Category Archives: Business: Insurance

Press Releases from the Insurance world, What’s new, Popular, Trending and News Worthy. In the ever changing industry of Insurance.

Brent Brummer named Senior Vice President of Claims and Legislative Affairs for Florida Family Insurance


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Florida Family Insurance

We’ve always had a terrific Claims operation and, with Brent’s innovative and intuitive approach to claims, he has made the operation second to none.

Florida Family Insurance recently announced the promotion of Brent Brummer to Senior Vice President of Claims and Legislative Affairs. Brent has more than twenty-three years of experience handling homeowners, automobile, commercial, and related liability claims, including an extensive background with first- and third-party litigation files.

Brent joined Florida Family Insurance in 2009 as the Claims Manager, was elevated to Vice President of Claims in 2013, and was appointed to the Operating Board in 2018. In addition to overseeing the entire Claims Operation, Brent is responsible for government relations and works closely with industry trade organizations and the Office of Insurance Regulation.

Brent received both his bachelor’s and master’s degrees from Florida State University and holds Charter Property and Casualty Underwriter (CPCU) and Associate in Claims (AIC) designations. He is the current Property Chairman for the Florida Insurance Council (FIC), former legislative chair for the Florida Property and Casualty Insurance Fraud Task Force, and past board member and active member of the Florida Advisory Committee on Arson Prevention (FACAP). He is an accredited instructor with the Department of Financial Services and has conducted numerous continuing education classes for our agents across the state.

Florida Family’s CEO Bill Wiggs notes that Brent’s leadership of the claims department is impressive. “We’ve always had a terrific Claims operation and, with Brent’s innovative and intuitive approach to claims, he has made the operation second to none. For the last 11 years he has successfully navigated and led our claims team through an extremely challenging claims environment. With Brent also now leading our industry and legislative efforts, I’m confident there will be many more successes to come.”

About Florida Family Insurance

One of the only Florida- property insurance carriers to hold a “B++” (good) rating from AM Best Company and an A Prime, Unsurpassed rating from Demotech, Florida Family Insurance is one of the most soundly-reinsured and conservatively-invested homeowners insurance providers in Florida– servicing more than 80,000 policyholders with products ranging from homeowners, dwelling fire, and condominium to rental property and flood insurance through its network of licensed independent agents.

For nearly 25 years, the company has taken pride in delivering superior coverage at affordable rates; quickly and conveniently processing claims; and providing unparalleled personalized care and service to its agents and policyholders. Florida Family Insurance maintains offices in Bonita Springs and Jacksonville, FL.

For more information, please visit http://www.floridafamily.com.

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Breathe Life Adds Two Insurance Leaders and Trailblazers to its Board of Directors


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“Our ability to attract independent board members of Sharon’s and Maria’s caliber speaks volumes about what Breathe Life has accomplished and where we are heading. We welcome these two remarkable professionals to our board as Breathe Life continues to innovate and grow.” –Ian Jeffrey, Breathe Life

Breathe Life, the enterprise SaaS platform provider for the life insurance industry, today announced the strategic addition of two exceptional industry leaders to its Board of Directors, Sharon Ludlow and Maria Hancock. Ludlow and Hancock are joining the Breathe Life board as the company’s breakthrough technology becomes the digital distribution platform of choice in North America.

Adding diverse voices and perspectives has been a key goal for the Breathe Life Board of Directors heading into 2021. As the insurance industry continues to confront a host of challenges that have been accelerated by COVID-19, Breathe Life is well positioned to deliver the end-to-end solution life insurance carriers need to meet the needs of modern consumers and producers and fulfill the promise of digital transformation.

“Adapting to the digital era is both an imperative and an opportunity for insurers to reconnect with customers and build stronger long-term relationships,” said Sharon Ludlow, a corporate director and former President & CEO at Swiss Re Canada. “The insurance industry must embrace opportunities to innovate in meaningful ways that touch the consumer and impact the bottom line. This is among the many benefits that the Breathe Life digital distribution platform provides to leading carriers across North America.”

The Breathe Life enterprise distribution platform provides the modern, digital tools carriers and producers need to thrive in a digital-first world, one where traditional in-person insurance sales are declining and unlikely to regain primacy.

