GWGH's investment in Ben was accounted for as an equity method investment prior to the change-of-control on December 31, 2019, and . About Us| Finn's main objective at Good Life is to bring joy and happiness to everyone around him. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses. P.C. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). (302) 613-2977. Financial planning services can include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance. Why doesnt your firm use a secure website? Judge Emily C. Marks . March 3, 2020. Rachel joined Good Life Companies as Chief Operating Officer in January 2021. He graduated from Bucknell University in 2016 with a Bachelor of Arts in the Interdepartmental Major of Economics and Mathematics. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. Gain access to some of the most knowledgeable and experienced attorneys with our 2 bundle options! Firm performs side-by-side management with accounts that have differing fee structures. Francheska received her master's degree from Loyola University, where the focus of her studies was Integrated Marketing Communications. George resides in Sinking Spring, PA with his wife Nancy. BBB Business Profiles are subject to change at any time. Most recently, Abby spent 6 years at WSP-USA. Previously, Chris has worked as a wholesaler, regional advisor manager, and most recently as a Relationship Manager with LPL. When Westburg and Lipman joined Good Life in July 2014 as hybrid advisors in San Diego, they had about $30 million in assets under management and . He graduated a semester early with Cum Laude distinctions. He graduated from Alvernia University, Reading, Pennsylvania, with degrees in Accounting and in Business Management. *SEC data last verified February 17, 2023. Firm or a related person recommends the purchase of securities where the firm or a related person serves as an underwriter or general or managing partner. Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest. Its permanent policies also allow you to customize your coverage with riders. Aisha joined the Good Life team in January 2020 as a Transition Specialist. Does your firm, or anyone associated with the firm, practice as a law firm? After the verdict, plaintiff's attorney Ernest DelDuchetto told me, "It was comforting to see a jury agree with our proposition that these drugs (antidepressants) are not panaceas . They havefour children: Blake Seraphina, Rhys Brian, Elena Rae and Boston James. When Good Life originally solicited Plaintiffs to join the company as advisors, Good Life advertised that their advisors were able to "maintain ownership and control of their book of business without having to oversee or worry about office and compliance logistics." Id. You can reach customer support by calling 888-436-9678 Monday through . What does this mean and why is it important? What happened? Our second option allows you to build your bundle and strategically select the content that pertains to your needs. He joins Good Life Companies as the Director of Business Development and will lead the recruiting efforts for the premier destination of independent advisors. Chris resides in Riverside, Illinois with his wife Nicole, two young daughters Isla and Keeley, and dog Poppy. The company was launched in 2001 by an insurance company called Aegon. When she is not in the office, Terri enjoys outdoor activities like hiking and kayaking with her husband, Chris, and their two dogs, Nelli and Thor. Read through our introductory course to financial advisors. Prior to joining Good Life, he worked for almost 17 years at Waddell & Reed, Inc., the last 7 of which were spent as a Senior Specialist in the FAD/OSJ Department. When hes not working at Good Life, David enjoys spending time with his friends, usually playing cornhole, and also works part-time serving for Kansas City Bier Company. Andrew is married to his long time sweetheart and wife of 4 years, Casey. Reporter. Questions to ask In addition, he maintains an ownership position in multiple independent compliance consulting companies. Some . No. Brighthouse Financial is one of the largest life insurance companies in the United States. The He earned his B.S. BBB Business Profiles generally cover a three-year reporting period. Firm can legally elect to accept commissions for their investment advisory services. What does this mean and why is it important? Becky graduated from West Chester University of Pennsylvania with a B.S. She found her way to financial services as a compliance officer, segueing naturally into the fintech space before joining Good Life. How does your firm approach insurance sales? Community Outreach Coordinator, Receptionist, Communications & Relationship Coordinator. By simplifying the processes of Advisors and Insurance Agents alike, providing a high level of support and access to industry leading technology, the jobs of our affiliates are structured so that he or she may have the benefit of more time and more control over his or her operation. As a Certified B Corporation, our focus is simple: people before profits. Financial advisors help you achieve your life goals, such as saving for retirement, by creating a comprehensive financial plan and managing your investment portfolio (e.g., stocks, ETFs, mutual funds, bonds). Her hobbies include planting and caring for her succulents, practicing nail art, camping and visiting with extended family. Copyright 2023 ALM Global, LLC. Girard Sharp law firm filed the lawsuit. After losing his father prematurely while in high school, Mr. Delaney entered the financial services industry full time as a sophomore in college, obtaining both his securities registrations and insurance licenses while remaining a full-time student and NCAA athlete. As a result, unlike hedge funds, there is no historical performance for any financial advisory firm. Aisha grew up in a military family: born in Texas, lived in Germany and raised in Hawaii. For the most up-to-date information, please view the applicable SEC and FINRA reports above. AdvoCare. He received his Bachelors and Masters degree in Electrical Engineering from Stevens Institute of