NU Online News Service, Jan. 20, 2005, 2:43 p.m. EST
An Irvine, Calif., bank holding company has asked a Purchase, N.Y., distributor to provide products for its investment program.[@@]
The distributor, Independent Financial Marketing Group Inc., says a broker-dealer unit will be offering customers of the bank holding company, Westcorp, mutual funds, annuities, life insurance policies, stocks and bonds.
Financial consultants in the branch offices will help clients with college planning, long term care planning, retirement planning and asset allocation.
IFMG is a unit of Sun Life Financial Inc., Toronto.