new economic reality means consumers can no longer rely on what’s worked for them in the past. And the ever-changing life insurance marketplace means financial professionals must find even more creative solutions to their clients’ needs.
To meet those needs, Nationwide Financial Services, Inc. launched the newest version of its YourLife® suite of life insurance products [...]

Manulife Financial is launching an online Small Business Solutions centre to help advisors work more closely with small business by making it easy to identify and provide comprehensive business and personal financial solutions for their Canadian small business clients.
The site, which is exclusive to Manulife, provides advisors with one-stop access to products and information [...]

Advanced Settlements, Inc., one of the oldest and largest life settlement brokers in the nation, has released a 3-minute educational video on life settlements titled Are Life Settlements Part of Your Financial Toolset? “The main focus of our educational videos is to inform and motivate financial professionals out there by giving them an easy, understandable [...]

Experienced insurance coverage attorneys Walter Andrews and Matthew Jacobs are co-chairing a legal conference on the insurance coverage litigation implications of the financial crisis at The Harvard Club here on March 18, 2009.
The event is being produced by HB Litigation Conferences LLC, formerly Mealey’s Conferences.
Jacobs is partner with Jenner & Block LLP in Washington, DC, [...]

PAULA Financial announced that the Board of Directors has declared an additional liquidating distribution in the amount of $0.09 per common share. The distribution will be paid to holders of record as of December 1, 2008 and will be paid on December 15, 2008.
This will be the third liquidating distribution paid by the Company [...]

Kingsway Financial has announced that the Company and its Board of Directors (”Board”) will be working with both Houlihan Lokey and Scotia Capital as co-financial advisors. In that regard, Houlihan Lokey and Scotia Capital will provide independent financial advice to the Company and its Board on matters which may arise over time. The Company also [...]

Geneos Wealth Management, Inc., a Denver-based broker/dealer serving the investment industry’s most elite financial advisors, today announced that Colorado financial advisor G5 Financial Group has joined the firm.
With offices in Centennial, Colorado Springs, Erie, Fort Collins, Greenwood Village and Lakewood, G5 Financial Group manages approximately $580 million for clients up and down Colorado’s Front Range.
“Geneos [...]

Smarsh®, a leading managed service provider of innovative, secure and reliable archiving and compliance solutions, has introduced smarshCRM, its state-of-the-art, Web-based customer relationship management (CRM) service designed for financial advisors and other sales professionals with long-term, relationship-based practices.
smarshCRM is a high-touch, client-centered, total workflow solution that systematically creates, simplifies, and facilitates the advisor’s practice management [...]

Unlike many financial companies that are cutting costs by reducing staffs, freezing new hires, and eliminating departments, CUSO Financial Services, LP, (CFS) a full-service broker dealer and Registered Investment Adviser that provides customized investment and insurance solutions to the credit union industry, today announced it has added Sandra deChastain to its program development team as [...]

John Hancock Financial Network (JHFN),* the successful career agency arm of John Hancock Financial Services, is implementing across its national network a new innovative business model which offers financial professionals a choice of three types of affiliation, based on the level of independence and support they desire.
“After studying different distribution models in our industry, our [...]