Posts Tagged ‘Financial’
IFS Announces Business Partnership with SIGNiX Enabling Digital Signatures and Streamlining the Way Financial Services Firms Transact Business
February 2nd, 2012
Davidson, NC (PRWEB) February 01, 2012
Impact Financial Systems, a recognized leader in business led process automation solutions, and SIGNiX, the leading provider of on-demand digital signature solutions today, jointly announced a partnership to enable customers to streamline financial transactions and enable straight through processing of account opening, asset movement and other signature dependent financial transactions.
Impact Financial Systems industry leading IFS Advisor Advantage Suite offers proven brokerage automation applications for new account opening, account maintenance, managed account conversion and asset movement management – including integration to leading back-office brokerage processing systems (Thomson BETA and Broadridge). In addition, the IFS Automation Platform is utilized by leading banking and insurance clients for automating critical business processes in diverse areas of their internal and external operations. By joining forces with SIGNiX, IFS customers will be able to securely collect digital signatures and dramatically increase the speed, accuracy and operational efficiency of complex financial transactions in branch and home office operations. IFS process automation delivered with SIGNiX digital signatures represents a significant leap forward in straight through processing for financial service firms, said Jay Jumper, CEO of SIGNiX. Now IFS users will have unparalleled end-to-end convenience, ease of use and assured compliance while quickly sending financial agreements to clients for digital signature with SIGNiX.
SIGNiX provides the next generation digital signature solution enabling businesses to support diverse and complex signing processes in a secure and scalable cloud based environment. The SIGNiX digital signature solution allows any form, contract or business document to be immediately signed online in a manner that is secure, auditable, industry compliant and not subject to repudiation. IFS customers are increasingly aware of the value that digital signatures offer in boosting efficiency, increasing revenues and improving customer satisfaction, says Tim Parsons, CEO of Impact Financial Systems. We are very excited to be able to offer our customers the leading digital signature platform available today through our partnership with SIGNiX.
IFS users can now join thousands of industry professionals who are eliminating paper and expediting transactions by using SIGNiX. Rather than driving across town to get a signature or forcing clients to find a fax machine, financial firms and advisors use SIGNiX to execute agreements electronically. With financial documents signed in minutes, not days, financial advisors who use SIGNiX achieve higher sales, increase client satisfaction and maintain a competitive edge. Safe and secure, the SIGNiX digital signature process is easy to use, secure and legally compliant.
IFS and SIGNiX provide financial firms with state-of-the-art technology to better manage workflows and finalize financial transactions sooner, said Pem Guerry, EVP at SIGNiX. Financial firms and their advisors can now leverage the power of SIGNIX from IFS solutions anytime, anywhere for a rich, complete and convenient end-to-end document management process. This partnership further extends SIGNiXs leadership in digital signature solutions for the financial services industry.
About SIGNiX
SIGNiX is the premier provider of business optimization through digital signatures for industries including financial services, real estate, insurance, healthcare, government, and education. SIGNiX helps the enterprise transform and expedite transactions, scale their business processes and reduce costs with the proper controls required by regulation, legislation and industry best practice. Digital signature solutions produce legally enforceable electronic records while moving to a paperless environment. For more information, visit signix.com or call 877.890.5350.
About Impact Financial Systems
Impact Financial Systems, Inc. is the leading provider of business led automation solutions for the financial services and brokerage industry. The companys automation platform offers a revolutionary approach for allowing business users to automate and maintain complex financial transactions in demanding enterprise environments. Impact Financial Systems automation platform is currently deployed in mission critical applications at some of the worlds largest financial institutions. For more information please visit us at http://www.impact-fs.com or call 704.894.9331.
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Tags: Announces, Business, digital, Enabling, Financial, Firms, partnership, services, signatures, SIGNiX, Streamlining, Transact | 
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COUNTRY Financial Insurance Company Nationwide
January 24th, 2012
Achieve financial security by obtaining sound insurance and investment solutions from COUNTRY Financial. With locations across the country, these representatives protect you and your family by offering insurance for home, automobile, life, disability and income, business, renters, farms and ranches. In addition to insurance, they offer financial advice that will help you establish financial security for the years to come. Visit us www.yellowpages.com
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- Country Financial Life Insurance
- COUNTRY INSURANCE COMPANY
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Fitch Downgrades Ratings Of Sun Life Financial Inc.'s U.S. Subsidiaries
January 21st, 2012
Fitch Downgrades Ratings Of Sun Life Financial Inc.'s U.S. Subsidiaries
At the same time, Fitch has affirmed the ratings of SLF including all outstanding issues, as well as the IFS ratings of SLF's primary Canadian life insurance subsidiary at 'AA-'. The Rating Outlook is Negative.
