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In this section, you will find an archive of our global and US news releases for the last 12 months. Click on the link to view one of the news releases.

Arthur Scutro, Jr., finalist in the Mutual Fund Industry & ETF Awards 2019

  • Mar 08, 2019

Arthur M. Scutro, Jr., who has served as a Trustee for the entire First Investors Funds complex since 2006 and its Chairman since January 2013, is a finalist in the “Small Board Trustee of the Year” category in the Mutual Fund Industry & ETF Awards 2019...

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Emergency Assistance to members in Alabama and Georgia

  • Mar 07, 2019

Who: Foresters Financial™, a purpose-driven financial services provider committed to doing more for families and communities, is offering assistance to its eligible members1 affected by tornadoes in Alabama and Georgia...

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Foresters Financial announces new leadership for Charlotte, NC office

  • Feb 05, 2019

Foresters Financial™, an international financial services provider has named Fanci Worthington as Vice President, Branch Manager of the Charlotte, NC office...

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Foresters Financial announces new leadership for Columbus, OH office

  • Feb 05, 2019

Foresters Financial™, a purpose-driven financial services provider has named Michael Schlegel as Vice President, Branch Manager of the Columbus, OH office...

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Foresters Financial announces new leadership for Metro, DC office

  • Feb 05, 2019

Foresters Financial™, a purpose-driven financial services provider has named Harvinder Sahni as Vice President, Branch Manager of the Metro, DC office...

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Foresters Financial reminds Americans February is a great time to ‘Insure Your Love’

  • Feb 01, 2019

A recent survey1 of Americans shows that a vast majority (78 percent) feel preparing financially for life’s unknowns is a way to show loved ones you care...

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Foresters Financial improves the ease of doing business for agents selling medically underwritten insurance products

  • Dec 10, 2018

(Toronto, ON, December 10, 2018) – Foresters Financial™, a purpose-driven financial services provider, is pleased to announce an innovation that will allow our U.S. network of representatives to sell medically underwritten life insurance products faster and more efficiently...

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Foresters Financial is pleased to announce Jason Gerb’s election to FINRA Regional Committee

  • Nov 20, 2018

NEW YORK, NY, November 20, 2018 -- Jason H. Gerb, CRCPTM, CAMSTM, Chief Compliance Officer at Foresters Financial Services, has been elected to serve as a member of the FINRA Regional Committee, District 10, New York Region...

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Foresters offers Emergency Assistance to members in California

  • Nov 16, 2018

Who: Foresters Financial™, a purpose-driven financial services provider committed to doing more for families and communities, is offering assistance to its eligible members1 affected by wildfires in California...

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Foresters offers Emergency Assistance to members in Alabama, Florida, Georgia, North Carolina, South Carolina and Virginia

  • Oct 18, 2018

Who: Foresters Financial™, a purpose-driven financial services provider committed to doing more for families and communities, is offering assistance to its members affected by Hurricane Michael in Alabama, Florida, Georgia, North Carolina, South Carolina and Virginia...

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Foresters Financial and KaBOOM! Partner to Increase Play Opportunities for Lincoln Kids

  • Oct 13, 2018

Lincoln, CA – The Lincoln community was revitalized today thanks to a new playground built at Creekside Oaks Elementary School. In just six hours, more than 200 volunteers from Foresters Financial™, Western Placer Unified School District and the national non-profit KaBOOM! created the new playspace...

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Foresters Financial maintains A.M. Best “A” (Excellent) ratings

  • Oct 11, 2018

(Toronto, ON, October 11, 2018) – Foresters Financial™, an international financial services provider, has maintained its A.M. Best financial strength1 ratings...

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Foresters Financial and KaBOOM! Partner to Increase Play Opportunities for Black Mountain Kids

  • Oct 06, 2018

Black Mountain, NC – The Black Mountain community was revitalized today thanks to a new playground built at Black Mountain Primary. In just six hours, more than 200 volunteers from Foresters Financial™, the YMCA of Western North Carolina, Buncombe County Schools and the national non-profit KaBOOM! created the new playspace...

