Foresters Financial recognizes National Retirement Planning Week

  • Apr 08, 2019

(Toronto, ON, April 8, 2019) - Foresters Financial™ an international financial services provider, believes that having a comprehensive retirement plan is an essential component to financial security and well-being. However, a recent consumer study shows that only 64 percent of American workers feel confident about their ability to retire comfortably and nearly 38 percent reported that they never tried to calculate how much money they need to have saved so that they can live comfortably in retirement1. That is why National Retirement Planning Week is such an important event, as it helps to promote the value of retirement readiness for the present and for the future.

“This campaign is very important to our company because, we deliver advice and holistic financial planning solutions that provide our customers with the ability to take charge of their financial futures” says William J. Stevens CLU® ChFC®, MSFS, Senior Vice President, Retail Sales at Foresters Financial Services Inc. and “Our goal is to help educate as many Americans as possible about the importance of working with a financial advisor professional who can help them turn their dreams in to realities”.

To find out if your retirement planning is on track, speak with your Foresters Financial Representative today.

1 2018 Retirement Confidence Survey. Employee Benefit Research Institute. https://www.ebri.org/retirement/retirement-confidence-survey

About Foresters Financial
Since 1874, Foresters Financial has been providing socially responsible financial services to individuals and families. Today, we still embrace our purpose—we enrich family and community well-being. We continue to innovate products and services that go beyond financial planning to provide benefits that empower our clients and members.1 We help them help make a positive difference in the world. Giving back is not a new concept for us. It’s what defines us. Because helping is who we are.

Headquartered in Canada, with offices in the US and UK, Foresters Financial is a not-for-profit financial services organization2 offering insurance products, annuities and investments with over three million members and clients. We have assets of $17.8 billion and total funds under management of $43.2 billion (all figures in Canadian dollars as of December 31, 2018). Foresters Financial includes The Independent Order of Foresters, the oldest (non-denominational) fraternal benefit society, and also one of the strongest. The Independent Order of Foresters has received an “A” (Excellent) rating from A.M. Best for 18 straight years.3 In 2018, we contributed approximately $9.1 million dollars to our members’ communities for grants, family activities, scholarships, and emergency assistance.

For more information:
Greg Hubert
Foresters Financial
416-429-3000 Ext: 4044
ghubert@foresters.com


1Descriptions of member benefits that you may receive assume that you are a Foresters Financial member. Foresters Financial member benefits are non-contractual, subject to benefit specific eligibility requirements, definitions and limitations and may be changed or cancelled without notice.

2The Independent Order of Foresters is a fraternal benefit society exempt from federal tax in the United States under Internal Revenue Code s. 501(c)(8).

3The A.M. Best rating assigned on August 2, 2018 reflects the overall strength and claims-paying ability of The Independent Order of Foresters (IOF) but does not apply to the performance of any non-IOF issued products. 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. See ambest.com for our latest rating.

For more information about any First Investors Fund, you may obtain a free prospectus by downloading it from our website, contact your registered representative, or call 800 423 4026. You should consider the investment objectives, risks, fees or charges, and expenses carefully before investing. The prospectus contains this and other information, and all applicable prospectuses should be read carefully before you invest or send money. An investment in one of these products is not a bank deposit and is not insured or guaranteed by the Federal Deposit Insurance Corporation (FDIC) or any other government agency.

19-00202


Ready to take the next step? Connect with an agent