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Posts Tagged ‘insurance’

November 9th, 2009

Keeping Your Financial Plan Alive

(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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September 15th, 2008

Estate Planning

(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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September 15th, 2008

An Insurance Primer

(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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September 5th, 2008

Fellow of the Conference of Consulting Actuaries (FCA)

(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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September 1st, 2008

Life Underwriter Training Council Fellow (LUTCF)

(Money Manager) - This designation is offered by the National Association of Insurance and Financial Advisors.

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September 1st, 2008

Chartered Property Casualty Underwriter (CPCU)

(Money Manager) - This designation is offered by the American Institute for Chartered Property Casualty Underwriters and the Insurance Institute of America.

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September 1st, 2008

Certified Estate Advisor (CEA)

(Money Manager) - This designation is offered by the National Association of Financial and Estate Planning.

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