Series 6

Simplicity Group Enhances Life Insurance Underwriting Service as Gene Zimmerlink Joins Byron Rasmussen

Retrieved on: 
Thursday, April 4, 2024
Risk, Knowledge, Gene, MetLife, University, Insurance, Gen Re, MassMutual, Simplicity, Series 6, Allianz Life

SUMMIT, N.J., April 4, 2024 /PRNewswire/ -- Simplicity Group Holdings, Inc. ("Simplicity") today announced that Byron Rasmussen will be joined by Gene Zimmerlink, as Simplicity continues to bolster its life insurance underwriting services.

Key Points: 
  • SUMMIT, N.J., April 4, 2024 /PRNewswire/ -- Simplicity Group Holdings, Inc. ("Simplicity") today announced that Byron Rasmussen will be joined by Gene Zimmerlink, as Simplicity continues to bolster its life insurance underwriting services.
  • We are thrilled to bring together two acknowledged leaders – Byron and Gene – to build out a best-in-class department," said Bruce Donaldson, President and CEO, Simplicity Group.
  • Prior to his role leading Simplicity's Underwriting Desk, Mr. Rasmussen was Vice President of Underwriting for Allegis Advisor Group, which joined Simplicity in 2022.
  • Prior to joining Simplicity, Mr. Zimmerlink was Head of New Business and Underwriting for Allianz Life.

Cetera Welcomes $135 Million AUA Advisor Duo to Cetera Advisor Networks

Retrieved on: 
Tuesday, April 2, 2024
Freedom, American College, SAN, Life, City, Cetera Financial Group, LPL Financial, Johansen, Investment, Series 7, Adviser, National Association, Series 6, Teaching, Financial adviser

SAN DIEGO, April 2, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Kip Johansen* and Patrick Wight* have joined Cetera Advisor Networks via AdvisorNet Financial doing business as Mill City Financial Partners. Mill City Financial Partners provides comprehensive financial planning and investment advice to clients and had more than $135 million in assets under administration** as of Nov. 30, 2023. The pair joined Cetera from LPL Financial.

Key Points: 
  • SAN DIEGO, April 2, 2024 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Kip Johansen* and Patrick Wight* have joined Cetera Advisor Networks via AdvisorNet Financial doing business as Mill City Financial Partners.
  • "We were immediately impressed by the support and resources Cetera and Cetera Advisor Networks offers its affiliated advisors and advisor groups," said Johansen.
  • "I am proud to welcome Mill City Financial Partners to our community of talented financial professionals, which continues attracting top talent," said Cetera Advisor Networks President Tim Stinson.
  • Click here for more information about Cetera Advisor Networks and click here for more information about AdvisorNet Financial.

Cetera Welcomes $112 Million AUA Advisor to Cetera Advisor Networks

Retrieved on: 
Thursday, December 21, 2023
Culture, Bell, Cetera Financial Group, SAN, Series 6, Peter Bell, CFP, Animal

SAN DIEGO, Dec. 21, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Peter Bell, CFP** has joined Cetera Advisor Networks via Summit Financial Networks. Bell provides comprehensive financial planning and investment advice to clients and had almost $112 million in assets under administration* as of Nov. 6, 2023.

Key Points: 
  • SAN DIEGO, Dec. 21, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Peter Bell, CFP** has joined Cetera Advisor Networks via Summit Financial Networks.
  • Bell provides comprehensive financial planning and investment advice to clients and had almost $112 million in assets under administration* as of Nov. 6, 2023.
  • I feel confident placing that trust back in both Cetera Advisor Networks and Summit Financial Networks," Bell said.
  • "Welcoming Peter to Summit Financial Networks is yet another indication of our ability to attract high-quality talent," said Summit Financial Network President Marshall Leeds.

The BOLI Group Shapes Future with the Promotion of Garrett Blaha to President and Chief Operating Officer

Retrieved on: 
Tuesday, December 5, 2023
Finance, Consulting, Banking, Professional Services, Insurance, Business development, COLI, Northwestern Mutual, Multimedia, Series 6, FINRA, Growth, Dog, Management

The BOLI Group, one of the leading national benefits expense management firms for financial institutions with locations in Cleveland, OH, Nashville, TN, Milwaukee, WI, Brookings, SD, and Charleston, SC, is pleased to announce the promotion of Garrett Blaha to President and Chief Operating Officer.

