Sentences with phrase «include life insurance strategies»

This article will tackle the reality of high net worth estate planning with life insurance by first touching on an overview of estate planning in general and then reviewing some common problems and potential solutions that include life insurance strategies for high net worth individuals and households.

This article will tackle the reality of high net worth estate planning with life insurance by first touching on an overview of estate planning in general and then reviewing some common problems and potential solutions that include life insurance strategies for high net worth individuals and households.

Not exact matches

While capital gains on the disposal of a second property can not be avoided altogether, there are strategies to reduce or defer the tax liability, including life insurance, the use of a trust or a corporation.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

Some financial planners assess every aspect of your financial life — including saving, investments, insurance, taxes, retirement, and estate planning — and help you develop a detailed strategy or financial plan for meeting all your financial goals.

Retirement planning with whole life insurance is a powerful «holistic» strategy that should, at a minimum, be included as a integral part of a plan that includes other «traditional» retirement planning components.

Asset allocation is an investment strategy that is used to choose among various asset classes such as stocks, bonds, commodities, foreign currencies, real estate, annuities and life insurance, and high value collectibles including precious metals.

The power of this strategy is that the life insurance death benefit will NOT be included in the taxable estate of the trustmaker.

Transamerica caters to all kinds of strategies including wealth building through whole life, universal life and variable life insurance policies.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

Another financial planning strategy includes building additional wealth through a permanent life insurance policy after maxing out tax - deductible contributions to your 401 (K), pension and IRA.

These strategies make sure your life insurance policy is not included as part of the total of your estate.

Other strategies include waiting as long as possible before opting to receive Social Security benefits (which is smart for most people), and converting a term life insurance policy to a permanent life one.

His debt free strategies are great but he gets paid for his recommendations, including his life insurance recommendations which we'll focus on in this article.

Transamerica caters to all kinds of strategies including wealth building through whole life, universal life and variable life insurance policies.

Retirement planning with whole life insurance is a powerful «holistic» strategy that should, at a minimum, be included as a integral part of a plan th...

Retirement planning with whole life insurance is a powerful «holistic» strategy that should, at a minimum, be included as a integral part of a plan that includes other «traditional» retirement planning components.

Other strategies include the use of irrevocable life insurance trusts, and giving the cash benefit to your heirs as a gift while you are still alive if the amount you will be giving is less than a million dollars.

If you are a business owner, including life insurance in your business continuation strategy can help ensure the future of your business after you pass away.

The work experience section of a sample Investment Adviser resume can include such responsibilities as marketing and selling products like life insurance, annuities, and investments to clients, and analyzing clients» financial information to determine strategies that will meet their financial objectives.

Lutheran Brotherhood (Burnsville, MN) 1995 — 1997 District Representative • Oversee sale of financial products including variable annuities, mutual funds, and life insurance • Improve phone and close rate efficiency by implementing targeted marketing strategies • Provide exceptional customer service ensuring client satisfaction, loyalty, and referrals • Earn Series 6, Series 63, and MN insurance licenses

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

As I outlined in the last #CripCroakey article, there's a substantial shift going on in disability policy with the introduction of the National Disability Strategy and the National Disability Insurance Scheme to a more rights - based approach that includes living in the community and accessing mainstream services.