Technology, Hoboken NJ. A Self-Regulatory Organization has previously found the firm or an advisory affiliate responsible for having an investment-related business have its authorization to do business denied, suspended, or revoked. Kayla Gettlejoined Good Life Companies in February of 2016 after working several years as a Marketing Coordinator and Graphic Designer. Union Fidelity Insurance Company. What does this mean and why is it important? National Life Group Cons: Not BBB accredited. He graduated from West Chester University with a BA in Psychology and earned his law degree at Widener University School of Law (now known as, Delaware Law School). Firm's/Financial Professional's investor.com profile pages may contain certain limited information directly provided to investor.com by the Firm/Financial Professional including, by way of example only, the Personal Bio, Certifications, and/or Investment Philosophy portions of the profile page. Her previous work experience includes working for nearly a decade as a business analyst for a large manufacturing firm. BBB Business Profiles may not be reproduced for sales or promotional purposes. The list is updated frequently, so check . We can be reached by email at info@evanslaw.com, or by telephone at (888) 503-8267 or (415) 441-8669. The agreement resolves claims the company improperly . On a daily basis, Kanon performs research and performance analysis on equities and fixed income investments, develops research and performance reports, and performance due diligence for the in-house investment models, known as WAM. A settlement was reached in 2015 with the phoenix life insurance company and phl variable insurance company in two class action lawsuits surrounding the raising of cost. Judy Guthier joined the Good Life team in 2019. Box 5749, Portland, OR 97228-5749. A Celebration of Life will take [] GRACE, Marc Allen, 63 of Rogers Township, died Feb. 23, 2023 at Ascension St. Mary's Hospital in Saginaw. Is your firm a broker-dealer or are you affiliated with one? Call LifeInsuranceLawyerNOW.com at (888) 997-4070, or (818) 937-0937, or send an email to us in the form on the side of the screen. The two Californian cases Premier Financial Alliance is currently defending are: a 2018 suit filed by Rui Chen and Wenjian Gonzales, alleging pyramid scheme fraud; and. Genworth Life Insurance Company has agreed to pay up to $24.5 million to end a class action lawsuit alleging the company withheld information about rate increases from long-term care policyholders. Clayton leverages marketknowledge and long standingrelationships, andvalues trust,collaboration, and hard work to achieve the Real Estate goals of hisclients. To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. High ratings through A.M. Best and the BBB. Life insurance shoppers should take this into consideration and do more research on the case before buying life insurance from National Life . What does this mean? Firm actively engages as insurance brokers or agents, or they are affiliated with an insurance company or agency. Later as Director of Advisor Relations, Aelish worked directly with our affiliated advisors to answer questions, escalate issues, and pass ideas and feedback to our teams for continuous improvement and innovation for our products and services. Lee graduated from Virginia Tech (Go Hokies!) The NAIC has calculated the complaint ratio for Genworth Life Insurance as .35, which means they have about a third as many complaints as you would expect.. They relish the opportunity to learn about new cultures and customs from around the world. This is actually lower than most insurance companies. Here's how we make money. For the last nine years, she has also volunteered as a set designer and costume creator for over 16 plays and musicals at local high school and community theaters affectionately earning the title Cast Mom". Outside of work, she enjoys yoga, hiking, and nature photography. 111 views, 9 likes, 0 loves, 2 comments, 1 shares, Facebook Watch Videos from Sistema Encontro das guas: Acompanhe agora o Jornal Boa Noite Amazonas e. With that . Becky Nye joined Good Life Companies in 2019 with several years of marketing experience in digital content creation, ecommerce, design, event planning, and product photography. Side-by-side management can create an incentive for the advisor to favor the larger funds, potentially leading to unequal trading costs and unfavorable trade executions for their clients. Hunter enjoys spending time with his family and friends, as well as watching sports. Barbara Jean joined Good Life Companies in 2018. During high school, he was very active in the student council and athletics where he lettered in basketball and soccer. They enjoy distance running as a family and spending time with their brothers, sister, and nieces in New Jersey. The headquarters of Good Life Advisors is 2395 Lancaster Pike Reading, PA 19607. As the Marketing Manager, she is in charge of the brand development, social media, and web design for advisors, as well as the communication and business development efforts of the multiple companies within Good Life. Francheska has 15 years of Human Resources experience and is excited to be a part of our team. Later as Director of Advisor Relations, Aelish worked directly with our affiliated advisors to answer questions, escalate issues, and pass ideas and feedback to our teams for continuous improvement and innovation for our products and services. What does this mean? Mr. Rome has previously held the following FINRA licenses: FINRA Series 7 General Securities Representative, Series 24 General Securities Principal, FINRA Series 66 - Uniform Combined State Law Examination, FINRA Series 55 Equity Trader and FINRA Series 79 Investment Banking. Working several years as a Certified B Corporation, our focus is simple: people before profits be part. As watching sports is it important who publish complaints, reviews and/or responses on this website to affirm that information. Clayton leverages marketknowledge and long standingrelationships, andvalues trust, collaboration, and be... 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