Sentences with phrase «asset based insurance»

Our independent insurance agency specializes in hybrid long term care and asset based insurance planning.

Our independent insurance agency specializes in hybrid long term care and asset based insurance planning.

Not exact matches

«The banks have no interest in financing small business unless they are 100 % secured on company assets, personal insurance and guarantees,» said a Bank of Montreal client based in Saint - Laurent, Quebec.

Based in Winston - Salem, N.C., the company operates 2,139 financial centers in 15 states and Washington, D.C., and offers a full range of consumer and commercial banking, securities brokerage, asset management, mortgage and insurance products and services.

Methodology Discovery Data compiled the rankings based on discretionary and nondiscretionary assets under management listed on SEC Form ADV. To capture independent fee - only planning firms, every effort is made to exclude firms with broker - dealer and insurance company affiliations and those with substantial outside ownership stakes held by private equity firms and some outside investors.

While offering insurance for crypto assets, InChain provides a convenient insurance - based bond platform that will allow investors to be involved in investment strategy decisions such as suggesting a strategy or voting.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

Purchase business insurance such as general liability, workers» compensation if hiring employees, product insurance or home - based business insurance to protect business assets in the event of a lawsuit or settlement.

Wall Street analysts had sought guidance and clues from the New York - based asset management and retirement company about the future of its life insurance business.

Different laws about what can be seized in a lawsuit are enforced on a state - by - state basis, but most personal assets are at risk if you're found to be at fault for an accident and don't have adequate insurance.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

Also known as asset based long - term care insurance, you can choose life insurance mixed with long - term care insurance as an alternative to traditional pure long - term care insurance.

Estate taxes are based upon the total current asset value, so 2nd to Die Life Insurance can protect family estates such as real estate, property, family farms and other hard assets from liquidation.

The asset mix of an insurance company's investment portfolio varies over time based on different influences, including both macroeconomic and industry - specific factors.

As an asset based policy, it provides cash indemnity for long - term care services and a lump sum life insurance death benefit.

Asset based LTC insurance coverage provides a guaranteed death benefit, long - term care coverage, cash value accumulation and potential return of premium.

A pro of asset based long - term care life insurance is your premiums are fixed, so you don't have to worry about a premium increase destroying your budget in retirement.

So, with asset based long term care insurance you typically get three guaranteed benefits:

It is called asset based long term care insurance because the LTC coverage is attached to cash value life insurance.

The following best long - term care companies offer either pure long term care insurance or hybrid asset based long - term care insurance.

But there is an alternative if you believe you need the guarantee of a fixed premium through asset based long - term care insurance, which we will address below.

The State Life Insurance Company focuses on a specific niche in the world of life insurance, particularly asset - based long - term care Insurance Company focuses on a specific niche in the world of life insurance, particularly asset - based long - term care insurance, particularly asset - based long - term care products.

Asset based long - term care insurance comes in different forms.

State Life Insurance Company shines when it comes to the companies best in class asset based long term care insurance prodInsurance Company shines when it comes to the companies best in class asset based long term care insurance prodinsurance product line.

In 2014, it paid $ 1.3 billion for U.K. - based wealth management firm F&C Asset Management, which sells investment services to individuals and institutional clients, such as pension plans and insurance companies.

«tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

They also use practices such as «tactical asset allocation, portfolio insurance and program [which] share to a greater or lesser extent the same disregard for investing based on company - by - company fundamentals.»

This large base of customers and agents allows 21st Century Insurance to have access to the assets of the group.

Permanent life insurance policies provide a death benefit as well as other unique features such as lifelong protection and the ability to accumulate cash values on a tax - deferred basis, similar to assets in most retirement - savings plans.

This uncertainty of rising premium payments finds a remedy with asset - based long term care insurance.

With a second to die life insurance policy the family can choose to split up the family estate in such a way as to ensure the children are all equally compensated as heirs, but yet given significantly different assets based on their interests and strengths.

Traditional long - term care insurance policies and asset based long - term care insurance policies.

The advantage of these asset based long term care insurance policies is you get both a death benefit or long - term care benefit in one.

Also referred to as asset based long term care, hybrid life policies offer an alternative to traditional long term care insurance.

Insurance is a highly regulated industry and regulators do not allow insurers to maintain assets (reserves) based on «the assumption that one will not have to pay out.»

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, the experienced New Orleans insurance bad faith attorneys know that successful work starts with open and personal client relationships based on mutual trust.

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, these experienced Cleveland insurance defense attorneys know that successful work starts with open and personal client relationships based on mutual trust.

In Cartier - Liebel's view, especially where a lawyer has few assets to protect, making an independentdecision about the purchase of insurance is «the right and privilege of each attorney and business owner based upon their own risk - tolerance.»

With lawyers located in almost every major U.S. market, the team regularly advises financial industry clients on their most sophisticated transactions, including asset - based lending, syndicated loans, structured finance, public finance, derivatives, capital markets, insurance, project finance and real estate finance.

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, the experienced San Diego insurance bad faith defense attorneys know that successful work starts with open and personal client relationships based on mutual trust.

Her recent experience includes: advising on a pension scheme merger project that created a pension scheme with an asset base in excess of # 1bn; acting on a material buy - out project with multiple insurance companies for a PLC; and leading on a pension scheme closure for a University client.

Sagicor Life Insurance Company prides itself on offering valuable products that provide its customers with peace of mind — and because of this, the company's asset base has continued to grow.

Talk with your insurance agent about how much different levels of coverage you need based on what assets you have to protect.

Anyone with total assets that are significantly greater than the liability limits of existing base insurance policies — such as home and auto insurance — should consider buying an umbrella policy.

Finances — Currently, Washington National Insurance Company has around $ 4.6 billion in invested assets and boasts one of the largest customer bases in the entire industry with just under one million policyholders.

These ratings were stated to be independent opinions of the insurance company's ability to fulfill their obligations to policyholders based on the company's financial situation, revenues, asset to debt ratio, liquidity, and including management quality.

Metropolitan and Momentum, sizable insurance - based financial services players in South Africa boasts a total assets of about R414 billion and an embedded value of some R29 billion.

Strength: With 60 years of experience, Symetra Life Insurance Company is recognized as one of the country's top - performing insurance companies, based on admitted assets.1 HOW MUCH LIFE INSURANCE DInsurance Company is recognized as one of the country's top - performing insurance companies, based on admitted assets.1 HOW MUCH LIFE INSURANCE DInsurance Company is recognized as one of the country's top - performing insurance companies, based on admitted assets.1 HOW MUCH LIFE INSURANCE Dinsurance companies, based on admitted assets.1 HOW MUCH LIFE INSURANCE Dinsurance companies, based on admitted assets.1 HOW MUCH LIFE INSURANCE DINSURANCE DINSURANCE DO I NEED?

Life settlements work similarly to other assets that are based on life expectancy and it's very unlikely you would be selling your life insurance policy to another person.

The Corporation's book value shall be equal to the excess of the book value of the total assets of the Corporation, including any proceeds of insurance policies / excluding the proceeds of any insurance policies owned by the Corporation on the lives of its shareholders, over the book value of the Corporation's total liabilities, excluding the Corporation's liability under this Agreement to purchase the shares for which the purchase price is being measured, based on the Corporation's books and records.