Sentences with phrase «insurance by financial planners»

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.

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.

Simplifying the process by eliminating multiple agents — a CPA, insurance advisor, investment advisor, financial planner, etc. — makes managing your finances easier, clearer and more effective.

Simplifying the process by eliminating multiple agents — a CPA, insurance consultant, investment advisor, financial planner, etc. — makes managing your finances easier, clearer, and more effective.

Written by a renowned team of wealth managers, financial planners and insurance experts, this indispensable reference integrates case studies, 10,000 pages of current and easily accessible content with news, client illustrations, information, financial planning tips and techniques.

«You'd be surprised how many moms and young people are trying to get by without health insurance,» says Scott Hipp, a certified financial planner in Overland Park, Kan..

Written by the financial planners at Palisades Hudson, Looking Ahead covers an array of topics, from the technical nuance of insurance planning to complex relationships with adult children.

A financial planner (also known as a financial adviser) is a person or authorised representative of an organisation, licensed by ASIC, to provide advice on some or all of these areas of your finances: investing, superannuation, retirement planning, estate planning, risk management, insurance and taxation.

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).

Then when they try to market it, they'd find they're just going to be making their usual customers mad - financial planners and life insurance agents that live or die by overselling life insurance company products, ETFs, and B - and C - mutual fund shares.

Represented financial planner in lawsuit brought by investor client that was for inappropriate sale of annuities and life insurance products.

Representation of financial planner in lawsuit brought by investor client for inappropriate sale of annuities and life insurance products.

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

Begin by deciding on the amount you will need each month to live on or to supplement your retirement and how long you think you'll need to receive payments; then meet with a qualified insurance agent or financial planner to determine the option that's best for you.

«Term life is by far the insurance that will give you the best dollar benefit if you die,» says Greg Plechner, a certified financial planner and principal at Modera Wealth Management, an independent, fee - only financial firm in Westwood, New Jersey.

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.

Term life insurance is often the most affordable option and is recommended by many fee - only financial planners to their clients for this reason.

This policy is not recommended by many financial planners and advisers since there is usually no legitimate financial reason to buy life insurance for kids.

Most financial planners are really life insurance salesman, for agents, and they only make money by charging you a premium.

Most financial planners would recommend that you begin your financial planning - by selecting a suitable health insurance policy.

Furthermore, according to Richard Sabo, a financial planner and former insurance agent who became an industry whistleblower in the 1990s, policies from fraternal benefit societies such as Thrivent Financial may not be covered by a state's guaranty association (for example, they aren't coveredfinancial planner and former insurance agent who became an industry whistleblower in the 1990s, policies from fraternal benefit societies such as Thrivent Financial may not be covered by a state's guaranty association (for example, they aren't coveredFinancial may not be covered by a state's guaranty association (for example, they aren't covered in PA.).

After being pestered for weeks by an insurance agent to buy a single premium insurance product, Shashank Thakkar approached his financial planner.

PROFESSIONAL EXPERIENCE MetLife Bank, City • MS 2010 — Present Reverse Mortgage Loan Officer Aggressively procure referral sources for Reverse Mortgages by calling on other financial institutions, banks, Financial Planners, CPA's, and insurance cfinancial institutions, banks, Financial Planners, CPA's, and insurance cFinancial Planners, CPA's, and insurance companies.