Tokio Marine North America Services’ Post

Integrity is everything!

After 40 years in the engineering business I have started a new career in RETIREMENT.

Have you changed jobs and had an old 401k converted into an IRA and have no idea if it's performing well or not? Call me ASAP. Do you fear, that in an election year, the stock market could fall and eat away at your retirement accounts? Call me ASAP. Do you save a few hundred bucks a month away into a savings account earning minimal percentage points? Call me ASAP. I can help you you. It will cost you nothing more than a little time and you will be left with the knowledge to navigate the future. Last week I helped a client move $270k out of an old IRA and they got an instant bonus of $67,500 applied to their annuity!! When was the last time you made 25% on an investment for simply making a phone call? https://lnkd.in/dNM8WzAQ #annuity #knowledge

Are you ready for a modern-day fairy tale? Let’s dive into the story of 'The Fisherman and the Sea' and see how it ties into the world of Registered Retirement Savings Plans (RRSPs). If you haven't already set one up, it's a smart addition to your financial portfolio. Not only can it help you reduce your taxes today, but it’s also a powerful tool for securing a comfortable retirement tomorrow. 💰 #monicaweissmann #RRSP #retirement #retirementgoals #retirementplanning #financialadvisor

Technical Question? Do you know how to add Millions to your retirement,from someone else? Would you rather pay Tax on your retirement withdrawals or take it Tax Free? Do you know of a Platform that will: Expand your Retirement Funds, do it Tax Free, give you access to funds if needed, let you build faster than any other account, safely and with more than you yourself could ever put in? This knowledge can change the game and your future but you have to learn it 1st! Learn more https://lnkd.in/ey7gKmbT 1:51 sec Then learn how it can work for you https://lnkd.in/e8YSvQJN

In celebration of New Year's Day, I wanted to share my 2024 vision board with you all! I predict my year will be full of family time, community support, vacations, and protecting the Good Neighbors of Carlyle. What's on your vision board? Share your top 3 aspirations in the comments below! #NewYearNewGoals #DanRosenStateFarm

🤝 New Platform Partner As reported in the press yesterday, Rosemount have launched a new partnership with Scottish Widows, providing Rosemount advisers with access to the market leading platform. Rosemount CEO, Ahmed Bawa, commented "At Rosemount, we are committed to providing our ARs with the support they need to provide a higher level of service to their clients." Read the full article here - https://lnkd.in/e9-THC6A Christopher D. Zachary Bawa Luke Aldridge Christine Budgen Gareth Barter Jess Bass Iain Crowley Emily Baker Hayleigh Kelly #FinancialAdviser #Pensions #Investments

As part of our celebration of the history of Pulse and general practice, we are looking at some of the big issues of the last 64 years. Sofia Lind analyses the history of threats of industrial action

Retirement planning is a critical task, especially for aerospace and engineering executives who plan to retire with six-figure incomes. Let's create a retirement strategy that's as efficient as your engineering designs and cut through the clutter to focus on the essentials. #retirementplanning #financialstrategy #precisionplanning

Private pensions can be an efficient way to pass on wealth, but it is important to consider what, if any, tax will be payable on a private pension you inherit. The person who died will usually have nominated you by telling their pension provider that you should inherit any monies left in their pension pot. If the nominated person can’t be found or has since died, the pension provider may make payments to someone else instead. #Pensions #InheritedPensions