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Insurance union opposes reduction in LIC policyholder's bonus
The Insurance Corporation Employees' Union (ICEU), affiliated to All India Insurance Employees' Association, has given a call to strengthen the public sector Life Insurance Corporation (LIC) of India and General Insurance Company (GIC). …
Read more on The Hindu
Veterans can step up life insurance coverage
By Caitlin Fairchild cfairchild@govexec.com January 20, 2012 Under a new law, participants in the Veterans Group Life Insurance Program will now have an opportunity to beef up their coverage, the Veterans Affairs Department has announced. …
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The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance (Bloomberg Financial)
January 17th, 2012
The PPLI Solution: Delivering Wealth Accumulation, Tax Efficiency, and Asset Protection Through Private Placement Life Insurance (Bloomberg Financial)
Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations.
PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as million.
Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI’s applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.Private placement life insurance (PPLI) was once the exclusive domain of wealthy investors willing to tackle the logistical challenges of the offshore insurance market. The investment portfolio, tax, and estate-planning applications, and ongoing investment potential of these policies made the effort worthwhile. In recent years, though, a number of U.S.-based insurance companies have developed similar policies that meet all U.S. insurance, investment, and tax regulations.
PPLI is becoming a fundamental component of effective tax, trust, and estate planning, but few sources have been available to detail the best practices—until now. The PPLI Solution can serve as a resource for effective execution. Written by leading practitioners, the book will position advisers to capitalize as PPLI expands further into the high-net-worth market and becomes available to individuals with an investable net worth as low as million.
Few investors—whatever their net worth—will want to venture into the PPLI market without guidance. The PPLI Solution addresses the needs of investment managers, consultants, attorneys, and accountants who want to achieve the broad understanding of PPLI’s applications required of those providing advice. It can serve as an authoritative source for anyone—including investors—seeking to know more about PPLI’s nearly perfect tax efficiency, solid creditor protection, and powerful means of creating wealth.
List Price: $ 75.00
Price: $ 75.00
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Tags: Accumulation, Asset, Bloomberg, Delivering, Efficiency, Financial, Insurance, Life, Placement, PPLI, private, protection, Solution, Through, Wealth |
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Incorporating financial protection into decision rules for publicly financed healthcare treatments
January 16th, 2012
ABSTRACTAlmost all health systems seek to offer some form of publicly financed healthcare insurance, and governments must therefore choose the size of the benefit package and the types of treatments to cover. Conventionally, the usual approach of economists has been to recommend choices on the basis of cost effectiveness of treatments, using metrics such as the âcost per quality adjusted life yearâ. However, this approach is based on the assumption of health maximization subject to a budget constraint and ignores the potential impact of any additional concern with protecting individuals from the financial consequences of a health shock. Furthermore, it does not take account of the possible availability of complementary privately funded health care. This paper develops a model in which …
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Allsup Provides Online Financial Resources for Caregivers
January 10th, 2012
Belleville, Ill. (PRWEB) January 10, 2012
Being a caregiver can be incredibly rewarding. It can also be expensive. Meeting monthly financial needs was a top concern for 1,579 family caregivers responding to the 2011 National Family Caregivers Association (NFCA)/Allsup Family Caregiver Survey. Allsup, a nationwide provider of Social Security Disability Insurance (SSDI) representation and Medicare plan selection services, has created an online resource section for caregivers that address their unique financial planning needs.
We work with caregivers and their loved ones every day, helping them access and make the most of their financial and healthcare resources, said Paul Gada, director of the Allsup Disability Life Planning Center. We appreciate the family caregivers role and understand how financial concerns impact both the caregivers and care recipients lives.
The Financial Planning for Family Caregivers section of Allsup.com provides information and resources aimed at helping caregivers meet the challenge of managing their loved ones finances.
For many people, taking control over someone elses money and financial decisions is an uncomfortable task, said Gada. However, in cases where care recipients are unable to do it themselves, it is in their best interest to have a trusted caregiver help them manage their finances, find additional resources and advocate for any benefits they deserve. We provide this information to empower caregivers to take the steps needed to effectively protect existing assets, minimize costs and boost income.
The information provided in the Financial Planning for Caregivers section covers the following topics:
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Paul R. Streiber M.B.A., CFP
January 9th, 2012
Grapevine, Texas (PRWEB) January 01, 2012
Paul R. Streiber, M.B.A., CFP
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Access Home Insurance Company Earns Financial Stability Rating® of A …
January 5th, 2012
Access Home Insurance Company Earns Financial Stability Rating® of A …
5, 2012 /PRNewswire via COMTEX/ — Access Home Insurance Company has earned a Financial Stability Rating® (FSR) of A, Exceptional, from Demotech, Inc. This level of FSR is assigned to insurers who possess exceptional financial stability related to …
Read more on MarketWatch (press release)
Home insurance rates likely to go higher
By Adam Belz, USA TODAY Homeowners insurance premiums are starting to rise after tornadoes, hail, winds and lightning slammed US insurance companies' balance sheets throughout 2011. Storms along the East Coast, tornadoes in the Southeast and in Joplin, …
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Weather Could Increase Home Insurance Rates
(WGGB) — Last year's wild weather around the world could boost your homeowners insurance premiums. Devastating tornadoes, hurricanes and snowstorms created an unprecedented number of insurance claims. Munich Re, which is an insurance company for …
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Russ Ross Financial Opens New Office Location Near Cowboys Stadium
January 2nd, 2012
Arlingon, Texas (PRWEB) December 31, 2011
Given the current economic conditions and the increasing number of Boomers approaching retirement, there is a growing need for solutions that consumers can use to last through retirement and enjoy their Golden Years as deserved. Russ Ross Financial continues to expand its client services to fulfill that very need, and is excited to announce its new office location that will serve Arlington-area individuals and families in all stages of the retirement process.