Maria Hancock, a risk management expert and former CIO ERM of AIG, noted: “Insurers have a unique opportunity to rise to this moment and meet customers where they are. This means carriers must make a fundamental shift from being product-centric to becoming customer-centric. And the stakes couldn’t be any higher: carriers that don’t adapt quickly will not survive. The Breathe Life distribution platform provides a modern solution for carriers to quickly make this shift and deliver the financial security products in highest demand, growing sales, reducing expenses, and making a lasting digital connection with their customers.”

Ian Jeffrey, CEO of Breathe Life, concluded: “Our ability to attract independent board members of Sharon’s and Maria’s caliber speaks volumes about what Breathe Life has accomplished and where we are heading. We couldn’t be happier to welcome these two remarkable professionals to our board as Breathe Life continues to innovate and grow.”

ABOUT BREATHE LIFE

Breathe Life is an enterprise Software-as-a-Service, or SaaS, platform for the individual insurance industry. We provide insurers with a modern end-to-end platform that increases the speed of policy delivery and reduces operational costs for the distribution of financial security products. We believe that technology will help eliminate the financial insecurities of generations to come. Breathe Life is venture-backed by Real Ventures, Invest Quebec, Diagram Ventures and a variety of industry veteran angel investors from AXA, AIG, and RGA. Learn more about Breathe Life at breathelife.com or on our Facebook, LinkedIn, and Twitter.

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MasterCare Promotes Nathan Sanow to Company President


MasterCare has enjoyed many years of growth through innovation, helping consumers in the long-term care insurance planning market. The results and reception of our internet-based business model have been strong, and we see Nathan as the right leader for managing the future growth of our company.

Today, MasterCare America, Inc., a national long-term care (LTC) insurance brokerage, announced the promotion of Nathan Sanow to Company President, indicating that he will be stepping up to lead the company in the execution of its growth strategy. After 8 years of managing MasterCare’s sales and marketing expansion in the LTC market as Director of Sales and Marketing, Sanow is enthusiastic about his new role, saying, “I’m very humbled and excited for the opportunity to lead this remarkable company. Our future is bright as we build on our company legacy and values of helping consumers protect what is most important.”

Mike Skiens, owner and current President of MasterCare America—who will be moving to the role of Chief Executive Officer—stated that he is pleased to have someone as qualified and talented as Nathan move into the leadership position of President. “He is a highly skilled and driven professional with a strong track record of success in our market,” Skiens said. “MasterCare has enjoyed many years of growth through innovation, helping consumers in the long-term care insurance planning market. The results and reception of our internet-based business model have been strong, and we see Nathan as the right leader for managing the future growth of our company.”

Commenting on the company’s expansion and the challenges—and opportunities—ahead, Sanow said, “I feel privileged to be the leader in a company with such a strong legacy of success in the long-term care market.” He believes that “the future of the long-term care planning market is on the verge of significant growth as more people see the risk of long-term care and the need to plan for secure retirement.”

MasterCare America, Inc., is an insurance brokerage specializing in LTC insurance and asset-based hybrid LTC product sales. The company mission is to help financial professionals find the best LTC insurance solutions for their clients. The organization’s vision is to be the finest, most innovative LTC solutions firm, helping people protect what is most important.

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Quaker Special Risk Chairman Named One of Worcester’s Outstanding Women in Business


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We are proud of Karin’s contributions to our company and to the Worcester community,”- Thomas Prokop, President of Quaker Special Risk’s New England office

Quaker Special Risk, a Jencap company, is proud to announce Karin Branscombe, Chairwoman and former CEO of its Massachusetts office, was recognized as one of seven Outstanding Women in Business. Seven winners were chosen out of the 40 nominees for their roles in advancing the causes of women in the workplace, through direct mentoring, leading by example, and breaking through the glass ceiling previously holding half of the workforce back.

“We are proud of Karin’s contributions to our company and to the Worcester community,” says Thomas Prokop, President of Quaker Special Risk’s New England office, “She is a model for our employees and an inspiration for many in the community.”

Branscombe was born in Germany, is grateful for the opportunity she found in America to run a successful business and immerse herself in the local community. In addition to her longtime role as founder and CEO of the Quaker Special Risk New England office, Branscombe makes time to serve in areas of passions for her, including as a trustee at the Worcester Art Museum and on the Worcester Country Club board, where in 2019 she was named the club’s first female president.

