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  2. Sidney Blackmer - Wikipedia

    en.wikipedia.org/wiki/Sidney_Blackmer

    Blackmer was born and raised in Salisbury, North Carolina, the son of Clara Deroulhac (née Alderman) and Walter Steele Blackmer. [1] He started in the insurance and financial counseling business but abandoned it.

  3. Financial adviser - Wikipedia

    en.wikipedia.org/wiki/Financial_adviser

    Financial advisers are registered, not licensed. [2] For example, a licensed insurance agent may be qualified to sell both life insurance and variable annuities, because the insurance agent holds an insurance license and holds the Series 7 qualification examination. A broker (Series 7) may also be a financial planner.

  4. State Farm - Wikipedia

    en.wikipedia.org/wiki/State_Farm

    A State Farm Insurance office occupies a classic railroad depot in Hiawassee, Georgia. State Farm is the largest property and casualty insurance provider, and the largest auto insurance provider, in the United States. [5]

  5. What to do when your CD matures: Taking advantage of your ...

    www.aol.com/finance/what-to-do-when-cd-matures...

    Her expertise has been featured in NerdWallet, Forbes Advisor, MarketWatch, CNN Underscored, USA Today, Money, The Balance and Consumer Affairs, among other top financial publications.

  6. Certified Insurance Counselor - Wikipedia

    en.wikipedia.org/wiki/Certified_Insurance_Counselor

    The CIC certification program was started by the National Alliance for Insurance Education & Research in Austin, Texas in 1969. [1] Some CIC courses can be used to fulfill state continuing education requirements for licensing as an insurance agent. [2] The CIC program is for agency owners, producers, agents, brokers, and agency and company ...

  7. Financial social work - Wikipedia

    en.wikipedia.org/wiki/Financial_Social_Work

    [1] [21] That is changing due to nearly two-thirds (65%) of 130 university program survey participants being very interested in developing or expanding student competency in financial capability, [22] and with the University of Maryland's Financial Social Work Initiative, [23] [24] the Center for Financial Social Work's self-study certification ...

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  9. Managing general agent - Wikipedia

    en.wikipedia.org/wiki/Managing_general_agent

    In insurance, a managing general agent is defined legally as "an individual or business entity appointed by an underwriting insurer to solicit applications from agents for insurance contracts or to negotiate insurance contracts on behalf of an insurer and, if authorized to do so by an insurer, to effectuate and countersign insurance contracts".

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