Russ Ross Financial has been helping improve the lives of area residents for more than a decade, and has been located in the Safe Harbor Center just down the street from Cowboys Stadium for more than three of those years. With the firms continued growth, it agreed to become the anchor tenant of a new freestanding addition in Safe Harbor Center, and will begin occupying the space in January 2012. Russ Ross, president and founder of Russ Ross Financial, has extensive ties to the Arlington area, and is pleased to be contributing to both city development and the success of area residents in their retirement years.
I feel fortunate to be in a position where I can assist those in my community with preparing for their futures, creating strategies that make life easier and help them sleep well at night. From creating solutions for lifetime income to protecting families in the face of lifes unknowns, theres nothing I enjoy more than giving clients the knowledge and assistance they need to make solid financial decisions. Im thrilled with the new office building and growth of our firm because it means more people are getting the help they need, said Ross.
The Safe Harbor Center is located directly across the street from where the two-story farmhouse Ross grandparents lived in more than half a century ago was located. They moved to Arlington in 1946, when the city population was just 6,000. When the boom began after the GM plant opened in the 1950s, Ross family developed the neighborhood surrounding their home, and his grandmother even named the neighborhood streets. Today, Ross extended family continues to live and work in the area.
Ross was born, raised and educated in Arlington, and is following in his mothers footsteps by giving back to the community through his profession. She was a Texas educator and served as Ross inspiration for opening his practice. Over the years, he has branched out and begun working with clients both locally and in the San Antonio area. His full-service retirement and insurance business specializes in annuity, long-term care, life insurance and disability insurance solutions for retirees and pre-retirees, with an emphasis on assisting educators.
ABOUT RUSS ROSS FINANCIAL
Whether youre financially savvy or have a lot to learn about getting your finances in order, Russ Ross Financial will patiently work through each issue to put every penny you have to work for you. From accumulation to distribution to preservation, the firm works with clients of all ages in all stages of life to understand the strategies and solutions in place for achieving their financial goals. President Russ Ross has extensive experience providing top-notch service to educators and not-for-profit employees in particular, helping them fully explore their benefit options and make better financial decisions. To learn more about Russ Ross Financial, visit http://www.russ-ross.com.
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Mortgage Lender, San Francisco Federal Credit Union Opens Branch in Financial District
December 28th, 2011
San Francisco, CA (PRWEB) December 24, 2011
The San Francisco Federal Credit Union and mortgage lender will be opening a full-service branch at 311 California St. in the San Francisco Financial District on Jan. 17, 2012. They will host a Grand Opening Week from Feb. 6 to Feb. 10, 2012. Join the Credit Union during its grand opening for refreshments, door prizes and a meet-and-greet with the staff and CEO. The grand opening will be held on Monday, Feb. 6, from 11:30 a.m. to 1:30 p.m. Visit the open house from Tuesday, Feb. 7 to Friday, Feb. 10, from 11:30 a.m. to 1:30 p.m.
This is an exciting opportunity for us to build awareness for the Credit Union in the Financial District and to attract new members, said Steven Stapp, President and CEO of San Francisco Federal Credit Union.
In celebration of its grand opening, the San Francisco Federal Credit Union will give away a Kindle Touch to new members opening an Access Advantage Checking Account from Jan. 17 to Feb. 29. Visit http://www.FiDiCityCU.com for details.
Visit San Francisco Federal Credit Unions Financial District branch during its Grand Opening Week and open a membership savings account.
For more information on the Grand Opening Week or any of San Francisco Federal Credit Unions products or services, such as financial planners and first time homeowner programs call 415-775-5377, view it on the web at http://www.FiDiCityCU.com, or visit the San Francisco Federal Credit Union Financial District branch at 311 California St.
About The San Francisco Federal Credit Union
Established in 1954, the San Francisco Federal Credit Union is a competitive financial institution. It offers a wide range of financial products and services, with savings and loan rates that are usually better than those of a bank or a savings and loan.
Originally chartered to exclusively serve the employees of the City and County of San Francisco, today it serves the entire San Francisco community. Anyone who works, resides, worships or attends school in San Francisco is eligible for membership.
In addition, every member’s accounts are federally insured up to $ 250,000 by the National Credit Union Share Insurance Fund, a U.S. federal agency. IRAs are separately insured by NCUSIF for up to $ 250,000.
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