Sentences with phrase «by financial planners because»

Terms plans are considered to be the best form of insurance by financial planners because this type of insurance provides high cover at a low price.

Term insurance is considered the best and most suitable plan by the financial planners because it provides higher cover at lower premiums.

Not exact matches

This works because the fee - only financial planner is compensated by you directly, and not by a third - party annuity, life insurance, or mutual fund company.

Frame the discussion in terms of shared goals, because a high credit score by itself isn't worth much, says Joshua Harris, a certified financial planner and lecturer at Clemson University.

Which is notable both that major investors now see the upside of «robo» platforms as expanding them back into human advisors, and also because if it works it could dramatically alter the landscape for 401 (k) rollovers by making those assets «advised» by a comprehensive financial planner before they ever become a rollover opportunity in the first place!