Financial advisor new york life
LPL Financial Retirement Partners Worksite Platform Will ...
"We are very excited that New York Life can support Worksite Financial Solutions," said Barbara Delaney, principal of StoneStreet Equity, LLC in Pearl River, New York and a retirement-plan focused financial advisor, registered with LPL Financial, providing advice and service in support of approximately $2.5 billion in assets. "This will enable ...
[PDF File]RiverSource Retirement Advisor 4 Advantage® variable ...
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RiverSource Retirement Advisor 4 Advantage® variable annuity - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Annuities for month ending 08/31/2019 and quarter ending 06/30/2019
[PDF File]Ownership Change and Beneficiary Designation …
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Ownership Change and Beneficiary Designation Instructions and Guidelines GNWOwnBen INST 12/13/13 Genworth Life and Annuity Insurance Company, Richmond, VA Genworth Life Insurance Company, Richmond, VA Genworth Life Insurance Company of New York, New York, NY Only Genworth Life Insurance Company of New York is admitted in and conducts business in New York.
[PDF File]Client Factfinder - Raymond James Financial
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Client Factfinder shawn.dewane@raymondjames.com Raymond James Financial Services Shawn Dewane ... Investment Advisor Name Address Phone Email Notes Raymond James Financial Services May 21, 2010 Page 4 of 31 See disclaimer on final page. What do you strive for most in life? What do you try to avoid? Do you want to continue your education? In ...
[PDF File]POLARIS - American International Group
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Contract and optional benefit guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Polaris Variable Annuities are issued by American General Life Insurance Company (American General Life) except in New York, where they are issued by The United States Life
[PDF File]Financial advice for life
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Financial advice for life We’ve been recognized as a leader in the investment industry, and continue to put clients first with comprehensive, goal-based advice for every stage of life. Top ratings in the investment industry A leading financial institution • Ameriprise Financial is a longstanding leader in financial planning and advice
[PDF File]FACTS WHAT DOES AMERIPRISE DO WITH ... - Ameriprise …
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Company, RiverSource Life Insurance Company, and RiverSource Life Insurance Company of New York. we are What we do How does Ameriprise protect my personal information? ... If your financial advisor’s affiliation with Ameriprise ends and your financial advisor joins a nonaffiliated securities broker-dealer or registered investment advisor ...
[PDF File]FOR ADVISOR USE ONLY New Money Deferred Variable …
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New Money Deferred Variable Annuity Fixed Account Rates 2019 Current Rates Metropolitan Life Insurance Company 200 Park Avenue New York, NY 10166 Metropolitan Life Insurance Company Product Rate Market Availability MetLife Financial Freedom Select (B,L,C,E) 3.00% -Elective TSA: All States EXCEPT OR-SEP/SIMPLE: All States EXCEPT OR
[PDF File]New Opportunities to Deliver Digital Wealth Advice
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to interacting in all aspects of their life through their phone, predominantly, or a tablet and on a ... Mellon is supervised and regulated by the New York State Department of Financial Services and the US Federal ... You should contact your independent financial advisor prior to acting on any information mentioned in the video.
[PDF File]LINCOLN FIXED ANNUITIES Grow and protect a lifetime of …
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National Life Insurance Company, Fort Wayne, IN, and distributed by Lincoln Financial Distributors, Inc., a broker-dealer. The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contractual obligations are subject to the claims-paying
[PDF File]NEW YORK STATE DEPARTMENT OF FINANCIAL ...
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Superintendent of Financial Services New York, New York 10004 Sir: In accordance with instructions contained in Appointment No. 30913, dated January 9, 2013 and annexed hereto, an examination has been made into the condition and affairs of American Family Life Assurance Company of New York, hereinafter referred to as “the
[PDF File]Titling Options for Your Nonqualified Deferred Annuity ...
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are issued by Pacific Life Insurance Company in all states except New York and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each insurance company is solely responsible for the financial obligations accruing under the products it issues.
[PDF File]Professor Jamie Hopkins Co-Director of the American ...
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Professor Jamie Hopkins Co-Director of the American College New York Life Center for Retirement Income . Mission: • Elevate the retirement-income planning knowledge of financial services professionals in order to improve
[PDF File]2018 LIMRA Annual Conference Attendees Titles and Companies
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SVP of Agency & Advisor Distribution Ameritas Life Insurance Corp. Regional Director of Groups Sales, Finance & Insurance ... Managing Partner Capital Mgmt Group of New York Manager Cathay Life Insurance Senior Vice President - Membership Catholic Financial Life President & CEO Catholic Financial Life Secretary/CFO Catholic Financial Life
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