NerdWallet launched its Ask an Advisor platform, a tool available online that enables consumers to efficiently sort through the financial advisor landscape to find an advisor they can trust to guide them through their personal financial situation.
Consumers can streamline their search for an appropriate financial advisor by using the NerdWallet Ask an Advisor platform to:
- Easily verify the credentials and areas of focus of potential advisors in one place;
- “Meet” and evaluate advisors through videos of each discussing key topics;
- Receive answers to their most pressing financial questions;
- Quickly request free consultations from advisors on their short-list.
Minnesota Life launched Omega Builder IUL, which includes the Income Protection Agreement (IPA) that allows policy owners to arrange for the death benefit to be paid as an irrevocable settlement option in a combination of installment payments and lump sum payouts.
“The IPA offers advantages to the policy owner and the beneficiaries,” said Ben Roth national sales vice president, Minnesota Life. “The policy owner has an opportunity to generate more cash value while he or she is alive. It also allows the policy owner to establish a stream of income for the beneficiaries.”
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The flexibility provided by the IPA, which must be selected when the policy is issued, allows the policy owner to create an income stream for beneficiaries that will grow at a fixed rate. The tax-advantaged cash value in the policy can be used for any number of life events including retirement income, charitable giving, college tuition or the down payment on a home.
Security Mutual Life’s board of directors announced the promotion of Christopher J. Walsh to second
vice president, information technology security officer and infrastructure architect; and the promotion of Heather H. Zebrowski, PHR, to second vice president, Human Resources.
Walsh joined Security Mutual in 2001 as senior network and technical services team leader. He advanced through a number of positions with the company, and in 2010 was promoted to assistant vice president, infrastructure architect and security administrator. In his new position, Walsh will manage Security Mutual’s overall corporate security, in addition to overseeing the company’s infrastructure architecture. Walsh earned his A.A.S. in industrial security and criminal justice from the Community College of the Air Force and the University of Maryland. He is also a Microsoft Certified Professional, and has earned certification in Windows and certification as a systems engineer.
Heather H. Zebrowski, PHR, joined Security Mutual in 2007 as a Human Resources generalist, and was promoted to Human Resources manager in 2011. In her new position, Zebrowski will be responsible for Security Mutual’s Human Resources function, including recruitment, benefits, compensation, human resources compliance, performance management, employee relations and training. She earned an executive certificate in human resources leadership (HRD) from Cornell University’s School of Industrial and Labor Relations, and has also earned her Professional in Human Resources (PHR) certification. She is a graduate of the State University of New York at Geneseo, where she earned a Bachelor of Arts degree in psychology, with a minor in organizational and occupational behavior. She is a member of the national chapter of the Society for Human Resources Management, as well as a member of the Southern Tier Association for Human Resources, where she serves as certification chair on the Executive Committee.
AssuredPartners Inc. and its Employee Benefits Committee for Affordable Care Act Compliance announced a new partnership with national law firms BakerHostetler and Proskauer to provide Patient Protection and Affordable Care Act compliance counsel to clients of AssuredPartners’ platform companies. BakerHostetler and Proskauer have a strong regional presence in the Midwest and Northeast, respectively, and cover much of the AssuredPartners geographic footprint.