Posts Tagged ‘insurance’
November 9th, 2009
(Shaun Eddy) - Too often financial plans are put on the shelf to collect dust and become obsolete. Financial planning is an in depth process that reviews every aspect of your financial life and provides recommendations on how to achieve your goals.
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Tags: certified financial planner, circumstances, emergencies, exceptions, financial planning, home values, how to achieve your goals, insurance, insurance consultants, investment markets, investment values, liabilities, linear fashion, many things, periodic basis, rise and fall, tendency, unexpected manner, Wills
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| Posted in News and Opinion |
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September 15th, 2008
(Money Manager) - Some of us are planners and some of us are not. The phrase "make a plan" can make some us run for cover. At some point in our lives we will all need to make plans and provisions for our loved ones we will leave behind. Estate Planning is a critical tool to ensure our loved ones are taken care of once we are gone by making sure that our estate is disposed of in the manner we desire it to be.
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Tags: agency principal, avoiding probate, beneficiaries, beneficiary designations, critical tool, elements, family member, guardians, insurance, legal decisions, life insurance policies, maximum benefit, medical power of attorney, phrase, planners, power of attorney, probate court, provisions, relationship
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| Posted in Money Manager 101, Personal Finance |
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September 15th, 2008
(Money Manager) - Everybody needs insurance; auto, home, health and life. The problem is which kind of policy of each is best for a particular person's situation. You could always just call an agent and go along with whatever he recommends. That's the easy way and unfortunately maybe the most expensive way.
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Tags: beneficiary, charity, death benefit, death insurance, death taxes, dependents, estate settlement costs, home health, insurance, insurance auto, insurance life, insurance payment, money, monies, permanent life insurance, risk, underwriter, whole life insurance
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| Posted in Money Manager 101, Personal Finance |
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September 5th, 2008
(Money Manager) - This fellowship is offered by the Conference of Consulting Actuaries. The candidate must be working either as an actuarial consultant, a government actuary, and Enrolled Actuary, an insurance actuary, or a teacher of actuarial sciences.
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Tags: acas, actuarial consultant, actuarial sciences, actuarial work, asa, cca, conference of consulting actuaries, designation, enrolled actuary, fsa, government actuary, insurance, six years, work experience
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| Posted in Definitions & Designations |
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September 5th, 2008
(Money Manager) - This designation is offered by the National Association of Estate Planners and Councils.
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Tags: continuing education, designation, insurance, law web, liability insurance coverage, naepc, planners, professional liability insurance, professional liability insurance coverage, proof, substantial involvement, twelve hours
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| Posted in Definitions & Designations |
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September 1st, 2008
(Money Manager) - This designation is offered by the Community Associations Institute.
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Tags: association insurance programs, caionline, code of ethics, community association industry, community associations institute, designation, industry professionals, industry work experience, insurance, least five years, risk management services
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| Posted in Definitions & Designations |
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