Sentences with phrase «life planning clients»

Note: Investment management is an available feature for my Financial Life Planning clients.

Not exact matches

Plan to end your day by doing something specific and beneficial for someone in your life — a coworker, friend, family member, client, etc..

Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their splanning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their sPlanning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their spending.

I put that question to dozens of experienced business travelers, as well as people who make their living planning travel for clients.

The open - plan space is grouped into «neighbourhoods» where teams working on the company's BigPark live gaming apps, MSN service, OneNote web client, Skype for Business and Visual Studio spend their days.

Sun Life will also conduct periodic reviews of the growing body of clinical research supporting the use of medical cannabis for other conditions, and update its criteria if necessary, the company said in a document updating their client base of 22,300 plan sponsors.

Financial planning software, or even simple Excel spreadsheets, can be used to determine if the client has enough money saved for retirement, or if the client has enough life insurance coverage, if the client's portfolio is well diversified and appropriately allocated given their risk tolerance and timeline to retirement.

When it comes to planning for long - term care, advisors and clients have three main options — self - insure, long - term care insurance and life insurance with a long - term care rider.

Included in that list: Identify investor needs and put those goals first, which is what the DOL fiduciary rule is about; develop and monitor a personal plan for each client, help clients through major life changes and be transparent about fees and expenses.

Over the course of the conference, attendees will sharpen their skills, refine business strategies, implement new techniques and learn how to take a holistic approach to their client's financial plans at every life stage.

Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.

Questmont specializes in providing wealth guidance for clients with highly sensitive needs: business owners and women who are planning for life after a divorce or losing a spouse.

«There is a tremendous opportunity for financial professionals to bridge this education gap about permanent life insurance, particularly for financial professionals who are just beginning to embrace a holistic planning model that addresses all aspects of their client's financial life,» said Jason Wellmann, senior vice president of Life Insurance Sales for Allianz Llife insurance, particularly for financial professionals who are just beginning to embrace a holistic planning model that addresses all aspects of their client's financial life,» said Jason Wellmann, senior vice president of Life Insurance Sales for Allianz Llife,» said Jason Wellmann, senior vice president of Life Insurance Sales for Allianz LLife Insurance Sales for Allianz LifeLife.

It is the greatest final gift to give to your family» — Jon Braddock Jon Braddock is the founder of My Life and Wishes, a company that assists clients with their end of life planning neLife and Wishes, a company that assists clients with their end of life planning nelife planning needs.

Established in 2013 by four friends who shared the pain of planning their major life events, the company now empowers thousands of creative businesses and their clients.

«I've had clients for 20 years thank me for advising them to convert from term life to permanent life insurance when they did... The value of the policy can grow significantly,» he said «It's a very useful planning tool.»

In addition, 85 percent of Unum's insured lives are in group long - term care with a much younger client profile, funded mostly by employers and with smaller benefit levels with more conservative plan designs, he said.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

Horizons Wealth Management specializes in providing objective and comprehensive financial planning to help our clients build, manage, grow, and protect their assets through life's transitions.

It also includes the not so obvious: earning the salary, paying the bills, maintaining the house, calling the insurance company about that surprise medical bill, researching all the possible causes of that weird cough your baby has been doing lately, scheduling tours of daycare centers, getting that promotion or signing that big client, researching life insurance plans, getting the oil changed like clockwork because you really need this car to last you, plus taking breaks so that you can recharge....

Being a chef as well as a nutritionist gives her the ability to not only teach her clients about healthy eating, but to also implement these ideas into their daily lives with delicious recipes and meal planning ideas!

But when my clients notify me that they think labor may have started, it does afford me is the opportunity to plan my family's life out for the next 24 - 48 hours while I am away.

She helps her clients embrace each new stage of life, change thought patterns, and create a vision and action plan for living the life they dream of.

One of the questions I am most frequently asked is do I really need a personal training program to achieve my goals and the honest answer is yes because after 20 years of training clients I can tell you that the biggest mistake people make is not following the correct exercise and nutritional plan for their individual body type, metabolism, age, life style and goals.

My clients simplify their busy lives and run training through realistic goal setting, and customized run and nutrition plans, leaving more time to spend on their careers AND with their families.

I create Personalized Plans to empower clients to take the delicious and fun steps to help the body heal itself to not only live, but thrive.

First, because one of the things I'm doing in my new life as a freelance nutrition consultant is working with a startup that provides recipes and meal plans within an app, and, unlike the meal plans I typically provide to my clients, these one are revolving around calorie counts.

The basics to help clients manage their IBS symptoms in their everyday life including grocery shopping, menu planning, traveling, and exercise will be reviewed in Chapter 7.

She also enjoys cooking with clients so they can easily incorporate a nutritious eating plan into their daily lives.

Melany's love for cooking also enables her to create flavorful menu plans that are easy to follow and tailored to her clients» busy life styles.

The definition of a Life Coach is someone who works with clients to enhance their quality of life through purposeful questioning, tools, techniques, goal setting, and action plannLife Coach is someone who works with clients to enhance their quality of life through purposeful questioning, tools, techniques, goal setting, and action plannlife through purposeful questioning, tools, techniques, goal setting, and action planning.

