Phil Marsillo named president
The acquisition of two sizable MGAs adds 3,000 independent life insurance advisors to IA’s distribution network
The deal reinforces the company’s presence in the MGA marketplace in central Ontario
A growing list of compliance responsibilities - including advisor oversight - and a trend toward acquisition by larger firms presents challenges for independent insurance distributors
Finaeo has raised more than $2 million toward project to create a digital “marketplace” for insurance advisors
National Best Financial Network’s website, Canadian LTCi, generates a comparison of available LTC policies for Canadians who enter their relevant details
The ICBC, AMF and ICS are considering key changes to supervisory and oversight rules, CE requirements, use of titles and licensing
Regulation is one factor driving the consolidation trend
John Hamilton will continue to lead Financial Horizons and the existing management team will remain in place
The MGA has been preparing for Simone’s pending retirement by bringing on Larry Goldberg as COO in 2016 and expanding the responsibilities of other executives