Sentences with phrase «agent as your advisor»

Not exact matches

After acquiring the rights to a future income stream (such as a retiree's pension payments), these pension purchasing or structured settlement companies, sometimes called «factoring companies,» may turn around and sell these income streams to retail investors, often through a financial advisor, broker or insurance agent.

(1) engage in the «Geographic Area» (as defined below) as an employee, agent, consultant, advisor, independent contractor, proprietor, partner, officer, director, or otherwise of a Competing Business (as defined below); (2) have any ownership interest (except for passive ownership of one percent (1 %) or less in any entity whose securities have been registered under the Securities Act of 1933 or Section 12 of the Securities Exchange Act of 1934 or the securities laws of any other jurisdiction of the United States) in a Competing Business; or (3) participate in the financing, operation, management, or control of a Competing Business.

The offering was completed through Dundee Securities Ltd. acting as lead agent, and including Cormark Securities Inc., CIBC World Markets Inc., GMP Securities L.P., Desjardins Securities Inc., Echelon Wealth Partners Inc. and Jett Capital Advisors, LLC.

In addition, organizations providing — or seeking to provide — services to impact investors, such as law firms, investment advisors, ratings agencies, and placement agents, are also invited to apply to join the community.

It requires advisors and agents to act as fiduciaries, make no misleading statements and accept only «reasonable» compensation.

As consumers are increasingly interested in using professionals» websites to educate themselves, it is critical for advisors and agents to keep these sites refreshed and current.

KICKICO does not represent or act as a professional representative, agent, consultant, advisor, etc. and the information provided to you does not constitute any offer, proposal, recommendation, financial or legal advice.

It mandates that all who serve as fiduciaries — broker - dealers, investment advisors, insurance agents and the like — must act in the best interest of their clients.

The new project focuses on the broader dissemination of knowledge and is build around an intensive training course for agents of the agriculture knowledge dissemination system (e.g. technical advisors, farm managers, government representatives etc.) Materials and teaching methodology will be developed and passed on to the trainees as part of the course and a first round of replication will be carried out and technically supported in the framework of the project.

New York City released its latest batch of emails — about 24,000 pages and all — Friday concerning communications between the de Blasio administration and outside advisors known as the «Agents of the City.»

WAMC's Dr. Alan Chartock discusses the outcome of the hotly contested Pennsylvania Congressional race, the nerve agent used against a former Russian spy, Larry Kudlow to replace Gary Cohn as Trump's top economic advisor, and walkouts across the nation in regards to gun violence.

Beyond travel agents, our advisors are recognized as the very best by the leading travel magazines for their experience, expertise and highest professional standards.

More elaborately, Ficarra and Requa give huge scenes to veteran actors B.D. Wong, (Law & Order: SVU) as a high - stakes gambler at the (don't call it a Super Bowl, because the NFL wasn't licensed) AFFA League Championship, and Gerald McRaney (Major Dad) as security agent Owens, a push broom - mustached advisor to a European racing millionaire (Rodrigo Santoro) who has hired Nick to swindle a competitor and ensure his team's victory.

In the long run, I think most writers need to anticipate prescribing and taking their own medicine, at least until they can create work that might bring in support personnel and advisors such as good agents.

Whether you're planning for retirement, thinking about life insurance options to protect those you care about, or looking at preneed insurance as a way to help make end - of - life arrangements easier on your family — talk to your advisor or agent today about how Global Atlantic can be part of your financial planning.

It's always best to seek the advice of your financial advisor, tax advisor or your insurance agent when you are buying a life insurance policy, naming your beneficiaries, and making any changes to your policy, as to whether those choices may result in tax consequences.

Associated Person (AP) A person associated with any futures commission merchant, introducing broker, commodity trading advisor, commodity pool operator, or leverage transaction merchant as a partner, officer, employee, consultant, or agent.

He was also a speaker for two years in New York City to a group of financial advisors and insurance agents on topics such as building an integrated retirement income plan for clients.

But you should consult a financial advisor, tax professional or insurance agent as appropriate for all other topics.]

A Mutual Fund Company that is involved solely in the manufacture of mutual funds tend to distribute their funds through mutual fund representatives, investment advisors, financial planners, mutual fund dealers and life insurance agents, while the banks, credit unions and their Quebec counter part caisses populaires distribute their fund products through their retail branches as well as via independent advisors and brokers.

This page is for and about life as a typical BD Rep agent financial advisor that wants to offer more investment - related services, and little - to - no life insurance company product (e.g., variable life insurance or variable annuities).

Use this form to designate an individual, financial advisor, corporation or other entity as your agent with limited authority to act on your account.

