Mike “Cy” Cajthaml, CFP, has been named senior vice president of Creative Marketing’s elite producer group, Tailor Made Services. Cajthaml will semi-retire from his Chicago-based financial planning practice to join the Kansas City, Kan.-based insurance wholesaler. He has over 20 years of industry experience. During his tenure as a financial service professional, Cajthaml has offered his clients an array of services for income and retirement planning, advising clients about life insurance, property and casualty, fixed annuities, securities, employee benefits and more. Most recently, his financial planning practice, McHenry County Investment Services Inc., was structured as a wholly owned subsidiary of the McHenry Savings Bank.
At the MarketCounsel Summit, Duran detailed why he sold his business to Goldman Sachs.
Genworth now has permission to sell a big Canadian mortgage insurance subsidiary to Brookfield.
Many recipients are subject to taxation of their benefits because they were never indexed to inflation.
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