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Founded and grown by producers, Magellan Financial & Insurance Services, Inc. is committed to providing agents and advisors with the tools, resources, and support they need to grow and excel in the industry. As an independent field marketing organization (FMO), were interconnected with the carriers, distributors and companies that matter most in helping you succeed. Were small enough that we can evolve with producer needs but mature enough to know what works and what doesnt. Contact us today for more information on how to get contracted.
Despite many bank mergers and acquisitions in recent years, Clear Lake Bank and Trust Company continues to be a strong, stable, and independent, locally-owned bank. We pride ourselves on a genuine commitment to our employees and our communities, and are happy to be celebrating 80 years of business in North Iowa. At Clear Lake Bank & Trust, we go to great lengths to hire the best people. As a result, we have been named among Iowa`s Top Workplaces for the past four years in the small business category. We are honored to be one of 14 businesses in the state of Iowa to be named to the list for four years. In 2014, we were also named a Top Performer by ICBA Independent Banker®, the magazine of the Independent Community Bankers of America® (ICBA). Ranking in the top 25 community banks out of nearly 5,000 community banks across the nation, Clear Lake Bank & Trust’s recognition is based on earnings and operational efficiencies throughout 2013.
KBC Bank is a New York, NY-based company in the Financial Services sector.
Gateway Commercial Bank is a Mesa, AZ-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.