Alice Ericson

AM Best TV – Annuity Advocates: The Industry ‘Lost Track’ of What Annuities Are

AM Best TV featured Paul Tyler, Nassau’s Chief Marketing Officer, Ramsey Smith, founder of ALEX.fyi, and Bruno Caron, Associated Director, AM Best, as they asked us all to reconsider the simplicity of annuities. Paul, Ramsey and Bruno also discussed the broader challenges and opportunities facing our retirement and annuity industry as we go digital.

Watch the AM Best TV video here.

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Alice EricsonAM Best TV – Annuity Advocates: The Industry ‘Lost Track’ of What Annuities Are
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Nassau Financial Group Announces $100 Million Strategic Investment from Wilton Re and Stone Point Credit

Hartford, CT, Jan. 11, 2021 – Nassau Financial Group (“Nassau”) announced it has received an initial strategic investment of $100 million from Wilton Reassurance Company (“Wilton Re”) and Stone Point Credit (“Stone Point”). The strategic investment was made through the issuance of a new series of non-cumulative perpetual preferred equity and may be significantly increased as Nassau’s business grows.

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Alice EricsonNassau Financial Group Announces $100 Million Strategic Investment from Wilton Re and Stone Point Credit
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That Annuity Show in U.S. News & World Report “8 Best Investing Podcasts Investors Should Know About”

U.S. News & World Report named Nassau’s That Annuity Show as one of the “8 Best Investing Podcasts Investors Should Know About.”

The magazine notes that the podcast industry has grown to a listener base of more than 105 million, covering a wide range of subjects including investing strategies for anyone from novices to seasoned investors. Its top investing podcast list was compiled based on input from financial services professionals, including its review of That Annuity Show:

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Alice EricsonThat Annuity Show in U.S. News & World Report “8 Best Investing Podcasts Investors Should Know About”
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NerdWallet: ‘Better Late Than Never’ Applies to Retirement Investing, Too

A late start in retirement investing is better than no start, advisors say. NerdWallet asked 15 financial advisors about the key steps required to make a late-in-life start in investment savings, including Paul Tyler, Nassau’s Chief Marketing Officer.

According to Paul, “We’d give late-to-the-table investors the same advice we give long-distance runners: ‘Lose a little weight and run a little bit faster.’ Losing weight means living in a less expensive manner so you can save more money. Many of us have saved money during the pandemic by changing how we live, eat, and entertain ourselves.Take this opportunity to make those changes permanent.”

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Alice EricsonNerdWallet: ‘Better Late Than Never’ Applies to Retirement Investing, Too
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Hartford Courant Names Nassau a Top Workplace in Greater Hartford

Hartford, CT, Sept. 25, 2020 — Nassau has been named a Top Workplace in Greater Hartford, an annual list published by the Hartford Courant. Nassau is one of 48 local companies to win the award for 2020 and ranked 10th in the midsize employer category.

The Hartford Courant list is based solely on employee feedback gathered through a third-party survey administered by Energage, LLC. Employees in Nassau’s Hartford headquarters participated in the survey, which measures 15 drivers of engaged cultures that are critical to the success of any organization: including alignment, execution and connection.

Top Workplace rankings are conducted in metro regions across the country and include employers with at least 50 local employees. Nassau’s Albany office was named a Top Workplace in Albany in April.

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Alice EricsonHartford Courant Names Nassau a Top Workplace in Greater Hartford
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