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Foresters Financial Named Finalist in 2018 MMI/Barron's Industry Awards

  • Sep 26, 2018

Foresters Financial is excited and proud to announce we have been named as a finalist in the 2018 Money Management Institute/Barron’s Industry Awards in the ”Doing Good” category. The MMI/Barron’s Industry Awards celebrate outstanding achievement and honors firms that have raised the bar by delivering superior solutions for financial advisors and investors over the past year at their annual gala. The Awards consist of 10 specialized categories and include three to four finalists in each category. The “Doing Good” award honors programs that support a deserving cause or give back to the communities they serve.

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Foresters Financial and KaBOOM! Celebrate building 150 Playgrounds Together while Increasing Play Opportunities for Minneapolis Kids

  • Sep 22, 2018

Minneapolis, MN – The Minneapolis community was revitalized today thanks to a new playground built at Jenny Lind Elementary School. In just six hours, more than 200 volunteers from Foresters Financial™, Jenny Lind Elementary School and the national non-profit KaBOOM! created the new playspace...

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Foresters offers Emergency Assistance to members in Maryland, North Carolina, South Carolina and Virginia

  • Sep 21, 2018

Who: Foresters Financial™, an international financial services provider committed to doing more for families and communities, is offering assistance to its members affected by Hurricane Florence in Maryland, North Carolina, South Carolina and Virginia...


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Celebrating 150 playgrounds

  • Sep 21, 2018

On Saturday, September 22, the Minneapolis community will be revitalized thanks to a new playground built at Jenny Lind Elementary School. Nearly 200 volunteers from Foresters, Jenny Lind and KaBOOM! will create the new playground, ultimately helping 1,300 children and their families in the local community for years to come...

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Foresters Financial and KaBOOM! Partner to Increase Play Opportunities for Schenectady Kids - Community Volunteers Build State-of-the-art Playground in Six Hours at Steinmetz Homes

  • Sep 08, 2018

Schenectady, NY – The Schenectady community was revitalized today thanks to a new playground built at Steinmetz Homes. In just six hours, more than 200 volunteers from Foresters Financial™, the Boys & Girls Clubs of Schenectady and the national non-profit KaBOOM! created the new playspace, which will serve more than 1,200 children and their families in the local community for years to come...

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New study reveals more than 40 percent of Americans don’t have any form of life insurance

  • Sep 04, 2018

(New York, NY, September 4, 2018) – Foresters Financial™ believes life insurance is an essential component of people’s overall financial fitness. It protects families and can also be a useful savings and investment vehicle. But a new study shows that while 84 percent of Americans say that most people need life insurance, only 68 percent say they personally need it and only 59 percent own some form of it1...

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Foresters Financial announces winners of 2018 Competitive Scholarships in Canada and the United States

  • Aug 31, 2018

(Toronto, ON, August 31, 2018) – Foresters Financial™, an international financial services provider, is pleased to announce the 250 recipients of our 2018 Competitive Scholarships in North America...

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Foresters Financial names Alvin Sharma as new Global Chief Financial Officer

  • Aug 24, 2018

(Toronto, ON, August 24, 2018) – Foresters Financial™, an international financial services provider, is pleased to announce the appointment of Alvin Sharma as our new Global Chief Financial Officer, effective September 17, 2018. He will be based in Toronto...

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Foresters Financial names Ryan Fleming as its 2018 Community Involvement Award winner

  • Aug 10, 2018

(Toronto, ON, July 30, 2018) – Foresters Financial™, an international financial services provider, is pleased to announce Ryan Fleming as our 2018 Community Involvement Award winner...

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Foresters offers Emergency Assistance to members in California

  • Aug 09, 2018

Who: Foresters Financial™, an international financial services provider committed to doing more for families and communities, is offering assistance to its members affected by wildfires in California...

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Foresters Financial approves 2018 dividend for U.S. participating certificate holders

  • Jul 31, 2018

(Toronto, ON, July 31, 2018) – The Board of Directors for The Independent Order of Foresters has approved a dividend of approximately $24.3 million1 for eligible2 participating U.S. certificate holders in 2018. That is up more than 2 percent from the $23.7 million disbursed in 2017. The dividend investment rate in 2017 was 6.58 percent...

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Foresters Financial announces the appointment of Bill Stevens as Senior Vice President, Retail Sales

  • Jul 09, 2018

(Toronto, ON, July 9, 2018) – Foresters Financial™, an international financial services provider, is pleased to announce the hiring of Bill Stevens as its new Senior Vice President, Retail Sales for our Foresters Financial Services, Inc. distribution network, effective immediately...

