Pacific Life Insurance Company, founded in 1868 and headquartered in Newport Beach, California, specializes in a range of life insurance products, individual annuities, mutual funds, and group employee benefits. The company serves individuals, businesses, and pension plans, providing essential financial solutions to millions. Pacific Life is particularly notable for its extensive client base, which includes more than half of the largest U.S. companies. As a subsidiary of Pacific Life Group, it manages substantial assets under the guidance of its board of directors, ensuring a comprehensive suite of investment products and services tailored to meet diverse financial needs.
Policygenius Inc. is an online insurance brokerage based in New York that specializes in providing a range of insurance products, including life, health, long-term disability, pet, and renters’ insurance. Founded in 2014, the company operates a digital marketplace that allows users to review, research, and compare insurance quotes. This platform aims to assist individuals in finding the appropriate insurance coverage tailored to their needs and budget. Additionally, Policygenius offers online insurance checkup services, further enhancing its commitment to helping customers navigate the complexities of insurance and financial protection.
Micruity is a developer of an income connectivity platform focused on enhancing financial infrastructure for secure retirements. The company's technology facilitates seamless data sharing among insurers, asset managers, recordkeepers, and third-party technology providers. By streamlining this process, Micruity enables clients to convert retirement savings plans into sustainable retirement income, addressing the financial stress that individuals face both during their working years and in retirement. The company's mission is to support innovative solutions that empower employees to achieve better financial and mental well-being as they plan for their future.
Swell is an impact investing platform that aims to deliver profit as well as purpose. We help you invest in a world with clean water, fewer diseases and renewable energy sources. We’ve created portfolios of stocks that stand to grow as our planetary needs increase, because they derive revenue directly from their impact themes. Our high-potential, high-impact themes are focused on a positive future – Clean Water, Green Tech, Renewable Energy, Disease Eradication, Healthy Living and Zero Waste. The Swell iOS app is here. Invest in impact, right now, with the new Swell app. Finally: the do-right thing, the feels-really-good thing, the best-for-your-future thing, and the mobile-investing thing are the same thing. Investing should be a beautifully simple part of your week. Staying up to date on news and topping off your IRA shouldn’t feel like a chore. Answering the question ‘What are you investing in?’ shouldn’t give you pause. Take your investing to the next level, to the beach, or to happy hour. Key Features: - Easily signup for a new investment account, including Taxable Brokerage Accounts, Traditional IRAs, Roth IRAs, & SEP IRAs - Invest, sell & review your investments in an easy-to-use interface - Learn about your investments with content that explains the purpose of each portfolio & how the companies within are contributing positively - Stay up to date with weekly market insights explaining how broad economic trends affect your portfolio With Swell you always know what you’re investing in, 100% of the time. No weapons, tobacco, or fossil fuels — ever. And at only 0.75% annually, our fees are flat & fair. If you invest $500, Swell will only cost you $3.75 per year. That’s less than a fancy coffee. With Swell, you can finally align your investments with your values.
Genworth Financial - Term Life New Business
Acquisition in 2016
The new term life business, which will be located in Lynchburg, Virginia, will offer a separate product suite that offers low-cost life insurance protection products to the mass market. The initial distribution will be targeted to ensure a smooth entry into the marketplace and is expected to begin operations during the fourth quarter 2016.
Cadence, They take a common sense and intuitive approach to investing. Cadence strategies combine the benefits of traditional active and passive management. All of Their portfolios are centered on objectives or factors (They term Betas) that possess a durable advantage. As a result, Cadence portfolios look meaningfully different from market benchmarks and may provide investors with uncorrelated returns.
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