Branscombe has worked to mentor both men and women, and made it a priority to value workers as she would have wanted to earlier in her career. She is known for her intelligence, thoroughness, and work ethic as a leader at Quaker Special Risk, attracting and retaining employees since 1981. The average tenure of an employee at Quaker’s Worcester office is 20 years largely due to Branscombe’s leadership approach.

About Quaker Special Risk

Quaker Special Risk, a Jencap company, is a Commercial and Personal Lines Wholesaler, Managing General Agent (MGA), and Program Manager that helps insurance agents and brokers develop specialized insurance coverage solutions for their clients. Since 1960, Quaker has been a pioneer and a leader in the excess and surplus (E&S) lines market by helping insurance agents and brokers throughout the United States craft unique insurance coverage for the specific needs of their clients. With five of its own office locations and access to the countrywide presence of parent company, Jencap, Quaker prides itself on its dedication to personalized service, which remains the foundation on which its long-term partnerships are built.

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Amica Insurance virtual food drive provides more than 187,000 meals to families facing hunger during the pandemic


In its first virtual food drive, Amica Insurance, its employees, and the public raised over $60,000 for Feeding Children Everywhere, a nonprofit organization that sends healthy meals at no cost to families facing hunger.

During the month of November, Amica matched donations made by both employees and the public to support Feeding Children Everywhere’s Full Cart program. The funds raised will provide more than 187,000 meals to families facing hunger across the country.

It’s an Amica tradition to host an employee food drive in the weeks leading up to Thanksgiving. This year, the drive was launched virtually as a result of the COVID-19 pandemic.

“The support was more important than ever because approximately 50 million Americans will have experienced food insecurity by the end of this year due to the pandemic,” said Julie Montalbano, Corporate Social Responsibility and Events Manager at Amica. “Every cent raised during the food drive made a difference, and we want to thank all those who donated for their incredible generosity.”

“Through their virtual food drive, Amica Insurance will provide food to more than 1,500 homes across the country, feeding more than 5,000 people this holiday season,” said Rick Whitted, CEO of Feeding Children Everywhere. “Their eagerness to help families and seniors in need speaks volumes to the character of the organization and its people. We’re grateful for the Hunger Heroes at Amica Insurance!”

To learn more about Feeding Children Everywhere, or to make a donation, click here.

About Amica Insurance

Amica is the longest-standing mutual insurer of automobiles in the U.S. A direct writer, Amica also offers home, life, marine and umbrella insurance, as well as annuities.

Founded on the principles of outstanding service, Amica creates peace of mind and builds enduring relationships with its customers. That mission is shared and supported by thousands of employees across the country.

Amica.com

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Important Steps Drivers Should Follow After A Car Accident


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“The first minutes after an accident are extremely important In many cases, they can make the difference between life and death. Checked for injured persons, call an ambulance and the police. After that, assess the damage and determine guilt”, said Russell Rabichev, Marketing Director of IMC

Being involved in a car accident is a traumatic experience. Nevertheless, gather strength and handle the situation with professionalism. The outcome depends on how well the involved parties can handle stress and emotions. Plus, the insurers must be notified and claims must be filed in. Find out more about auto insurance and get free quotes from https://compare-autoinsurance.org.

  • Place yourself and the passengers in a safe location. After the accident, leave the vehicle and check if everyone is OK. If possible, move away from the car. Look for fuel leakage and alert the nearby persons. If the car is safe to drive and may cause problems to other drivers, pull it to the side of the road. Otherwise, leave it where it is and get everyone to safety.
  • Call an ambulance if anyone is hurt. If the driver or any of the passengers is hurt, call 911 and request an ambulance. Do not move people if they are hurt and they are trapped between contorted car parts. Let the experts handle the situation. Move the persons only if there’s immediate danger (like the fuel leakage mentioned before).
  • Protect the accident area. Turn off the engine and signal the accident area, in order to prevent further accidents. Use flares or flashlights if the accident happened at night. Make sure no one interferes with the evidence.
  • Assess the damage. Take photos and gather eyewitness accounts. Look for nearby surveillance cameras. Make sure to take clear photos of the cars, road and nearby elements. These pictures will help criminalists determine guilt.
  • Call the police. Even if the accident was minor, the driver should call the police. The authorities will inspect the circumstances of the accidents and issue a report. Ask for a copy of that report. If the police can’t come to the scene of the accident, go to the nearest police station and complete a report.
  • Call the insurance company. Do not forget to notify the insurer about the accident. They will tell you more about the next steps and how to file a claim. Furthermore, they can help the driver settle the claim and send a claim adjuster.