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Foresters Financial and KaBOOM! Partner to Increase Play Opportunities for Chicago Kids - Community Volunteers Build State-of-the-art Playground in Six Hours at Nixon Elementary School

  • Jun 30, 2018

Chicago, IL – The Chicago community was revitalized today thanks to a new playground built at Nixon Elementary School. In just six hours, more than 200 volunteers from Foresters Financial™, Nixon Elementary School, Hermosa Neighborhood Association, Community Organizing and Family Issues (COFI) and the national non-profit KaBOOM! created the new playspace, which will serve more than 900 children and their families in the local community for years to come...

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Foresters Financial and KaBOOM! Partner to Increase Play Opportunities for Houston Kids - Community Volunteers Build State-of-the-art Playground in Six Hours at Sammons Elementary School

  • Jun 16, 2018

Houston, TX – The Houston community was revitalized today thanks to a new playground built at Sammons Elementary School. In just six hours, more than 200 volunteers from Foresters Financial™, Sammons Elementary School and the national non-profit KaBOOM! created the new playspace, which will serve more than 1,100 children and their families in the local community for years to come...

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Foresters Financial strengthens management of First Investors Global Fund

  • Jun 04, 2018

(Toronto, ON, June 4, 2018) – Foresters Financial™, an international financial services provider, is pleased to announce the hiring of an international equity team to manage the First Investors Global Fund (Class A: FIISX, Advisor: FIITX and Institutional: FIIUX) for our North American Asset Management unit.

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A New Playground Brings Joy to San Bernardino’s Perris Hill Park - Foresters Financial and KaBOOM! Put Kids First in San Bernardino

  • May 19, 2018

San Bernardino, CA – Today more than 200 volunteers from Foresters Financial™, the City of San Bernardino and the national non-profit KaBOOM! transformed San Bernardino’s largest park. In just six hours, Perris Hill Park received a new playspace, which will serve more than 1,200 children and their families in the local community for years to come...

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Foresters Financial releases 2017 annual report

  • May 17, 2018

(Toronto, ON, May 17, 2018) – Foresters Financial™, an international financial services company, is pleased to release its annual report to members. The magazine and digital version are called Moved to Action and include information on our grant programs, membership activities and 2017 financial results...

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Foresters offers Emergency Assistance to members in Hawaii

  • May 16, 2018

Who: Foresters Financial™, an international financial services provider committed to doing more for families and communities, is offering assistance to its members affected by volcanic eruption and earthquakes in Hawaii...

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Foresters Financial gives back to the Waimea, Hawaii community, presents Sindy Wylie with Community Involvement Award

  • May 09, 2018

(Toronto, ON, May 9, 2018) – Foresters Financial™, an international financial services organization, gave back to the Waimea, HI, community during its annual convention on April 25, 2018...

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Foresters Financial appoints David Longfritz as new Global Chief Marketing Officer

  • May 04, 2018

(Toronto, ON, May 1, 2018) – Foresters Financial™, an international financial services provider, is pleased to announce the appointment of David Longfritz as its new Global Chief Marketing Officer, effective May 7, 2018.

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Foresters offers Emergency Assistance to members in North Carolina

  • Apr 24, 2018

Who: Foresters Financial™, an international financial services provider committed to doing more for families and communities, is offering assistance to its members affected by the tornado in North Carolina.

 

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Foresters Financial and KaBOOM! Partner to Increase Play Opportunities for Jacksonville Kids - Community Volunteers Build State-of-the-art Playground in Six Hours at the Winston Family YMCA

  • Apr 21, 2018

Jacksonville, FL – The Jacksonville community was revitalized today thanks to a new playground built at the Winston Family YMCA. In just six hours, more than 200 volunteers from Foresters Financial™, the Winston Family YMCA and the national non-profit KaBOOM! created the new playspace, which will serve more than 6,500 children and their families in the local community for years to come...

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Foresters Financial wins prestigious IABC 2018 Gold Quill Award of Excellence for employee engagement

  • Apr 18, 2018

(Toronto, ON, April 18, 2018) – Foresters Financial™, an international financial services provider committed to doing more for families and communities, has won an International Association of Business Communicators (IABC) 2018 Gold Quill Award of Excellence in the communication management/employee engagement category...

