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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
August 04, 2003 at 08:00 PM
NU Online News Service, Aug. 4, 2003, 4:17 p.m. EDT – National Planning Holdings Inc., Santa Monica, Calif., has expanded its relationship with The BISYS Group Inc., New York.
BISYS will now supply life insurance products, long term care insurance products, disability insurance products, fixed annuities, sales support and back-office support for two National Planning broker-dealer affiliates, Investment Centers of America and INVEST Financial Corp., BISYS says.
The agreement also “formalizes” BISYS’ relationship with two other National Planning broker-dealers, National Planning Corp. and SII Investments, BISYS says.
National Planning manages a network of 2,600 independent investment representatives for Jackson National Life Insurance Company, Lansing, Mich.
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