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Planned Administrators Inc is a Columbia, SC-based company in the Financial Services sector.
Legal & General Group is one of the worlds largest insurance and investment management groups with $1.3 trillion in assets under management and it looks after the financial security of over 10 million customers worldwide. Legal & General is a leader in Pension Risk Transfer with over 35 years of experience globally, servicing over one million annuitants annually, and amassing a global annuity portfolio of $88 billion. Building on our global success, we established Legal & General Retirement America (LGRA), our US Pension Risk Transfer platform in 2015. Our ability to offer a range of transaction structures, our expanding capabilities to price complex transactions, and our service delivery platform are some of the primary drivers of our early Pension Risk Transfer success in the US. Learn more: www.lgra.com
First State Bank of Kansas City, Kan. is a Kansas City, KS-based company in the Financial Services sector.
Federation Bank is a Washington, IA-based company in the Financial Services sector.
Universal Wealth is lead by Andre L. Pennington, an Inc. 5000 CEO and Forbes Finance Council member, and one of the nations foremost leading Firms in financial planning, estate planning, asset protection, and tax strategies for high-net-worth clients. Universal Wealth is at the forefront of integrating financial planning, asset protection, estate planning, and tax strategies into a unified discipline. Universal Wealths innovative approach includes utilizing irrevocable trust to help clients eliminate capital gains tax on the sale of appreciated real estate and businesses. This enables clients to eliminate capital gains tax, preserving their wealth and allowing for strategic reinvestment. Additionally, Universal Wealth specializes in business tax strategies that leverage taxable income into exemptions and usable money for business growth, ensuring clients maximize their financial potential and operational expansion. Andres thought leadership and pioneering strategies have earned the him features in prestigious publications such as Forbes, Fortune, The Wall Street Journal, The New York Times, USA Today, and Super Lawyers Magazine.