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Foresters Financial launches the First Investors Premium Income Fund

  • Apr 02, 2018

NEW YORK, NY -- Foresters Financial, an international financial services providers, announced today the launch of the First Investors Premium Income Fund (Class A: FPIKX, Advisor: FPILX and Institutional: FPIMX). The Fund is unique in the open-end mutual fund industry as it sells in-the-money call options against a portfolio of high-quality, high-conviction large-cap equities, essentially trading the potential upside of capital appreciation of a stock for current income while seeking some downside protection. Its investment objective is to generate income for its shareholders.

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Foresters Financial and Financial Horizons Group donate employment kits to Operation Stand Down in Tennessee

  • Mar 22, 2018

(Toronto, ON, March 22, 2018) – Foresters Financial™, an international financial services provider, teamed up with Financial Horizons Group to package and donate 150 employment kits for U.S. armed forces veterans’ group Operation Stand Down in Nashville, Tennessee.

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Foresters Financial and FFP Insurance Services donate hygiene kits to The Shade Tree shelter

  • Feb 26, 2018

(Toronto, ON, February 26, 2018) – Foresters Financial™, an international financial services provider, teamed up with FFP Insurance Services to package and donate 200 hygiene kits for women to The Shade Tree shelter in Las Vegas, Nevada...

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Foresters Financial Reminds Americans to “Insure Their Love” This February

  • Feb 01, 2018

(New York, NY, February 1, 2018) – According to LIMRA, an international insurance trade association, 65%  of adults agree they need life insurance and 30% of U.S. households have no life insurance at all.* That’s why this February, Foresters Financial Services, Inc. would like to remind everyone to not only show their love, but to “insure their love.”

It’s nice to receive the typical Valentine’s Day gifts such as flowers, candy or dinner out. But what about something with a more lasting impact, such as the financial security you can obtain from life insurance? It is the ultimate gift of love. 

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Foresters offers Emergency Assistance to members in California

  • Jan 15, 2018

Who: Foresters Financial™, an international financial services provider committed to doing more for families and communities, is offering assistance to its members affected by mudslides in California. 

 

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Foresters Financial appoints Blake Moore as the new President of North American Asset Management

  • Jan 10, 2018

TORONTO--(BUSINESS WIRE)--Foresters Financial™, an international financial services provider, is pleased to announce Blake Moore as the new President of North American Asset Management, effective January 16, 2018.

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James Macey appears on Fox Business News Countdown to Closing Bell

  • Mar 11, 2019

How to sell what people need but don't want

  • Oct 09, 2018

Minneapolis elementary school students help design a new playground, to be built this fall with help from Foresters Financial volunteers.

  • Jun 28, 2018

Giving back while traveling: Foresters Financial holds volunteer day at WES

  • Apr 30, 2018

Everyday Heroes Dream playground

  • Jul 29, 2016

Wichita Falls Woman Strives To Make A Difference In Many Lives

  • Jul 27, 2016

Fantastical project brings smiles to sick children

  • Jul 27, 2016

Volunteer-built playground comes to life at Salvation Army site

  • Jul 27, 2016

Leadership Conference Starts With Feeding Thousands

  • Jul 21, 2016

Deciding If a Qualified Longevity Annuity Contract is Right for You

  • Jul 01, 2016

Volunteers build playground in North Hills Suddieth Park

  • Jun 17, 2016

Foresters to end sales conferences

  • Jun 06, 2016

Morning Briefing Insurers to get briefing and it is rocket science

  • Jun 06, 2016

Dell Readies Massive Bond Deal

  • May 16, 2016

Volunteers bring families together with new playground

  • May 16, 2016

Foresters Financial, KaBOOM! and volunteers bring families together with new playground at Coffey Park

  • May 16, 2016

Construyen parque infantil en Cockrell Hill

  • May 12, 2016

Iowa Red Cross Workers to Help with Canadian Wildfire Disaster

  • May 12, 2016

Red Cross hands out donation money to Fort McMurray residents

  • May 12, 2016

Foresters Financial, volunteers, KaBOOM! build City of La Habra community playground

