Chester County News and Community Website
EXTON, PA — Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc., has partnered with iPipeline® to improve the order entry process for financial professionals using the Laser App solution. …
Protective Life Partners with iPipeline to Transform Financial Documentation Read More CINCINNATI, OH and EXTON, PA — Luma Financial Technologies has announced a collaboration with iPipeline® to launch a fully integrated solution aimed at improving annuity and life insurance workflows. The …
Luma Financial Technologies and iPipeline Partner to Simplify Annuity and Life Insurance Sales Read More
EXTON and BERWYN, PA — iPipeline and Fiduciary Exchange LLC (FIDx) have announced a strategic expansion of their collaboration aimed at improving annuity management for wealth management firms and their advisors. …
iPipeline and Fiduciary Exchange LLC Expand Partnership to Enhance Annuity Management for Wealth Advisors Read More
WEST CHESTER, PA — Venerable Investment Advisers, LLC has announced the launch of its initial mutual fund line-up, managing approximately $9.9 billion in assets. This strategic move brings the management of …
Venerable Investment Advisers Launches $9.9 Billion Mutual Fund Line-Up Read More
HARRISBURG, PA — As September marks Life Insurance Awareness Month, the Pennsylvania Insurance Department (PID) has highlighted a significant achievement. The National Association of Insurance Commissioners’ (NAIC) Life Insurance Policy …
Discover How Pennsylvanians Reclaimed $72 Million Through Life Insurance Locator Read More
During your working years, you know where your income is coming from because you’re working. But once you retire, you’ll have to identify your income sources, know how much you …
Retirees Must Identify and Manage Income Sources Read More
HARRISBURG, PA — The Pennsylvania Insurance Department is raising a red flag on the rise of deceptive sales tactics targeting older adults purchasing annuities. Insurance Commissioner Michael Humphreys emphasized the …
Pennsylvania Insurance Department Warns Seniors Against Annuity Scams Read More
Once you’re retired, you will likely need to draw on several types of income for your living expenses. You’ll need to know where these funds are coming from and how …
How Is Your Retirement Income Taxed? Read More
BERWYN, PA — In a groundbreaking move aimed at transforming the way Registered Investment Advisors (RIAs) incorporate annuities into their client portfolios, Fiduciary Exchange LLC (FIDX) and its broker dealer, …
FIDX Launches Revolutionary Outsourced Insurance Desk to Enhance RIA Portfolios Read More EXTON, PA — iPipeline recently unveiled OneView, an innovative solution designed to provide real-time tracking and management of clients’ annuity orders. This new platform aims to simplify the historically complex …
iPipeline Launches OneView to Streamline Annuity Management for Advisors Read More