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NerdWallet addition connects advisors, potential clients

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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.
In other industry news:

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.”

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.

Chris WalshWalsh 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 ZebrowskiHeather 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.

Vantis Life Insurance Co. hired John R. Richter as national business development director.

“We are seeking to significantly increase our bank distribution in 2013 and beyond,” said Craig Simms, senior vice president of Vantis Life.  “Adding John to the team will help accelerate this growth.”

Before joining Vantis Life, Richter worked most recently at Symetra Financial Corporation as vice president, head of national accounts, where he focused on new account acquisitions and implementing a national business plan.

Prior to that, Richter was head of Channel Management at MassMutual Retirement Service Division and, earlier, head of National Key Accounts and Business Development for the firm’s Income Division.

He also spent several years both at ING as its National Account and Acquisitions manager in the bank/credit union channels and as national sales manager at INVEST a Zurich/Kemper subsidiary, where he sat on the board of directors.

Richter is a graduate of Charleston Southern University and Columbia University’s Managing the Enterprise program. 

The Retirement Income Industry Association (RIIA) named Anna M. Rappaport, FSA, MAAA, the winner of its 2013 Practitioner Thought Leadership Award for her paper:  “Insights to Support Better Retirement Planning: Implications of and Key Findings from Recent Society of Actuaries Research.”

Rappaport is chair of the Society of Actuaries (SOA) Committee on Post Retirement Needs and internationally recognized expert on retirement systems and workforce issues.

Her paper includes the findings of two new SOA co-sponsored studies, Running Out of Money and The New American Family, and offers insights for financial advisors who want to better serve the post-retirement needs of the middle income market. One notable highlight from the paper is the call for advisors to employ holistic rather than product strategies in helping Americans build their retirement-income plan.

In addition to receiving this unique award, Rappaport will have her paper published in the Spring 2013 issue of the Retirement Management Journal (RMJ). 

Rappaport will be presented with the award at the RIIA Spring Conference March 18, 2013 in Chicago, IL at the Morningstar offices.


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