BTIG, LLC, a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services, announced that Mark Secrest has joined the firm as a managing director within its Healthcare Investment Banking Group. Secrest will focus on the medical devices, life sciences tools and diagnostics industries, increasingly active areas of growth for the firm.
DIonDemand announced the launch of a new disability insurance service in 42 states across the country. As the first source for instant policy delivery, DIonDemand facilitates direct policy purchase, which includes quoting, approving and issuing the policy in less than 20 minutes.
Farmers New World Life Insurance Company announced that James Davenport has been appointed to the role of chief financial officer (CFO). Since 2013, Davenport has held the role of global head of risk and control at Zurich Insurance Group. In his new role, Davenport will be responsible for the internal and external financial reporting for Farmers Life.
The Guardian Insurance & Annuity Company, Inc. (GIAC), a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), announced the addition of 21 new investment options to The Guardian Choice® and 26 to The Guardian Advantage® lineup of retirement products. The additional options increase the breadth of asset classes available for plan sponsors utilizing these products to fund their qualified retirement plans.
Jefferson National, a distributor of tax-advantaged investing solutions for Registered Investment Advisors (RIAs), fee-based advisors and clients, has enhanced its suite of wealth transfer and legacy planning solutions with the launch of a new “Restricted Stretch” payout option for Monument Advisor, its Flat-Fee Investment-Only Variable Annuity (IOVA). To demonstrate the value of “stretching” wealth with a low-cost Investment-Only VA, and generate a client-approved proposal, advisors can go here. If you want to learn more, consider attending “Restricted Stretch: A Simplified Legacy Planning Solution,” a webinar on Thurs., May 12.
LifeMark Partners, Inc., an independent national insurance marketing organization, announced the addition of two new members to their board of directors: Dan Allison, president of Brokers Clearing House, Ltd., and Daniel P. Anderson, chief executive officer of Madison Brokerage. Both will serve four-year terms.
Amy Lynch, generational expert and author, will present the keynote address at the LOMA Financial Inforum 2016, to be held May 16–18 at the Grand Hyatt Tampa Bay in Tampa, Florida. In her keynote address “Innovation from Every Generation,” Lynch will reveal the critical conditions that free each generation to produce new ideas, and will give attendees strategies that get measurable results.
There is a need to build an effective long-term marketing and sales strategy that also includes the ability to predict what the market will look like six months or a year out. To provide that capability, Quadrant Information Services has introduced InsureWatch Looking GlassTM, which is a predictive analytics tool built into its cloud-based InsureWatch pricing analytics system.
Sammons Retirement Solutions, part of Sammons Financial Group (SFG), has grown exponentially in the past three years. Headquartered in Des Moines, the company provides simple and innovative solutions that can help individual investors live well in retirement.