For additional info, money-saving tips and free car insurance quotes, visit https://compare-autoinsurance.org

Compare-autoinsurance.org is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

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NFP Forms Sports and Entertainment Group, Combining the Capabilities and Relationships of Its Market Leading Subsidiaries


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“We’re excited to combine the strengths of BWD Sports & Entertainment and Team Scotti to create a powerhouse in the sports and entertainment space,” said Henry Lombardi, executive vice president and head of NFP’s P&C division.

NFP, a leading insurance broker and consultant that provides property and casualty (P&C), corporate benefits, retirement, and individual solutions, announced today the formation of a new Sports and Entertainment Group. The group brings together NFP subsidiaries BWD Sports & Entertainment and Team Scotti, both of which will be branded under the NFP name, as well as various other industry leaders within NFP, to offer a new level of collective capabilities and expertise. NFP continues to build out its specialty business through teams of focused experts who have strong technical competencies and market relationships that support the delivery of exceptional customized solutions.

The Sports and Entertainment Group represents 170 years of combined experience, billions of dollars in sports and entertainment risk covered, and a commitment to executing on innovative, solution-focused results for clients. Current clients include professional sports organizations across North America – including the NHL, MLB, the NFL, the NBA, the WNBA, the ATP and the WTA – as well as numerous individual sports franchises and nearly 12,000 professional athletes. NFP also serves the NCAA, as well as over 500 colleges and universities and more than 2,000 secondary/K-12 schools. Additionally, NFP provides insurance solutions to film studios, event producers and promoters, entertainers and performing artists, and executives of sports and entertainment-related organizations. With its presence in sports and entertainment, NFP has unmatched benchmarking capabilities and specialized market access, which provide the insight and tools required to design, implement and maintain coverage programs that effectively address its clients’ biggest challenges.

NFP’s capabilities cover the full spectrum of protection needs, encompassing all forms of contractual protection, including coverage for disability, death and loss of value, liability across a variety of scenarios (including media and cyber liability, crime coverage, employment practices, directors and officers), kidnap and ransom, event cancellation and other contingency products, player/employee benefits, property and construction, and workers’ compensation. The Sports and Entertainment Group’s team of actuaries, attorneys, claims specialists, and other insurance professionals continue to establish new markets by watching trends, listening to client challenges and collaborating strategically to create new opportunities, while enhancing effectiveness, communication, service and value. In addition, NFP provides a breadth of services to professional athletes, entertainers and entertainment executives through its Individual Solutions business, including wealth management, estate planning and business management services.

“NFP has a long history of offering significant value in the sports and entertainment space through our deep knowledge, specialized market access, unique capabilities and scaled resources,” said Doug Hammond, chairman and CEO of NFP. “With the official formation of this group, we will better connect our solutions with current and future clients, positioning our business for further growth and elevating awareness of our brand.”

“We’re excited to combine the strengths of BWD Sports & Entertainment and Team Scotti to create a powerhouse in the sports and entertainment space,” said Henry Lombardi, executive vice president and head of NFP’s P&C division. “Integrating these two successful firms – and expanding our reach with a consistent brand – will help drive our overall growth while benefiting a wide array of clients.”

About NFP

NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 5,700 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 5th best place to work in insurance and 6th largest US-based privately owned broker (Business Insurance); 9th commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 12th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP empowers clients to meet their goals.

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Top Reasons That Determine Car Insurance Companies To Change Rates


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“Any insurance company wants to maximize its profits. In order to that, they are resorting to various methods that can help them determine the most profitable insurance rates for them”, said Russell Rabichev, Marketing Director of Internet Marketing Company.

Drivers that renewed their insurance policies more than once are well aware that the costs of insurance can vary a lot. Some drivers might be boggled about the sudden insurance cost changes, especially those who are not familiar with the methods used by insurance companies in order to determine the insurance premiums.

