Security Benefit Appoints Jim Kiley as Head of Education Market to Lead Its Strategy in the 403(b) Marketplace
07 Mayo 2024 - 8:01AM
Business Wire
Security Benefit, a leading provider of 403(b) retirement plans,
has appointed Jim Kiley to Head of the Education Market and
Affinity Relations to lead its strategy for K-12 school district
retirement plans. Kiley, a 35-year industry veteran, was previously
the Head of Eastern Sales at Security Benefit and will now manage
the organization’s education efforts, including its partnership
with the NEA.
The company’s roots in the retirement market began in the early
1970s, offering its first set of 403(b) retirement accounts to
educators. Since that time, the company has become one of the top 5
providers of 403(b) accounts in the K-12 education market and is
the endorsed provider through its relationship with NEA Member
Benefits.
“Teachers and educators deserve an opportunity to save and
achieve long-term financial security. As they prepare for
retirement, many educators will need supplemental savings and work
with financial advisors to help them create investment strategies
along the way,” said Dave Byrnes, Chief Distribution Officer,
Security Benefit. “Jim’s leadership within the education market,
and our partnership with the NEA, have become important conduits to
ensuring educators have access to local financial advice and
retirement product solutions.”
“I’m excited to lead this part of our company’s strategy and
continue our ongoing commitment to helping educators seek financial
security,” said Kiley. “We’re highly focused on working with
independent advisors in this marketplace and support our on-going
recruiting efforts to encourage more to work with us in this
space.”
Throughout his career, Kiley worked as a financial advisor,
wholesaler, and managed sales teams to provide retirement solutions
while working with independent representatives. He joined Security
Benefit in 2011 and has built a reputation for providing
exceptional client counsel and strategic retirement planning
insights, especially those impacting clients within the education
market.
About Security Benefit
Security Benefit Life Holdings (“Security Benefit”), through its
subsidiary Security Benefit Life Insurance Company (SBLIC), a
Kansas-domiciled insurance company that has been in business for
more than 132 years, is a leader in the U.S. retirement market.
Security Benefit together with its affiliates offers products in a
full range of retirement markets and wealth segments for employers
and individuals and held $51.6 billion in assets under management
as of December 31, 2023. Security Benefit, an Eldridge business,
continues its mission of helping Americans To and Through
Retirement®. Learn more at www.securitybenefit.com and follow
us on LinkedIn, Facebook, or X (formerly Twitter).
SB-10049-11
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version on businesswire.com: https://www.businesswire.com/news/home/20240507116218/en/
Media Michael Castino,
michael.castino@securitybenefit.com Grant Waldvogel,
gwaldvogel@prosek.com