Wholesalers: Top 8 Articles for the Week of Oct 25

Wholesaler Masterminds Radio: Interview with Peter Arethas of WholesalerBriefcase.com (Wholesaler Masterminds)

Personnel Changes: Hartford, Symetra, Transamerica (National Underwriter)

  • Symetra Life Insurance Company, a unit of Symetra Financial Corp., Bellevue, Wash. (NYSE:SYA), has hired Richard Moran to be vice president and national sales manager for the company’s retirement and life insurance products.
  • Transamerica Capital Management, Denver, a unit of AEGON N.V., The Hague, Netherlands (NYSE:AEG), has named Dave Paulsen to be chief sales officer. Paulsen previously was chief sales manager for annuities.

Scary Thoughts on Hybrid Wholesalers (Interactive.com)

Transamerica Has a New Strategy for Pitching its Mutual Funds (The MutualFundWire.com) - The firm will start using a multi-channel strategy.

Schroders To Bolster Sales Team (Fund Action) - Schroder Investment Management is shopping for wholesalers.

Forward Hires a Wholesaler from American Century (The MutualFundWire.com)

Transamerica Fills a Sales Post on the West Coast (The MutualFundWire.com)

Sales, marketing appointments at Putnam (PI Online)

 
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