  • Apr 19, 2016

January is a good month to review your retirement plan

  • Jan 13, 2016

La Habra Notes: City looking for proposals on how to spend federal funding

  • Jan 01, 2016

Two Canadian insurance executives appointed to LL Global board

  • Nov 24, 2015

KaBOOM! A playground gets built in 8 hours

  • Oct 21, 2015

Foresters hires former Liberty Life exec

  • Sep 30, 2015

Foresters to become Foresters Financial

  • Sep 23, 2015

Effective branding can help build loyalty

  • Sep 22, 2015

Dream playground at Pouch Camp comes to life for local families

  • Sep 19, 2015

Major insurer changing its name

  • Sep 21, 2015

Community at Ardmore Ave. School build playground

  • Sep 04, 2015

QLACs take flight but will they soar

  • Sep 03, 2015

Volunteers to come together to build YMCA playground

  • Aug 21, 2015

Volunteers help box care packages for troops

  • Aug 08, 2015

Lou Severino Named 2015 Community Involvement Award, Foresters

  • Jul 25, 2015

KCK elementary school getting playground after students pen letter to principal

  • Jul 19, 2015

Money fix benefits increase earnings limits for social security

  • Jul 12, 2015

Foresters hands out community involvement award

  • Jul 03, 2015

A.M. Best Upgrades Ratings of Foresters Life Insurance Company and First Investors Life Insurance Company

  • Jul 01, 2015

New Playground Opens in El Cajon

  • Jun 23, 2015

Major insurer hires North American President and Executive VP

  • May 03, 2015

Foresters announces senior hire

  • Apr 29, 2015

Despite downpour, playground rises up for Morris Jeff Community School

  • Apr 18, 2015

Bringing up baby and being able to afford to

  • Feb 23, 2015

When it comes to saving and investing make time your friend

  • Jan 30, 2015

Even with a late start there are ways to invest for retirement

  • Jan 30, 2015

Carrier aims annuity at younger buyers

  • Jan 28, 2015

Managing your mortgage your money and more

  • Jan 26, 2015

Longevity annuity alleviates worry of outliving your money

  • Jan 03, 2015

Foresters Financial

Foresters Financial™ is an international financial services provider with over three million clients and members1 in the United States, Canada and the United Kingdom. The Foresters Financial family of companies provides investment, life insurance, savings and retirement solutions that help families reach their financial goals, and improve their communities.

At Foresters Financial, we believe our products are just a starting point. We believe in working with communities to make our purpose a reality. That’s why we invest time and money in ways we can work together to make a difference, including neighborhood programs, charities and scholarships.

As a fraternal benefit society, The Independent Order of Foresters has a global network of more than two-million members. Members enjoy unique benefits including competitive academic scholarships, financial counseling and discounted legal services 1.

 

Foresters Financial family of companies

The Foresters family of companies operates in the United States, Canada and the United Kingdom.

Foresters Financial Corporate Office
Foresters Financial
789 Don Mills Road
Toronto, ON, M3C 1T9

Foresters Financial Holding Company
Foresters Financial
40 Wall Street, 10th Floor
New York, NY, 10005

Foresters Financial UK
Foresters Financial UK
2 Cromwell Avenue
Bromley, UK, BR2 9BF

 

Executive leadership

James R. (Jim) Boyle, President and Chief Executive Officer
Euan Allison, Chief Executive Officer, United Kingdom
Pat Colavita, Vice President and Chief Internal Auditor
Nicole Gourley, Global Chief Membership Officer
Mehul Kapadia, Chief Information Officer, Vice-President of IT and Business Transformation
David Longfritz, Global Chief Marketing Officer
Marcia Mendes-d’Abreu, Global Chief Human Resources Officer
Blake Moore, President, North American Asset Management
Alvin Sharma, Global Chief Financial Officer
Gaurav Upadhya, Chief Actuary
René Zanin, Global Chief Legal Officer and Chief Compliance Officer

 

Financial strength

Foresters Financial is an international financial services provider with more than three million clients and members in Canada, the United States and the United Kingdom. We provide life insurance, savings, retirement and investment solutions that help families achieve their financial goals and make a lasting difference in their lives and communities. Foresters Financial has assets of $17.7 billion2, $15.7 billion in liabilities, total funds under management of $45.1 billion and a surplus of $2.0 billion3. The Independent Order of Foresters, Foresters Life Insurance Company, and Foresters Life Insurance and Annuity Company has also each received an “A” rating from A.M. Best4. We continue to invest in growth and expansion, while also maximizing our positive impact on families and communities.

