Sentences with phrase «investment vehicle designed»

A variable annuity is a long - term investment vehicle designed to help with retirement planning.

Please remember that a variable annuity is intended to be a long - term, tax - deferred investment vehicle designed for retirement.

It's a retirement investment vehicle designed to let you adapt your investment choices to your evolving needs and goals.

At first, sector ETFs seem to be a far too concentrated investment vehicle designed solely for industry - specific speculation, but their usefulness goes well beyond simple binary bets on a single sector.

A 529 is an investment vehicle designed for college education.

A 529 plan is a tax - advantaged investment vehicle designed to encourage saving for the future higher education expenses of the plan's beneficiary.

Deferred variable annuities are long - term investment vehicles designed for retirement purposes.

Deferred variable annuities are long - term investment vehicles designed for retirement purposes.

Coverdell ESAs are similar to 529 saving plans — they're both primarily investment vehicles designed to help people pay for educational expenses by reducing their tax burden — but they differ in some key ways.

Tax - advantaged investment vehicles designed to encourage saving, like 529 Plans, are often important to your long - term investment strategy.

Variable annuities are long - term investment vehicles designed to help you save for retirement.

Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines

Not exact matches

Deferred variable annuities are long - term vehicles designed for retirement purposes and contain underlying investment portfolios that are subject to market fluctuation, investment risk, and possible loss of principal.

This investment with the SFI Research Centre IPIC will enable us to combine our expertise and utilise Tyndall's state of the art facilities to develop ground breaking early stage technologies, which will not only have a huge impact on the future architecture design of large data centres, but will also improve the power and computational capacity of new consumer devices and provide robust sensing solutions in the autonomous vehicles and consumer device sectors as well as others.

In addition, the Committee directs that, to the maximum extent possible, NASA should ensure that all vehicle development funding leverages existing investments; promotes efficiency through commonality of design and simultaneous development; and minimizes the need for redesigns or other costly changes affecting future SLS vehicle configurations.

Description: To assist urbanized and non-urbanized areas, States, and Indian tribes in funding transit capital needs such as: engineering design of transit projects; capital investments in bus and bus - related activities, crime prevention and security equipment, construction of maintenance and passenger facilities; and capital investments in new and existing fixed guideway systems including overhaul, rebuilding of vehicles, track, signals, communications, and computer hardware and software.

The announcement comes at an exciting time for Alfa Romeo globally, with the brand set for a global relaunch in Milan, Italy, on June 24, where company Chairman and CEO Sergio Marchionne will unveil the next vehicle in Alfa Romeo's new model line - up — the result of a staggering five - billion - Euro investment in design and engineering for the brand.

In March 2015, Jaguar Land Rover reaffirmed its long - term commitment to the UK, with confirmation of a # 600 million investment across its Castle Bromwich Advanced Manufacturing Plant, Whitley Advanced Design and Development Centre and the National Automotive Innovation Centre to support product creation and advanced vehicle manufacturing.

Often pronounced «reet», these investment vehicles are designed for the lazy landlord.

After buying a new or used vehicle, let A+FCU guide you to the right products designed to protect your investment.

One mistake many investors make is confusing «balanced» funds with the relatively new Target Date funds — the latter being an investment vehicle comprised of a group of mutual funds and designed to operate as an all - in - one investment product.

With a clear understanding of the purpose of an IRA — a tax - advantaged vehicle designed to help you save for retirement — we can begin to answer the question about which investments are best for a Roth IRA.

Variable annuities are long - term vehicles designed for retirement purposes and contain underlying investment portfolios that are subject to investment risk, including possible loss of the money you invest.

These investment vehicles are designed to automatically reduce the risk in your portfolio as you move closer to your «target» retirement date.

«These Portfolios have been carefully constructed by TDAM's team of investment professionals and are designed to act as diversified, low - cost investment vehicles to meet a wide range of investor needs.»

Deferred variable annuities are long - term vehicles designed for retirement purposes and contain underlying investment portfolios that are subject to market fluctuation, investment risk, and possible loss of principal.

Because annuities can be designed to offer timed payouts, guarantees on principal, as well as investment gains, and were already being offered by insurance companies, they quickly became the preferred vehicle to implement structured settlements.

In this session the instructor will introduce participants to several strategy based ETFs designed to take complex trading strategies and place them into a simple one stop solution investment vehicle.

This particular lender took the loans it made to a New York investment bank; the bank designed an investment vehicle and brought the package to Moody's.

This report discusses five categories of utility strategies to integrate EVs into the grid: rate design, smart charging, charging station investment and ownership, vehicle purchase incentives, and coordination with state and local efforts.

As this report shows, however, the more cap - and - trade legislation is crafted to spur investments in energy - efficient devices, materials, and designs (such as energy - saving home appliances, better - insulated buildings, and more efficient industrial equipment and vehicles), the more it will lead to increases, not decreases, in the number of jobs in the U.S. economy.

However, put a properly designed whole life policy head to head with any other investment vehicle out there are you will begin to see that this objection may by many financial pundits does not hold water.

And if you get the right policy design, the cash value can build and create a wonderful savings vehicle for use with student debt, large purchases (such as a first car), investment opportunities and future retirement income.

«Something [BTC] was designed to be used as a currency, and it's being used as an investment vehicle -LSB-...] as a currency, Bitcoin is no more useful at $ 20,000 or $ 100,» he said.

«Something [BTC] was designed to be used as a currency, and it's being used as an investment vehicle -LSB-...] As a currency, Bitcoin is no more useful at $ 20,000 or $ 100.»