Thursday, June 22, 2017
From its headquarters in South Jordan, Utah, Allegis Wealth Advisors draws upon the talents of its team of investment advisors to provide wealth management services to clients throughout the United States. Additionally, Allegis Wealth Advisors retains membership to the National Association of Independent Life Brokerage Agencies (NAILBA), which represents and advocates on behalf of agencies in the life brokerage sector.
Beyond this work, NAILBA oversees the Douglas Mooers Award for Excellence, its most coveted prize. Established in 1986, the award carries the name of the founding chairman of NAILBA and is given annually to individuals who demonstrate an exemplary commitment to ensuring independent brokerage receives recognition as a legitimate distribution system.
Current and past NAILBA member principals may receive nomination, in addition to NAILBA peer group members, leading insurance industry executives, and insurance industry press members. All nominees have superb community service records, in addition to several key career accomplishments. The 2017 Douglas Mooers Award for Excellence is scheduled for presentation at NAILBA 36, the NAILBA’s annual conference, between November 16th and November 18th.
Tuesday, June 6, 2017
Serving the needs of wealth and risk professionals, Allegis Wealth Advisors maintains a strong presence in the financial services sphere. Emphasizing a personalized approach to client success, Allegis Wealth Advisors offers a depth of support associated with leading brokerages.
One aspect of successful retirement planning involves performing an annual checkup that encompasses the full spectrum of social security benefits and other future income sources. The social security end of the spectrum can be easily ascertained through visiting www.ssa.gov and accessing estimated lifetime distributions.
Just as important is to assess life events such as marriage, divorce, new family members, and property acquisitions and sales. These help define asset size and liquidity, as well as investment timeframe and risk tolerance. Take a close look at the employer-sponsored plan and evaluate the potential for directing funds into new areas such as tax-advantaged Roth accounts. At the same time, consider as well whether contributions can be increased relative to the plan maximum.
To learn more about Allegis Investment Advisors’ full range of solutions, visit www.allegiswa.com.