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NMS Capital Teamsters Group Life Presentation_.ppt

Published May 14, 2014 in Education
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Presentation Slides & Transcript

Presentation Slides & Transcript

Asset ManagementRetirement PlanningInsurance ServicesFinancial AdvisoryIntroduction to NMS Capital Asset Management, Inc.’sNMS Insurance Services.Presented to:This document is confidential and has been prepared for information purposes only. This document is not to be construed as a recommendation or an offer to sell or a solicitation of an offer to buy securities. Any dissemination, distribution or reproduction of this document is strictly prohibited without the consent of NMS Capital.

About NMSInsurance ServicesFinancialAdvisoryAssetManagementRetirementPlanningAn integrated 360˚ approach in providing clients financial advisory services

About NMSCalifornia (Beverly Hills / Anaheim)● 18 Professionals● Investment Banking● Asset / Wealth Management● Management ConsultingNew York● 4 Professionals● Investment Banking● Management ConsultingPhiladelphia● 3 Professionals● Institutional TradingNMS International PresenceHong Kong● 2 Professionals● Management Consulting● M&A AdvisoryAsset Management Services provided by NMS Capital Asset Management, Inc. is an SEC Registered Investment Advisor. Investment Banking Services provided by NMS Capital Securities, LLC, Member FINRA | SIPC.. Wealth Management and Institutional Trading provided by NMS Capital Advisors, LLC, Member FINRA | SIPC. Consulting services provided by NMS Capital Group, LLC.Dallas● 1 Professional● Insurance Group

About NMSInsurance ServicesUnion Members benefit…….Inadequate life insurance coverage may pose a major risk to many households. For example, among households with children under the age of 18, 70% say that they would be financially challenged if the primary earner died. Even worse, 40% of households say that they would have trouble funding everyday living expenses immediately after the death of the primary earner. 9 Insurance Carriers surveyed: MetLife, TransAmerica, Allstate, Assurity, ING, Principal, Harford, Cincinnati Life, Boston MutualProducts Reviewed: 20 Year Term, 10 Year term, Universal Life Insurance and Variable Universal Life Selected: Metlife Group Term / TransAmerica Voluntary Term

About NMSInsurance ServicesTeamsters Insurance SOLUTIONMetlife Group Term$200,000 Death Benefit ( includes ) - Waiver of premium - Terminal Illness Rider - Free Will Preparation & Advisory Service - Free Retirement Planning Review

About NMSInsurance ServicesHow price is normally determinedAgeMedical Exam ( including blood draw, urine specimen).Review of medical history and record.!Declaration of Tobacco Status ( smoke, dip, nicorette, gum/patch )No guarantee of being insured.!Can be denied due to health reasons or priced to pay more.!

About NMSInsurance ServicesPOWER IN NUMBERSNMS with Eric Tate negotiated:Blended price and $200,000 for all members.Must be ages 16-70 and Actively Employed.Guaranteed Issue / Automatic enrollment*No Medical Exam, blood work, specimens or medical questions.No questions on Tobacco use.YOUR PRICE…… $8.82 per week per member.! …Oh yeah., one other thing… we added…Accidental death and dismemberment rider pays an additional $200,000….if member death is accidental - then your family will receive $400,000

About NMSInsurance ServicesAdditional Information:This is a group benefit plan and approved as a whole group.To make it easy for you., you are all automatically enrolled.Which means you can be covered ASAP. *( The NMS Staff is here to help and answer ANY questions )*Your payment can be deducted from your paycheck and your employer can pay just like other group benefits.Contact: James Forman Office: (310) 279-5160 Cell: (626) 463-3646 Email: james.forman@nmsadvisors.comWebsite:

About NMSInsurance ServicesPricing without the group plan$200,000 in Death Benefit (assuming you pass medical exam)Average Age MetLife Group Individual * Weekly Payment Weekly Payment25 $ 8.82 $ 23.9935 $ 8.82 $ 37.4045 $ 8.82 $ 48.6655 $ 8.82 $ 76.7765 $ 8.82 $175.47Local 848 Average AgeQuote from Transamerica Life Insurance Co.$200,000 – Term Insurance / No accidental death riderStandard Tobacco Health ClassMedical Exam required. No guarantee of issue.

About NMSInsurance ServicesTeamsters Local 848 Service ProvidersBenefit Design Advisor Group Life Insurance Provider Insurance and Financial Advisor

About NMSNMSTeamContact InformationNMS Capital Asset Management, Inc. / NMS Insurance Services 433 North Camden Drive, 4th FloorBeverly Hills, CA 90210310-855-0020 / 800-716-0020James J. FormanDirector, Wealth Management & Insurance ServicesOffice: (310) 279-5160CELL: (626) 463-3646 Email: James.Forman@nmsadvisors.comWebsite: CA Lic. 0H55362Roman LaraDirector,Wealth Management / Insurance ServicesRichard TabizonChief Compliance OfficerJohn GillManaging Director,Insurance GroupTrevor M. SalibaManaging Director/CEO

About NMSNMSTeamDisclosuresThe examples set forth in this presentation are for illustration purposes only and are not meant to be, nor should they be construed to be, actual figures or actual results.  Actual figures and results will vary depending on the applicable facts and circumstances with regard to the individual, entity or situation.   Accordingly, the examples used in this presentation are not, nor should they be construed as, a representation or guaranty by NMS Capital Asset Management, Inc. NMS Capital Asset Management, Inc. is an SEC Registered Investment Advisor, CRD# 149678 and licensed with the California Department of Insurance, Lic. # 0G81346. For more information, please visit, and