Sentences with phrase «manage insurance assets»

And my time managing insurance assets, mortgage bonds and then corporates, together with the derivatives.

Not exact matches

She joined the company in 1997 and has held a number of executive positions including CFO of Prudential Annuities, VP of Finance (Individual Life Insurance), and Managing Director & Asset Treasurer, Capital Markets and Corporate Finance.

The 11 billion pound merger triggered the right for Lloyds and Scottish Widows, which is part of the British bank, to review an agreement struck in 2014 for Aberdeen to manage pension assets on behalf of Lloyds» insurance and wealth units as Standard Life is a «material competitor» to both.

Insurance Select Sector SPDR (KIE) is among a limited group of passively - managed ETFs that justifies its fees (above the XLF benchmark) through focused asset allocation.

New US tax bill supports captive insurance Investments (from premium) compound tax free (can manage your own assets) «A fund may still become a family office in the end, but they will be a bigger one than they would be without insurance.»

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.

Much as I like analyzing the insurance industry, I'm better at managing broad market equity and bond assets.

But as even he has discovered, many of these investors may still need some help or guidance in choosing ETFs, settling on an appropriate asset allocation, rebalancing or even with financial issues that go well beyond managing investment portfolios — more holistic challenges like tax - efficient withdrawal strategies, insurance and estate planning, debt management and the like.

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

Business Protection Comprehensive insurance options to protect your assets and manage risks Please see Tab «Business Protection».

For instance, while owning and managing your own credit card can be a great asset while you are a student, no amount of insurance will protect you from getting into debt if you aren't prepared to use those cards responsibly.

At the same time, the insurance industry invests with certain overall strategies in mind, such as matching assets to liabilities in terms of maturity and interest rate risk, including managing duration; liquidity requirements; and overall risk appetite / volatility tolerance.

Respondents included 33 asset managers that actively manage money for institutional funds, 12 institutional funds, including corporate pensions, public pensions, foundations, and endowments, and five insurance companies.

Doug has over two decades of investment experience at major Canadian financial institutions managing insurance and pension fund assets.

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

So, if I were managing insurance / bank assets, would I buy these issues with a FFC guarantee from the FDIC.

We manage every case individually and present the best coverage to protect your income, your assets and your financial future — regardless of the insurance carrier.

WCM manages approximately $ 6.0 billion in assets through a variety of vehicles, including mutual funds, hedge funds, UCITS funds, and variable insurance products.

From 1997 to 1999, she was an investment analyst managing AIG Investments» on - shore insurance assets in Central America, Mexico, and the Caribbean.

Life insurance is a very expensive way to manage assets, between the agents and the operating costs of the company.

To make sure the person managing your estate can easily locate all of your financial information, set up a file listing all your assets, liabilities, insurance policies and other financial information.

PRIER is not a unique concept of mine, but is attempt to apply the ideas of professionals trying to manage the assets and liabilities of an endowment, defined benefit plan, or life insurance company to the needs of an individual or a family.

A fellow trying to start an individual health insurance company wants me to be his chief investment officer; first let him get assets to manage, and we can discuss it (It is a very interesting opportunity).

That is a simple way for bond managers at banks, insurance companies, pension funds and endowments to manage their bond assets.

«For me that was very important because it was my first time interacting with property managers and insurance agents, and you have to get experience with them to learn how to manage bigger assets in the future.»

Abris manages the capital commitments of many prestigious, international institutional investors including university endowment funds, pension funds, insurance companies and private asset managers.

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

The massive Prudential life Insurance company has over $ 1.3 Trillion dollars in well managed assets monitored by the company's premier executive staff.

You'll decipher whether you should hire a comprehensive financial planner who helps you manage your entire financial life, an investment advisory representative who manages specific assets or a financial professional who focuses on managing your retirement plan or finding a life insurance policy.

They posited that the individual's lifetime goal is to manage three assets — health, wealth and wisdom — and they explained how to identify combinations of life, health, disability, accident and general liability insurance that could reduce the variability of those assets.

«Life insurance is frequently used to cover debts and protect the estate assets in case of death, sometimes even paid for by the beneficiaries to help manage the cash flow of the insured,» says Minor.

They have over 10 Million customers worldwide and considering their managed assets have a rank of the 7th largest insurance company in the world.

The dynamic and growing small - business climate is a great asset, but the right Needham commercial insurance is essential to managing the potential liabilities that come with it.

The Prudential life Insurance company has over $ 1.171 Trillion dollars in strictly managed assets monitored by the company's executive staff.

