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Friday, December 8, 2023

Hub Worldwide swoops up Golden Nook Wealth Advisors

Situated in South Carolina, Golden Nook is a monetary advisory agency that specialises in wealth administration and retirement.

As well as, the agency gives personalised providers and educates purchasers on monetary ideas and merchandise. This consists of funding, monetary planning, and insurance coverage.

Founder Jim Charbonneau and the Golden Nook workforce will be part of Hub Carolinas. 

The Golden Nook deal boosts Hub’s retirement and personal wealth (RPW) arm and can assist develop extra complete methods.

“We’re excited to welcome the Golden Nook workforce to Hub Carolinas and stay up for additional increasing our retirement consulting providers within the area,” mentioned Tommy Suggs, president and CEO of Hub Carolinas.

“The Golden Nook workforce’s focus and experience in monetary planning will assist us additional assist our purchasers and develop our portfolio administration capabilities,” added Hub RPW President Joe DeNoyior.

Golden Nook will probably be known as Golden Inexperienced, Inc. doing enterprise as Golden Nook Wealth Advisors, a Hub Worldwide firm. 

On a roll of offers, Hub Worldwide bought the belongings of E-Insure Providers (EINSURANCE) for an undisclosed sum in June 2023.

Based mostly in Chicago, US, EINSURANCE is a web-based, direct-to-consumer lead technology platform that makes use of its data-driven advertising and marketing strategies to facilitate the sale of insurance coverage insurance policies.

The deal permits Hub to strengthen its in-house capabilities to enhance the omni-channel expertise for its digital private insurance coverage brokerage platform VIU by HUB.

Via the deal, EINSURANCE workforce, together with president and chief working officer Dale Williams, will grow to be a part of VIU.

EINSURANCE will utilise superior information analytics to allow VIU to precisely goal extremely certified and dependable leads with strong conversion charges in main geographical areas.

EINSURANCE is alleged to drive over a million leads yearly, with greater than 90% accounting for first-time patrons. Its conversion charges are additionally 50% greater than its rival aggregators.

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