Sentences with phrase «companies as financial planners»

Hence to sell a comprehensive term insurance plan, an insurance company would check your income as well as the tax returns you forgo, this makes it evident that these insurance companies as financial planners feel that there is no need of an insurance cover for a person who has no earnings.

Not exact matches

The company will work with networks of financial planners who want to help their clients diversify and perhaps mortgage bankers as well, Weiss said.

Then, he joined Ayco, a Goldman Sachs Company, as a financial planner, where he provided comprehensive planning services for corporate executives and high - net - worth private clients.

The new company will provide services to employers needing certification programs for employees and will help organizations that license and certify such professionals as architects and financial planners.

In addition to being considered the attorney of choice for credit matters at companies such as Platinum Capital, Washington Mutual, Merrill Lynch and numerous law firms, Edward is certified by the State Bar of California and the California Department of Real Estate to provide continuing education and regularly conducts credit seminars around the country for lawyers, accountants, mortgage brokers, financial planners and real estate professionals.

Newspaper outlets and financial planners often list this company as the preferred choice for debt relief, for a number of reasons.

She is an objective fee - only financial planner and asset manager that has spent over twenty - five years working in the finance, including twelve years as the President of her own financial services company.

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.

It is a sales tool for Broker Dealer Reps lying, cheating, and cutting every corner possible in order to get out of doing the actual hard work clients erroneously think they're performing, as they pretend to be financial planners; desperately trying to meet their BD's sales quotas by peddling commission - based American Funds and scaring investors into buying life insurance company products (e.g., annuities).

The truth is, all of these things told to us by our so called financial service advisors and planners as insurance companies prefer to call them are completely fake and baseless.

Wish to work in a goal oriented organization as a financial planner, where I can utilize my 10 years of experience for the success of the company.