 

Products

The Foresters Financial family of companies offers:

  • In North America – A variety of retirement, investment and savings products and a range of life insurance products including individual term, whole life and universal life as well as annuities.5
  • In the United Kingdom - A variety of retirement, saving, investment and protection products.6  

Competitive scholarships

Up to 250 competitive scholarships are awarded each year to eligible Foresters members or their dependent children and grandchildren in the US and Canada and 150 in the UK.1 For more information, visit our Membership page.

 

Community support

Foresters Financial helps protect families and communities across North America and the U.K. through national charitable partnerships with KaBOOM!, Cash for Kids, and hundreds of local charities and community organizations chosen by our members.

International equity observations: Brexit primer

  • Mar 05, 2019

We think there are four main scenarios to consider relating to a potential UK departure from the EU. Regardless of which occurs, the UK has likely already suffered some permanent damage.

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High yield allocations added to state-specific tax exempt funds

  • Dec 07, 2018

Effective December 7, 2018, Foresters Investment Management Company, Inc., (FIMCO), the investment adviser for First Investors Funds, is making several changes to help improve the overall competitiveness of several vehicles in our mutual fund family.

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Market Insights: Monetary disconnects

  • Nov 21, 2018

A divergence in global monetary policy is underway and the U.S. is seemingly out of step with most central bankers.

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Market Insights: Midterm elections snapshot

  • Nov 06, 2018

Our Director of Multi-Asset Portfolio Management, James Macey, CFA, CAIA, provides an Election Day look at the potential fall-out from the 2018 midterms.

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Multi-asset observations: The S&P 500 Index may not be the right benchmark for an investor

  • Nov 01, 2018

Unhappy investors & their expectations: Time to question using the S&P 500 as a portfolio benchmark from James Macey, Director of Multi-Asset Portfolio Management. 

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Market Insights: Optimism versus inertia

  • Sep 24, 2018

Clark Wagner, CIO, thinks now is an opportune moment for investors to revisit their portfolio allocations.

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Investment Perspectives: Clarity in an often misunderstood world

  • Sep 01, 2018

Pat Tucci, CFA, Portfolio Manager, thinks that choosing between income-focused and total return approaches in the municipal fund world is based entirely on the investor’s needs and preferences. Read his complete thoughts here.

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Investment Perspectives: Why consider shorter duration in a rising rate world?

  • Aug 31, 2018

Rod Chadehumbe shares his thoughts on financial markets and the First Investors Limited Duration Bond Fund. 

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Market Insights: Don't fear the FAANGs

  • Aug 22, 2018

Our CIO, Clark Wagner, looks at FAANGs and considers a market with narrow leadership.

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Market Pulse: Recent Supreme Court rulings and their impact on state governments

  • Jul 24, 2018

Elza Carter, Senior Municipal Analyst, provides an update on three recent Supreme Court decisions in our inaugural Market pulse, a series in which our investment professionals provide quick observations on financial and non-financial events of note.

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Investment Perspectives: Concerned about rising rates and maintaining your income?

By Wiley Angell, Senior Portfolio Manager, Ziegler Capital Management

Where can investors look for an option that mitigates the impact of volatility while providing income? Learn about our latest fund offering - First Investors Premium Income Fund.

 

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2018 Midyear Outlook

The market’s complexion has changed but our CIO, Clark Wagner, and our investment heads think that certain sectors may yet outperform in the second half of 2018.

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Market Review: U.S. Treasury hits high note

by Brian Watts, Director of Research and Strategy, CFA, Foresters Investment Management Company, Inc.

Hear from Brian Watts, Director of Research and Strategy, who provides an in depth look back at last month’s market conditions.

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Market Insights: Is there a new sweet spot in fixed income?

by Clark Wagner, Chief Investment Officer, Foresters Financial

Our CIO, Clark Wagner, suggests the short end of the yield curve may offer investors an opportunity.

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Market Insights: When will equity cycle end?

by Clark D. Wagner, Chief Investment Officer, Foresters Financial

Is there still life in the U.S. stock market? Our CIO, Clark Wagner, gives his assessment of the patient.

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Market Review: U.S. equities stumble but fundamental strength remains

by Brian Watts, Director of Research and Strategy, CFA, Foresters Investment Management Company, Inc.

Hear from Brian Watts, Director of Research and Strategy, who provides an in depth look back at last month’s market conditions.

