CLOs on the Move


 
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Ethos

Ethos is a life insurance company founded in 2016 by Peter Colis and Lingke Wang. The company focuses on making life insurance more affordable and accessible by using technology to simplify the application process. Ethos operates as a licensed insurance agency, partnering with third-party carriers like Legal & General America, TruStage, and Ameritas. Ethos offers an online application process that provides instant quotes, allowing customers to apply for life insurance quickly. The company utilizes a proprietary underwriting engine to assess health and eligibility, ensuring suitable coverage options. Ethos also supports a network of independent insurance agents, facilitating both direct-to-consumer and agent-assisted sales. The primary product offered is term life insurance, tailored to meet individual needs. With significant funding from investors such as Sequoia, Accel, Google Ventures, Goldman Sachs, and Softbank, Ethos has established itself as a major player in the U.S. life insurance market, aiming to protect millions of families.

South Carolina Federal Credit Union

At South Carolina Federal Credit Union, we connect remarkable people with exceptional opportunities. We are passionate about exceeding expectations and providing "Life Simplified" experiences for our members, and were are proud to be an Employer of Choice organization where people matter. Weve been selected 11 times as one of the Best Places to Work in SC, six times as one of the Best Credit Unions to Work For nationally, and were currently on Glassdoors coveted Best Places to Work list for the fifth time. Our core values of honesty, teamwork, professionalism, positivity, and accountability, coupled with our ability to share the vision, help us to stand out as leaders within the financial services industry. We offer a full range of financial services, including savings and investments, checking, credit cards, and loans. We offer a personable environment, with convenience unsurpassed in our area. Credit union membership is ownership. We are not-for-profit and exist only for the financial benefit of our members. As a result, South Carolina Federal is able to pay competitive dividends on savings and offer attractive interest rates on loans. We invite you to visit our website to learn more... www.scfederal.org.

Oakbridge Insurance

Oakbridge Insurance is a prominent independent insurance and risk management agency with over 100 years of experience. Founded with a mission to enhance the insurance industry through community-focused service, Oakbridge combines the flexibility of an independent agency with the resources of a larger brokerage. As of 2023, it operates under Audax Private Equity, providing a range of commercial and personal insurance solutions. The company specializes in commercial property and casualty insurance, employee benefits, surety bonds, personal property and casualty insurance, and risk management services. Oakbridge operates through a partnership model, having expanded from four founding agencies to 13 partner firms by 2022, employing 280 people. The agency fosters a collaborative culture, emphasizing trust and long-term relationships with clients. In 2022, Oakbridge was recognized as a Top 100 Property/Casualty Agency by *Insurance Journal*, highlighting its strong position in the industry.