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Financial Planning Month-October

October is Financial Planning Month

Jason Himmelberger

Jason Himmelberger

Senior Vice President, Customers Bank

Recent posts by Jason Himmelberger

2 min read

Rub-a-dub-dub, three folks in a tub, and who do you think they be?

By Jason Himmelberger on 7/1/21 12:30 PM

The agent, the banker, the financial advisor working for the client, you see.

Okay, that may not be the way you remember the nursery rhyme, but whether you go with the 1950s sanitized version or the 14th Century English version that may have referenced a bawdy show, there is an implication in the rhyme that three seemingly different professionals in close collaboration with one another are probably up to no good. 

Let’s agree that nothing could be more untrue.  That’s our story and we’re sticking to it!

The modern world of insurance, investing, and banking are complex and interwoven.  That’s why Customers Bank chose to partner with NAIFA.

Topics: Business Performance Center Potential Partners for Advisors

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