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Within Financial Services
California Coast Credit Union Names Kyra Seay Vice President of Community Relations & Business Development
California Coast Credit Union, the longest serving financial institution based in San Diego, with over $3.5 billion in assets, has named Kyra Seay as Vice President of Community Relations & Business Development. In her role at Cal Coast, Seay will oversee community relations and business... - February 26, 2024 - California Coast Credit Union
Verifacto Introduces Verifacto e-Sign to Enhance Smart DMS Capabilities for Auto Dealers
Verifacto introduces Verifacto e-Sign, enhancing its Smart DMS for auto dealerships. This feature streamlines operations, saves time, and improves document management through secure electronic signatures, aligning with evolving customer preferences for online solutions. Visit Verifacto.com for more information. - February 25, 2024 - Verifacto
Long-Term Care Insurance Expert Shares Annuity Planning Strategy for Seniors
Seniors who own non-qualified annuities are an excellent prospect for agents marketing long-term care planning solutions suggests Jesse Slome, director of the American Association for Long-Term Care Insurance. “Millions of Americans make annuities part of their retirement strategy, and... - February 25, 2024 - American Association for Long-Term Care Insurance
H L Hirsch & Company is Now Smith, Hirsch & Company – Celebrating the Retirement of Howard L Hirsh
Howard L Hirsch formally announces his retirement and is leaving his more than twenty years of practice with H.L. Hisrch & Company to the newly formed Smith, Hirsch & Company. Lenford Smith brings over 30 years of experience representing clients. In addition to tax preparation and filing, the team will offer clients additional services including tax resolution, estate planning, and business advisory services. - February 24, 2024 - Smith, Hirsch, & Company
Valley Insurance Agency Alliance Names New Alliance Coordinator
David Drda previously worked as an Account Manager for sister company Powers Insurance & Risk Management. - February 24, 2024 - Valley Insurance Agency Alliance
Carisk® Partners Welcomes Danielle Lisenbey to Its Board of Directors
Reinforcing Its Commitment to Operational Excellence - February 23, 2024 - Carisk Partners
Yuze to Launch Innovative SME Banking Solution in the UAE
Yuze has an innovative digital platform offering bespoke services to promote financial inclusion. - February 23, 2024 - Yuze Digital
WicWac Debuts to Innovate the North American Service Industry
New digital platform aims to connect service providers with communities, enhancing local ecosystems across Canada and the United States. - February 23, 2024 - WicWac
Gestalt Announces Partnership with TruDecision to Integrate Analytics, AI and Reporting for Lenders
Gestalt Tech (Gestalt) announced today that they have entered into an agreement to partner with Irving, TX based TruDecision Inc. (TruDecision) to provide sophisticated analytic tools through their cutting age data warehouse platform. By integrating TruDecision’s suite of analytic tools,... - February 22, 2024 - TruDecision Inc.
Emma Burnaby-Atkins Joins Madison Lincoln as Senior Director
Key Appointment Strengthens Real Estate Investment and Private Equity Executive Search Offering - February 22, 2024 - Madison Lincoln
DARJYO Charts New Course Into Agritech
A Tech-Infused Vision for the Future of Agriculture - February 22, 2024 - DARJYO
innoviHealth® Acquires MedAbbrev.com®, the Premier Reference Tool for Medical Acronyms and Abbreviations
Recent Deal Further Expands innoviHealth’s Trusted Suite of Medical Technology Software and Services MedAbbrev is Available as a Stand-alone Product, Embedded in innoviHealth’s HCC Coder Pro and also in the Find-A-Code Solution - February 21, 2024 - innoviHealth
Black Hills Surgical Hospital Ranked #1 Hospital in the Nation for 2nd Consecutive Year for Major Orthopedic Surgery in Medical Excellence and Patient Safety Rankings
For the second year in a row, Black Hills Surgical Hospital (BHSH) has been ranked as the #1 Hospital in the Nation for Major Orthopedic Surgery for Medical Excellence by CareChex®. BHSH has also been ranked as the #1 Hospital in the Nation for Major Orthopedic Surgery for Patient Safety – achieving the nation’s top ranking in both categories. - February 19, 2024 - Black Hills Surgical Hospital
Single Mom Launches First Groundbreaking Personal Finance Blog for Single Moms
Singled Out Wealth proudly announces the launch of its innovative personal finance website, designed exclusively for single moms. The blog aims to break down the "broke single mom" stereotype by providing a wealth of free resources, including a digital resource library, a free personal finance course, and weekly money talks, all tailored to meet the unique needs of single moms seeking financial empowerment and independence. - February 19, 2024 - Singledoutwealth.com
Live 2-Hour CFP® Ethics Webinar Presentation
Introducing B.E.S.T.’s live 2-hour CFP® ethics webinar “Ethics CE: CFP Board’s Revised Code and Standards Ethics for CFP® Professionals.” - February 18, 2024 - Broker Educational Sales & Training, Inc.
