Insurance broker

NFP Appoints Tony Greene President of Its Executive Benefits Division

Retrieved on: 
Tuesday, January 9, 2024
Growth, Organization, NFP, EVP, Diversity, Insurance broker, Management

NEW YORK, Jan. 9, 2024 /PRNewswire-PRWeb/ -- NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement plan advisor, today announced it has appointed Tony Greene as president of its Executive Benefits division, effective January 1, 2024. Greene, who joined NFP in 2012, previously led the company's business development efforts within the Executive Benefits division.

Key Points: 
  • NEW YORK, Jan. 9, 2024 /PRNewswire-PRWeb/ -- NFP , a leading property and casualty broker, benefits consultant, wealth manager and retirement plan advisor, today announced it has appointed Tony Greene as president of its Executive Benefits division, effective January 1, 2024.
  • Greene, who joined NFP in 2012, previously led the company's business development efforts within the Executive Benefits division.
  • "Tony's experience, leadership and relationships within NFP and across the industry make him the ideal person to lead our Executive Benefits division," said Ed O'Malley, EVP, head of Insurance Brokerage and Consulting.
  • "I'm thrilled to lead NFP's Executive Benefits division and build from Joe's outstanding work," said Greene.

NFP Welcomes Tim DeSett, Industry Veteran, to Lead Its Property and Casualty Business

Retrieved on: 
Wednesday, March 29, 2023
NFP, EVP, Risk management, Lombardi, P&C, Defence Estate and Infrastructure Group, AIG, Insurance broker, Acquisition, Distribution, Growth, Bermuda, Management

NEW YORK, March 29, 2023 /PRNewswire-PRWeb/ -- NFP, a leading property and casualty (P&C) broker, benefits consultant, wealth manager and retirement advisor, today announced Tim DeSett has joined the company as executive vice president, P&C. In this new leadership position within the company's P&C business, DeSett will drive strategy with a focus on organic growth, capturing new business, expanding acquisition opportunities and increasing revenue. He brings extensive strategic leadership capabilities to NFP's growing P&C business, which generated $740M in revenue in 2022. DeSett will report to Ed O'Malley, executive vice president, head of Insurance Brokerage and Consulting.

Key Points: 
  • In this new leadership position within the company's P&C business, DeSett will drive strategy with a focus on organic growth, capturing new business, expanding acquisition opportunities and increasing revenue.
  • He brings extensive strategic leadership capabilities to NFP's growing P&C business, which generated $740M in revenue in 2022.
  • This addition comes as Henry Lombardi, whose leadership has transformed NFP's P&C business into a global leader, sharpens his focus on revenue generation.
  • "We're excited to welcome Tim to NFP and have him build from our strong foundation of people, expertise, capabilities and success," said Doug Hammond, chairman and CEO, NFP.

Insigneo Adds Jim Jiao to Its Growing Network

Retrieved on: 
Wednesday, January 25, 2023
Professional Services, Finance, Fintech, Asset Management, Consulting, Personal Finance, Adviser, Deutsche Bank, Complex, Society of Trust and Estate Practitioners, Series, Partnership, Growth, Trusts & Estates (journal), Insurance broker, Merrill (company), Financial adviser

Insigneo , a leading provider of financial services, is pleased to announce the affiliation of Jim as a financial advisor based in San Diego, California.

Key Points: 
  • Insigneo , a leading provider of financial services, is pleased to announce the affiliation of Jim as a financial advisor based in San Diego, California.
  • Jim brings over 30 years of experience in the financial industry.
  • “We are very excited to have Jim join Insigneo’s network of Financial Advisors as we continue to expand our footprint across the US,” said Jose Salazar, US Market Head.
  • Insigneo is committed to providing its clients with the highest level of service and expertise, and Jim's addition to the team further enhances their ability to do so.

Oakbridge Insurance Expands Presence in Georgia Through Partnership With Insurance Brokers of Georgia

Retrieved on: 
Thursday, January 5, 2023
Insurance broker, Specialization, Partnership, Insurance, Risk management, Tutoring

ATLANTA, Jan. 5, 2023 /PRNewswire/ -- Oakbridge Insurance Agency LLC (Oakbridge) , one of the largest independent insurance and risk management agencies in the United States, today announced a new partnership with Insurance Brokers of Georgia Inc ., a highly specialized employee benefits insurance broker and consultant located in Griffin, Georgia.

