Sentences with phrase «life insurance advisors who»

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

Either you can compare it by yourself or take the help of a life insurance advisor who will compare various life insurance policies on your behalf.

Not exact matches

Empy - nesters whose children are self - sufficient or those with small estates who won't have to pay state or federal estate taxes, advisors say, are also less likely to need life insurance right away.

People in their 50s who consider using life insurance to create tax - free income should be careful because it will typically take at least 10 years for sufficient cash to build within the life insurance product, said Steve Lewit, CEO of United Advisors based in Buffalo Grove, Ill..

That salesman who hides behind the «financial advisor» title but is selling whole life insurance gets paid a huge commission (as high as 75 % of your first years premium!!)

Stockbrokers and other financial advisors usually attack whole life by saying something like «if someone desires life insurance protection for life...» But who would not want life insurance protection for life?

This type of segregated fund can be sold by registered mutual fund salespeople at bank branches and by individual financial advisors who lack life insurance licenses.

Permanent life insurance is a complicated product, so you should consult with both your financial advisor and an independent agent who specializes in life insurance to assess your needs and advise you on the best policy for you.

Those that are critical of life insurance, typically financial advisors who are pushing 401ks or mutual funds, will be quick to say that a 7702 plan isn't really a «plan» in the same sense as a 401k is a plan.

In order to make the insurance application process easier for advisors and clients, iA Financial Group is announcing the easing of medical requirements for clients aged 50 and under who apply for life insurance coverage of less than $ 500,000.

Talk to your financial advisor or find an agent who can help you decide if universal life insurance is right for you.

You see, there are some financial advisors, (remember Dave Ramsey and Suze Orman) and even some very large insurance brokerages, who only advise people to buy term life compared to cash value life insurance.

The advisor was working with a couple in their late 80s who had an unneeded life insurance policy with a $ 100,000 surrender value.

Baptist Life Association has 10 - 12 employees and insurance advisors who are prepared to help clients and members come up with a wealth plan designed to meet one's needs.

Less than half of U.S. adults who have employed the services of a financial advisor have discussed possibly obtaining a life insurance plan, according to Saybrus Partners.

As part of a solid financial plan it's always a good idea to talk to a qualified financial advisor or life insurance professional who can help you determine the best life insurance plan to meet your retirement and estate planning needs.

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.

Suze Orman, who is literally left speechless (for a half second) when a caller tells her he has whole life insurance policies for everyone in the family, including his kids, has this to say about financial advisors who push whole life on young families (jump to 4:39 for the good part):

At one time or another, almost everyone has been approached by an employer or financial advisor, who has suggested that they buy life insurance.

It's better to find a life settlement broker through your financial advisor or insurance agent, who might even be licensed to do life settlements.

American General Life Insurance Company's products and services are offered via a large network of more than 300,000 affiliated and independent financial advisors who are united via the AIG Financial Distributors network.

You may have heard about universal life from an agent, advisor or a buddy of yours who just got a job with a big life insurance company.

Your request will be forwarded to one of our Financial Advisors who will visit you to discuss your life insurance requirements.

If you compare your quotes through Quotacy, our insurance advisors will match you with insurers who will offer you the best term life insurance rates.

Before you buy, talk with a financial advisor who understands these products and can compare them to stand - alone long - term care and life insurance options.

We have an underwriting advisor on staff who will guide us to the life insurance company that will offer the lowest life insurance rates..

We have an underwriting advisor on staff who will guide us to the life insurance company that will offer the lowest life insurance rates for your unique circumstances.

While there are some age limits for those who want to qualify for a term life policy, the insurance advisors at Quotacy have been helping seniors and their families find policies that protect loved ones across generations.

This is a common question for many people who have just visited with a financial advisor who recommended a variable universal life insurance policy.

Those that are critical of life insurance, typically financial advisors who are pushing 401ks or mutual funds, will be quick to say that a 7702 plan isn't really a «plan» in the same sense as a 401k is a plan.

Edelweiss Tokio Life Insurance has engaged a team of professional Personal Finance Advisors (PFAs) who are trained to adopt the customer centric selling model and recommend products only after understanding and analyzing customer needs.

Stockbrokers and other financial advisors usually attack whole life by saying something like «if someone desires life insurance protection for life...» But who would not want life insurance protection for life?

If necessary, consider enlisting the aid of a financial planner or advisor who can help you analyze your total worth and calculate the total amount of life insurance you should have.

Your financial advisor is also someone who will continue to guide you; not only to assist to assist you as you manage your investments, but to help you monitor cash flow projections and calculate any life insurance needs.

The group's membership roster reads like a «Who's Who of Commercial Real Estate,» with senior executives representing most of the country's major owners, REITs, developers, pension funds and their advisors, life insurance companies, banks and large individual investors.