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.
United National has 11 branches and $851 million in assets.
Independent Financial is a unit of Sun Life Financial Inc., Toronto.