Lincoln National Corporation

Wealth Solutions Report Launches Third Annual Pathfinder Awards, Honoring Top Black Wealth Management Leaders Of 2024

Retrieved on: 
Tuesday, February 27, 2024
Black History Month, Women's History Month, Financial services, T. Rowe Price, Wealth, SVP, Associate, Entrepreneurship, Inclusive, American College, WSR, Organization, USC, Lincoln National Corporation, UCLA, Insurance, Management

NEW YORK, Feb. 27, 2024 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the WSR Pathfinder Awards – Top Black Industry Leaders of 2024, in honor of Black History Month. This month's awards mark the launch of the third year of WSR's Pathfinder Awards series.

Key Points: 
  • Annual Pathfinder Series Spotlights Industry Excellence Across Underrepresented Communities, While Championing Diversity And Inclusivity In Wealth Management
    NEW YORK, Feb. 27, 2024 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the WSR Pathfinder Awards – Top Black Industry Leaders of 2024, in honor of Black History Month.
  • The invitation-only Pathfinder Awards recognize excellence among financial advisors, executives and professionals in the wealth management industry from underrepresented communities and backgrounds.
  • The awards also honor organizations that successfully advance those communities, both within the wealth management industry and on behalf of end clients.
  • It will announce the second installment of 2024 Pathfinder Awards in March – the Top Women Industry Leaders of 2024, coinciding with Women's History Month.

Best Life Insurance Plans for Diabetics - Our Top Picks for 2024

Retrieved on: 
Monday, February 12, 2024
A1C, Database, Lincoln National Corporation, Legal & General, History, ICC, Diagnosis, Diabetes, American Diabetes Association, Insulin, Pancreas, Mutual, CDC, Immune system, Anxiety, Woman, AEGON, Corebridge Financial, Prediabetes, Life expectancy, Insulin resistance, John Hancock Financial, Research, Insurance, SBLI, Roger Hawkins (drummer), MD, Prudential Financial, Cell, EKG, Policy, Privacy, Pharmaceutical industry

Continued Bland, "Our 50-insurer database is continually updated, which makes it a valuable resource for diabetics who are searching for the best buys in life insurance."

Key Points: 
  • Continued Bland, "Our 50-insurer database is continually updated, which makes it a valuable resource for diabetics who are searching for the best buys in life insurance."
  • Instant life insurance quotes for both type 1 and type 2 diabetics are available at www.lifequotes.com .
  • Life insurance policies described, quoted, shown and illustrated throughout this press release may not be available in all states.
  • Pacific Life Insurance Company of Newport Beach, CA, policy form P16LYT or ICC 16 P16LYT.

Dale LeFebvre, Founder and Executive Chairman of 3.5.7.11 Investments, to Receive 2024 Horatio Alger Award

Retrieved on: 
Tuesday, February 6, 2024
McKinsey & Company, Bangladesh Technical Education Board, American Dream, Juris Doctor, Aspen Institute, Harvard Business School, Harvard Law School, Transport, Culture, Dream, Advisory Committee, MBA, Investment, Left–right political spectrum, History, Lincoln National Corporation, Education, Learning, Trustee, MIT, University, Entrepreneurship, Humanities, Student, Member, Organization, Management

WASHINGTON, Feb. 6, 2024 /PRNewswire/ -- Horatio Alger Association of Distinguished Americans, Inc., a nonprofit educational organization honoring the achievements of outstanding individuals and encouraging youth to pursue their dreams through higher education, today announced that Dale LeFebvre, Founder and Executive Chairman of 3.5.7.11 Investments, has been selected for membership in this prestigious organization. Mr. LeFebvre joins 10 other exceptional business, civic and cultural leaders from across North America in receiving 2024 honors. For more than 75 years, the Horatio Alger Award has been annually bestowed upon esteemed individuals who have succeeded despite facing adversities, and who have remained committed to higher education and charitable efforts in their communities. 

Key Points: 
  • "Hailing from humble beginnings, Dale LeFebvre understood the value of education from a young age," said Terrence J. Giroux, executive director, Horatio Alger Association.
  • "It is our utmost honor to present the Horatio Alger Award to these 11 outstanding leaders who have exemplified perseverance, passion and a deep appreciation for higher education," said James F. Dicke II, chairman, Horatio Alger Association and 2015 Horatio Alger Award recipient.
  • Mr. LeFebvre and the Member Class of 2024 will be formally inducted into the Association on April 4-6, 2024, during the Association's annual Horatio Alger Award Induction Ceremonies in Washington, D.C.
  • For more information about Horatio Alger Association and its Member Class of 2024, please visit www.horatioalger.org and follow the organization on Facebook , X , LinkedIn and Instagram .

