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, established in 2001. The firm specializes in providing investment advisory services, catering primarily to individuals, pension and profit sharing plans, and corporations. It manages tailored equity and fixed income portfolios, focusing on both growth and value stocks predominantly in the small-cap sector. Beacon Capital invests in global public equity and fixed income markets, including emerging markets, as well as mutual funds and exchange-traded funds. The firm employs a combination of fundamental and quantitative analysis, supported by in-house research, to inform its investment decisions. Additionally, it offers pension consulting services and proprietary risk management solutions aimed at delivering 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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