Prudential Financial

The Value of a Prudential Financial Professional

Volatile markets. New tax laws. Upcoming retirement. Teaming up with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make. But how do you know who is qualified to help you? We have a few tips we think may help.

Look for Experience and Knowledge
You need someone who knows how to help you grow and protect your wealth. A licensed financial professional can provide assistance on a range of financial issues—matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets. Having a relationship with a Prudential licensed financial professional puts all of his or her experience and skill at your disposal.
Insist on A Full Range of Choices
Why limit yourself? Serving as your gateway to our wide array of insurance and investment products, your relationship with a Prudential financial professional gives you access to:
  • A full range of insurance and investment products designed to help you meet your goals.
  • World-class research from our highly regarded team of 60 strategists, economists, and analysts-covering hundreds of companies in both the U.S. and overseas.
  • A rich history encompassing over 125 years of experience.
  • And, most importantly, a personalized relationship that can help you identify and prioritize your financial needs and goals. We assist in evaluating your existing situation and suggest strategies to help meet your financial security needs.
Expect the Best in Online Services
If you think online services should be fast, free, and easy-to-use, we agree. To enhance your relationship with your Prudential financial professional, we offer you Online Account Access that includes:

Insurance & Investment Investments & Securities
  • Update contact information
  • Access your product values
  • Access your mutual fund and annuity statements/tax forms
  • Reallocate among Life and Annuity subaccounts
  • Process exchanges and on-demand purchases into existing mutual fund accounts
  • Track, view, and print your mutual fund account history since inception
  • Access real-time account information and quotes
  • Get the latest news, market information, and daily commentaries
  • Use online bill payment and presentment
  • Access eStatements, eConfirms, and consolidated statements (1099s)
  • Download to Quicken and Microsoft Money


Want to learn more about how a Prudential financial professional can help you? We can match you with a financial professional in your area who has the experience and knowledge you need. Visit our Find a Prudential financial professional page right now.

Life insurance and annuities issued by The Prudential Insurance Company of America, Newark, NJ and its affiliates. Securities products and services offered through Pruco Securities, LLC, member SIPC. All are Prudential Financial companies. Each is solely responsible for its own financial condition and contractual obligations. Our policies contain exclusions, limitations, reductions of benefits and terms for keeping them in force. A licensed financial professional will be glad to provide you with costs and complete details.

IFS-A126946 ed. 7/2008