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Experience with PATTSY, Innography, and/or CPA/MDC Annuity Service a plus. The Patent Counsel position, based in Shelton, CT, will report to the Chief Intellectual Property Counsel and will support the intellectual property function with a primary focus on the patent portfolio.
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The Knights of Columbus is a tax-exempt Catholic fraternal benefit society that provides financial security to members and their families through our life insurance, long-term care insurance, disability income insurance, investment and annuity products.
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Familiarity with a broad range of estate planning tools and strategies, including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales to Defective Grantor Trusts, Buy-Sell Agreements, Decanting, and Private Trust Companies.
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As part of our religious mission, we support the pro-life cause by contributing to the March for Life and pregnancy resource centers, we oppose assisted suicide and euthanasia, we are evangelists for the Catholic faith, and we help Christians who are facing religious persecution in the Middle East. We all work together to support our two million members as they volunteer to help others in their parishes and communities around the world.
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Experience drafting, explaining, recommending, and finalizing sophisticated wealth planning strategies and documents, including Family Limited Partnerships, Grantor Retained Annuity Trusts, Dynasty Trusts, Insurance Trusts, Annual Exclusion Trusts, Directed Trusts, Sales Defective Grantor Trusts, Buy-Sell Agreements, Decanting and Private Trust Companies in providing clients with long term wealth planning strategies essential.
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People who work for public schools, colleges, universities, hospitals, nonprofit organizations and municipal governments can save for retirement through a 403(b) tax-sheltered annuity (TSA) and 457(b) employee-deferred compensation (EDC) plans.
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Ability to specialize in numerous areas from being a Certified Financial Planner, to a junior or senior partner in a firm model, to employee and executive benefits and other specialized areas of focus.
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Pension plan & a matched tax-sheltered annuity plan. Pension plan & a matched tax-sheltered annuity plan. Relocation stipend, CME and education days. Nationally ranked in 11 adult specialties and 6 pediatric specialties.
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The Life & Annuity Agent will generate new life & annuity business through multiple lead sources to maintain a consistent sales pipeline to achieve monthly sales targets. Provides five diamond member services and serves the needs of the membership within the corporate guidelines of the organization's Insurance Agency.
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