International Claim Association (ICA) Appoints Chuck Angiolillo, FastTrack, to Board of Directors

Retrieved on: 
Tuesday, February 6, 2024
FastTrack, Growth, Risk management, Disability, Lincoln National Corporation, Life, Angiolillo, Conference, JD, Management

"The ICA, and its community, have been integral parts of my career development by consistently providing opportunities for growth.

Key Points: 
  • "The ICA, and its community, have been integral parts of my career development by consistently providing opportunities for growth.
  • With my appointment to Board of Directors, I'm excited to continue to learn, collaborate, and contribute to an association that has already provided me with so much," said Angiolillo.
  • "Angiolillo will offer a new perspective to the board as the first ever affiliate member of the Board of Directors," said, ICA President Adam Formus, JD, ALHC.
  • The organization amended the bylaws in 2023 to allow corporate and individual affiliate members to be represented on the Board of Directors.

Lincoln National Corporation’s Board of Directors Declares Series C and Series D Preferred Stock Dividends

Retrieved on: 
Thursday, February 1, 2024
Professional Services, Insurance, Finance, Lincoln National Corporation, LNC, Security (finance)

Lincoln Financial Group (NYSE:LNC) announced today that the board of directors of Lincoln National Corporation has declared the following preferred stock dividends:

Key Points: 
  • Lincoln Financial Group (NYSE:LNC) announced today that the board of directors of Lincoln National Corporation has declared the following preferred stock dividends:
    Semi-annual dividend of $1,156.25 per share on the corporation’s 9.250% Fixed Rate Reset Non-Cumulative Preferred Stock, Series C, $25,000 liquidation preference per share, represented by depositary shares each representing a 1/25th interest in a share of the preferred stock, holders of which will receive $46.25 per depositary share.
  • Quarterly dividend of $562.50 per share on the corporation’s 9.000% Non-Cumulative Preferred Stock, Series D, $25,000 liquidation preference per share, represented by depositary shares each representing a 1/1,000th interest in a share of the preferred stock, holders of which will receive $0.5625 per depositary share (NYSE: LNC PRD).
  • The above dividends will be payable March 1, 2024 to holders of record on February 15, 2024.
  • The ex-dividend date will be February 14, 2024.

Paperclip Sponsors 20th Annual FSI OneVoice Conference

Retrieved on: 
Monday, January 29, 2024
Senior, Financial services, FSI, JPMorgan Chase, Trust, AI, Paper clip, One Voice, Conference, Lincoln National Corporation, Human, Organization

HACKENSACK, N.J., Jan. 29, 2024 (GLOBE NEWSWIRE) -- Paperclip Inc. (OTCMKTS:PCPJ), an innovative data security and content management company, announces its sponsorship of the 20th annual FSI OneVoice Conference.

Key Points: 
  • HACKENSACK, N.J., Jan. 29, 2024 (GLOBE NEWSWIRE) -- Paperclip Inc. (OTCMKTS:PCPJ), an innovative data security and content management company, announces its sponsorship of the 20th annual FSI OneVoice Conference.
  • “We are excited to be back at OneVoice this year and connect with influential professionals who can make a meaningful impact,” said Suzy Tuck, Senior VP of Sales at Paperclip.
  • Backed by 32 years of trust and innovation, Paperclip enables financial services organizations to harness the power of their data without sacrificing security.
  • FSI OneVoice has always been the premier gathering where independent financial services firm executives gain critical insights on the most important issues affecting their businesses.

Surge Ventures Expands Board of Advisors with the Addition of Nimesh Mehta, Joseph Kuo, Brian Johnson and Ann Robinson

Retrieved on: 
Monday, January 22, 2024
Cloud, National Life Group, Bachelor, NCC, Research, Partner, LPL, University, Sale, Mehta, Doctor of Philosophy, NCC Group, Computer engineering, NTT, Farmer, Surge, JD, E-commerce, Samford University, Raymond James Morgan Keegan, Rheged, Insurance, Case Western Reserve University, Yale University, Software, Information security, Organization, Marketing, Senior, CISO, Security guard, Financial services, Software as a service, Business, CIO, Lumen Technologies, MBA, Investment, Lish, Lincoln National Corporation, New Board, Adviser, Lincoln, Government, QuantumScape, PayPal, LPL Financial, AmSouth Bancorporation, CPA, Internet, SVP, Management

