What You Need to Know
Kelly Maheu, the new NAILBA Charitable Foundation head, was an executive at Naylor Association Solutions.
Paul Garofoli spent about 18 years at National Western Life before moving to The Standard.
Coventry has promoted Gary Kuchera to chief origination officer.
AmeriLife Group LLC has hired Rhonda Fenner to be senior vice president, operations transformation.
AmeriLife is a Clearwater, Florida-based insurance distributor that has grown rapidly through acquisitions.
Fenner previously was senior vice president, financial operations and human resources, at CURevl, a credit union service organization. Earlier, she held operations leadership roles with Thrivent Financial and TIAA.
Fenner has a bachelor’s degree in business from Southwest Minnesota State University.
Ameritas Investment Company, LLC and Succession Resource Group Partner to Expand M&A Resources
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PORTLAND, Ore., May 12, 2021 /PRNewswire/ Succession Resource Group, Inc. (SRG), a leading provider of acquisition and succession solutions and consulting for financial professionals, is pleased to announce a new strategic alliance with Ameritas Investment Company, LLC (AIC), a broker-dealer and registered investment advisor based in Lincoln, Nebraska.
The new alliance will better align SRG and AIC goals, helping AIC financial professionals grow through acquisition and develop their succession plan. AIC also expects the alliance will create a win-win, with their firm more likely to retain financial professionals and assets through SRG s proactive consulting, resources, information, and reduced fees that are part of the alliance.
Ameritas And NAIFA To Grow Leaders Through Financial Services Advocacy
PR Newswire
Ameritas and NAIFA are teaming to advance the careers of rising stars in the financial services industry. This initiative will engage Ameritas qualifying financial professionals in financial services advocacy by helping to build broader networks and leverage new pathways to grow their careers. NAIFA is the nation s leading governmental advocacy group for the financial services industry. This program engages the next generation of industry leaders and supports their development as a voice for our clients at the state and national levels, said Kevin Mayeux, NAIFA Chief Executive Officer. Engaging in the conversation is key to understanding and responding to the forces that shape our business. Elevating financial professional careers – that s what this initiative is all about.
Ameritas and NAIFA to grow leaders through financial services advocacy prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
Ameritas and NAIFA to grow leaders through financial services advocacy prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.