Key Points: 
  • The BOLI Group, one of the leading national benefits expense management firms for financial institutions with locations in Cleveland, OH, Nashville, TN, Milwaukee, WI, Brookings, SD, and Charleston, SC, is pleased to announce the promotion of Garrett Blaha to President and Chief Operating Officer.
  • Garrett Blaha, currently Vice President Business Development of The BOLI Group, will assume his new role on January 1, 2024, succeeding George Blaha who will continue as the company’s Chief Executive Officer.
  • Garrett’s promotion comes as The BOLI Group sees robust demand from financial institutions nationwide for its customized single premium life insurance products.
  • View the full release here: https://www.businesswire.com/news/home/20231130730713/en/
    George Blaha, President and Chief Executive Officer of The BOLI Group, stated, “Garrett has played a pivotal role in the success and growth of The BOLI Group since joining the company in 2014.

Cetera Welcomes $148 Million AUA Advisor to Cetera Advisors via Wilde Wealth Management Group

Retrieved on: 
Thursday, December 14, 2023
Series 7, Registered investment adviser, SAN, Risk management, Wealth management, Tax, Insurance, Culture, Chartered financial consultant, Sun, Business administration, Mansfield University of Pennsylvania, Series 6, Certification, MBA, Freedom, Barron's, Growth, RIA, Cetera Financial Group, Financial adviser, Northwestern Mutual, Cetara

SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group. Bair will assume the role of managing partner leading Wilde Wealth Management Group's new Sun City-Surprise office in Surprise, Ariz. Bair provides comprehensive financial planning and investment advice to clients and had almost $148 million in assets under administration* as of April 30, 2023.

Key Points: 
  • SAN DIEGO, Dec. 14, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Nicholas Bair, CFP®, ChFC®** has joined Cetera Advisors LLC via Wilde Wealth Management Group.
  • Bair's affiliation marks the latest addition to a growing list of successful affiliations for Wilde Wealth Management Group in 2023.
  • In total, including Bair, advisors managing a combined $274 million in assets under administration have joined Wilde Wealth Management in 2023.
  • Click here for more information about Cetera Advisors and click here for more information about Wilde Wealth Management Group.

Freddie Rappina joins Cetera Financial Specialists

Retrieved on: 
Tuesday, October 17, 2023
AUA, Series 6, Uniform Securities Agent State Law Exam, Fairfax County, Virginia, Opta, Canterbury, Top Gear (series 22), Uniform Investment Adviser Law Exam, Trust, Environment, Tampa Bay, Cetera Financial Group, Fairfax County Police Department, Freddy, Financial adviser, Cetara

LOS ANGELES, Oct. 17, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Freddie Rappina,** ChFC®, AIF®, CCFS®, and his two team members at Opta Financial have joined Cetera Financial Specialists. Rappina and his firm were previously affiliated with MML Investors. He provides comprehensive financial planning and investment advice to clients and had nearly $40 million in assets under administration* as of May 31, 2023. Within the next year, with the support and capabilities of Cetera, the firm expects their AUA to increase significantly.  

Key Points: 
  • LOS ANGELES, Oct. 17, 2023 /PRNewswire/ -- Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Freddie Rappina,** ChFC®, AIF®, CCFS®, and his two team members at Opta Financial have joined Cetera Financial Specialists.
  • "We welcome Freddie and his team to Cetera Financial Specialists, where they join a network of professionals with a true family culture," said Ron Krueger, president of Cetera Financial Specialists.
  • Opta Financial, founded by Rappina, helps clients examine their financial situation, set financial goals and implement plans toward achieving those goals.
  • Click here for more information about Cetera Financial Specialists.

Lincoln Financial Group sustainability and investment leader, Amber Williams, receives 2023 Women of Influence recognition from Philadelphia Business Journal

Retrieved on: 
Wednesday, August 30, 2023
Professional Services, Thought Leadership, Business, Sustainability, Influencer, Social Services, Asset Management, DEI (Diversity, Equity and Inclusion), Environment, Other Professional Services, Insurance, Communications, Finance, Partnership, University, Cecil, Education, Swoop (Philadelphia Eagles), Culture, Philadelphia Eagles, Series 6, Chief sustainability officer, Woman, Lincoln National Corporation, LNC, Mentorship, Mischler Financial Group, Social Security Government Pension Offset, American City Business Journals, University of Phoenix, YWCA, Investment, United, ESG, Social, New Zealand Women of Influence Awards, Christ Church, NYSE, United Way, Management, Lincoln

Lincoln Financial Group (NYSE: LNC) announced today that Amber Williams, Chief Sustainability Officer and Head of Client Investment Strategies, has been recognized by Philadelphia Business Journal on its 2023 Women of Influence list.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) announced today that Amber Williams, Chief Sustainability Officer and Head of Client Investment Strategies, has been recognized by Philadelphia Business Journal on its 2023 Women of Influence list.
  • “Amber continuously shows her dedication to achieving long-term goals for our company and our clients,” said Jayson Bronchetti, Chief Investment Officer and Head of Hedging and Sustainability at Lincoln Financial Group.
  • Philadelphia Business Journal is celebrating the 30th anniversary of its Women of Influence program, previously named Women of Distinction, and recognizes thirty awardees selected out of 250 nominations from colleagues, peers and mentors.
  • The Philadelphia Business Journal’s editorial board reviewed each Women of Influence nomination and selected the women who are leaving a mark on Greater Philadelphia in their own unique ways.

