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Financial Planning > Behavioral Finance

Independent To Sell Through Calif. Community Bank

By Staff Writer

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NU Online News Service, July 19, 2004, 6:23 p.m. EDT

United National Bank, San Marino, Calif., has agreed to get financial products and services for its customers from units of Independent Financial Marketing Group Inc., Purchase, N.Y.[@@]

Financial consultants at the Independent Financial units will be responsible for selling annuities, life insurance and mutual funds to United National customers and providing financial advisory services, Independent Financial says.