Business Information
The group's principal activities are to provide wealth management products and services. The products and services are offered through a variety of select advisors and financial service firms. It serves the accumulation, preservation and transfer needs of the affluent and high net worth market, businesses and institutions. The group offers a broad range of life insurance, variable annuity and investment management solutions through a variety of distributors. These distributors include affiliated and non-affiliated advisors and financial services firms who make the group's solutions available to their clients. The group also provides products and services directly to businesses and institutions. These products and services include discretionary investment management services, non-discretionary investment management services and structured finance products.
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Name |
Title
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Email
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| Dona Young | Chmn., CEO, Pres. | N/A | | David Pellerin | CFO, Sr. VP - Asset Management | N/A | | George Aylward | COO, Sr. VP - Asset Management | N/A | | John Lagrasse | CIO, Sr. VP | N/A | | Joseph Kelleher | COO, Sr. VP - Life, Annuity | N/A |
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Year |
Sales |
Net Income |
| 2006 | 2,578,000 | 99,900 | | 2005 | 2,608,900 | 108,400 | | 2004 | 2,744,000 | 86,400
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