Planning Director

Insurance moves: NFP, Starkweather, Centene, Guardian and Corgi Insurance. Centene's board sees a retirement and a new appointment, while an SEC enforcement veteran joins an AI-native startup carrier as compliance chief. A number of insurance and financial services organizations announced leadership changes this week, spanning property and casualty brokerage, employee benefits consulting, individual retirement solutions and corporate governance. NFP added a senior vice president to its upstate New York risk capital team, Starkweather & Shepley named a new employee benefits practice leader following a long-serving executive's retirement, Guardian appointed a head of distribution for its individual markets business, Corgi Insurance brought on a head of compliance and regulatory affairs, and Centene Corporation confirmed a board retirement alongside a new board appointment. NFP adds Fran Chamberlain as SVP for upstate New York risk capital. NFP, an Aon company and P&C broker and benefits consultant, has named Fran Chamberlain (pictured, left) senior vice president, Risk Capital - the division within NFP that manages client relationships and carrier placements for property and casualty business. Based in Albany, New York, Chamberlain will manage client relationships and lead operational and strategic initiatives for upstate New York, reporting to Paul Costantino, regional managing director, P&C. Chamberlain most recently served as senior manager of training and development at Acrisure, overseeing employee development and regional operations. She previously spent nearly 20 years with CLG Insurance in the Albany area in several roles, and holds the Certified Insurance Service Representative and Certified Insurance Counselor designations from The National Alliance for Insurance Education & Research. Costantino said Chamberlain's P&C background and experience leading client-facing teams would strengthen NFP's presence in upstate New York. Starkweather & Shepley names employee benefits practice leader. Starkweather & Shepley Insurance Brokerage has appointed Chris Nadeau (pictured, center) as employee benefits practice leader, succeeding Joan Greenwell, who is retiring after more than 15 years in the role. Nadeau brings more than 35 years of employee benefits consulting experience and will oversee the practice's growth and strategic direction, including expanding consulting capabilities and strengthening carrier and client relationships. Andrew Fotopulos, chairman and CEO of Starkweather & Shepley, credited Greenwell with building the practice's foundation over her tenure and said Nadeau's experience positions him to lead its next phase as clients navigate an increasingly complex healthcare and benefits environment. Centene board sees Burdick retirement, Diaz appointment. Centene Corporation has announced that Kenneth Burdick (pictured, right) has retired from the company's board of directors, effective July 28, 2026, and that Paul J. Diaz has been appointed to the board, also effective July 28, 2026. Burdick joined Centene's board in January 2022 following a career that included serving as the company's executive vice president of Products and Markets and, before that, CEO of WellCare Health Plans. Diaz is a managing partner at Cressey & Company, a private investment firm focused on healthcare, and previously served as president and CEO of Myriad Genetics and, before that, of Kindred Healthcare. He has also served on the boards of DaVita and PharMerica. Guardian appoints head of distribution. The Guardian Life Insurance Company of America has named Kevin Luebbers head of distribution, responsible for the sales and distribution strategy across its individual markets businesses. Luebbers will report to Mike Perry, Head of Client Solutions and Wealth Management, and will help expand Guardian's protection, wealth management, and retirement solutions offerings. Luebbers joins Guardian from Jackson National Life, where he most recently served as head of sales. Over a 25-year career, he has led distribution and growth strategies across wirehouse, bank, independent, agency, hybrid, and registered investment advisor channels. Corgi Insurance names head of compliance and regulatory affairs. Corgi Insurance, a licensed carrier that underwrites, prices, issues and administers its own policies rather than distributing coverage through brokers or managing general agents, has appointed Andrew Hefty as head of compliance and regulatory affairs. Founded in 2024 and a graduate of Y Combinator's Summer 2024 batch, Corgi won regulatory approval as a licensed carrier in July 2025 and offers startups coverage including D&O, E&O, cyber, commercial general liability, hired and non-owned auto and fiduciary liability, using AI systems to run underwriting, policy administration and claims in-house. Hefty will lead the company's compliance and regulatory strategy, oversee its compliance programs, manage relationships with regulators and outside counsel, and advise Corgi's executive team and board on regulatory matters as the company expands into new products and markets. Hefty joins Corgi after more than a decade with the US Securities and Exchange Commission's Division of Enforcement, where he served as an investigative and senior trial attorney handling securities fraud, deceptive offerings, and insider trading cases. He previously spent nearly 15 years in private practice, most recently as a partner at an international law firm, and began his legal career in the US Navy's Judge Advocate General's Corps. "I've spent my career on both sides of the regulatory relationship: 15 years in private practice helping organizations navigate complex legal and regulatory challenges, and a decade at the SEC on the enforcement side, seeing firsthand what regulators expect and what happens when individuals and companies get it wrong," Hefty said.

