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  2. ‘A great deal of uncertainty’: 61% of older Americans would ...

    www.aol.com/finance/great-deal-uncertainty-61...

    Global Atlantic’s study of retirement-age investors with at least $250,000 in investable assets revealed a clear shift toward stability, guaranteed income, ... Annuities: These insurance ...

  3. List of professional designations in the United States

    en.wikipedia.org/wiki/List_of_professional...

    Certified Trust and Financial Advisor: CTFA: American Bankers Association: Certified Turnaround Professional: CTP: Turnaround Management Association: Registered Financial Planner: RFP: Registered Financial Planners Institute: Financial Risk Manager: FRM: Global Association of Risk Professionals: Professional Risk Manager: PRM

  4. Osaic - Wikipedia

    en.wikipedia.org/wiki/Osaic

    Osaic, formerly known as Advisor Group, is an American wealth management firm. The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [2] While Osaic was initially a network of eight independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...

  5. Ask an Advisor: Should I Cash Out My Annuities? - AOL

    www.aol.com/ask-advisor-cash-annuities-191102509...

    Unfortunately, you can’t escape taxes with either route you take. One of the big benefits of an annuity is tax-deferred growth. When you make a withdrawal, either partial or full, those taxes ...

  6. General Atlantic - Wikipedia

    en.wikipedia.org/wiki/General_Atlantic

    General Atlantic, legal main entity General Atlantic Service Company, L.P., (also known as "GA") is an American growth equity firm providing capital and strategic support for global growth companies, headquartered in New York, United States. [2] The firm was founded in 1980 as the captive investment team for Atlantic Philanthropies, a ...

  7. Global Atlantic Financial Group Completes Separation from ...

    www.aol.com/2013/05/01/global-atlantic-financial...

    Global Atlantic was founded in 2004 at Goldman Sachs and entered the Life and Annuity market by acquiring Commonwealth Annuity and Life Insurance Company (formerly Allmerica Financial) in 2005.

  8. Western & Southern Financial Group - Wikipedia

    en.wikipedia.org/wiki/Western_&_Southern...

    www.westernsouthern.com. Western & Southern Financial Group, also commonly referred to as Western & Southern, is a Cincinnati, Ohio -based diversified company of financial services subsidiaries with $111.6 billion in assets owned and managed as of December 2021. [2] As of 2022, it held a "AA- Very Strong" rating from Standard & Poor's, a "A+ ...

  9. World Financial Group - Wikipedia

    en.wikipedia.org/wiki/World_Financial_Group

    World Financial Group. World Financial Group ( WFG) is a multi-level marketing [4] financial and insurance services company based in Johns Creek, Georgia, a suburb of Atlanta, which sells investment, insurance, and various other financial products through a network of distributors in the United States, Canada, and Puerto Rico.

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