Chelsea Financial Services Advisor Jim MacRunnels Surpasses $1M Raised for Special Olympics

Retrieved on: 
Friday, August 4, 2023
Insurance, Warden, Special Olympics, Illinois Department of Veterans' Affairs, Financial services, VFW, Olympic Games, Law enforcement, Series 6, Special, Veteran, Laser Clay Shooting System, ID, Juvenile court, CO, Law Enforcement Torch Run, Indian Olympic Association, Love, Maple Park, Illinois, New York Philanthropic Advisory Service, Illinois Department of Corrections, LETR, AR, John Hodgman, Pharmaceutical industry

Staten Island, NEW YORK, Aug. 4, 2023 /PRNewswire-PRWeb/ -- Chelsea Financial Services celebrates Financial Advisor Jim MacRunnels and his wife Colleen who together have been the top fundraiser for Special Olympics in the State of Illinois multiple times in the past 20 years. The MacRunnels surpassed One Million Dollars raised during the past 11 years of their 20-year involvement with the Special Olympics via the LETR – Law Enforcement Torch Run. Chelsea Financial honors their Advisor Jim MacRunnels with a donation and publicity sponsorship for their August 20th Event: 'Pulling For Special Olympics Illinois Sporting Clay Shoot.'

Key Points: 
  • Financial Advisor Jim MacRunnels surpassed one million dollars raised during the past 11 years for the Special Olympics in Illinois.
  • Chelsea Financial honors their Advisor Jim MacRunnels with a donation and publicity sponsorship for their August 20th Event: 'Pulling For Special Olympics Illinois Sporting Clay Shoot.'
  • He joined Mike Jump's successful financial services group in May of 2023, where securities are offered through Chelsea Financial Services and Advisory Services are offered through Chelsea Advisory Services.
  • Please join Chelsea Financial Services in supporting Jim MacRunnels and the Special Olympics in the Sporting Clay Shoot on August 20th, 2023 by contacting Jim MacRunnels at [email protected] .

Exdion Insurance Appoints Industry Expert Tony Cid to Board of Advisors

Retrieved on: 
Monday, July 24, 2023
Mobile, Wireless, Technology, Insurance, Finance, Fintech, Professional Services, Software, Networks, Internet, Data Management, Partnership, Policy, Series 6, Data collection, Intelligence, Innovation, Uniform Securities Agent State Law Exam, Advisory board, Chartered Property Casualty Underwriter, Rutgers University, FINRA, Principal, Education, Financial adviser, Management, Cid, Economics

Insurtech company Exdion Solutions today announced the appointment of Tony Cid, Principal and Owner of Cid Allstate Agency, Inc., and Managing Director and Principle of Fourth Insight Consulting Services, to its Advisory Board.

Key Points: 
  • Insurtech company Exdion Solutions today announced the appointment of Tony Cid, Principal and Owner of Cid Allstate Agency, Inc., and Managing Director and Principle of Fourth Insight Consulting Services, to its Advisory Board.
  • “As commercial brokers move forward in their journey to digital transformation, they need partners with both technology and industry expertise,” said Cid.
  • “With Exdion, they can realize the full potential of digitalization in operations, in revenue enhancement, and in risk reduction.
  • In addition to owning and operating his own insurance agency, Cid consults on industry issues and business matters.

Adam Rieman Joins Alliant Insurance Services in Chicago

Retrieved on: 
Wednesday, June 21, 2023
Insurance, Professional Services, Uniform Securities Agent State Law Exam, Series 6, Illinois State University, National accounts, Health, Nicolaus Hinrich Rieman, Alliant, Management

Adam Rieman has joined Alliant Insurance Services as Vice President within its Employee Benefits Group in Chicago.

Key Points: 
  • Adam Rieman has joined Alliant Insurance Services as Vice President within its Employee Benefits Group in Chicago.
  • In his role with Alliant, Rieman will design and deploy comprehensive employee benefits programs for a diverse client base.
  • “As an insurance, benefits, and financial services professional, Adam has developed the skills necessary to create truly innovative employee benefits solutions.
  • “Adam is focused on helping his clients help their employees.”
    Prior to joining Alliant, Rieman was a National Account Executive at a major insurance carrier where he was responsible for client growth and relationship management for employers with 5,000+ benefit-eligible employees.