SAN Annual Business Meeting & Conference Heading to Saratoga Springs
May 7th Event Marks a New Chapter for SAN & DeForest Group - February 18, 2024 - SAN Group
Leif Assurance Hires Two Marketing Specialists
Lauren E. Gulli and Connor Kay bring extensive marketing background to the growing company. - February 17, 2024 - Leif Assurance
Finansh Introduces FinBo to Enhance the Home Loan Discovery Process
Finansh, a fintech startup based in Pune, has launched FinBo, a digital platform aimed at improving the home loan application process by providing personalized loan options and eligibility insights from leading lenders in India. FinBo leverages a sophisticated scoring algorithm to offer accurate loan eligibility information and competitive interest rates. - February 17, 2024 - Finansh
Cal Coast Cares Foundation Celebrates Awarding Over $1 Million in Student Scholarships and Educator Grants
An additional $260,000 in scholarships and grants to be awarded in 2024. - February 16, 2024 - California Coast Credit Union
B.E.S.T. Helps Advisers Fulfill Mandatory 12-Hour IAR CE Requirements with New IAR Course
Introducing B.E.S.T.’s 12 CE credit hour online course: “Life Insurance, Annuity and Ethical Practices.” This course is approved by the North American Securities Administrators Association (NASAA) and assists Advisers in meeting the Investment Adviser Representative (IAR) CE model rule requirements. - February 16, 2024 - Broker Educational Sales & Training, Inc.
Insurance Association Offers 2024 MDRT Discounted Membership
Insurance agents and brokers joining or renewing membership in the Million Dollar Roundtable (MDRT) can take advantage of a special 2024 membership discount being offered by the American Association for Long-Term Care Insurance (AALTCI). “Our organization exists solely to advocate and... - February 16, 2024 - American Association for Medicare Supplement Insurance
Smartville, Inc. Proudly Welcomes Mrs. Stephanie Aretz as New Chief Operating Officer
Smartville, Inc., a trailblazer in sustainable energy solutions and a trendsetter in repurposing electric vehicle batteries, is delighted to announce the appointment of Mrs. Stephanie Aretz as its new Chief Operating Officer (COO). Mrs. Aretz's vast experience and profound leadership in the... - February 15, 2024 - Smartville, Inc.
DSB Rock Island Announces New Partner
Justin Spinler, CPA, promoted to Partner, Tax at DSB Rock Island, a top-rated public accounting firm located in the Twin Cities. - February 15, 2024 - DSB Rock Island | Business + Wealth Management Partners
B.E.S.T.’s New IAR CE Courses
Start fulfilling your 12-hour IAR CE requirements today. Also approved for 10 CE credit hours of CFP® and / or 10 CE credit hours of IWI (CIMA® / CPWA® / RMA®).* - February 15, 2024 - Broker Educational Sales & Training, Inc.
