Nassau

Hartford, Conn., July 3, 2023 — Nassau Financial Group, L.P. (“Nassau”) today announced that its subsidiary, Nassau Life Insurance Company (“NNY”), has completed the acquisition of Delaware Life Insurance Company of New York (“DLNY”) from Delaware Life Insurance Company (“Delaware Life”), a Group 1001 company.

NNY and DLNY are New York-domiciled life insurance companies, and Nassau plans to merge DLNY into NNY.

“It has been our pleasure to work with the team at Group 1001 and Delaware Life, enabling the sale of their non-strategic business line,” said Phil Gass, Chief Executive Officer of Nassau. “As Nassau’s fourth insurance acquisition, the closing of this transaction marks yet another milestone as we continue to expand our New York presence. We look forward to welcoming the DLNY policyholders to Nassau.”

HARTFORD, Conn., and BOSTON – June 28, 2023 – Nassau Financial Group (“Nassau”) today announced an agreement with LifeYield, a financial technology company specializing in applications that help advisors and independent insurance producers optimize retirement income, maximize Social Security, and minimize tax drag on investments for their clients. This collaboration is intended to help advance the ability of independent producers to create retirement income protection for more Americans through education, emerging retiretech technology, and annuities.

Nassau will integrate LifeYield’s “Social Security+ with Income Layers” application into its retiretech toolbox for use by independent producers. This application models Social Security benefits under different scenarios. Producers can then help clients by showing potential options for converting assets into reliable income streams to supplement Social Security benefits.

Hartford, Conn., May 22, 2023 – Nassau Financial Group, L.P. (“Nassau”) announced that it has become a signatory of the United Nations-supported Principles for Responsible Investment (“PRI”). The PRI is an international organization that works to promote the incorporation of environmental, social, and corporate governance factors (“ESG”) into investment decision-making.

“We are pleased to join the PRI initiative as yet another step as Nassau continues our commitment to act responsibly for ESG issues and in the best long-term interests of our policyholders, clients, and investors,” said Phil Gass, Nassau’s Chairman and CEO.

“These Principles provide us with a practical framework to better align our investment strategies with broader objectives of society while remaining consistent with our responsibilities to Nassau’s constituents,” said David Czerniecki, Nassau’s Chief Investment Officer.

Albany, N.Y., April 20, 2023 – Nassau has been named one of the Top Workplaces in Albany, an annual list published in the Albany Times Union. The award is based on employee feedback, and Nassau was among 63 local companies on the list for 2023.

“I am proud that the Times Union has validated what we see every day in Service — a strong team made up of incredible people who work hard to support our customers, producers, and each other, said Sue Zophy, Chief Service Officer.

Top Workplaces rankings are conducted in metro regions across the country and include employers with at least 50 local employees. Nassau was named one of the Top Workplaces in Greater Hartford, published in the Hartford Courant, in 2022.

Hartford, Conn., April 19, 2023 — The Bushnell Park Conservancy (BPC) is pleased to announce a recent donation from Nassau Financial Group that has allowed BPC and the City of Hartford to begin energy-efficient upgrades to the Carousel and its building. This $50,000 gift will be celebrated on Tuesday, April 25, at 11:30 a.m. at the Carousel, with remarks from Mayor Luke Bronin and Vernon Young, Nassau’s Chief Risk Officer and executive sponsor of the company’s Green Team.

Read the press release from The Bushnell Park Conservancy.