MENLO PARK, Calif., Jan. 22, 2024 /PRNewswire/ -- Surge Ventures (Surge), a new SaaS venture studio initially targeting the financial services and wealth management industry, announced the expansion of its advisory board comprised of wealth management and FinTech industry executives to help guide the firm as it continues its journey to find, fund and nurture the leading technologies of tomorrow. New Board members are Nimesh Mehta, Joseph Kuo, Brian Johnson and Ann Robinson. They join current members, Jason Lish (Chairman), Dr. Neil Daswani, John Rostern, Larry Roth, Matthew Martin, Geoff Moore.

Key Points: 
  • New Board members are Nimesh Mehta, Joseph Kuo, Brian Johnson and Ann Robinson.
  • Surge has established a strong Industry Council comprised of seasoned executives and influencers from across the FinTech and wealth management sectors.
  • The new Board members will add their voices as strategic counselors to Surge's leadership, as the firm executes its vision and growth plans.
  • "I am extremely excited to welcome Nimesh, Joe, Brian and Ann to the Surge Ventures Industry Council," said Lish.

LINCOLN FINANCIAL GROUP TRANSFORMS RETIREMENT PLANNING; CALLS ON CONSUMERS TO SHIFT TO ACTION PLANNING

Retrieved on: 
Tuesday, January 16, 2024
Digital, Anthem, Research, Social media, Life, Action plan, Havas, CMO, Lincoln National Corporation, Retirement, Lincoln, SVP

This opens a completely new conversation around retirement planning and presents an opportunity for Lincoln to showcase retirees outside of category norms.

Key Points: 
  • This opens a completely new conversation around retirement planning and presents an opportunity for Lincoln to showcase retirees outside of category norms.
  • The campaign urges consumers to rethink the way they approach the concept of retirement, shifting from "retirement planning" to "action planning."
  • "The Action Plan campaign challenges people to self-reflect on what their pastimes are, taking an untraditional approach to spark conversations around retirement planning: What am I passionate about doing?
  • To learn more about how to take financial action today to help ensure your pastimes last a lifetime, visit LincolnFinancial.com/ActionPlan.

Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement, According to New Study from Lincoln Financial Group

Retrieved on: 
Tuesday, January 16, 2024
Banking, Professional Services, Finance, LNC, Ageing, Retirement, Adventure, Lincoln National Corporation, Love, Hobby, Research, EVP, Financial adviser

While traditional retirement plans require ample conversations about savings for the future, less of the retirement conversation refers to how retirees intend to spend their days during their non-working years.

Key Points: 
  • While traditional retirement plans require ample conversations about savings for the future, less of the retirement conversation refers to how retirees intend to spend their days during their non-working years.
  • Despite the desire to plan for exactly what they want to do in retirement, only 11% of pre-retirees say they have done a lot of planning for pastimes in retirement.
  • Pre-retirees in their 50s and early 60s intend to do more planning, with 87% saying they expect to spend additional time planning for retirement.
  • However, once in their retirement years, only 30% of retirees say they did enough planning for how to spend time during retirement.

Osaic Celebrates Consequential Year with Strong Recruitment, Successful Rebranding and Consolidation of Wealth Management Firms, Accelerated Growth of Institutional Channel and Ongoing Strategic M&A

Retrieved on: 
Tuesday, January 16, 2024
Infinex, Lincoln National Corporation, RIA, Investment, Acquisition, Lincoln, Growth, Financial services

PHOENIX, Jan. 16, 2024 /PRNewswire/ -- Osaic, Inc. (Osaic), one of the nation's largest providers of wealth management services, announced that 2023, a year that saw the rebranding of the firm and its move to begin consolidation of seven separate wealth management firms into a single entity, has seen record recruiting and organic growth across the enterprise.

Key Points: 
  • "2023 was an eventful and exciting year for our firm," said Jamie Price, President & CEO, Osaic.
  • "Our progress has been well received by advisors, staff, and the broader wealth management marketplace.
  • Osaic plans to continue the consolidation of its firms in 2024, starting with Woodbury Financial Services' integration into Osaic in January.
  • The holistic approach to wealth management championed by Lincoln Wealth leadership and financial professionals is consistent with our approach and will create a strong foundation for ongoing success."