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Create a strategy with Foresters Financial for Financial Planning Month

  • Oct 21, 2016

New York, NY, October 21, 2016 – October is a busy month for sports. It also happens to be Financial Planning Month, so Foresters Financial would like to encourage Americans to put their game faces on and create (or modify) a financial strategy for their financial future.

Unfortunately, many people fail to effectively plan for their goals and life’s financial challenges. As a result, Financial Planning Month was created to help remind them of just how important it is to be prepared.

“Long-term goals, just like game-day wins, can’t be successfully accomplished without a solid game plan,” said Paul Prete, Vice President for Retirement Programs, Foresters Financial Services, Inc. “Just compare a life goal, such as retirement, to the Super Bowl. You can’t just show up on the big day and expect it to go smoothly. You have to plan your moves in advance to help score a positive outcome.”

Just as a coach helps their team to win, a financial professional can offer guidance about how best to meet an individual’s long-term financial goals. Whether it is buying a home, saving for college, establishing life insurance protection, or designing a customized retirement planning strategy, a financial professional can make the planning process easier to stay focused and stay on track.

“At Foresters Financial, we offer a wide variety of products and services to help individuals at every stage of their life, and provide the professional guidance to help them make informed investment decisions for their financial future,” said Prete. “Our Representatives take great pride in serving the needs of their clients and in guiding them along their financial journey every step of the way.”

But Foresters Financial does not stop there.

“In addition,” Prete added, “we believe that our role should extend beyond the doors of our offices, so we go the extra mile by doing even more for our clients, their families and the communities in which they live. Our employees take pride in their support of neighborhood programs, charities and scholarships, which enables us to make a difference in local communities.”

So don’t fumble another October Financial Planning Month. In the true spirit of this annual awareness campaign, Prete encourages individuals to recognize the importance of financial planning and take the opportunity to speak with a Foresters Financial Representative, who can help create a custom-designed strategy, or reexamine an existing one, and make any necessary adjustments to help you go the distance!


About Foresters Financial Holding Company, Inc. (formerly First Investors)
Foresters Financial Holding Company, Inc. consists of a group of diversified financial services companies that include a registered broker-dealer, two investment advisers, a life insurance company and a transfer agent. Foresters Financial Services, Inc., a broker-dealer, helps everyday families reach their financial goals by offering solutions and guidance through its network of financial representatives working in 44 branch offices across the United States. Foresters Investment Management Company, Inc. is the investment adviser to the First Investors family of funds, which had more than $11 billion in total assets under management as of June 30, 2016.  Foresters Life Insurance and Annuity Company, Inc., a New York domiciled insurance company, offers a range of insurance and annuity products and maintains an “A” (Excellent) rating by A.M. Best1. For more information, visit


About Foresters Financial

Foresters Financial™ is an international financial services provider with more than three million clients and members in the United States, Canada and the United Kingdom, and total funds under management of $34 billion². With a history of more than 140 years, we provide life insurance, savings, retirement and investment solutions that help families achieve their financial goals, protect their families and improve their communities.³ For more information, visit 

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.

¹ An "A" (Excellent) rating is assigned to companies that have a strong ability to meet their ongoing obligations to policyholders 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 ratings from A++ to F, A++ and A+ being superior ratings and A and A- being excellent ratings. In assigning the Foresters Life Insurance and Annuity Company (FLIAC) rating on August 18, 2016, A.M. Best stated that the rating outlook is "stable", which means it is unlikely to change in the near future. See for our latest rating.

² In Canadian dollars as of December 31, 2015.

³ Products offered vary by country. Not all products are available for distribution in all jurisdictions. In the United States, products are offered by The Independent Order of Foresters and its subsidiaries, including Foresters Financial Services, Inc. a registered broker-dealer. Securities, life insurance and annuity products are offered through Foresters Financial Services, Inc. or independent producers. Insurance products are issued by Foresters Life Insurance and Annuity Company, New York, or The Independent Order of Foresters. Investment advisory products and services are offered through Foresters Advisory Services, LLC, a registered investment adviser.




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