Medicare Insurance Association Adds 2024 Statistics Resource
An online resource presenting the most relevant data and statistics regarding Medicare insurance has been launched by the American Association for Medicare Supplement Insurance (AAMSI). “Medicare is a complex and difficult to understand program,” declares Jesse Slome, AAMSI director. - February 15, 2024 - American Association for Medicare Supplement Insurance
Cal Coast Cares Foundation Application Period Now Open for 2024 Student Scholarships
Over $185,000 in student scholarships to be awarded this year. - February 14, 2024 - California Coast Credit Union
Carisk® Partners Welcomes Don Hurter to Its Esteemed Board of Directors
Furthering Carisk’s Strategy to Scale and Broaden Access to its Services - February 14, 2024 - Carisk Partners
ResBex Launches to Transform Real Estate Nationwide
ResBex launches a revolutionary real estate platform nationwide, offering a new commission system, patent-pending technology for unmatched property search efficiency, and a community-driven ecosystem. Agents get a 90-day risk-free trial. Join the future of transparent, fair real estate at resbex.com. - February 14, 2024 - ResBex
Meramec Secure Announces New Relationship with a Leading Insurance Platform
Meramec Secure Adds Homeowner and Automobile P&C Insurance Solutions for D2C Home Warranty and Auto Service Contract Sellers - February 14, 2024 - Meramec Secure
Cloud Books 365: Transforming Government Fund Accounting in the Digital Age
Account Cloud Inc, a pioneering force in cloud-based financial management solutions, is thrilled to announce its latest innovation, Cloud Books 365, now fully optimized and available for government entities. This milestone achievement represents a significant leap forward in the modernization of... - February 14, 2024 - Cloud Books 365
Top Medicare Supplement Insurers Dominate the Market
The top-10 Medicare Supplement insurance companies comprise two-thirds of the market in terms of policyholders according to data released today by the American Association for Medicare Supplement Insurance (AAMSI). United Health Group remains the largest dominant Medicare Supplement insurance... - February 14, 2024 - American Association for Medicare Supplement Insurance
Bench International and Deloitte Launch the "Bench and Deloitte Life Sciences Tech Innovation Award" to Celebrate Outstanding Women in Life Sciences
First-ever award to be presented on March 14, during LAMedTechWeek, at BioscienceLA. - February 13, 2024 - Bench International
California Coast Credit Union Supports Emergency Housing Efforts for Local Flood Victims
Partners with Logan Heights Community Development Corporation to deliver assistance. - February 13, 2024 - California Coast Credit Union
The Insurance Store Earns 2024 Great Place to Work Certification™
The Insurance Store is proud to be Certified™ by Great Place To Work® for the 3rd year in a row. The prestigious award is based entirely on what current employees say about their experience working at The Insurance Store. This year, 89% of employees said it’s a great place to work... - February 13, 2024 - The Insurance Store
Jetico’s BCWipe Introduces Flexible Wiping with No Additional Media Required
Introducing a new option for erasing hard drive data, BCWipe Total WipeOut now includes an executable (.exe) file alongside traditional USB and ISO methods. This update provides users with greater flexibility and ensures compliance with organizational policies. - February 13, 2024 - Jetico Inc.
SMI Property Management Merges with JPM Real Estate Services
Portland-based JPM Real Estate Services has joined Willamette Valley-based, SMI Property Management. The friendly merger means that SMI will expand its industry-leading services into the greater Portland area, while maintaining all staff and properties served by JPM. “We are excited about... - February 12, 2024 - SMI Real Estate & Property Management
The Self Storage Hawai’i unConference Announces a Pitch Contest for New Technologies and Business Breakthroughs in Commercial Real Estate and Green/Clean Tech
Proptech and Greentech startups, take note. The Self Storage Hawai'i unConference offers a chance to pitch ideas to industry leaders, network with potential partners, and win prizes. Apply by April 30th. Key points: Who: Proptech & Greentech startups with validated solutions & customers; What: Pitch contest at Self Storage Hawai'i unConference (October); Why: Gain exposure, connect with key players, win funding; How: Apply by April 30, present live to attendees for final vote. - February 11, 2024 - The Self Storage Hawai'i unConference
TMB Tax & Financial Services Benefit Corporation Earns B Corp Certification in Recognition of Community Social Impact
TMB Tax & Financial Services Benefit Corporation, a tax and accounting advisory firm headquartered in Birmingham, Alabama has earned B Corp Certification after a rigorous and extensive review of its practices and policies. - February 10, 2024 - TMB Tax & Financial Services Benefit Corporation
Spencer Savings Bank Welcomes Vice President, Small Business Relationship Manager Phyllis Valentino