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Investment Perspectives: Keep calm and stay in munis

Patrick Tucci, CFA, Portfolio Manager, explains the municipal ratio and why equilibrium may be still missing from the municipal market.

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Market Insights: A market in transition

by Clark D. Wagner Chief Investment Officer, Foresters Financial

What's happening with the economy? Our CIO, Clark Wagner, provides an economic scorecard with positives and negatives for investors to consider.

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Market review: Was February the cruelest month?

  • Mar 01, 2018

by Brian Watts, Director of Research and Strategy, CFA, Foresters Investment Management Company, Inc.

 


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Investment Perspectives: Why Consider Short Duration

Rajeev Sharma, Director of Fixed Income, shares his thoughts on financial markets and the First Investors Limited Duration Bond Fund.

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Investment Perspectives: An Interview with Steven Hill

  • Mar 02, 2018

A conversation with Steven Hill, Portfolio Manager for the First Investors Special Situations Fund, on his investment process and outlook for the year.

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Investment Perspective - Municipals and the new tax legislation

  • Mar 02, 2018

Patrick Tucci, CFA, Co-Portfolio Manager, First Investors Tax Exempt Funds, recaps the recent GOP tax legislation and expectations surrounding supply and demand in the municipal market.

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Market Insights: The end of tranquility

  • Feb 07, 2018

High yield allocations added to several funds and changes to two fixed income funds

Effective January 31, 2018, Foresters Investment Management Company, Inc., (FIMCO), the investment adviser of First Investors Funds, is making several changes to help improve the overall competitiveness of our First Investors Funds. These enhancements include adding high yield allocations to a number of the funds and several changes to two fixed income funds.

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Class A Equity Breakpoint Update

  • Jan 08, 2018

Effective January 8, 2018, the breakpoint schedule for all First Investors Equity Mutual Funds will be
modified as reflected in the schedule below. By implementing these price changes, we have reduced
costs to certain shareholders purchasing Class A shares while improving the market competitiveness
of our products.

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2018 Outlook

  • Dec 18, 2017

A year of opportunities - Overview

2017 can be characterized as a return of more robust U.S.economic growth. While this expansion has been fairly steady, it has been below growth rates typically experienced after a severe recession. Markets reacted positively to better growth, with the S&P 500 posting a 20.49% gain since the beginning of the year (as of 11/30/2017).
Currently, there are signs of an improving overall economic environment. The U.S. economy is showing stronger GDP readings, the unemployment rate is ticking lower, and labor
participation is improving...

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Potential impact of tax reform

  • Dec 15, 2017

By: Clark Wagner, President, Foresters Investment Management Company, Inc. and Chief Investment Officer

It’s no secret that being able to enact a new tax law by year-end is a clear priority for President Trump. Congressional leaders have agreed to compromise legislation and the bill is heading towards the floor voting process. At this time, final details remain unsettled, but there are several observations that can be made.

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President Trump Announces New Fed Chair

  • Nov 03, 2017

By Clark Wagner, President, Foresters Investment Management Company, Inc. and Chief Investment Officer, Foresters Financial

Yesterday, President Trump nominated Jerome Powell to serve as the next Chair of the Federal Reserve, ending an extended period of speculation. His selection represents a break with precedent...

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Connecticut Tax Exempt Fund Update - October 2017

By: Clark Wagner, President, Foresters Investment Management Company, Inc. and Chief Investment Officer, Foresters Financial and Patrick Tucci, co-Portfolio Manager, First Investors Tax Exempt Funds

 

In light of recent budgetary issues affecting the State of Connecticut and the City of Hartford, it is an appropriate time to review how the First Investors state-specific tax exempt funds are managed, specifically the Connecticut Tax Exempt Fund. First Investors state-specific tax exempt funds focus on purchasing high-quality

bonds.1 As of September 30, 2017, the Connecticut Tax Exempt Fund had 59% of its bonds rated AA or higher by the bond rating agencies2 (investment grade is from BBB to AAA) and 26% pre-refunded/escrowed to maturity.3

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First Investors Tax-Exempt Funds: Impact of Hurricanes Harvey and Irma

  • Sep 20, 2017

By: Clark Wagner, President, Foresters Investment Management Company, Inc. and Chief Investment Officer, Foresters Financial and Patrick Tucci, co-Portfolio Manager, First Investors Tax Exempt Funds

As the entire nation watched, Texas and Florida were recently battered by recordbreaking winds and inundated with floodwaters that stretched for miles inland, the result of back-to-back hurricanes Harvey and Irma. 

