We would love to hear from you. Click on the ‘Contact Us’ link to the right and choose your favorite way to reach-out!

wscdsdc

media/speaking contact

Jamie Johnson

business contact

Victoria Peterson

Contact Us

855.ask.wink

Close [x]
pattern

Industry News

Categories

  • Industry Articles (21,155)
  • Industry Conferences (2)
  • Industry Job Openings (35)
  • Moore on the Market (414)
  • Negative Media (144)
  • Positive Media (73)
  • Sheryl's Articles (800)
  • Wink's Articles (353)
  • Wink's Inside Story (274)
  • Wink's Press Releases (123)
  • Blog Archives

  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016
  • May 2016
  • April 2016
  • March 2016
  • February 2016
  • January 2016
  • December 2015
  • November 2015
  • October 2015
  • September 2015
  • August 2015
  • July 2015
  • June 2015
  • May 2015
  • April 2015
  • March 2015
  • February 2015
  • January 2015
  • December 2014
  • November 2014
  • October 2014
  • September 2014
  • August 2014
  • July 2014
  • June 2014
  • May 2014
  • April 2014
  • March 2014
  • February 2014
  • January 2014
  • December 2013
  • November 2013
  • October 2013
  • September 2013
  • August 2013
  • July 2013
  • June 2013
  • May 2013
  • April 2013
  • March 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • September 2012
  • August 2012
  • July 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • February 2012
  • January 2012
  • December 2011
  • November 2011
  • October 2011
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • November 2010
  • October 2010
  • September 2010
  • August 2010
  • July 2010
  • June 2010
  • May 2010
  • April 2010
  • March 2010
  • February 2010
  • January 2010
  • December 2009
  • November 2009
  • October 2009
  • August 2009
  • June 2009
  • May 2009
  • April 2009
  • March 2009
  • November 2008
  • September 2008
  • May 2008
  • February 2008
  • August 2006
  • Protective Life Launches Concourse Financial Group, Bringing Together ProEquities, First Protective and Protective Distributors

    June 15, 2021 by Protective Life Corporation

    BIRMINGHAM, Ala.–(BUSINESS WIRE)–Protective Life Corporation (Protective), a wholly owned U.S. subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750), today announced the launch of Concourse Financial Group (“Concourse”). The move will create a unified organization consisting of Protective’s insurance and financial planning affiliates – ProEquities, a leading independent broker-dealer and RIA; First Protective, a multi-faceted brokerage general agency that specializes in risk management; and Protective Distributors, a division that supports life insurance distribution.

    Protective expects to launch Concourse on July 19, 2021, and has appointed Doyle Williams CEO of Concourse. Mr. Williams, a financial services industry leader with 40 years of experience in building and growing business in both the insurance and wealth management segments, is currently Senior Vice President, Distribution Companies with Protective.

    Upon completion of its launch, Concourse will encompass an RIA, broker-dealer, brokerage general agency, and protection-focused point-of-solution organization. The following leaders will serve key positions in the organization:

    • Libet Anderson – President, Investment Solutions. Currently, Ms. Anderson is President of ProEquities, having joined the firm in 2016 to serve as Vice President and Managing Director of Advisory and Planning. She has over 30 years of financial services experience and has held leadership roles at Edward Jones and Sterne Agee Asset Management.
    • Brad Mendenhall – President, Insurance Solutions. Currently, Mr. Mendenhall is Vice President and Managing Director of Protective Distributors. He has over 30 years of financial services experience, specifically in the areas of sales, operations and distribution leadership. Prior to joining Protective Distributors, Brad was the Vice President and National Sales Director at Lincoln Financial Distributors.
    • David Perry – Chief Operations Officer. Currently, Mr. Perry is Chief Operations Officer for the Protective Distribution Companies. Previously at Protective, he served first as Vice President of Operational Risk Management and then Vice President of Corporate Strategy. Prior to Protective, David was an attorney in private practice at Maynard Cooper & Gale, P.C., and later served as the Chief Financial Officer for the State of Alabama.
    • Darren Guerrera – Chief Financial Officer. Currently, Mr. Guerrera is Chief Financial Officer for ProEquities. He has over 25 years of experience in financial management leadership roles in the financial services industry. Prior to joining ProEquities, Darren was Division Finance Manager at BBVA Securities.

    Backed by this credentialed leadership team, the launch of Concourse will drive increased scale and seamless integration, resulting in enhanced capabilities, better service and more coordinated expertise to support financial professionals seeking exceptional growth resources for their businesses.

    Mr. Williams said, “We are incredibly excited to announce the launch of Concourse Financial Group, to serve as a well-resourced, reliable and stable destination for growth-minded financial professionals with a long-term vision of success. A unified organization positions us for growth and allows us to stay ahead of the curve in addressing the fast-changing dynamics of today’s financial services environment. Most importantly, the shared strategic vision and service culture of the businesses that comprise Concourse underscore our ongoing commitment to deliver an extremely high-touch service experience for our financial and insurance professionals.”

    Concourse will offer integrated services, enhanced capabilities and valuable expertise in the following areas: insurance services, comprehensive financial planning, investment services and practice management. To support this effort, a centralized Concourse team will serve as an extension of a financial professional’s practice, coordinating access to experts in those vital areas, allowing them to customize financial plans, deliver a complete wealth management and insurance offering, and serve clients more capably.

    Mr. Williams concluded, “Our team takes great pride in the relationships we have built with our community of incredible financial professionals and we are energized by the possibilities ahead. Ultimately, this endeavor is about meeting every financial professional where they are now in the evolution of their business and helping them get to where they want to go in the future.”

    About Concourse Financial Group

    A division of the Protective Life Corporation, Concourse Financial Group offers financial professionals the tools needed to gather, grow and protect client assets through its affiliated entities. Comprised of investment management, financial planning, insurance services and practice management services, Concourse Financial Group is the destination for growth-oriented financial professionals.

    About Protective Life Corporation

    Protective Life Corporation (Protective) provides financial services through the production, distribution and administration of insurance and investment products throughout the U.S. Protective traces its roots to its flagship company, Protective Life Insurance Company – founded in 1907. Throughout its more than 110-year history, Protective’s growth and success can be largely attributed to its ongoing commitment to serving people and doing the right thing – for its employees, distributors, and most importantly, its customers. Protective’s home office is located in Birmingham, Alabama, and its 3,500+ employees work across the United States. As of December 31, 2020, Protective had assets of approximately $127 billion. Protective Life Corporation is a wholly owned subsidiary of Dai-ichi Life Holdings, Inc. (TSE:8750). For more information about Protective, please visit www.Protective.com.

    Securities offered through ProEquities, Inc, member FINRA/SIPC. Investment advisory services offered through Investment Advisors, a DBA for ProEquities, Inc., a Registered Investment Advisor. On July 19, 2021, ProEquities, Inc. will become Concourse Financial Group Securities, Inc.

    Contacts

    Michael Dugan or Donald Cutler
    Haven Tower Group
    mdugan@haventower.com or dcutler@haventower.com
    424 317 4852 or 424 317 4864

    Originally Posted at Business Wire on June 8, 2021 by Protective Life Corporation.

    Categories: Industry Articles
    currency