Sentences with phrase «retirement planning products»

Protective Life Insurance Company offers a wide variety of life insurance and retirement planning products to serve the many unique and specific needs of its consumer and its business clients.

They offer individual life insurance policies, annuity products, group life insurance, retirement planning products and other products designed for long - term financial planning.

With proper planning, it should fit into your entire investment portfolio, providing a different set of benefits you can't achieve with other retirement planning products.

For as much good as TDF's have contribute to the industry, there is always another side to the story.The popularity of these retirement plan products doesn't seem to be slowing any time soon so it's important to be educated in the details of how these strategies work.

Fortunately, new regulations have transformed HECM from a «loan of last resort» to a retirement planning product.

For more than 20 years, Alice has represented clients across the country and from various industries, including consumer products, manufacturing, financial services, insurance, retirement plan products and real estate investments.

The Standard has close to 9 million individual customers in the United States and more than 30,000 employers with group and individual disability insurance, AD&D and dental insurance, retirement plans products and services and individual annuities.

Not exact matches

While this edict by the founders is important to Google stockholders, users of Google's products, and owners of other stocks — outright or in mutual funds or retirements savings plans — should also beware.

The rule is intended to discourage brokers and other financial professionals from putting retirement - plan assets into products that pay high commissions or profit - sharing compensation to the brokers — a practice that's currently legal as long as the investments can be portrayed as «suitable» for the customer.

I didn't ask enough of these questions and I got hooked up with someone who was more interested in selling me products than helping me and my family win in retirement and college planning for our kids.

Registered Retirement Savings Plans (RRSPs) and Tax Free Savings Accounts (TFSAs) are the go - to products for Canadians who are serious about socking away some money for the future, whether it's for retirement or for a big purchase, like a house.

Signs of the changes percolating in the retirement market were everywhere on Wednesday at Dimensional Fund Advisors» first - ever conference focused on the defined contribution space, from the jokes DFA's David Booth told at the expense of the existing king of the retirement market, Fidelity, to the news of the investment product DFA is rolling out to serve as a combination default option and lesson in responsibility for employees who are the least engaged in their retirement planning.

As a Senior Manager of Retirement and Annuities, Christine Russell is responsible for the development and management of retirement products, tools and services at TD Ameritrade with a particular focus on retirement income planning.

Before joining TD Ameritrade, Russell founded and managed a retirement consulting firm, Christine Russell Retirement Consulting, where she developed marketing and business - building programs for IRA and 401 (k) plan products.

This doesn't mean only avoiding or limiting those investment products that provide a direct benefit to a financial advisor, such as funds with 12b - 1 fees, but also abstaining from having product manufacturers help develop an offering for a retirement plan prospect.

Fifteen to twenty years ago, the smallest retirement plans had few, if any, alternatives to high - priced and restrictive variable annuity products.

«Yet, most Canadians are unaware of annuities and lack an understanding of the product, which can be the very reason why few are building them into their retirement plan.»

Morgan Stanley Wealth Management, a global leader provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, banking services, annuities and insurance, retirement and trust services.

MassMutual offers a wide range of financial products and services, including life insurance, disability income insurance, long term care insurance, annuities, retirement plans and other employee benefits.

Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms.

CitiStreet was one of the nation's largest retirement plan recordkeepers, offering products and services for defined contribution, defined benefit and health and welfare plans.

Taking advantage of your employer's retirement plan, such as a 401 (k) or savings products such as an Individual Retirement Account (IRA), can transform a small - but - regular contribution into a nest - egg for your future.

Acorns, the mobile service that's providing a gateway to investing in the stock market, has completed the master plan it set in motion months ago with the acquisition of Vault by finally launching a retirement account product today.

These products offer principal protection from market loss, a predictable, guaranteed retirement income, and can contribute balance to retirement savers» long - term financial plans.

Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.

MFS investment products are also available on many of the largest defined contribution retirement platforms for inclusion in qualified retirement plans, including 401 (k) plans.

We offer services and products for planning for investments, retirement, life insurance and college.

Find out how MEMBERS products and the value of risk control can work into your sales strategy and help you plan successful retirements for your clients.

Are today's retirement plan fiduciaries fulfilling their duty when they don't recommend the only product that guarantees lifetime income and protects savings from stock market losses?

At Global Atlantic, we are constantly striving to develop annuity products that meet the changing needs of people planning for and living in retirement.

Cheryl believed she had devised an outstanding product, and is pleased to say that in just a few short months since her launch, the program is already helping countless advisors across the U.S. build more fortified retirement income plans for their clients.

Company retirement plans such as 401 (k) plans often offer these products.

Ever since, our capital markets have been in a perpetual state of transformation fueled by innovations in brokerage services, advisory tools, investment products, retirement plans, financial technology, and shifts in both the political and economic climates.

She also recommends that firms identify all the products and services they have sold to retirement plans and IRA accounts along with all instances of variable compensation, confirm they have adequate surpevisory control and develop strategies to comply with the rule.

Saul worked in the law department of a Fortune 500 insurance company for many years, where she specialized in giving advice regarding securities based retirement products for individuals, groups and pension plans.

Leading the way through radical reforms to savings and retirement Insight into the Freedom and Choice reforms Action Plan to Government to address advice issues Work on standardising pension product language

In these plans, the annual retirement payment, or annuity, is based on the product of three variables: years of service, a formula factor, and the «final average salary.»

The retirement industry (financial advisors, plan sponsors, asset manager and index providers) can help participants by creating products and services that focus on retirement income rather than just wealth accumulation.

Checking up on your long - term financial planning should include reviewing your current expenses, evaluating any debt balance, analyzing your savings accounts and ensuring you understand how the products in your retirement portfolio will help you achieve your goals.

By purchasing a mortgage insurance product or a life insurance policy, you can effectively plan for the retirement of the mortgage debt when you are unable to continue making payments yourself.

Indexed annuities are a perfect example of a retirement product many should consider to help ease the angst of retirement planning and secure guaranteed income for life.

To address these concerns, consider the extra protection that other financial products can bring to a retirement plan.

Guaranteed sources of income, such as annuities, can help diversify financial products in a retirement plan and add an element of protection.

While a few have given indexed annuities a bad rap, these insurance products actually have a number of unique benefits, including principal protection, growth opportunity and guaranteed lifetime income, that make them a good retirement planning tool.

These regulations and rules are meant to encourage borrowers to use this great financial tool as part of an intelligent retirement planning strategy, which in turn solidifies the overall strength of the reverse mortgage loan product.

Jackson National Asset Management, LLC (JNAM) is an SEC - registered investment adviser and Jackson subsidiary that provides investment advisory, fund accounting and administration services for several funds and separate accounts that support Jackson's variable products and employee 401 (k) retirement plan.

At Global Atlantic, we are constantly striving to develop annuity products that meet the changing needs of people planning for and living in retirement.

«The IALC has always focused on product solutions that are in the best interest for American retirement savers and as such we disagreed with the DOL's enforcement mechanism because it operated to reduce access and limit choices for individuals who have worked hard to plan and save for their financial futures.

To help people like you understand the different product features of indexed annuities we've created this helpful video that explains the ins and outs of the indexed annuity product to give you the facts (without the sales pitch) so you can feel confident and assured in planning for your retirement.

The primary FutureAdvisor product is a web - based application that manages your investments to take advantage of low - cost investment funds chosen and tailored to your unique needs and retirement - planning goals.