Here at Foresters Financial, our thoughts are with all of the residents, families, and communities in the areas affected, whether by power loss, displacement from their homes or jobs, or loss of either. Clients with investments through the First Investors Tax Exempt Funds in these impacted locations, can rest assured that these investments are being monitored carefully now and as the recovery progresses. 

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Rajeev Sharma

Read the Washington Post interview with Rajeev Sharma, Director of Fixed Income

  • Aug 18, 2017

Rajeev Sharma, Director of Fixed Income at Foresters Investment Management Company, was recently interviewed by the Washington Post. 

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The View After the Vote

  • Nov 09, 2016

Commentary by Clark Wagner, President, Foresters Investment Management Company and Vice President and Chief Investment Officer, Foresters Financial 

Tuesday’s general election resulted in a clean sweep: Republicans kept control of both houses of Congress, and Donald Trump took the White House. 

The polls and the pundits failed to foresee Trump’s election.  Markets, always wary of the uncertainties implicit in change and long fretful over Trump’s volatile nature, should face a period of uneasiness.  The longer term direction of the markets will depend on what policies Trump chooses to pursue and the administration he forms. 

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The Election and Economic Prospects

  • Nov 03, 2016

Commentary by Clark Wagner, President, Foresters Investment Management Company and Vice President and Chief Investment Officer, Foresters Financial

Elections always generate a mix of hopes and fears. This one is no exception, except, perhaps, that it carries a bit more of the latter than the former. Still, even at this stage, before the vote, it is possible to say three things about how its result will likely affect economic and market prospects:

 

 

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Foresters Financial and Foresters are trade names and trademarks of The Independent Order of Foresters (a fraternal benefit society, 789 Don Mills Road, Toronto, Canada M3C 1T9) and its subsidiaries.

1Description of member benefits that you may receive assumes you are a Foresters Financial member. In the United States members may currently only be anyone insured under a life or health insurance certificate, or an annuitant under an annuity certificate, issued by The Independent Order of Foresters. If you are not an insured under a life or health insurance certificate, or an annuitant under an annuity certificate, issued by The Independent Order of Foresters, or are not a social fraternal member, then you are not a member. Foresters member benefits are non-contractual, subject to benefit specific Eligibility requirements, Definitions and limitations and may be changed or cancelled without notice. 

2All figures in Canadian dollars. 

3This surplus comprising assets of $17.7 billion and liabilities of $15.7 billion represents excess funds above the amount required as legal reserves for insurance and annuity certificates in force and provides additional assurances to our members for our long term financial strength. Financial results as at December 31, 2017. All figures in Canadian dollars.

4 An “A” (Excellent) Financial Strength Rating is assigned to companies that have a strong ability to meet their ongoing obligations to policy holders and have, on balance, excellent balance sheet strength, operating performance and business profile when compared to the standards established by A.M. Best Company. A.M. Best assigns rating from A++ to F, A++ and A+ being superior ratings and A and A- being excellent ratings. In 2018 A.M. Best assigned each of The Independent Order of Foresters (IOF), Foresters Life Insurance Company (FLIC) and Foresters Life Insurance and Annuity Company (FLIAC) an “A” (Excellent) Financial Strength Rating. The rating assigned on August 2, 2018 reflects the overall strength and claims-paying ability of IOF, FLIC and FLIAC but does not apply to the performance of any non IOF, FLIC or FLIAC issues products. In assigning the ratings, A.M. Best stated that the outlook for all ratings is “stable”, which means they are unlikely to change in the near future assuming our financial strength is maintained and our operations grow. See ambest.com for the latest ratings.

5 In the United States, securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. Insurance products are issued by Foresters Life Insurance and Annuity Company or The Independent Order of Foresters. In Canada, life insurance and annuity products are issued by Foresters Life Insurance Company or The Independent Order of Foresters while mutual funds are offered by Foresters Asset Management Inc. All products are not available in all jurisdictions.

6 In the United Kingdom, protection, savings, investment, pension and annuity products are provided by Forester Life Limited. In addition a subsidiary company Forester Fund Management Limited, trading under the brand The Children’s Mutual, provides a number of child savings products. All products are not available in all jurisdictions.

413402 US (03/19)

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