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Financial Independence Group Launches Quinci, All-In-One Solution Combining Insurance and Investments with Real Time Data Exchange

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星期二, 九月 7, 2021

CORNELIUS, N.C., Sept. 7, 2021 /PRNewswire/ --Financial Independence Group, LLC (FIG), a leading financial services conglomerate working with independent financial advisors and insurance companies, specializing in annuities, long-term care, and life insurance products is launching Quinci powered by SIMON, combining insurance and investments into one platform.

Key Points:

CORNELIUS, N.C., Sept. 7, 2021 /PRNewswire/ --Financial Independence Group, LLC (FIG), a leading financial services conglomerate working with independent financial advisors and insurance companies, specializing in annuities, long-term care, and life insurance products is launching Quinci powered by SIMON, combining insurance and investments into one platform.
Spreading across fixed insurance, registered insurance, and structured investments, Quinci centralizes the product lines that many financial professionals are leveraging today with constant data exchange.
Financial Planning: Leverages both the built-in simple financial planning tools and some of the largest platforms in the industry, advisors can identify the ideal profile for their client.
Annuities and insurance services provided by SIMON Annuities and Insurance Services LLC.

Guggenheim Energy & Income Fund Announces Quarterly Distribution

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星期三, 九月 1, 2021

Under normal market conditions, the Fund will invest at least 70% of its Managed Assets in securities of energy companies.

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Under normal market conditions, the Fund will invest at least 70% of its Managed Assets in securities of energy companies.
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, LLC (Guggenheim), with over $255 billion* in assets under management across fixed income, equity, and alternative strategies.
Guggenheim Investments includes Guggenheim Funds Investment Advisors, LLC (GFIA), Guggenheim Partners Investment Management (GPIM), and Guggenheim Funds Distributors, LLC (GFD).
Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Fund Management (Europe) Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management.

PHP Agency Promotes Life Insurance Awareness Month in September

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星期三, 九月 1, 2021

Industry, GLOBE, CEO, PHP, Organization, Insurance, Awareness, Life, Death, FMO, Life Happens, Health insurance

ADDISON, Texas, Sept. 01, 2021 (GLOBE NEWSWIRE) -- PHP Agency, Inc. , a tech-enabled life insurance field marketing organization, announced today that it will be promoting the value and need of life insurance in commemoration of Life Insurance Awareness Month.

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ADDISON, Texas, Sept. 01, 2021 (GLOBE NEWSWIRE) -- PHP Agency, Inc. , a tech-enabled life insurance field marketing organization, announced today that it will be promoting the value and need of life insurance in commemoration of Life Insurance Awareness Month.
Every September, the Life Happens organization kicks off an awareness campaign known as LIAM (Life Insurance Awareness Month).
During this month-long awareness program, the life insurance industry represented by life insurance ambassadors can address the growing coverage gap in the U.S., which accounts for over 102 million Americans who live without life insurance.
The organization supports the insurance industry by providing marketing tools and resources through its Life Happens Pro platform , and convening the industry each September for Life Insurance Awareness Month.

CareValue Appoints Larry Lane as New Regional Sales Manager

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星期二, 八月 31, 2021

FORT MILL, S.C., Aug. 31, 2021 /PRNewswire/ -- Larry Lane brings over 28 years of experience in the healthcare industry to Care Value, Inc. (CareValue).

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FORT MILL, S.C., Aug. 31, 2021 /PRNewswire/ -- Larry Lane brings over 28 years of experience in the healthcare industry to Care Value, Inc. (CareValue).
"We're thrilled to have Larry join the CareValue family," saidBrian Doyle, President and owner of CareValue.
As the Regional Sales Manager at CareValue for the Southeast territory, he will be responsible for a similar undertaking.
Larry Lane, Regional Sales Manager Southeastern U.S. at CareValue.

Wounded Purple Heart U.S. Marine Corps Veteran Honored by PHP Agency, Inc. and Gifted With a Fully Paid Home

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星期一, 八月 30, 2021

During the celebration, PHP Agency, in partnership with Military Warriors Support Foundation (MWSF), honored Joseph Logue, a Purple Heart hero who selflessly enlisted to serve and protect the freedom of our great nation.

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During the celebration, PHP Agency, in partnership with Military Warriors Support Foundation (MWSF), honored Joseph Logue, a Purple Heart hero who selflessly enlisted to serve and protect the freedom of our great nation.
"As an Army veteran myself, I have a heartfelt and personal respect for the people that serve our country through the United States Armed Services.
In September 2010, Joseph Logue joined the United States Marine Corps in his Senior Year of High School.
"At PHP we are honored to show our gratitude for our country's heroes through our partnership with the Military Warriors Support Foundation.