Key Points: 
  • ATLANTA, Jan. 5, 2023 /PRNewswire/ -- Oakbridge Insurance Agency LLC (Oakbridge) , one of the largest independent insurance and risk management agencies in the United States, today announced a new partnership with Insurance Brokers of Georgia Inc ., a highly specialized employee benefits insurance broker and consultant located in Griffin, Georgia.
  • Specializing in designing competitive employee benefits programs for employers throughout the southeast, Insurance Brokers of Georgia has been helping businesses for more than 35 years.
  • "We are excited to welcome Insurance Brokers of Georgia as our newest partner," said Oakbridge CEO Robbie Smith.
  • Insurance Brokers of Georgia will maintain its office in Griffin.

Tim Weldon Unveils the Weldon Wealth Builder System to Prepare for Retirement - 12 Week Program

Retrieved on: 
Wednesday, December 14, 2022
Seniority (financial), Retirement, Insurance broker, Financial services

Edmonton, Alberta--(Newsfile Corp. - December 13, 2022) - Tim Weldon, Edmonton, Alberta-based Insurance Agent is unveiling a new Weldon Wealth Builder System.

Key Points: 
  • Edmonton, Alberta--(Newsfile Corp. - December 13, 2022) - Tim Weldon, Edmonton, Alberta-based Insurance Agent is unveiling a new Weldon Wealth Builder System.
  • The program is specifically designed to help people in debt, financially stressed, heavily taxed or overly exposed with a 12-week course.
  • "Getting your finances prepared for retirement, even if you're in a great financial position, can be incredibly stressful," Tim Weldon said.
  • The Weldon Wealth Builder System has a four-pillar approach to retirement.

NFP Appoints Mike James Chief Sales Officer

Retrieved on: 
Thursday, November 10, 2022
Nationwide, NFP, Investment, Leadership, LOMA, John Hancock Financial, Financial services, The American College of Financial Services, Insurance broker, Association, EVP, Insurance, Trustee, Solution, Goal, Suffolk University, Culture, John Hancock, American Insurance Association, Awareness, National African American Leadership Summit, Growth, CEO, Corporation, Industry, Business, Roxbury, American College, Management

NEW YORK, Nov. 10, 2022 /PRNewswire-PRWeb/ -- NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, announced today that it has appointed Mike James as chief sales officer. James will be responsible for providing high-level strategic direction to drive the entire NFP sales organization and continue to serve in a leadership role across the company's life business. James, whose tenure with the company spans more than 16 years, will collaborate across the company with regional, platform, sales leaders and producers to align NFP's sales strategy and execution and elevate results.

Key Points: 
  • NEW YORK, Nov. 10, 2022 /PRNewswire-PRWeb/ -- NFP , a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, announced today that it has appointed Mike James as chief sales officer.
  • James will be responsible for providing high-level strategic direction to drive the entire NFP sales organization and continue to serve in a leadership role across the company's life business.
  • James, whose tenure with the company spans more than 16 years, will collaborate across the company with regional, platform, sales leaders and producers to align NFP's sales strategy and execution and elevate results.
  • "The chief sales officer role is critical to the next phase of NFP's growth," said Doug Hammond, chairman and CEO, NFP.

World Insurance Associates Increases P&C Business with the Acquisition of Thorson Insurance Services

Retrieved on: 
Friday, November 4, 2022
Diamond, P&C, World, GLOBE, Insurance, Risk management, CEO, WIA, Entrepreneurship, Insurance broker, Retirement, Broker, Solution, Financial services

Iselin, NJ, Nov. 04, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (World), a Top 100 Insurance Brokerage, announced today that it acquired Thorson Insurance Services of Agoura Hills, CA (Thorson) on June 1, 2022.

Key Points: 
  • Iselin, NJ, Nov. 04, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (World), a Top 100 Insurance Brokerage, announced today that it acquired Thorson Insurance Services of Agoura Hills, CA (Thorson) on June 1, 2022.
  • We earn the trust of our clients by being there during times of crisis, says Miles Thorson, President, Thorson Insurance Services.
  • Our reputation for developing thoughtful and high-quality insurance solutions is the result of generations of family members and associates focused on helping clients feel confident about protecting their assets, adds Erick Thorson, President, Thorson Insurance Services.
  • World is ranked #34 on the 100 Largest Brokers of U.S. Business list by Business Insurance, ranked #2 on the Fastest Growing Brokers list by Business Insurance, ranked #3 on the Fastest Growing Benefits Brokers list by Business Insurance, ranked #24 on the Top 100 P&C Agencies by Insurance Journal, and is a Top-50 ranked personal lines agency by Insurance Journal.