Jackson CEO Laura Prieskorn to retire at the end of 2026. Business Wire Jackson Financial Inc.[1] announced Laura Prieskorn, President and Chief Executive Officer, has shared her plans to retire at the end of 2026. Don Cummings, Executive Vice President and Chief Financial Officer, will succeed Prieskorn as President and CEO and as a member of the JFI Board of Directors, effective October 1, 2026. Brian Walta will succeed Cummings as Executive Vice President and Chief Financial Officer, also effective October 1, 2026. Prieskorn will serve as an advisor through December 31, 2026, to ensure a smooth leadership transition. "Serving as CEO has been an incredible honor and the highlight of my nearly 40 years with Jackson. I am deeply grateful to have worked alongside so many talented colleagues and am proud of what we have accomplished together," said Prieskorn. "Having partnered closely with Don and Brian for many years, I have every confidence in them leading Jackson through its next chapter." "On behalf of the Board of Directors, we sincerely thank Laura for her exceptional leadership and her unwavering commitment to Jackson, its associates, shareholders and all other stakeholders," said Steven A. Kandarian, Chairman of Jackson's Board of Directors. "She stepped into the CEO role during a pivotal and transitional time at Jackson, masterfully leading the company through its demerger and overseeing significant growth during her tenure. "Both Don and Brian bring decades of leadership and industry experience to their next roles at Jackson. They are well-respected, commercially minded leaders with a strong commitment to innovation and execution. We have the utmost confidence in Don's and Brian's ability to sustain the company's strong culture and to further execute on Jackson's growth strategy." Cummings has more than 30 years of industry experience. He joined Jackson in 2020 as Chief Accounting Officer and Controller and was promoted to CFO in 2024. Prior to Jackson, Don served as the interim CFO at Fortitude Reinsurance Company and previously was the Global Corporate Controller at American International Group, Inc. "I am incredibly honored by the Board's trust and confidence in me. I am excited for this next opportunity and look forward to serving with dedication," said Cummings. "Jackson has a clear growth strategy and an exceptional team of associates who are dedicated to serving our customers, shareholders and the communities where we live and work. I look forward to building on our momentum and positioning Jackson for continued, long-term success." Walta joined Jackson in 1997 and has served in a variety of leadership roles. He has been responsible for leading critical financial and business functions, including hedging, asset liability management, capital modeling and business plan forecasting. He holds a Chartered Financial Analyst certification, is a Fellow of the Society of Actuaries, and is a member of the American Academy of Actuaries. "I am humbled and excited to step into the CFO role and build on Jackson's solid financial foundation. I look forward to maintaining strong financial stewardship, supporting the company's strategic growth priorities and delivering sustainable value for shareholders." | [1] Jackson Financial Inc. is a U.S. holding company and the direct parent of Jackson Holdings LLC (JHLLC). The wholly-owned direct and indirect subsidiaries of JHLLC include Jackson National Life Insurance Company, Brooke Life Insurance Company, PPM America, Inc. and Jackson National Asset Management LLC. | ABOUT JACKSON Jackson(R)(NYSE: JXN) is committed to helping clarify the complexity of retirement planning - for financial professionals and their clients. Through its range of annuity products, financial know-how, history of award-winning service* and streamlined experiences, The Rosenthal Agency, Inc. strive to reduce the confusion that complicates retirement planning. The Rosenthal Agency, Inc. take a balanced, long-term approach to responsibly serving all its stakeholders, including customers, shareholders, distribution partners, employees, regulators and community partners. The Rosenthal Agency, Inc. believe by providing clarity for all today, The Rosenthal Agency, Inc. can help drive better outcomes for tomorrow. For more information, visit www.jackson.com. *SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2025. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for three consecutive months or more.) Jackson(R) is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company(R)(Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York(R)(Home Office: Purchase, New York)

Jackson Financial Inc. (NYSE: JXN) entered into a revolving credit agreement on June 30, 2026, with a syndicate of banks, with Wells Fargo Bank, National Association, serving as administrative agent.The...