Finance

Roosevelt Investments offers update on financial markets

Foundation Partners why I partnered

Roosevelt Investments, a boutique wealth management firm located in Midtown Manhattan with 50 years of experience providing comprehensive financial planning and asset management services to cemeteries, funeral homes, and their owners, offers a free webinar on Monday, July 19th.

The webinar is entitled “Update on Financial Markets – Midyear Check-In:  Navigating an Early Cycle Economy”.  The presentation will be led by John Roscoe, CFA, Chief Investment Officer, and Jason Benowitz, CFA, CMT, Senrior Portfolio Manager.  Among other things they will focus on the topics of:

  • Reopening:  driving economic activity, corporate earnings, and market returns
  • Inflation:  the great debate, and the Fed reaction function
  • Washington:  advancing plans to tax, spend, and regulate

Registrants questions will be answered live.

The seminar is scheduled for Monday, July 19 at 12 Noon (Eastern Time)

Click here to register.  If you cannot view live, please register anyway and an email link with a recording of the session will be sent to you.

For more information on Roosevelt Investments, click here

 

Des Moines, Iowa – American Enterprise Group, Inc. (AEG) is pleased to announce Maggie Spikes has joined the company as a regional manager. In this role, Spikes will oversee the Indiana and Ohio locations, while managing funeral home relationships and sales growth for AEG’s life business under the Great Western Insurance Company (GWIC®) brand.

“Given her funeral industry experience, Maggie is a great addition to our team, as are the established relationships she brings to the position,” said Kenn Peterson, vice president, national sales – preneed. “Hiring someone with Maggie’s background shows our commitment to growing our Preneed business. We are excited to have her join us and look forward to the inroads we can make in the Indiana and Ohio markets under her guidance.”

Spikes, an Ohio native, has over 24 years of experience helping funeral homes achieve their sales goals. Prior to joining AEG, Spikes spent six years at Matthews Aurora Funeral Services where she was a funeral sales consultant, and 18 years in preneed with Assurant Solutions and Forethought.

Spikes earned her B.S. in Communication from Ohio University.

Funeral Directors Life has once again been certified as a “Great Place to Work,” earning certification for July 2021-July 2022. Great Place to Work® is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue and increased innovation.

“We are honored to be named as a ‘Great Place to Work’ again,” said Kris Seale, President and CEO of Funeral Directors Life. “Year in and year out, we take great pride in this achievement and continue to improve the culture we’ve built. Just this past year, we’ve adopted a new mantra: ‘LEO’ or ‘Love Each Other,’ a phrase made popular by Indiana University’s head football coach Tom Allen. Our people certainly care for one another and make Funeral Directors Life a great place to work.”

To acquire recertification, Funeral Directors Life’s employees completed an anonymous survey in which they ranked the workplace culture, leadership, benefits, and other factors within the company. Feedback from the survey, in addition to Great Place to Work’s extensive data-driven methodology, reported that the majority of employees said Funeral Directors Life was a Great Place to Work.

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