Spencer Savings Bank has appointed Phyllis Valentino as Vice President, Small Business Relationship Manager. She assumes the role within the Bank’s Small Business Finance division, which was recently launched this past year and is experiencing great success. - February 09, 2024 - Spencer Savings Bank
Medigap Plan G Remains Top Choice Among Seniors Turning 65
Medicare Supplement Plan G remains the most popular choice in 2023 among seniors turning age 65 and choosing Medigap coverage according to data released today by the American Association for Medicare Supplement Insurance (AAMSI). According to the analysis, just over half (53.2%) of seniors who... - February 08, 2024 - American Association for Medicare Supplement Insurance
National Coalition on Black Civic Participation Launches Phase II of Its Unity 2024 “Power of the Ballot” National Campaign, Organizing 3-Day, 5-City GOTV Tour Across SC
The Unity ’24 Power of the Ballot Tour Leaves a Resounding Impact Focusing on Increasing Voter Turnout in Black Communities in South Carolina, in partnership with A. Philip Randolph Institute (APRI), National Action Network (NAN), South Carolina Black Women’s Roundtable, #WinWithBlackWomen and other partners. - February 07, 2024 - NCBCP
Empowering Homeownership: Tracey Wheeler, Your Trusted Mortgage Guide for Success in California, Arizona, and Virginia
Celebrate the new addition to the outstanding Gullick Group. Senior Loan Officer Tracey Wheeler, an industry luminary with a 14-year track record spanning California, Arizona, and Virginia. Tracey's standout qualities lie in her commitment to client education and empowerment, making her a beacon of trust and expertise. A dedicated educator at heart, she believes in arming buyers with knowledge for confident homeownership journeys. - February 07, 2024 - Gullick Group
ISMG Appoints David Elichman as Chief Collaboration Officer to Drive Growth and Innovation
Elichman Will Lead Strategic Initiatives Fostering Global Consistency and Cohesion in ISMG’s Offerings - February 07, 2024 - Information Security Media Group
Odin Industries CEO Named to NSBA Leadership Council for Economic Development
Odin Industries CEO Ryan Hawley joins NSBA Leadership Council for Economic Development, bolstering support for small businesses nationwide. - February 05, 2024 - Odin Industries
Medicare Insurance Association Releases 2024 Medigap Plan G Price Index
A man turning 65 in Dallas could pay as little as $118-per-month or as much as $257 for a Medicare Supplement Plan G policy according to the 2024 Medigap Price Index published by the American Association for Medicare Supplement Insurance. A man turning 65 in Manhattan, (NYC) could pay as little as... - February 04, 2024 - American Association for Medicare Supplement Insurance
Fieldcode to Showcase Advanced Field Service Solutions at Field Service Palm Springs 2024
Fieldcode, a global leader in field service management software, is excited to announce its participation in the upcoming Field Service 2024 conference, a premier gathering of top minds in customer success, service and support. The conference, set to take place May 6-8, in Palm Springs, CA, at the JW Marriott Desert Springs, brings together the most innovative companies in the field service industry. - February 04, 2024 - Fieldcode
Introducing The WealthPointe Group of Oppenheimer: Elevating Client Services and Fueling Growth
The Stanger Tacktill Group of Oppenheimer has officially rebranded to The WealthPointe Group of Oppenheimer. This decision comes as a result of the group's consistent growth and commitment to providing top-notch services to their clients. The new name reflects the group's mission to help their clientele achieve their financial goals and secure their financial future. - February 03, 2024 - The Stanger Tacktill Group of Oppenheimer
Odin Industries LLC Acquires Acquires Sherwood Advisory Group: Strategic Expansion Into Asset Recovery Services
Odin Industries LLC has acquired Sherwood Advisory Group, a leader in Asset Recovery. This strategic move enhances Odin's services, leveraging Sherwood Advisory Group's expertise. Clients can expect seamless transitions and expanded offerings. - February 02, 2024 - Odin Industries
Cypress Property & Casualty Insurance Company Selects Taurus Flood-National Flood Services as Their Write-Your-Own Flood Insurance Service Provider
Taurus Flood-National Flood Services (Taurus Flood), a leading provider of flood and insurance technology solutions, announced that it has been awarded the Cypress Property & Casualty Insurance Company flood insurance service provider contract. Cypress Property & Casualty provides an array... - February 02, 2024 - Taurus
Shaw 3 Law Firm, Led by Its Go-to Inland Empire DUI Lawyer Walter Shaw, Hit an Impressive Mark of Defending Over 1,000 Clients in Their Criminal Cases in Just 1 Year
Shaw 3 Law Firm with its leading DUI Lawyer Walter Shaw, continues to boast client's confidence in their criminal case through Shaw 3 Law Firm's litigation, negotiation, and defense. - February 02, 2024 - Shaw 3 Law Firm