Deals & People December 17, 2014

Lincoln Appoints National Annuity Sales Manager

Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, appointed Tad Fifer as a national sales manager responsible for distribution of Lincoln’s annuity solutions.
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Fifer will work within the the firm’s registered investment adviser (RIA), managing general agent and Primerica channels. Reporting to John Kennedy, head of retirement solutions distribution, Fifer will focus on the expansion of new markets and maintaining key relationships throughout the Lincoln enterprise. He will also contribute to the development and implementation of annuity strategies consistent with Lincoln’s short- and long-term strategic objectives.

“Tad brings close to two decades of financial services experience and valuable knowledge for driving growth, deepening relationships and efficiently leading sales efforts,” Kennedy says.

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Fifer joined Lincoln in 2005 as regional marketing director managing American Legacy variable annuity product sales in Oklahoma, Arkansas, Louisiana and West Texas. In 2008, he was promoted to divisional sales manager for the independent planner channel. And in 2011, he led the firm’s entrance into the registered independent adviser channel.

Prior to joining Lincoln, Fifer was a regional vice president at Planco, the Hartford’s annuity distribution unit, where he represented the Hartford Leaders variable annuity in Oklahoma and West Texas.

Fifer earned a bachelor of business administration degree from the University of Oklahoma. He holds FINRA Series 7, 63, 65, 31 and 26 registrations, and is a certified fund specialist (CFS). He will be based in Tulsa, Oklahoma.

Deals & People December 17, 2014

Pentegra Retirement Services Hires Regional Director

Philip Gould has joined Pentegra Retirement Services to support the company’s business development efforts in Texas.
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Gould takes on the title of regional director for qualified plan sales. He brings over 15 years of experience to Pentegra, a provider of retirement plan and fiduciary outsourcing solutions, and is tasked with leading business development efforts in Texas markets.

Pete Swisher, Pentegra senior vice president of national sales, says Gould’s knowledge of qualified retirement plan solutions and strong relationships will be instrumental in expanding the scope, reach and marketing of Pentegra’s retirement plan, fiduciary outsourcing and multiple employer plan solutions.

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Gould most recently worked with The Capital Group of Companies in San Antonio, Texas, as a retirement plan sales consultant. He has also held positions with Bisys Retirement Services and Mellon Financial. He will report directly to Swisher in his new role with Pentegra.

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