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Posts Tagged ‘insurance’
December 28th, 2012
(George Sterling) - Deciphering the financial market of the 2nd largest economy in the world may allow many individuals to make money. According to experts’ opinion, the concerns pertaining to China’s economy during recent times are due to structural policy changes and are not due to cyclical changes. This explains why Chinese Financial Market has corresponded to the [...]
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Tags: America, bank, china, Chinaâ, Chinese, country, economy, Financial, insurance, lending, market, Singapore, U.S., world
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| Posted in News and Opinion |
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December 13th, 2010
(Money Manager) - If you're interested in buying a mutual fund, there are several ways to go about it. In some cases, you can purchase these funds by directly contacting a fund company. In other cases, you'll need to go through a bank, insurance agent, broker or financial planner to make your purchase.
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Tags: agent, bank, broker, company, Fund, insurance, offer, planner, purchase, Step
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| Posted in Investing, Money Manager 101, Personal Finance |
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October 4th, 2010
(Money Manager) - Individual retirement annuity plans are set up so that they share many structural similarities with a regular individual retirement plan (IRA). However, in the case of an individual retirement annuity plan, there are certain conditions that have to be met and an annuity contract has to be purchased. Individual retirement annuity plans have to be issued in the name of the owner.
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June 21st, 2010
(Money Manager) - The 412(i) plan is designed to be used for small United States business owners. These plans often suit the needs of those who might have problems saving for retirement while also focusing on building and investing in their company. These plans can provide the largest possible tax deduction, and are funded by an insurance company.
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Tags: annuity contracts, asset protection, assets, business creditors, defined benefit plan, hundreds of thousands, individual life insurance, insurance, insurance company, money, participant, pla, plan participants, premiums, retirement benefits, saving for retirement, small business owners, tax deduction, tax deductions, thousands of dollars
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| Posted in Investing, Retirement |
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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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