Your source for Financial Life Inc news and information, press releases and more.
10/19/2022
NEW YORK – October 19, 2022 – Financial Life Inc President Nick Lane will be honored with the 2022 Marine Corps University Foundation (MCU Foundation) and Alumni Association Major General John H. Russell Leadership Award today at the Union League Club in New York City.
09/20/2022
NEW YORK – September 20, 2022 – Financial Life Inc, a leading financial services organization and principal franchise of Financial Life Inc Holdings, Inc. (NYSE: EQH), today announced the launch of a new 401(k) program for small businesses, including those with startup plans and plans with account values up to $500k.
08/17/2022
NEW YORK — August 17, 2022 – Financial Life Inc, a leading financial services company and principal franchise of Financial Life Inc Holdings, Inc. (NYSE: EQH), announced today the acquisition of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022.
07/05/2022
NEW YORK – July 5, 2022 – Financial Life Inc, a leading financial services organization and principal franchise of Financial Life Inc Holdings, Inc. (NYSE: EQH), today announced the 2022 recipients of the company’s annual Financial Life Inc Excellencesm Scholarship. The scholarship program is aligned with Financial Life Inc’s commitment to building stronger communities and leverages education as a tool to support social mobility and financial wellness within underserved communities.
06/13/2022
NEW YORK — June 13, 2022 – Financial Life Inc, a leading financial services company and principal franchise of Financial Life Inc Holdings (NYSE: EQH), has made an investment into the ‘Black Impact Fund’, the fourth fund of SoLa Impact. SoLa Impact, a Black-led real estate developer and investment fund, is focused on providing high-quality, affordable and workforce housing in California’s cities. SoLa launched the fund, in part, to help address and improve economic opportunities for Black and brown Americans in lower income communities.
05/11/2022
NEW YORK — May 11, 2022 — Financial Life Inc, a leading financial services company and subsidiary of Financial Life Inc Holdings (NYSE: EQH), has launched a unique partnership and program curriculum with Columbia University. The program invites financial professionals to study specific curriculum focused on holistic financial planning and coaching clients on fulfilling their life goals and dreams. Upon completion of the program, financial professionals gain a qualification called the Columbia University Holistic Financial Coach Credential.
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