Empowerment through Knowledge

The Need

Today, more than ever, you need financial information you can understand.  What’s more, depending on their age and stage of life, executives need different kinds of information, on subjects ranging from saving for education to investments, retirement and estate planning.

A Solution

Professionals will aid employers in helping executives make the most of their money by offering them different kinds of financial education and guidance.  Through group workshops and/or one-on-one counseling, we can offer executives more information and assistance than they would otherwise have access to.  Our classes may be geared to any educational background or executive level.

“Give a man a fish, he eats for the day. Teach a man to fish, he eats for life”

These classes were to designed to educate you and empower you to make informed decisions in your lives, instructed by the instructors who are teaching the professionals and certified to do so will put you on a level to challenge your advisor.

Popular Workshops | Classes:

Beaten, Battered & Bruised

Professionals will educate and expand on current knowledge of executives on a variety of issues in the economy and marketplaces. Items from historical evidence, to the media and its place, how to measure risk and the importance of several other items, as well as explain different investment vehicles and strategies available.

Retirement Planning

Through group seminars and/or one-on-one sessions, these professionals will provide information to help executives put their company’s retirement plan to its best use, and to help them identify and evaluate additional sources of future retirement income.  We can also help executives define their individual financial goals, as well as explain savings and investment options available to help them meet those goals.

Estate Planning

With our specialitsts, executives will have access to information they need to help protect their assets for themselves and their families. Wealth management covers issues such as wills, living wills and power of attorney. Estate distribution planning explains issues surrounding trusts, gifts, charitable giving, probate and taxes.

Ask your HR department about these and other classes, or contact a PrivateAdvisor Suite representative.

business training seminar

THIS OFFER IS NOT AVAILABLE TO THE GENERAL PUBLIC OR ADVISORS WITHOUT WRITTEN PRIOR APPROVAL OF UNIVERSAL INSURANCE SERVICES LLC. THIS INFORMATION IS FOR INFORMATIONAL PURPOSES ONLY.  THE ABOVE DOES NOT GUARANTEE ELIGIBILITY OR ACCESS AND IS NOT A RECOMMENDATION TO PURCHASE.

For Disability, Lloyds – Physicians and Medical Professionals are eligible for simplified issue only – case by case guaranteed issue availability.

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