Sammons Financial Group

Sammons Financial is a group of financial companies dedicated to providing stability and security for families and businesses. As a subsidiary of Sammons Enterprises, it encompasses several well-established entities, including Midland National Life Insurance Company, North American Company for Life and Health Insurance, and Sammons Institutional Group. These member companies specialize in offering life insurance, annuity, and retirement planning products that are highly regarded in the market. Sammons Financial's mission centers on safeguarding the financial futures of its clients through reliable and effective financial solutions.

Esfand Dinshaw

President and Executive Committee Member

4 past transactions

Ruby Reinsurance

Post in 2023
Ruby Re will reinsure RGA business and will not deal with clients directly at first. Ruby Re will receive an automatic quota share of all future qualifying business from RGA (subject to certain criteria, such as achieving underwriting requirements and regulatory clearances).

Beacon Capital Management

Acquisition in 2021
Beacon Capital Management, Inc. is an employee-owned investment management firm based in Centerville, Ohio, founded in 2001. The firm primarily serves individual investors, pension and profit-sharing plans, and corporations by offering tailored investment management and consulting services. Beacon Capital focuses on creating client-specific equity and fixed income portfolios, investing in global public equity markets, emerging markets, mutual funds, and exchange-traded funds. For its equity investments, the firm emphasizes growth and value stocks of small-cap companies across various sectors, while its fixed income strategy includes bonds, debt securities, and government securities. Utilizing a combination of fundamental and quantitative analysis, as well as in-house research, Beacon Capital aims to deliver innovative portfolio management solutions and proprietary risk management strategies, with the goal of providing consistent returns for mid to long-term investors.

Bestow

Series C in 2020
Bestow Inc., established in 2016 and based in Dallas, Texas, operates as a digital life insurance company. It provides life insurance services to individuals, leveraging data-driven technology applications and algorithmic underwriting to assess risks efficiently. The company partners with top carriers to enhance processes from origination to administration, aiming to increase financial stability for all.

Bestow

Series B in 2020
Bestow Inc., established in 2016 and based in Dallas, Texas, operates as a digital life insurance company. It provides life insurance services to individuals, leveraging data-driven technology applications and algorithmic underwriting to assess risks efficiently. The company partners with top carriers to enhance processes from origination to administration, aiming to increase financial stability for all.
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