World Insurance Associates Grows Employee Benefits Business with the Acquisition of Sagacity Benefits

Retrieved on: 
Tuesday, July 5, 2022
Business, CEO, Helling, GLOBE, Insurance broker, Broker, World, Retirement, Technology, WIA, Entrepreneurship, Solution, Power, Time, Insurance, PLC

Iselin, July 05, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired Sagacity Benefits (Sagacity) of Burlington, IA on July 1, 2022.

Key Points: 
  • Iselin, July 05, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired Sagacity Benefits (Sagacity) of Burlington, IA on July 1, 2022.
  • Sagacity Benefits is a comprehensive consultant firm for employer-based benefits and specializes in health benefits platforms for companies of all sizes.
  • Its our goal to provide consultation while identifying ways to save our clients both time and money, says Steven Preader, President, Sagacity Benefits.
  • World Insurance Associates LLC (World) is headquartered in Iselin, N.J., and is a full-service insurance organization providing individuals and businesses with top products and services across personal and commercial insurance lines, employee benefits, retirement and financial services and human capital management solutions.

World Insurance Associates’ Acquisition of Commercial Insurance Agency Expands Presence in the Greater Boston Area

Retrieved on: 
Wednesday, June 22, 2022
Solution, Industry, World, Insurance, CEO, Insurance broker, Business, Entrepreneurship, Broker, WIA, CIA, MA, PKF, Retirement, Food, Restaurant, GLOBE, Financial services

Iselin, NJ, June 22, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired Commercial Insurance Agency (CIA) of Belmont, MA on May 1, 2022.

Key Points: 
  • Iselin, NJ, June 22, 2022 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (WIA), a Top 100 Insurance Brokerage, announced today that it acquired Commercial Insurance Agency (CIA) of Belmont, MA on May 1, 2022.
  • No matter what the conditions, our focus is the customer and what they need.We work tirelessly to protect our insureds from an insurance and financial prospective.
  • Im happy to welcome CIA to the World family, says Rich Eknoian, CEO and Co-Founder of WIA.
  • World Insurance Associates LLC (World) is headquartered in Iselin, N.J., and is a full-service insurance organization providing individuals and businesses with top products and services across personal and commercial insurance lines, employee benefits, retirement and financial services and human capital management solutions.

MoneyLion and AEON Consortium Obtain Approval for Malaysian Digital Banking License

Retrieved on: 
Tuesday, May 24, 2022
Technology, Mobile, Wireless, Finance, Banking, Professional Services, Software, Networks, Internet, Data Management, AEON, Risk, Neobank, Ministry of Finance (Malaysia), Central Bank of Malaysia, BNM, Main–Market Historic District, Insurance, Stored-value card, Ministry, Anna University Chennai – Regional Office, Tiruchirappalli, Artificial intelligence, AFS, Partnership, Motor vehicle, Credit card, Insurance broker, KLSE, Technology, Ecosystem, Group, Twitter, Software as a service, Growth, NYSE, 2019 MoneyLion 300, Mobile phone, Bank, Cryptocurrency, Online shopping, Financial services, Takaful

MoneyLion Inc. (MoneyLion) (NYSE: ML), a leading digital financial services and lifestyle content platform, announced that the Ministry of Finance in Malaysia has awarded a digital banking license to a consortium involving MoneyLion, AEON Financial Service Co Ltd. (AFS) (TSE:8570), a Japan-based financial group, and AFSs Malaysia-based non-bank financial service provider subsidiary, AEON Credit Service (M) Berhad (AEON Credit) (KLSE:AEONCR).

Key Points: 
  • MoneyLion Inc. (MoneyLion) (NYSE: ML), a leading digital financial services and lifestyle content platform, announced that the Ministry of Finance in Malaysia has awarded a digital banking license to a consortium involving MoneyLion, AEON Financial Service Co Ltd. (AFS) (TSE:8570), a Japan-based financial group, and AFSs Malaysia-based non-bank financial service provider subsidiary, AEON Credit Service (M) Berhad (AEON Credit) (KLSE:AEONCR).
  • The digital banking license will give MoneyLion, AEON Credit and AFS the ability to create a digital bank that will offer services which will promote financial inclusion to customers in Malaysia.
  • MoneyLion will be responsible for designing and building the banks digital finance platform using its scaled technology and data capabilities.
  • We are appreciative of being granted the digital banking license, added MoneyLion Co-Founder and Chief Technology Officer Chee Mun Foong.