Sentences with phrase «variety of financial goals»

That's a significant amount of money that can be put toward a variety of financial goals.

Whole life insurance combines a level premium with guaranteed cash values which the policy owner may use to meet a variety of financial goals.3 Whole life insurance policies may also produce excess credits, which may be used to purchase additional paid - up life insurance, potentially increasing the available death benefit.

Life insurance can be used for a variety of financial goals, but life insurance is not typically a good vehicle for investment.

Making the best decisions for your unique circumstances requires an understanding of the way bonds can be used to achieve a variety of your financial goals as well as a sense of how bonds are priced, the dynamics that drive the market and the various risks involved.

Bonds can help you meet a variety of financial goals such as: preserving principal, earning income, managing tax liabilities, balancing the risks of stock investments and growing your assets.

Not exact matches

«It is important that business owners are prepared for a variety of situations, not only so their business can seamlessly continue running after a transition, but also so their personal finances can continue to support their financial and life goals,» Thiel said.

Prior to his resignation, Mr. Hurd was actively engaged in setting compensation for other executives through a variety of means, including recommending for Committee approval the financial performance goals and the annual variable pay amounts for his executive team.

YNAB takes your financial goals to the next level through an intensive nine - day course and variety of ongoing online classes.

To meet this goal, OST seeks to use the FBMS to support a wide variety of DOT facilities infrastructure business functions in Property Management, Fleet Management, Conference Room scheduling, Budget and Financial, Space Management, Shipping and Receiving, Inventory, and Reconciliations.

While many university presses have adopted a variety of pricing models, each brings the goal of allowing students to use the digital edition for a set amount of time based on a financial scale.

RBFCU offers a variety of mortgage loans to serve most financial goals.

We offer a variety of savings accounts so you can choose the best option for your financial goals.

Whether you prefer to invest on your own or need some guidance, our variety of fixed - income products can help you reach your financial goals.

Find current mortgage rates that fit your financial goals or pick from a variety of mortgage rates to find one that matches your lifestyle.

We also offer in - depth reviews on a wide variety of different rewards credit cards, which can help you in determining which may work the best for you and your financial goals.

Chautauqua Capital Management's International Growth and Global Growth Strategies are designed to meet the specific investment and financial goals of a variety of clients, institutions and groups including, but not limited to:

As you map out your financial future based on both short and long - term goals, there are a variety of money managing vehicles you can use to get from point A to point B. You'll be mapping out budgeting, saving, spending and investments, and the strategy used for each can get a little confusing.

That's why we offer a variety of competitively priced insurance and financial products to help you meet your goals — whether they include income protection for your family, long - term care preparation, or retirement planning.

If you are looking to make a special purchase, build up your emergency funds, or kick - start good financial habits, we have a variety of products to achieve your goals.

With a variety of income - driven repayment plans for federal loans, or the ability to refinance private and federal loans with a private lender with potentially lower interest rates and better terms, today's graduates are in a great position to be able to focus their energy on advancing their careers and enjoying their new lifestyles while benefitting from flexible education loan payment options that align with their financial goals.

The app asks you a variety of questions about your financial situation and investment goals to help it come up with investment recommendations for you based on MPT.

By coordinating your tax strategies with your life changes and other financial planning, you may accomplish a variety of goals?

Young professionals can benefit from a variety of strategies to set short - and long - term financial goals.

By coordinating your tax strategies with your life changes and financial strategies, you may accomplish a variety of goals?

Find a variety of Nationwide Bank tools and calculators designed to help you reach your financial goals.

Fortunately, there are many expats and investors who would be only too happy to share their experiences with you, and this blog catering to Belize enthusiasts from all walks of life with a variety of financial and lifestyle goals is a great place to get your journey started.

UAT has a variety of program offerings, learning delivery options and financial aid opportunities that will allow you to achieve your educational goals in a way that meets your needs.

That's why we offer a variety of competitively priced insurance and financial products to help you meet your goals — whether they include income protection for your family, long - term care preparation, or retirement planning.

Find a variety of Nationwide Bank tools and calculators designed to help you reach your financial goals.

You can choose from a wide variety of investments depending on your financial goals and level of risk desired.

Help you to invest in a variety of funds, including equity, debt, & hybrid, according to your risk appetite and financial goals.

As per the financial goal of the investor, risk tolerance, and time horizon, he can pick from a wide variety of fund options made available under the ULIPs of different insurance companies.

MassMutual provides their customers with a variety of resources for reaching their financial goals, such as saving for college or planning for retirement.

