Sentences with phrase «financial product fits»

In addition, knowing how the benefits of life insurance can help a policy holder's loved ones to avoid financial hardship can help to truly pinpoint where this important financial product fits into one's financial life, and their overall lifestyle objectives as well.

Not exact matches

Broadly speaking, new companies need three assets to take form and grow: financial capital, team and talent and product - market fit.

thanks, and yes, a pittance of a pension and regular checkups keep us on budget and head off any problems — best decision i ever made (financial or otherwise) was serving our country doing search - and - rescue, oil and chemical spill remediation, etc. (you can guess the branch of service)-- along the way, frugal living, along with dollar - cost averaging, asset allocation, and diversification allowed us to retire early — Vanguard has been very good over the years, despite the Dot Bomb, 2002, and the recession (where we actually came out better with a modest but bargain retirement home purchase)... it's not easy building additional «legs» on a retirement platform, but now that we're here, cash, real estate, investments and insurance products, along with a small pension all help to avoid any real dependence on social security (we won't even need it at full retirement age)-- however, like nearly everybody, we're headed for Medicare in several years, albeit with a nice supplemental and pharmacy benefits — but our main concern is staying fit, active, and healthy!

In an effort to remain compliant with the rule, well - meaning financial professionals would recommend only the least expensive products, regardless of whether they're a good fit.

Choosing the best Roth IRA account provider can be tricky if you're not a financial expert, so we put together this detailed comparison chart to help you select the product that best fits your unique requirements.

When it comes to financial capital, however, there's a major gap: startups have 70 % less funding than Silicon Valley before product market fit and 16 % fewer mentors to look up to.

Yet feel they can not do so because there are not enough fee - based insurance and annuity products to properly fit a need, said David Lau, CEO of DPL Financial Partners.

What's naturally going to happen is financial professionals, in an effort to remain compliant with the rule, will recommend only the least expensive products, regardless of whether they're a good fit for their clients.

Sales and product development positions may be better suited for anxiously attached individuals; whereas financial, technical or market research positions may be a better fit for secure individuals,» David said.

Sales and product development positions may be better suited for anxiously attached individuals; whereas financial, technical or market research positions may be a better fit for secure individuals,» David said.

It is important to determine your financial goals and whether the product is the right fit for you.

While Avant and OneMain Financial have very similar loan products, there are some situations in which one lender will be a better fit than the other.

There are no high - pressure sales tactics or proprietary products — just objective financial advice customized to fit your short - and long - term financial goals.

In addition, its CompLife product allows you to combine term and whole life insurance coverage to fit your financial situation, as your life insurance needs may change with time.

While each product offers investors an array of options, the characteristics that distinguish a bond from a bond fund can help determine which fits best with your financial objectives.

Choosing the best Roth IRA account provider can be tricky if you're not a financial expert, so we put together this detailed comparison chart to help you select the product that best fits your unique requirements.

Citibank has a large number of financial products and its personal loans fit a variety of needs.

Talk to your financial professional to find out more about how our products could fit your goals.

As a client of HSBC Securities (USA) Inc., you can rest assured knowing that an experienced financial professional can help you determine if fixed income investments align to your personal objectives and risk tolerance, and can help you evaluate which specific products may fit within your diversification strategy.

Learn more about our rates and terms Loan terms to fit with your financial picture No prepayment fees (dependent on product)

Whether you are just starting out, moving up or downsizing — or if your financial circumstances call for nontraditional solutions — Westerra Credit Union has a mortgage product to fit your needs!

Like buying the right - sized shoes, choosing a credit product that fits your needs may help you avoid a lot of financial pain down the track.

As a result of spending lots of time in the financial industry, we are well equipped with the right information to distinguish between the most appropriate loan products and how they fit into different financial profiles.

Given that reverse mortgages are retirement products, you will want to talk to a financial professional to fully understand if using one fits in with your long - term financial and estate plans.

Only buy a financial product if it's going to meet your needs and fit in with your own knowledge and experience with money.

How does this product fit into your overall financial plan and how will it help you achieve what you want?

I like this online bank particularly because they also have a rich stable of other financial products that appeal to me, including a high yield CD, a money market account and a roster of foreign currency certificates of deposit that can be a good fit for a well diversified portfolio.

But as with any financial service, consumers should shop around for the best deals and find the product that best fits their needs.

Having a good rapport with owners to determine what products will best fit their time, physical, and financial constraints improves client compliance.

Instead of selling financial products we concentrate on providing strategic solutions for our client's problems, refusing to squeeze them into a «solutions box» that fits a standard structured settlement compensation model forced on them by the defense.

Often estate planners and financial advisors can work with your entire family to recommend a product that is the best fit for your circumstances.

This allows you to be more flexible with other financial products, shopping separately to get the best price and the best fit instead of a complicated agreement that may not be your best option and is structured in a confusing way.

Life insurance protection products that last your whole life are often not the best fit for temporary financial liabilities as they cost money than a mortgage protection policy.

Term life insurance is affordable and can fit into most budgets so it's a great financial product for families.

This means not forcing you into a financial product that doesn't fit your needs (annuities, for example), and putting most of your money in low - cost index funds.

Just as with any other type of financial or insurance product, it is important to determine why the coverage is being purchased, and how it will fit in with other monetary related goals.

The Santa Maria adorns the Columbus Life logo, representing perseverance, dedication, and freedom of choice, all three of which represent their history, their 3,000 financial representative who do business in 49 states, and their loyal customers who can choose between whatever life insurance or annuity products fit their need.

In addition, its CompLife product allows you to combine term and whole life insurance coverage to fit your financial situation, as your life insurance needs may change with time.

An unbiased fee - based financial planner who does not get commissions for life insurance products may be in the best position to help you find a policy that fits your needs.

There will be a tradeoff with any financial product and the goal of the consumer is to make sure those tradeoffs fit your needs in the most efficient way possible.

Life Insurance is not a one size fits all product, everyone has different needs and financial resources.

I aid every one of my policy holders in receiving insurance coverage and financial products at a price that fits their budget.

I assist my customers in finding insurance coverage and financial products at a price that fits their budget.

On the positive side «good» brokers will try to find you a product that fits into your financial planning and is also within your financial possibilities.

• Designed and presented financial plans to clients for implementation and sold financial products to fit their needs in order to attain their financial goals.

It has amended its mission to now «regulate the offering and provisions of consumer financial products or services under the federal consumer financial laws and to educate and empower consumers to make better informed financial decisions,» and its vision to «free, innovative, competitive, and transparent consumer finance markets where the rights of all parties are protected by the rule of law and where consumers are free to choose the products and services that best fit their individual needs.»

While many financial products are created for a single purpose, reverse mortgage loans are not «one size fits all.»