Sentences with phrase «insurance client assets»

Schroders has been managing assets for insurance clients since 1972 and now has $ 104.2 billion of external insurance client assets under management.

Not exact matches

«The banks have no interest in financing small business unless they are 100 % secured on company assets, personal insurance and guarantees,» said a Bank of Montreal client based in Saint - Laurent, Quebec.

One of Scroggin's clients had a $ 1 million life insurance policy, but didn't document it among his assets.

The company grew to more than 30,000 employees with 35 million clients and diversified into life insurance, banking, asset management, leasing and brokerage services.

The XP Group also includes an asset management company with more than $ 35 billion for over 500,000 clients under management and an insurance broker.

RIAs are eligible to participate in the Program if they represent to Fidelity Investments that they meet the following criteria: (1) RIA is an investment adviser registered and in good standing with the U.S. Securities and Exchange Commission and / or any applicable state securities regulatory authorities or is exempt from such registration; (2) RIA's representatives who provide services to referred clients are appropriately registered / licensed as «Investment Advisers Representatives» in required jurisdictions; (3) RIA charges fee - based, asset - based, or flat - rate investment advisory service fees (which may include hourly fees); (4) RIA will maintain a minimum of $ 350,000,000 in total regulatory assets under management, as reported in response to Item 5 in Part 1A of the RIA's Form ADV, throughout the duration of RIA's participation in the Program; (5) RIA and all associated persons of the RIA who manage client assets or who supervise such associated persons shall at all times be covered through both Errors and Omissions Liability Insurance and Fidelity Bond Coverage; and (6) RIA maintains a minimum of two principals or officers as well as a minimum of five employees.

A financial advisor can help clients evaluate whether their assets are adequately diversified for maximum return and minimum risk; compare current asset distribution with recommended distributions for age and investment objectives; and analyze retirement, estate and life insurance needs.

His practice focuses on cross-border tax and structuring, asset protection, multi-jurisdictional investment structures, as well as international tax controversy work for clients involving the use of trusts, foundations, insurance solutions, and other fiduciary arrangements.

CREATIVE USE OF INSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of theirINSURANCE SOLUTIONS FOR HNW AND UHNW CLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of their cCLIENTS Awarded to: This category is open to private banks, asset managers and others who use insurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of theirinsurance solutions, whether private placement life insurance or high death benefit life insurance, for the benefit of theirinsurance or high death benefit life insurance, for the benefit of theirinsurance, for the benefit of their clientsclients.

John W. Homer, president of Oxford Financial Group, suggests that older clients with liquid assets and a desire to reduce estate taxes may want to consider buying a guaranteed income annuity partnered up with a life insurance policy...

Protector EssentialSM individual disability income insurance is an affordable way to protect your clients» assets after a disabling injury or illness.

The company's products and services addresses multiple markets, asset classes and geographies and are sold to a diverse client base, including asset owners, such as pension funds, endowments, foundations, central banks, family offices and insurance companies; institutional and retail asset managers, such as managers of pension assets, mutual funds, exchange traded funds, real estate, hedge funds and private wealth; financial intermediaries, such as banks, broker - dealers, exchanges, custodians and investment consultants; and corporate clients.

Principal Financial Group works with its clients to build, protect and advance each clients financial health via insurance, asset management, retirement solutions.

The financial assessment process includes analyzing such information as the cost of the property taxes and homeowners insurance, the clients» credit history, assets, expenses, and income.

Only 27 % of Franklin's clients are institutional (pensions, insurance companies, endowments, sovereign wealth funds) or high - net worth individuals who are utilizing its alternative asset management (hedge fund) services.

Use investment returns to pay for LTC insurance: For example, a client with around $ 1.5 million in investments could take $ 100,000 of their assets, put it in an investment that produces a 5 - 6 % return, and use it to pay for long term care insurance premiums.

In 2014, it paid $ 1.3 billion for U.K. - based wealth management firm F&C Asset Management, which sells investment services to individuals and institutional clients, such as pension plans and insurance companies.

Our fund management companies ensure that you — as an asset manager, investment advisor, family office, insurance company or pension fund — can invest your client assets in a targeted manner.

David's ability to analyze many of the complex and impaired assets in today's marketplace including CDOs, SIVs, and Insurance Guarantors will create an immediate value add to our institutional clients.

My comment back was that I was earning more than a 5 - year senior bank bond, and that it improved the asset - liability match for our insurance client.

Brokerages are prohibited from commingling client assets, and even if their are delivery failures from securities lending, those issues are solvable, given time and the insurance.

Although it is not considered in detail in this paper, a DIA with a longer post-retirement deferral period can be seen as an insurance product that pays out a significant income per dollar invested later in retirement when a client is most at risk of outliving assets.

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, the experienced New Orleans insurance bad faith attorneys know that successful work starts with open and personal client relationships based on mutual trust.

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, these experienced Cleveland insurance defense attorneys know that successful work starts with open and personal client relationships based on mutual trust.

