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Seminario Trasporto Swintel e ILOG |
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30 May 2006
Rome, Italy |
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Customer Spotlight
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"The Ameriprise Financial Lifetime Optimizer quickly and accurately formulates a complete investment strategy that recommends where clients' existing assets should be held, saved, spent and invested over a period of time . One of the key benefits of the Lifetime Optimizer is that it can determine the tax treatments of different accounts and propose the optimal asset allocation strategies based on particular tax situations. And, the Lifetime Optimizer is only available at Ameriprise Financial Advisors"
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Bill Elliott
vice president and general manager, financial advice
Ameriprise Financial
August 2005
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