Tag: Selling

TIAA-CREF has made two hires in its Asset Management sales business.

Specialty insurance brokerage firm, Alliant Insurance Services, hired Michael F. Foy to be Vice President for the company’s national retirement services group, Alliant Retirement Services.

Roberta Eckert and Michael Agan are the newest Wealth Management Consultants on the Fee-Based Distribution team for Allianz Life.  

Mutual of Omaha Retirement Plans Division announced a strategic alliance with Triad Advisors Inc. to help support the sale of its retirement plan solutions.

Diversified announced that Thomas M. Stephenitch has joined the company as a sales executive for Michigan and northern Ohio.  

Nationwide Financial is introducing IncomeInsight, a resource for advisers to use when exploring a variable annuity with a lifetime guaranteed minimum withdrawal benefit option for clients’ retirement portfolios....

American United Life Insurance Company (AUL), a OneAmerica company, hired Chris Blair to be regional sales director for retirement services for Northern California and the Pacific Northwest.

Franklin Templeton Institutional hired Patrick T. Hughes, CFA, as vice president, U.S. Institutional Business Development.

 The majority (76%) of married female clients make financial decisions with their spouse; whereas 39% of the men consult their wives, according to research from Brinker Capital.  

TD Ameritrade has started a professional development program that aims to give women in financial advisory roles the tools they need to effectively market their services to female...

Russell Investments appointed Laurie Marchel, director, wirehouse channel distribution, for its U.S. adviser-sold business. 

In its quarterly Sentiment Survey of registered investment advisers (RIAs), TD Ameritrade found 73% of respondents said business has grown in the last six months.  

Baden Retirement Plan Services, a third party administration firm, has appointed Brian Smith as Sales Manager.

Financial research firm, kasina, asserts that financial services companies who interact with customers online have a winning social media strategy.  

The majority (54%) of pre-retiree households that have a professional financial adviser feel confident they will be able to live the retirement lifestyle they choose, according to research...

Politicians have always been fond of second chances. 

The retirement services division of American United Life Insurance Company (AUL), a OneAmerica company, has selected Scott Pawlich to be its regional sales director for Michigan.

Brian Lighty has joined ING U.S. Retirement Services as the Independent Channel Regional Vice President covering northern Illinois.

Putnam Investments has hired Michael Shamon and Daniel McDermott for senior positions in defined contribution sales and client relations.

Allianz Life Insurance Company of North America announced that it has formed strategic relationships with seven broker/dealers to add the Allianz Retirement Pro Variable Annuity to their advisory...