Some of her clients include: American Brain Tumor Association, LeadingAge, Innova Healthcare, Life Care Planning Law Firms Association, Women's Foodservice Forum, as well as numerous universities, Area Agencies on Aging, Alzheimer's, Parkinson's, and elder care organizations.

Wi - Fi (802.11 b / g) connectivity for expanded coverage, as well as faster Web browsing and file downloading Support for T - Mobile HotSpot @Home add - on plan Enabled for T - Mobile's myFaves SM so customers can stay in touch with those who matter most with quick, one - click access via instant message, e-mail, or by calling or texting their five favorite contacts from the home screen Popular instant messaging clients: AOL ®, Yahoo! ® Windows Live ®, Google ® and ICQ ® 2 - megapixel camera with 5x digital zoom, built - in flash, self - portrait mirror and full - screen viewfinder Advanced media player with search capabilities, full - screen video playback, stereo Bluetooth ® support (A2DP / AVRCP), 3.5 mm full - size stereo headset jack and dedicated volume controls - supports MP3, AAC, WAV, WMA audio and MPEG4, H. 263 and WMV video formats Roxio ® Media Manager for BlackBerry ® (included with BlackBerry ® Desktop Manager software), which allows customers to easily search for media files on their computers, view and organize them, create MP3 music files from CDs, add audio tags, create playlists and automatically copy or convert pictures, music and videos for optimal playback High - performance HTML browser for visiting favorite Web sites while on the go Incredibly intuitive user interface with an easy - to - use trackball, dedicated «menu» and «escape» keys, and context - sensitive menus that make navigation feel instinctive and fast Full QWERTY keyboard for easy text entry Large, ultra-bright 320x240 color display for vibrant imagery Innovative light - sensing technology that automatically optimizes the screen, trackball and keyboard lighting for indoor, outdoor and dark environments E-mail and memo spell - checking available in various languages including English, French, Italian, German and Spanish Premium phone features with Speaker Independent Voice Recognition (SIVR) for Voice Activated Dialing (VAD), dedicated «send», «end» and «mute» keys, noise - cancellation technology to offset background noise, a low - distortion speakerphone for hands - free conversations, and Bluetooth ® support for hands - free use with headsets, car kits and Bluetooth peripherals Intuitive call management features such as smart dialing, conference calling, speed dialing and call forwarding Quad - band GSM / GPRS / EDGE / Wi - Fi network support for international roaming BlackBerry Maps, a mapping application that provides customers with driving directions Built - in Handango ™ InHand catalog of additional software applications available for download Support for polyphonic, MP3 and MIDI ring tones Expandable memory storage via microSD expansion slot Ultra-thin, high - capacity, removable battery that further extends the exceptional battery life for which BlackBerry smartphones are known BlackBerry ® Internet Service support allowing access to up to 10 supported e-mail accounts, including most popular ISP e-mail accounts such as Yahoo! ®, AOL ® and Gmail ® BlackBerry ® Enterprise Server support tightly integrated with IBM Lotus ® Domino ®, Microsoft ® Exchange, and Novell ® GroupWise ®, and featuring IT policy controls for IT departments to manage usage and deployments

Launched in 2013, Wisdom capital was the first stock broker that introduced at lifetime brokerage plan wherein clients need to pay just once and they won't be charged for brokerage across their life.

Almost all clients view variable universal life as similar to whole life and universal life, buying these policies for family protection or associated with estate planning.

Today, through a range of services that include life insurance, annuities, and retirement plans, Transamerica and its parent company operate in more than 20 markets worldwide, continuing to help clients secure their financial futures.

Ask three simple questions to help determine your clients» future quality of life, serving as motivation for planning a satisfying retirement.

Utilizing wills, trusts, life insurance, gifts, and tax exclusions, our clients» estate plans are tailored to their goals and values.

The financial plans we develop for these clients address the questions that are commonly asked by people entering this exciting stage of life.

For a term life policy SBLI is certainly an expert in term life plans, having brought peace of mind and security to thousands of clients.

Commencement Financial Planning LLC serves clients at every stage in life, but works best with those that understand the need for a sound investment and financial planning Planning LLC serves clients at every stage in life, but works best with those that understand the need for a sound investment and financial planning planning process.

Feedback received from my friends / clients who bought online Term Life Insurance plans directly.

Carl Bang is President, Sun Life Institutional Investments (Canada) Inc., a Sun Life Financial business that offers investment solutions to defined benefits pension plan clients and other institutional investors.

Broussard Financial Group, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.

Patricia specializes in providing objective financial planning and asset management to help clients build, manage, grow, and protect their assets through life's transitions.»

The increased costs are those associated with the loss of money and quality of life that many of our clients experience from trying to tackle an insurmountable debt load with no particular plan — other than to pay - it - off.

«A two wage earner family should have at least three months of living expenses in an emergency savings account, and I tell all my clients to make this a top priority for any financial plan.»

She guides clients» through a holistic planning process that creates a personal net wealth statement and navigates major life events, such as the loss of a loved one through death or divorce, paying down debt, planning for college or planning for a wedding and retirement.

Many carriers have chosen to offer life insurance, but few have made such large strides as Massachusetts Mutual in fully helping their clients with both insurance and financial planning.

He adds, «Visiting Angels» clients and their adult children will learn about the numerous advantages of a reverse mortgage loan and how this powerful retirement planning tool can help fund the vital in - home services seniors need to live as comfortably as possible.»