HDFC Life offers you a variety of ULIP products depending on your risk appetite and financial goals — be it for your retirement planning, child's education or marriage or for investment purposes.

Ohio National offers a variety of financial products to its customers that help them to meet their financial goals.

The goal is to establish a variety of financial services with focus on cryptocurrencies and digital assets.

Demonstrating expertise in a variety of financial vehicles, including investment options, mutual funds and stocks, retirement plans, mortgage, and banking, while consistently providing top - flight advisement on financial solutions to achieve client goals.

Collector III (9/2007 — 9/2008) • Aided non-prime borrowers in bringing loan payments current utilizing a variety of related programs, providing customized solutions based upon individual financial needs • Assisted team manager with maintaining and distributing month - end numbers to peers, providing relevant information to help staff achieve all individual as well as team monthly goals • Created and facilitated various training classes to assist peers with negotiation skills, reducing the past - due loan balances outstanding while improving departmental bottom - line • Coached prime and HAD agents on negotiation skills as well as objection handling and time management

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Set and managed $ 2.5 million company budget and $ 1 million dollar inventory Consistently exceeded sales goals through cold calling, networking, and other tactics Created and presented product and services demonstrations resulting in 75 % increase in new business Authored company financial and sales reports to determine trending and growth opportunities Designed and implemented comprehensive marketing campaigns including all collateral materials Negotiated contracts and agreements with vendors, distributors, and partners Delivered exceptional customer service resulting in client satisfaction and repeat business Built and strengthened relationships with key clients, partners, industry figures, and community leaders Consistently promoted and awarded for excellence in sales, customer service, and leadership

• Advise staff of any changes in policy and procedures, allocate resources, plan work schedule and assign work • Train current and new staff members, conduct performance reviews and make recommendations regarding corrective actions and dismissals • Proactively assist departmental manager with scheduling for entire department for various training courses to ensure service level is met • Create and distribute various reports to staff and peers Collector III (September 2007 to present) • Assisted non prime borrowers in bringing their loan current using one of the variety of programs offered customized for individual financial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sfinancial needs • Assisted team manager with maintaining and distributing month end numbers to peers needed for individuals to achieve individual as well as team monthly goal • Proactively created and facilitated various training classes to assist peers with negotiation skills, creating a sense of urgency as well as curing past due mortgage loans • Peer coached Prime and HAD agents on negotiation skills, overcoming objections and handle time Financial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sFinancial Service Advisor / Relief Team Manager (March 2006 to September 2007) • Proactively contacted Card members that were deemed likely to attrite, educated them on their current terms and offered competitive balance transfer rates based on their individual credit history • Assisted with new hire training and development • Created reports assisting peers with agent availability which increased team results by 20 % • Provided feedback to marginally performing associates to improve both individual and department performance in percentage of contacts to attempts, phone availability and sales rate

Professional Duties & Responsibilities Directed sales and customer service operations for a variety of companies and products Oversaw, trained, and reviewed customer service and sales staff ensuring effective operations Consistently exceeded sales goals through cold calling, networking, and other tactics Authored company financial and sales reports to determine trending and growth opportunities Negotiated contracts and agreements with vendors resulting in significant company revenue Delivered exceptional customer service resulting in client satisfaction and repeat business Conducted periodic client account reviews to ensure high level service and information accuracy Resolved customer service inquiries in a timely, positive, and professional manner Built and strengthened relationships with key clients, partners, and industry leaders Responsible for e-commerce technology and client information database Provided IT support, quality assurance analysis, and system upgrades to increase efficiency Authored and presented reports to senior leadership regarding data management best practices Consistently promoted and awarded for excellence in sales, customer service, and leadership

A variety of factors — such as a greater likelihood of working at jobs that offer paltry retirement and other benefits — keep single women from achieving their financial goals, says Mariko Chang, a consultant who recently completed a report on the wealth gap for women for the Insight Center for Community Economic Development in Oakland, Calif..

DES MOINES, Iowa, Sept. 15, 2015 — Wells Fargo Home Mortgage announced today, the first day of Hispanic Heritage Month, its support of the goals of the National Association of Hispanic Real Estate Professionals» Hispanic Wealth Project, which seeks to triple Hispanic household wealth over the next decade.Wells Fargo's goals over the next 10 years include a projected $ 125 billion in mortgage originations and a goal of $ 10 million to support a variety of initiatives that promote financial education and counseling for Hispanic homebuyers.

Like many entrepreneurs in this business, he has created a variety of income streams — sales, property management, North American relocation services, and more — to achieve his financial goals.