Cronin said Dublin is «well - suited to accept this transfer of business» from financial services providers, specialising in areas like asset management and insurance, because the city has had the requisite architecture — be it through sophisticated Irish firms or more brick - and - mortar developments — in place for large - scale transactions and corporate clients since the rise of the Celtic Tiger in the 1990s.

Morgan Lewis's globally acclaimed Singapore office represents clients in a wide range of local and cross-border business transactions and finance restructuring, asset management, dispute resolution, and international arbitration in sectors including banking and finance, commodities, construction, insurance, manufacturing, minerals, oil and gas, and telecommunications.

We have assisted clients with business method patents involving, for example, ordering of goods on the Internet, securitization of assets, approval of Internet credit card purchases, real estate valuation systems, and medical insurance systems.

We advise clients at all stages of growth, from early - stage companies across a wide range of fintech industry segments to major multinational corporates, global financial services firms, venture capital firms, asset managers, private equity houses and insurance companies.

Oliver's experience includes: defending global investment banks in High Court proceedings brought in relation to complex financial products and transactions; acting for an international consulting firm in High Court proceedings brought by the trustees of a pension scheme; acting for a UK financial services provider in relation to a major loss of customer data; acting for an insurer in arbitration proceedings relating to an insurance coverage dispute; acting for a global custody bank on an investigation in relation to client overcharging on asset portfolio transitions; and acting for a UK financial services group in relation to legal and regulatory issues arising from a major misstatement in its published accounts.

As trucking companies and insurance corporations frequently contest these claims to preserve their financial assets, our ability to quickly cite FMCSA regulations and thoroughly investigate unique evidence pertaining to the trucking industry allows us to craft effective cases for our clients.

«These lawyers are well known for their high level of client service and experience in these complicated insurance matters and they will be a true asset to our clients,» Ziemianski says.

Our insurance recovery lawyers help clients manage their environmental liabilities by maximizing and preserving the value of their insurance assets.

With lawyers located in almost every major U.S. market, the team regularly advises financial industry clients on their most sophisticated transactions, including asset - based lending, syndicated loans, structured finance, public finance, derivatives, capital markets, insurance, project finance and real estate finance.

Having worked within the Insurance Industry and with many of their defence counsel, Michael has firsthand knowledge of what to expect and their thought process, which provides a valuable asset and advantage to his clients.

Whether their business client is taking preventative legal steps or protecting its reputation and assets during litigation, the experienced San Diego insurance bad faith defense attorneys know that successful work starts with open and personal client relationships based on mutual trust.

Her recent experience includes: advising on a pension scheme merger project that created a pension scheme with an asset base in excess of # 1bn; acting on a material buy - out project with multiple insurance companies for a PLC; and leading on a pension scheme closure for a University client.

Representation of a global Fortune 50 financial company in banking, insurance and asset management business with assets under management in the U.S. and abroad of approximately $ 2 to $ 3 trillion; he assists this client in revising and updating their global records retention and information security policies, and in implementing new preservation policies and litigation hold protocols

Enhanced relationships — you can make yourself a more deeply trusted advisor to your clients by conducting truly holistic financial planning that considers the potential value of all assets in portfolios, including life insurance policies;

When clients use some of their assets to purchase a life insurance policy, they secure a death benefit amount higher than the amount of premiums paid right away.

It is better to buy and protect the assets such as car, house, motorboat, bike (motorcycle) from same insurance company because clients get very good discounts.

This means that the portfolios of assets and life insurance of the insured are separate from that of the company and its other clients.

There are several companies who sell the insurance and protect the assets of their clients.

The commercial umbrella insurance offered by the company helps clients protect their assets by providing liability limits above and beyond their other policies.

Scott works closely with clients in assisting them in protecting and growing their assets through financial investments, life insurance and property / casualty insurance.

Financial advisors who are also licensed life insurance agents can help clients consolidate the process of creating a full financial plan, while also putting their intimate knowledge of assets and goals to even better use.

Life insurance is known to be a «sticky» asset, meaning that once they buy a policy clients tend to hang on to it ---- and the advisor they purchased it from ---- for the long term.

The company deals in providing asset management, investment banking, and insurance broking services to its clients.

The Universal Life Insurance plans we offer have been designed to help meet the life insurance needs and financial goals of many clients - including individuals whose focus is on death benefit protection for estate planning, retirement, and asset preservation Insurance plans we offer have been designed to help meet the life insurance needs and financial goals of many clients - including individuals whose focus is on death benefit protection for estate planning, retirement, and asset preservation insurance needs and financial goals of many clients - including individuals whose focus is on death benefit protection for estate planning, retirement, and asset preservation purposes.

Cash values in some accumulation - focused permanent life insurance products can provide a pool of assets to draw from in a down market, helping your client avoid having to sell low.

One of the ways we encourage our clients to maximize their whole life insurance policy is to use the cash value as collateral for a life insurance loan to purchase other income producing cash flow assets, such as real estate and other investment opportunities.