CareValue Appoints Tracey Goulet as New Regional Sales Manager

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星期四, 八月 26, 2021

National, National List, Insurance, Life, Medicare, National Organization of Life and Health Insurance Guaranty Associations, Marketing, FMO, NMO, COVID-19, Technology, Health insurance

FARMINGTON, Conn., Aug. 26, 2021 /PRNewswire/ --Tracey Goulet brings over 30 years of insurance industryand 14 years of Medicare market experienceto Care Value, Inc. (CareValue).

Key Points:

FARMINGTON, Conn., Aug. 26, 2021 /PRNewswire/ --Tracey Goulet brings over 30 years of insurance industryand 14 years of Medicare market experienceto Care Value, Inc. (CareValue).
As the Regional Sales Manager at CareValue for the eastern territory, Traceywillleadand developher region's new broker sales team, which includes sixstates.
"We're honored to have Tracey join the CareValue family, and I am confident she will excel in her role," saidBrian Doyle, President and Owner of CareValue.
-Tracey Goulet, Regional Sales Manager Eastern U.S. at CareValue
CareValue is actively engaging in contractual agreements in the Senior Insurance Market.

Guggenheim Investments Announces Results and Adjournment of Special Shareholder Meeting for the Mergers of GPM, GGM and GOF

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星期二, 八月 24, 2021

The Special Meeting was adjourned with respect to GOF in order to allow GOF shareholders additional time to vote on the Mergers.

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The Special Meeting was adjourned with respect to GOF in order to allow GOF shareholders additional time to vote on the Mergers.
The Special Meeting with respect to GOF will reconvene on Tuesday, September 14 at 10:00 a.m. Central time.
Upon closing of the Mergers, GOF would continue to be subject to its current investment objectives, policies and restrictions.
Guggenheim Investments includes Guggenheim Funds Investment Advisors, LLC (GFIA), Guggenheim Partners Investment Management (GPIM), and Guggenheim Funds Distributors, LLC (GFD).

Barnabas Capital Announces Head of Structured Products

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星期二, 八月 24, 2021

CORNELIUS, N.C., Aug. 24, 2021 /PRNewswire/ --Financial Independence Group, LLC (FIG), a leading financial services conglomerate working with independent financial advisors and insurance companies, specializing in annuities, long-term care, and life insurance products, is pleased to announce Josh Lewis as head of structured products for Barnabas Capital.

Key Points:

CORNELIUS, N.C., Aug. 24, 2021 /PRNewswire/ --Financial Independence Group, LLC (FIG), a leading financial services conglomerate working with independent financial advisors and insurance companies, specializing in annuities, long-term care, and life insurance products, is pleased to announce Josh Lewis as head of structured products for Barnabas Capital.
Prior to joining, Josh spent many years at LPL Financial on the fixed income trading desk as a trader and head of trading technology with a focus on structured products.
Josh Lewis' expertise in the structured products market and the incredibly strong relationships he has with so many of the leading bank issuers of structured products make him the ideal fit to lead our structured products division.
Barnabas Capital Head of Structured Products Josh Lewis said: "I am proud to join the team at Barnabas Capital, working with exceptional professionals to educate and provide sales support to financial professionals on structured products and advance the important role they can play in a client's portfolio."

CareValue Ranks No. 2120 on the 2021 Inc. 5000 List

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星期二, 八月 24, 2021

National, Inc., Microsoft, Knowledge, Social media, Intuit, Medicare, Name, Commonwealth Associates, Inc., FMO, Conference, NMO, COVID-19, Technology

2120 on its annual Inc. 5000 list, the most prestigious ranking of the nation's fastest-growing private companies.

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2120 on its annual Inc. 5000 list, the most prestigious ranking of the nation's fastest-growing private companies.
Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but this year's list also proved especially resilient and flexible given 2020's unprecedented challenges.
Among the 5,000, the average median three-year growth rate soared to 543 percent, and median revenue reached $11.1 million.
To learn more about CareValue, please join us and our many partners at our 2021 Health + Wealth EXPO .

FIG Announces Leader for Advanced Strategies Division

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星期三, 八月 11, 2021

FIG's Advanced Strategies division was created to assist financial professionals with the complexities associated with the business owner and affluent marketplaces and navigate the unprecedented changes to federal tax law currently being proposed.

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FIG's Advanced Strategies division was created to assist financial professionals with the complexities associated with the business owner and affluent marketplaces and navigate the unprecedented changes to federal tax law currently being proposed.
FIG CO-CEO Mike Mullan said: "At FIG, our Advanced Strategies team of tax and estate planners are here to help our financial professionals bring their clients unique solutions that provide better overall outcomes.
Director of Advanced Strategies Jeremy Green said: "I am thrilled to join the Advanced Strategies team and continue to bring FIG's wealth management and tax expertise to clients in the most comprehensive manner, utilizing the offerings of the FIG platform.
FIG is a financial services conglomerate and national leader in the independent marketing organization (IMO) and field marketing organization (FMO) industry.