A common way to do this is through the use of an Irrevocable Life Insurance Trust (ILIT) that transfers policy ownership to a trustee who manages asset distribution after the insured's passing.

Variable Universal Life A variable universal life policy is a type of contract you would purchase through a brokerage firm or insurance company that manages retirement assets as well as insurance, such as Vanguard, John Hancock, or Bankers Retirement Solutions.

Nassau owns and manages insurance, asset management and reinsurance firms.

Exide Life has got clientele of 1 million in more than 200 cities and takes care of around Rs. 7,000 crore in assets ING Vysa Life Insurance Co. Ltd will now be called Exide Life Insurance Co. Ltd Exide Life has close to 1 million customers in more than 200 cities across India and manages assets worth Rs. 7,000 crore.

Dai - ichi Life is renowned for sound product knowledge, superior asset management skills, and strong operational capabilities to manage life insurance businesses globally.

The dynamic and growing small business climate is a great asset, but the right Paris commercial insurance is essential to managing the potential liabilities that come with it.

The dynamic and growing small - business climate is a great asset, but the right Danville commercial insurance is essential to managing the potential liabilities that come with it.

Allianz SE is a leading insurance conglomerate globally and one of the largest asset managers in the world, managing assets worth over a Trillion Euros (over Rs. 55, 00,000 crores).

To manage the insurance fund efficiently and earn healthy returns for Inchain token holders — as well as to pay out bond coupons — a certain part of the fund is invested in various assets and ventures in accordance with the strategies approved by token holders.

Managed CDOs, insurance and other structured accounts, investing assets that comply with standard indentures.

Tags for this Online Resume: Program Management, Project Management, Business Transformation, Offshoring, IT Management, Account Management, Business Process, Business Analysis, Contract Negotiations, Contract Compliance, Managed Services, Nearshore, Vendor Managment, Staff Hiring, IT Strategy, Telecommunications, Consulting, Financial Industry, Insurance Industry, Manufacturing, Distribution, State GOvernment, SDLC, System Development, ERP Customization, Service Management Software, Asset Managment Software, System Development Methodologies, Team Building, Time, Staff Augmentation, Fixed Bid Projects, Outsourcing, Service Delivery, Business Intelligence, Database Technology, Networks, Telecommunications Auditing, Telecommunications Billing, Business Development, Cloud Computing, Performance Testing, Load Testing, Failover Testing, Contingency Planning, Disater Recovery, Budgeting, Sales Targets, IT Enabled Business Transformation, RFP, RFI, SOW, Call Accounting, Chargebacks, Call Collection, Cobol, IMS DB / DC, VSAM, DB2, Business Transformation Lead

Accomplishments Slashed property insurance premium by $ 100,000.00 Slashed operating budget costs $ 40,000.00 Reduced insurance finance costs by $ 10,000.00 Completed multimillion dollar HVAC, elevators and decorating project upgrades Improved life of association assets through preventative maintenance program Reduced staff turnover while increasing training and fire safety awareness Manage residential and commercial propert...

Sales Manager — Global Accounts, Americas Region 2010 — Present Spearheaded a team of six sales professionals who collectively managed a $ 50M territory, consisting of the top twenty largest global investment banks, commercial banks, insurance companies and asset management firms.

Chancellor Capital Management / Invesco, Inc. (City, ST) 1995 — 2000 Partner and Managing Director — Institutional Fixed Income • Manage in excess of $ 44 billion, approximately $ 20 billion of which were managed with a total rate of return objective • Focus in mortgage - backed and asset - backed securities • Create and implement strategy for all MBS and ABS investments for total rate of return portfolios • Responsible for risk management including establishing and monitoring appropriate risk levels • Collaborate with CIO in management of all core portfolios benchmarked against the Lehman Aggregate Index • Run weekly strategy meetings defining portfolio construction in conjunction with Investment Policy Committee guidelines • Oversee assets in excess of $ 10 billion including pension funds, public funds, and insurance funds • Conduct client reviews and new business presentations on a regular basis • Serve as point person for key strategic partnerships based out of New York

New Times, INC. (City, ST) 1992 — 1995 Controller • Oversee corporate accounting activities while directing staff of (6) six direct and (12) indirect employees • Manage and prepare financial statements, accounts payable / receivable, fixed asset depreciation and amortization, GAAP related accounting for full general ledger, and all financial reconciliations • Ensure legal compliance and due diligence in the acquisition of corporations and real estate • Direct the implementation of information technology (IT) and data processing systems • Perform income statement trend analysis, monthly balance sheet, and P & L Statements with EBIT • Administer corporate employee health insurance, general insurance, and 401 (K) plan

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business