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New York Life Announces Expansion of Its Industry Leading Development Program for Financial Professionals

New York Life Announces Expansion of Its Industry Leading Development Program for Financial Professionals
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NFP to Sponsor the Annual Conference of African American Financial Professionals for Fifth Consecutive Year

NFP to Sponsor the Annual Conference of African American Financial Professionals for Fifth Consecutive Year
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Puchko employee recognized as qualifying member

Jul 16, 2021
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Kayla Puchko Stephenson, of Puchko Financial Associates Inc., has been recognized as a qualifying member of the Million Dollar Round Table, a network of leading insurance and investment financial services professionals/advisers who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
Stephenson works side by side with families to help reduce stress and confusion around money, and build their comfort and confidence in their finances.
Stephenson is a certified master mentor with the COW system. The cornerstone of the system is helping their clients to increase their accumulated money without taking additional risk, so they can enjoy retirement and also the journey along the way. ....

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United Advisors America Announces Appointment of Key Executives

United Advisors America Announces Appointment of Key Executives
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PROSPER, Texas, Jun 16, 2021 /PRNewswire/ United Advisors America (UAA), a Texas-based registered investment adviser serving clients in 22 states, has announced the recent appointment of two key executives.
Aubrey Paganelli has been promoted to UAA s Chief Operating Officer and Senior Advisor, and Price B. Peddicord has been promoted to Chief Compliance Officer and In-House Counsel. They both serve on UAA s Investment Committee.
UAA has seen tremendous growth the past few years, necessitating a strong leadership team to serve our clients. Aubrey has played a key role in our growth, and her experience, leadership and passion for working with clients will continue to be vital going forward. Price has quickly become a key part of the UAA team, and his background and work ethic have allowed him to immediately make an impact on our firm, sa ....

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WealthVest Publishes Definitive Guide On Retirement Income Planning

WealthVest Publishes Definitive Guide On Retirement Income Planning
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WealthVest and Wade Pfau, PH.D., CFA, RICP, release a special edition book, Redefining Retirement: A Safe and Secure Way Down the Mountain. The book features the culmination of Pfau s research on lifetime income and the role of annuities, and a guide on how financial professionals can utilize the concepts from the book with their clients.
Redefining Retirement: A Safe and Secure Way Down the Mountain
“With this book and supplemental guide, we’re providing financial professionals with the tools they need to host productive and educational meetings with their clients,” Wade Dokken, President, WealthVest ....

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