firm’s first green bond, furthering the company’s commitment to sustainable investments which deliver a positive environmental impact.
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  • E*TRADE Unveils Tools to Help Investors Build Portfolios Mapped to Their Financial Life Stage and Trends They Care About
    E*TRADE Unveils Tools to Help Investors Build Portfolios Mapped to Their Financial Life Stage and Trends They Care About

    Fresh investing themes and income-generating fund screeners add to an already robust investing experience and help drive sound financial habits

    E*TRADE Financial Corporation (NASDAQ: ETFC) today announced a series of new tools with low barriers to entry that help customers diversify their portfolio...
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  • New Fixed Index Annuity from Allianz Life Allows Flexibility to Begin Income at Any Time
    New Fixed Index Annuity from Allianz Life Allows Flexibility to Begin Income at Any Time

    Allianz Benefit Control offers accelerated bonus option to help catch up on retirement savings, and take income earlier

    Allianz Benefit Control offers accelerated bonus option to help catch up on retirement savings, and take income earlier MINNEAPOLIS – Mar. 03, 2020 – To help clients who feel behind on retirement savings and also want the option of accessing retirement income early, Allianz Life Insurance Company of North America (Allianz Life®) has developed a…
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  • DMI Announces launch of “Advantage”
    DMI Announces launch of “Advantage”

    A Streamlined Approach to Comprehensive Marketing Services

    DMI, wholesaler of consumer-driven life and annuity products announces the launch of its comprehensive suite of marketing services. The new tiered approach to marketing services was designed to help advisors, at all levels, create a strong marketing foundation and then build from there for optimized results.
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  • Unum Enhances Distribution Model to Better Serve Small Business Market
    Unum Enhances Distribution Model to Better Serve Small Business Market

    Advances the 'Small Business Consultant' Role

    Employee benefits provider Unum (NYSE: UNM) today announced  enhancements to its distribution model that will provide additional support to brokers and customers in the small business market. This multi-phased approach begins this quarter and will roll-out nationally throughout 2020.
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  • AmeriLife® Expands Retirement Planning Services with Acquisition of J.D. Mellberg Financial
    AmeriLife® Expands Retirement Planning Services with Acquisition of J.D. Mellberg Financial

    The combined organization represents more than $4.8 billion in annual annuity premiu

    AmeriLife Group, LLC , the national leader in marketing and distributing life, health and retirement solutions, has acquired a majority interest in J.D. Mellberg Financial, a leading annuity and retirement planning organization that provides income planning and asset preservation services to pre-retirees and retirees across the country.
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  • Voya Expands Supplemental Portfolio With An Eye Toward Financial Wellness
    Voya Expands Supplemental Portfolio With An Eye Toward Financial Wellness

    Highlights hospital indemnity and disability insurance offerings as more Americans turn to their employers for help with financial wellness needs

    Highlights hospital indemnity and disability insurance offerings as more Americans turn to their employers for help with financial wellness needs Newly released Voya data shows nearly half (44%) of retirement plan participants have protection or insurance gaps in their coverage Voya Financial, Inc. (NYSE: VOYA), announced today that its Employee Benefits business has expanded its…
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