Sentences with phrase «allocation plan utilizing»

Not exact matches

Rather, they should have had an allocation plan and should have utilized dollar - cost averaging to take advantage of lower stock prices during 2008 and 2009.

Bajaj Allianz Future Gain, a unit - lined endowment plan, provides for maximum premium allocation to make sure your money is fully utilized towards your dream future.

We present one such smart solution - Bajaj Allianz Fortune Gain - a Unit - Linked Single Premium Endowment Plan that provides up to 99.5 % premium allocation to make sure that your valuable money is fully utilized towards building you a fortune.

This plan provides up to 99.5 % premium allocation that ensures your money is fully utilized towards wealth creation.

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents