Sentences with phrase «affluent clients in»

Even though universal life insurance could be ideal for everyone, these types of policies are popular for estate planning, charitable gifting and for affluent clients in need of additional tax shelters.

Earlier versions concerned us as they especially impacted the smaller, less affluent client in the 401 (k) space.»

Not exact matches

Here are some very telling facts, drawn from thorough research done in 2011 by an outside, objective team of analysts for a multimillion - dollar producer in the financial services field who markets to modestly affluent to very affluent boomer and senior clients.

Doug Lockwood, a financial planner at Hefty Wealth Partners in Auburn, Ind., says he is having many more conversations with clients lately about young people saving money — although mostly these involve affluent parents expressing their fears over how their grown children will get by in more trying times.

We have 27 million clients in Brazil, from retail to mass - affluent to UHNW.

The Oechsli Institute also found that advisors who successfully acquire affluent clients engage in similar activities.

Affluent, educated singles headquartered in vancouver, bc we service clients in vancouver, the usa.

Our hospital is located in an affluent area and we enjoy high client compliance with the majority of our clients following our recommendations.

I started leading a full zero - waste lifestyle in late 2016 after experiencing life in an Indianapolis community where affluent trash gets left behind and food desert conditions and a lack of infrastructure meant many of my clients and neighbors rarely ate fresh fruit or vegetables.

We have handled a couple of cases in the past six months where our clients, one a female bicyclist and an another a female auto driver, were affluent and suffered moderate injuries.

In contrast to affluent defendants, indigent DUI defendants will most likely be represented by an attorney in the public defender's office who may possess excellent legal skills, but must handle an unconscionable workload and is therefore unable to devote the same time and resources to a client's case compared to an attorney at a law firIn contrast to affluent defendants, indigent DUI defendants will most likely be represented by an attorney in the public defender's office who may possess excellent legal skills, but must handle an unconscionable workload and is therefore unable to devote the same time and resources to a client's case compared to an attorney at a law firin the public defender's office who may possess excellent legal skills, but must handle an unconscionable workload and is therefore unable to devote the same time and resources to a client's case compared to an attorney at a law firm.

Since this article is about people needing two million in life insurance it may be a situation when the client is considered to be affluent.

Quite simply, it is a tool financial advisors might recommend to upper middle class, and more affluent clients to cash in on the tax benefits.

For over two decades in the United States, he specialized in working with individuals and couples consisting primarily of dynamic, successful professionals, corporate executives, physicians, attorneys, elite athletes, and affluent individuals, dealing with the specific needs of this particular client population.

I have helped hundreds of clients reach sound and peaceful agreements in a wide range of circumstances, including affluent clients dealing with the division of significant assets and business interests, as well as couples under financial stress.

A nationwide client network of affluent homeowners could be leveraged in interesting ways in the future.

There are few homes for sale in the affluent coastal city, and, chances were, other agents had clients interested too.

«More and more affluent clients are looking for spa - like features in a home as a way to pamper themselves without having to go to another location,» says Lehmann.

Lucio Bernal is a Million Dollar Guild member of the Institute and has been working with affluent clients for nearly 20 years, specializing in executive and corporate relocation services.

Marketing solutions and exclusive discounts in high - profile publications offer Institute Members unique marketing tools to attract affluent clients.