| Name | Title | Contact Details |
|---|---|---|
Aaron Ferguson |
Sr. Director, Enterprise Risk and Internal Audit | Profile |
American Portfolios Financial Services, Inc. (APFS) is a full-service broker/dealer and registered FINRA/SIPC member firm, whose primary mission is to provide the best business solutions, support and services that its finanical professionals require to achieve financial freedom for their clients. The firm currently has more than 800 independent investment professionals located in over 360 branch locations throughout the nation. APFS has created a decidedly competitive presence in the industry as one of the top 50 independent broker/dealers in the country.* The firm offers a full range of: 1) non-proprietary investment products, 2) personal services such as insurance planning, retirement, estate and college planning, 3) full service securities brokerage through its clearing relationship with Pershing, LLC, a BNY Mellon firm and 4) fee based asset management services through parent company subsidiary, American Portfolios Advisors, Inc. (APA), an SEC registered investment advisor.
Established in 1942, Vantis Life Insurance Companys primary goal is to provide families affordable life insurance products. Vantis Life markets its products through financial institutions and direct to the consumer. The Company prides itself on providing simple, easy-to-afford products to middle-income American families and supporting these products with attentive and personal customer service. Vantis Life is a separately operated subsidiary of The Penn Mutual Life Insurance Company.
Eterm Life Insurance is a Salida, CO-based company in the Financial Services sector.
Business Alliance Insurance Co is a San Bruno, CA-based company in the Financial Services sector.
Sureify is a SaaS platform for Life and Annuity companies around the globe. Sureify`s sales, customer self-service engagement solution, and their up-sell cross-sell solutions enable life insurers to connect, service, and sell to their new and existing customers using the most life insurance focused platform in the market today. The enterprise platform solution is secure, scalable, and delivers pragmatic features with the basics of the everyday digital life insurer front of mind. The Sureify solution encompasses the consumer-facing web and mobile applications, automated messaging and self-service platform, agent engagement console, marketing dashboard, underwriters data platform with analytics and reporting for executive overview. Sureify also can be implemented right on top of existing core systems and CRM systems while integrating with existing contact center platforms, customer apps, and most life insurance emerging and traditional 3rd party applications. All this is supported by Sureify`s Customer Experience team to ensure best practices, ideation, configuration both inside enterprise and end-user digitalization. Life insurers use the Sureify platform for direct and agent digital sales, policyholder service and self service, new product education and marketing, churn reduction, upsell cross-sell, and complete digital tracking of policyholders. The time is now for the life and annuity insurer.