Sentences with phrase «premium plan client»

Not exact matches

These clients benefit from all premium trading plans and tools.

These clients benefit from all premium trading plans and tools.

WiseBanyan plans on adding on premium client services and products at a later date.

The bottom line, though, is that the availability of the premium assistance tax credit creates a significant planning opportunity for clients.

While the marginal tax rate impact may not be huge for most strategies (although it can be much larger for clients close to a threshold who just barely cross it and add a flat additional premium amount), it still represents an indirect tax that impacts the relative benefit of planning strategies, and should be planned for accordingly!

We help our clients compare monthly premiums, out - of - pocket costs and benefits associated with these plans.

Additional Services / Information: AAHA accredited Adult and Senior Wellness Care Club Wellness plans available Extended stay Full - service veterinary hospital Major credit cards accepted New clients always welcome Pet supplies Prescription and premium pet foods

If your business is based on staying connected with current and former clients and other referral sources, Contactually is a steal at $ 29 / month (or $ 49 / month for the Professional plan if you want programs and other premium features).

This ensures clients receive full flexibility with their plan and don't see their premiums rise at any point.

Another great feature of AAA NCNU's life insurance plans is the fact that clients get 100 % of their premiums back.

We would lock in the premium rate with the permanent policy and, at least, the client would be able to plan around a stable long - term premium.

This allows clients to pick the plan — and the corresponding coverage and premium — that best fits in with their specific needs.

Nationwide Future Corporate VUL is a flexible premium variable universal life insurance policy that is designed for use with business clients to informally fund executive benefit plans for their key employees.

Finding low cost life insurance for smokers is what we do on a daily basis and this gives us the experience to direct to the proper life insurance company and plan design to get the lowest possible premium for our perspective life insurance clients.

We always try to educate of potential clients so they can understand what plan design would be best for them, what company would be their best choice and also where they should be with a comfortable premium so it does not create any problems with their monthly budget.

When some of your clients» assets are only partially - taxable, or even income tax - free, they can plan around income tax limits and thresholds, such as the taxation of Social Security income, and the impact of their income on Medicare Part B premiums.

In a unit linked insurance plan there are two parts in the premium a client pays, the first part of the premium goes into covering the life of the policy holder and the second part goes into investments.

The Bajaj Allianz Retire wealthy plan allows the client to make lump sum investments in the last five years of the policy tenure via premiums.

I've actually suggested this blend of RIA - plus - insurance can be a particularly effective business model when working with younger clientele, who tend to need a unique combination of ongoing planning advice, plus insurance needs (e.g., term life insurance as clients start family, disability insurance, and even assistance getting health insurance through the exchanges and planning around the premium assistance tax credit).

Once the client has decided which Arlington renters insurance plan is satisfactory for their individual situation, they are ready to explore other options for their plan, mainly determining if there are any additional ways to keep their condo safe, or any ways to lower their already affordable premium.

An independent Trusted Choice agent can help clients compare Alaska homeowners insurance premium rates and plans.

Each of our plans offer reasonably priced premiums to cater to each client's budget.

LIC Limited Premium Payment Plan is a short term Endowment Plan in which client have to pay the premium for only 8 or 9 years and have the maturity options of 12 years, 16 years & 21 years according to their needs.

It's a unique type of plan which can be described as a FD with money back plan as the client have to pay the premium only once and before maturity she / he also gets the money back every 3rd year.

It also plans to charge organizations, learning communities and eventually enterprise clients for other premium services.

Demonstrated strong command of business acumen via detailed financial plan presentations, resulting in 21 qualified new clients and generating approximately $ 20,000 of premium revenue

Proven ability to develop comprehensive risk assessments, work with underwriters to determine competitive premiums and create strong business plans for commercial clients.

Seek an Event Management / Meeting role where superior logistics planning, event oversight and vendor and client relations are held at a premium with an organization poised for phenomenal growth.

Hershey Entertainment and Resorts Company, Hershey, PA VICE-PRESIDENT OF SALES 2004 - 2009 Functioned as Senior Officer in conjunction with six VPs including finance, general counsel, human resources, marketing, entertainment division, and resort division Directed sales and marketing operations of three divisions involving two hotels, theme park, 10,000 seat arena, corporate sponsorships, hockey sales and luxury suites, and premium / club seating Reported directly to the CEO and collaborate with core operational departments Designed sales compensation commission plan for each division Administered and streamlined annual budget process for sales divisions Evaluated, reviewed, and monitored capital budgets and projects Executed company - wide site inspection form and procedures ensuring consistent management of clients; implement sales training program for all sales managers Key Accomplishments: Successfully achieved record revenue for each sales division from 2005 to 2007 with annual sales revenue of $ 350 million and more than $ 300 million in invested capital Integrated and improved sales call center facilitating one stop shopping for the customers Played a key role in the launching of marketing partnership with Air Marketing Instituted advisory boards for all divisions with focus groups on key feeder markets Successfully created the first North American MPI Chapter in more than 5 years, Mid-Penn MPI

For the past seven, he's been educating his clients about the advantages associated with home warranties such as the HSA Home Warranty, a premium warranty provider that's been offering high - quality, comprehensive plans and superior customer service for over 30 years.