The main reasons why insurance premiums change over time are the following:


  • Claim ratio. Any insurance company wants to make as much profit as possible. The ideal situation for an insurance provider is to sell insurance policies to customers that will stay for a long time with them and will never be involved in an accident and will never file a claim. This means that the insurance company will have 100% profit from their premiums. However, insurance companies have to pay the claims of their customers. In order to not lose money, insurance will try to spread the loss to all of their paying clients, even to those who never made a claim.
  • Driver’s profile. In order to maximize their profits, the insurance providers are targeting certain types of drivers. For example, providers can target middle-aged persons that have enough driving experience, or seniors that are rarely driving. Besides that, insurance companies can target persons that have certain professions that are being deemed more responsible because their jobs involve higher analytical skills and responsibility. For these reasons’ insurers want to attract these persons to be their customers. In order to do that, they are willing to offer all sort of discounts and special offers.
  • Statistics. Insurers use many statistics that are provided by the authorities and various organizations. All of these data is added to an insurer’s algorithm in order to determine the insurability risk. The data is continuously updated, so the results change over time.

Compare-autoinsurance.org is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

For more information, free quotes and money-saving tips, please visit https://compare-autoinsurance.org/

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Top Tips That Will Help Drivers Provide Proper Winter Maintenance To Their Cars


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“Drivers should carefully inspect their cars before venturing on the roads during winter”, said Russell Rabichev, Marketing Director of Internet Marketing Company.

Cheapquotesautoinsurance.com has released a new blog post that explains how to properly provide car maintenance during winter. A car that has been properly maintained has a lower probability of being involved in an accident or suffering a breakdown.

For more info and free car insurance quotes online, visit https://cheapquotesautoinsurance.com/top-tips-to-get-your-car-ready-for-winter/

The new guide highlights the following:


  • Replace the coolant. The preferred mixture of coolant and water inside a car’s radiator is 50/50. However, during winter, and particularly when the weather gets extremely cold, use mixtures between coolant and water 60/40, and even 70/30.
  • Replace windshield liquid. Use special washer fluid that doesn’t freeze during the winter. In winter conditions, getting as much visibility as possible is essential.
  • Inspect windshield wiper. If the wiper’s blades are overused, consider replacing them.
  • Check the battery. The cold temperatures of winter can severely reduce a vehicle’s battery power. It is recommended to replace the car battery once every five years. Even if the battery is relatively new, it is recommended to check its ability to load a charge.
  • Check the tires. Make sure tires have plenty of pressure and at least the legal tread limit.
  • Keep the gas tank full. When driving in bad winter weather is essential-have the gas tank as full as possible. A full gas tank can help to reduce the moisture in the fuel system, and it adds extra weight to your car that is helpful when driving in snowy and slippery conditions.
  • Have a safety kit prepared. It’s important always to be prepared in case an emergency appears. Because of the severe conditions that can arise during winter, these items are recommended to be kept in the trunk: matches, a torch, survival candles, road flares, extra clothing, safety vest, antifreeze, windshield fluid, fire extinguisher, shovel, sand, traction mats, emergency food packs. Onboard the vehicle, you can hold these items: gloves, blankets, flashlight, roadmaps, first aid kit, ice scraper, snow brush, water bottles, and food (non-perishable).

For more car insurance info, money-saving tips and free online quotes, please visit http://cheapquotesautoinsurance.com

Cheapquotesautoinsurance.com is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

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Investments & Wealth Institute Board Leadership Reflects Growth of RIA Business Model


“We have always been business model-agnostic, and we have adapted well to changes within the industry and the profession we serve thanks to strong leadership from a vibrant, engaged, and talented Board of Directors,” said Sean R. Walters, CAE®, chief executive officer.

The last decade has seen incredible changes in the financial advisory profession. One trend has been growth in Registered Investment Advisor (RIA) and hybrid models. The Securities and Exchange Commission (SEC) lists over 13,800 total RIA firms serving over 40 million clients. As the premier association representing financial advisors, the percentage of Investments & Wealth Institute members and board leaders who hail from RIA ranks has grown as well. In late 2019, the Investments & Wealth Institute announced that for the first time in its 35 year history, the plurality of its members work within independent channels.

On 3 December 2020, the Investments & Wealth Institute made several announcements regarding the composition of its Board of Directors. The Institute’s 2021 Board Chair, Chair-Elect, and newest Board member all serve as principals of RIA firms.


