Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
ThinkAdvisor

Life Health > Life Insurance

Sun Life Unit To Handle Heartland Investment Services

X
Your article was successfully shared with the contacts you provided.

Heartland Financial USA Inc. has chosen Independent Financial Marketing Group Inc. to support investment sales at 7 Heartland banks and 44 bank bank branches.[@@]

IFMG, Purchase, N.Y., will work with HTLF Investment Services, a Heartland unit, to offer investment and insurance products through Arizona Bank & Trust, Dubuque Bank & Trust (Iowa), First Community Bank (Iowa), Galena State Bank (Illinois), New Mexico Bank & Trust, Riverside Community Bank (Illinois) and Wisconsin Community Bank.

The arrangement with Heartland, Dubuque, Iowa, will include sales of mutual funds, annuities, life insurance, stocks, bonds and financial planning services.

IFMG is a subsidiary of Sun Life Financial Inc., Toronto


NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.