Sentences with phrase «for affluent clients»

New Jersey, USA About Blog Financial Advisor provides readers with sophisticated estate planning and investment strategies to help them better invest for their affluent clients.

Even though universal life insurance could be ideal for everyone, these types of policies are popular for estate planning, charitable gifting and for affluent clients in need of additional tax shelters.

It may not work as well for lawyers looking for affluent clients willing to pay top dollar for high end service.

Welcome to the world of the Strategic Advisers funds, an arm of Fidelity Investments dedicated to providing personalized portfolios for affluent clients.

Private Bank's investment management team provides personalized attention for our affluent clients.

The sixth - generation of the BMW 7 Series sedan is primarily made for affluent clients with high standards of luxury, so it was a bit of a surprise to learn we'd be getting our first taste at a private racetrack called Monticello.

Home Equity Conversion Mortgage loans are a flexible financial tool that can be integrated into multiple strategies for your affluent client families.

Not exact matches

Here are some very telling facts, drawn from thorough research done in 2011 by an outside, objective team of analysts for a multimillion - dollar producer in the financial services field who markets to modestly affluent to very affluent boomer and senior clients.

Abele conceived the idea for Tend when he saw how the leading private banks are increasingly concentrating their efforts on ultra-high net - worth (UHNW) clients with more assets and higher transaction volumes, and rather neglecting the less affluent.

For five years, he served as vice president, managing director of the Wealth Management Consulting area, which provided tax and estate - planning support to advisors and their affluent clients.

This lifestyle is likely relatable for a number of his affluent clients — show opener Bella Hadid, for instance, is an accomplished equestrian — and the show mixed modern updates on classical, well - tailored riding style (quilted capes, tall boots, jodhpurs, slim - cut collared shirts and jackets) with slick athletic gear like skin - tight bodysuits, sporty bra tops, hot pants, anoraks and, of course, sneakers.

This includes falsely promising clients (many affluent and highly educated women) that its staff would «hand select» appropriate matches for dates.

His most significant, ground breaking articles include: «America's Affluent,» American Demographics; «How to Live Like a Millionaire,» Reader's Digest; and «The Doctor who Manages his Own Investments Has a Fool for a Client,» Medical Economics.

Dr. Stanley has also published numerous articles on the topic of marketing professional services to the affluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers Maffluent, including: «Ways to Add Value for Clients,» Journal of Accountancy; «How to Network with Affluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers MAffluent Client Prospects,» Marketing for Lawyers; «Marketing Trust Services to the Affluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers MAffluent,» Trust and Estates; and «Investment Management and the Affluent Customer,» The Bankers MAffluent Customer,» The Bankers Magazine.

Our primary focus is high - asset and complex litigation matters and we are familiar with the common issues of asset division for affluent or celebrity clients who require specific expertise and the utmost discretion.

I also have affluent clients (ages 50 - 70 mostly) who purchase life insurance for estate planning purposes.

Managed 15 Sales and Marketing Offices responsible for insurance policies of affluent / high net worth clients throughout Western Region.

Tags for this Online Resume: Denver, Luxury Travel, Affluent clients, Management, Customer Service

For over two decades in the United States, he specialized in working with individuals and couples consisting primarily of dynamic, successful professionals, corporate executives, physicians, attorneys, elite athletes, and affluent individuals, dealing with the specific needs of this particular client population.

It's also very rare for me to see very affluent clients riddled with multiple mortgage loans but I see many with free and clear properties.

Having worked with the affluent and super-affluent segments for luxury real estate clients including Kiawah Island, Christophe Harbour St Kitts, and The Cliffs, we've been at the forefront of the changing landscape of how affluents use the web and web - based devices.

81 % of current luxury home specialists report that their number one method for coming into contact with affluent clients for the first time is through a referral or recommendation.

There are few homes for sale in the affluent coastal city, and, chances were, other agents had clients interested too.

«More and more affluent clients are looking for spa - like features in a home as a way to pamper themselves without having to go to another location,» says Lehmann.

Lucio Bernal is a Million Dollar Guild member of the Institute and has been working with affluent clients for nearly 20 years, specializing in executive and corporate relocation services.