  • Lauris S. Lambergs, CIMA®, CHSA®, has been elected to serve a two-year term on the Board of Directors beginning 1 January 2021. Mr. Lambergs is Co-founder and Chief Investment Officer at Renaissance Wealth Advisors, LLC., a Registered Investment Advisor headquartered in Massachusetts. He brings more than 25 years of global, professional experience in institutional investing, business management, and family wealth facilitation to the board of directors.
  • Dorothy Bossung, CIMA®, CPWA®, RMA®, CFP®, has been elected to serve a two-year term as Chair of the Board of Directors beginning 1 January 2022. Ms. Bossung is Executive Vice President at Lowery Asset Consulting, LLC with over 30 years of experience. She has extensive experience as a personal advisor to high-net-worth families and consulting for non-profits, endowments & foundations, and associations emphasizing preservation and growth of assets, making her a recognized expert throughout the industry.
  • Todd Wagenberg, CIMA®, will complete his second year as Board Chair in 2021. Mr. Wagenberg is Managing Partner, Integrated Fiduciary Advisory Services, LLC, Birmingham, MI

“We pride ourselves on being the premier professional association, education provider, and standards body for financial advisors,” said Sean R. Walters, CAE®, chief executive officer. “We have always been business model-agnostic, and we have adapted well to changes within the industry and the profession we serve thanks to strong leadership from a vibrant, engaged, and talented Board of Directors.”

In 2021, the Investments & Wealth Institute will also be unveiling a new Center for RIA Excellence, an online community and comprehensive resource center for premier RIA Firm principals & practitioners. In addition, the recently announced THRIVE Center for Diversity & Inclusion will deliver educational programs and develop a community of professionals passionate about building a profession where financial advisors from underrepresented communities can thrive.

Currently, the 13-member board of directors is comprised of six women and seven men, all advisory practitioners and subject matter experts serving the advisor community. The volunteer board of directors governs and guides the Investments & Wealth Institute as the fiduciary, policy-setting, and strategic governing body.

Completing board terms in 2020 is Keith Clemens, CIMA®, CPWA®, first vice president at Merrill Lynch Wealth Management.

Officer positions continuing their terms on the 2021 Board of Directors are:

  • Chair, Todd Wagenberg, CIMA®—Managing Partner, Integrated Fiduciary Advisory Services, LLC, Birmingham, MI
  • Vice-Chair, Dorothy Bossung, CIMA®, CPWA®, RMASM, CFP®—Executive Vice President, Lowery Asset Consulting, Chicago, IL
  • Scott Welch, CIMA®—Chief Investment Officer – Model Portfolios, WisdomTree Asset Management, New York, NY
  • Christine Gaze, CIMA®—Founder and President, Purpose Consulting Group, New York, NY

Directors-at-large continuing terms on the 2021 Board of Directors are:

  • Elizabeth “Libet” Anderson, CIMA®— President, ProEquities, Inc., Birmingham, AL
  • T. Chris Bidwell, CIMA®, RMA®, CIMC®— Financial Advisor and Corporate Retirement Director at Morgan Stanley Wealth Management
  • Brian Konish, CPWA®, CFP®, CeXP – Managing Director – Investments, K|B Private Wealth Management Group of Wells Fargo Advisors, Boston, MA
  • Desiree Maldonado, CIMA®, CPWA®, CFP® – Financial Consultant, Popular Securities, LLC, San Juan, PR
  • Noel Pacarro Brown, CIMA®, CPWA®—Investing with Impact Director and Family Wealth Advisor at The Conscious Wealth Management Group at Morgan Stanley, Portland, OR
  • Brian Ullsperger, CIMA®, AIF®—Managing Director, Investment Consulting Services at Andersen Tax, Ashburn, VA
  • Kelly S. Walsh, CIMA®, RCC®— Director, Wealth Management Advisory Services, Coast Capital Wealth Management, Vancouver, BC, Canada

Immediate past-chair Kevin Sánchez, CIMA®, CPWA®, CFP®—Senior Institutional Consultant, UBS Institutional Consulting, Walnut Creek, CA will also continue to serve.

For more information visit: http://www.investmentsandwealth.org/about-us/governance

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For additional information, contact Devon Coquillard, communications manager, dcoquillard@i-w.org or (303) 850-3202.

About the Investments & Wealth Institute®

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy League-quality, highly practical education to more than 25,000 practitioners annually in 40 countries. Members of the Institute include the ‘industry’s most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients. In total, Institute members and certificants manage more than $4 trillion in assets for 1.2M individual and 20,000 institutional clients.

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