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- In the deal, Toronto-based Sun Life acquires Keyport Life Insurance and Independent Financial Marketing Group.
- The campaign was designed, produced and marketed by CrowdfundX, a financial marketing firm based in Los Angeles.
- In 2009 the bank was recognized by the American Bankers Association Financial Marketing with a top prize.
- Certified Financial Marketing Professional ( CFMP ) is a certification offered by American Bankers Association ( ABA ).
- He also sought to transform the company from a checks and forms printer to a financial marketing services company.