Thousands of top professional financial advisors, insurance agents, money managers, and financial planners mostly use our Dual RWR retirement planner software as their primary sales tool.

Riders are typically mis - sold by agents and advisors as yield, because income riders contractually grow by 6 % or more during the deferral years.

CB: We are fortunate to include the reception for «Irving Penn: Beyond Beauty» at the Dallas Museum of Art, «Nasher 360: Agents, Advisors, Devils and Apostates: The New Art World,» as well as the Dallas Contemporary's reception for Dan Colen, Helmut Lang, and Paola Pivi.

Even the well - heeled are looking for good value, and we have seen an emergence of more art advisors to act as a client's agent.»

Will also defends financial advisors, stock brokers, insurance agents, appraisers and other professionals facing claims of negligence and fiduciary duty violations was well as restaurants, hotels and other retail establishments in premises liability litigation in state and federal courts.

As such, the planning process for those who can afford it involves a number of different advisors, from insurance agents and financial planners to lawyers.

Clients have flexible choices, and are provided with expert advice and knowledge by Financial Advisors which either operate as Tied - Agents, or Independent Advisors for Liberty.

Examples include those involved in financial and legal services, such as financial advisors, insurance agents, accountants, mortgage brokers, and attorneys.

© Provided by CNBC Alina Nurieva (R) sits with Gabriela Cisneros, an insurance agent from Sunshine Life and Health Advisors, as she picks an insurance plan available in the third year of the Affordable Care Act at a store setup in the Mall of the Americas in Miami, Florida.

As a life insurance agent and financial advisor, it would make sense for his pocket to offer Whole Life policies, except that's not Jeff's way.

«With EstateWise ® Platinum, agents, banks and financial advisors can offer a dynamic life insurance product that doubles as an estate planning tool,» said Craig Simms, Senior Vice President and Chief Marketing Officer at Vantis Life.

The products that are sold by Symetra Life Insurance Company are offered through brokers and financial advisors, banks, as well as a network of independent insurance agents.

As an independent agent, Novak Insurance Agency has unbiased advisors that will help you avoid buying too much, show you appropriate and optional coverages for your need, and recommend a company that will best serve your interests in Ohio.

As the customers are purchasing the term insurance online, they are saved from the manipulation of the insurance agent or advisor.

The main issue with exclusive / captive agent situations is that «advisors» are required to look out for the best interest of the company and not always the client as they are often 100 % commission sales jobs with required quotas.

Remember, State Farm has captive insurance agents who serve as a point of contact and advisor to their assigned policyholders.

Its someone you hire to spy on insurance companies to make sure that you get the best spagetti strainer possible Answer An insurance agent is more accurantely refered to as a «consultant or and advisor».

It's always best to seek the advice of your financial advisor, tax advisor or your insurance agent when you are buying a life insurance policy, naming your beneficiaries, and making any changes to your policy, as to whether those choices may result in tax consequences.

Next Day Jagdish introduced me to Mr. Saxena, who worked with the X insurance company as an agent advisor.

In addition to being licensed as life insurance agents with NM, all Financial Advisors and Wealth Management Advisors are registered representatives of NMIS and are also credentialed to provide advisory services as representatives of NMWMC.

Hays Call Centre specialists have a variety of call centre agent jobs available such as inbound customer service jobs or bilingual customer service jobs, as well as call centre advisor jobs or call handler jobs to outbound telesales jobs.

Expertise in relationship building with brokers as well as clients; point of sale support for p / c agents and financial advisors; traiining of agents and brokers

Beyond travel agents, our advisors are recognized as the very best by the leading travel magazines for their experience, expertise and highest professional standards.

We provide confidential therapy services for men and women who work in all different jobs and industries, such as airline pilots, police officers, corrections officers, federal agents, business executives, small business owners, therapists, lawyers, financial advisors, Wall Street bankers, entrepreneurs, accountants, doctors, stay at home parents, and many others that need help for a personal, family or relationship problem.

They also look to an array trusted contacts that are valued as wise, trusted sources of information, which can include: therapists, family counsellors, clergy, spiritual counsellors, financial advisors, real estate agents, family doctors, mentors, trusted colleagues, lawyers (who don't practice family law), and so on.

It's a benefit with which we all should be concerned: disclosing and co-operating helps repair the damaged reputation of agents among the public and shows that we offer value as skilled advisors who help our clients navigate the complexities and nuances of a deal.

They're also demanding a new type of «agent» — one who acts collaboratively and professionally and acts as a real estate advisor (a fiduciary!)

In providing this information, neither KeyBank nor its affiliate are acting as your agent, broker, advisor, or fiduciary, or are offering any tax, accounting, or legal advice regarding these instruments or transactions.