Sentences with phrase «insurance as an accountant»

If you have any questions about getting life insurance as an accountant or the possible life insurance plans available, please contact one of our agents today.

Not exact matches

Many of the top advisors in the industry have designations such as certified public accountant (CPA), certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered financial analyst (CFA), chartered life underwriter (CLU) and / or juris doctor (JD), and carry their Series 7, 24, 51, 63, 65, 66 and insurance licenses.

Of course, some of this is straightforward pun - searching - «and San Marino have two accountants, Jamie, so they shouldn't lose track of the score» - but at times it can get a bit weird, as though there's a concern that the left - back might accidentally forget which hat he's meant to be wearing and try to sell Theo Walcott pet insurance.

Brendan is from the North West of England and began his career with Royal Insurance in Liverpool, where he qualified as an Accountant.

Professionals such as, architects, accountants, doctors and lawyers may also enjoy cheap auto insurance quotes.

We would recommend doing it personally as long as you have very good insurance but again, I would consult with a good real estate accountant who knows your goals and situation.

As your financial planner, I will also act as a liaison with other specialists (attorney, accountant, realtor or insurance agent) who play an important part in your financeAs your financial planner, I will also act as a liaison with other specialists (attorney, accountant, realtor or insurance agent) who play an important part in your financeas a liaison with other specialists (attorney, accountant, realtor or insurance agent) who play an important part in your finances.

Under the terms of the Advisory Agreement, each Fund is responsible for the payment of the following expenses among others: (a) the fees payable to the Adviser, (b) the fees and expenses of Trustees who are not affiliated persons of the Adviser or Distributor (as defined under the section entitled («The Distributor»)(c) the fees and certain expenses of the Custodian (as defined under the section entitled «Custodian») and Transfer and Dividend Disbursing Agent (as defined under the section entitled «Transfer Agent»), including the cost of maintaining certain required records of the Fund and of pricing the Fund's shares, (d) the charges and expenses of legal counsel and independent accountants for the Fund, (e) brokerage commissions and any issue or transfer taxes chargeable to the Fund in connection with its securities transactions, (f) all taxes and corporate fees payable by the Fund to governmental agencies, (g) the fees of any trade association of which the Fund may be a member, (h) the cost of fidelity and liability insurance, (i) the fees and expenses involved in registering and maintaining registration of the Fund and of shares with the SEC, qualifying its shares under state securities laws, including the preparation and printing of the Fund's registration statements and prospectuses for such purposes, (j) all expenses of shareholders and Trustees» meetings (including travel expenses of trustees and officers of the Trust who are not directors,

Julie is a Certified Public Accountant (inactive), California Real Estate Broker, a licensed California Insurance Advisor as well as a Series 65 Licensed Financial Advisor.

Bill began his career as an accountant in the audit division of Ernst and Young, where he concentrated on not - for - profit clients and on the insurance industry.

Work undertaken includes all aspects of contract and commercial work including sale of goods, insurance, share sale disputes, insurance and commercial franchising, as well as partnership disputes including the representation of solicitors and accountants.

Considering the above, I would make the case that the biggest game changers in regards to increased competition in the legal marketplace are existing corporate entities such banks and insurance companies as well as existing professional service providers such as accountants and notaries.

She has also represented clients, in relation to negligence claims involving professionals such as insurance brokers, accountants, solicitors and investment advisors.

Damian also undertakes other liability work for major insurers, under public liability policies, including product liability cases and claims arising out of property damage.He has considerable experience of acting in claims against Independent Financial Advisers, investment managers, accountants, actuaries and other professionals associated with the financial services sector, as well as solicitors and insurance brokers.

We also examine some of the issues concerning the professional discipline of accountants, such as whether or not to accept a consent order and how some professional indemnity insurance policies will cover the legal costs of disciplinary proceedings.

Forensic accountants use their skills to compile, organize, and analyze data to present information to insurance adjusters that assists them in understanding financial information and establishing fact patterns as it relates to adjusting insurance claims.

He has current experience of professional negligence claims both in the insurance context (alleged broker's negligence) and in allied areas such as alleged negligence by lawyers, accountants and tax advisers.

For example, an accountant who works for a covered entity with both a health plan and a life insurer would have his or her accounting functions performed for the health plan as part of the component, but not the life insurance accounting function.

He has represented a range of insurers including the Insurance Corporation of British Columbia, as well as a diverse range of clients in professional liability matters, including architects, engineers, accountants, and directors and officers.

Disability insurance for attorneys, like other professions such as accountants, are afforded the top occupation class with almost all disability insurance carriers.

If you happen to be a skydiving instructor or race cars for a living, a life insurance company is going to look at you as a higher risk compared to a teacher or accountant.

If you make $ 40,000 a year as an accountant and purchase an additional three times your annual income in employer - provided life insurance, you would have access to $ 120,000 in life insurance protection.

Business overhead insurance is usually most important for small business owners or those with their own technical practice such as physicians, attorneys, accountants, etc..

The commission compensates the agent or broker for the time spent advising you on how much and what type of life insurance to buy, for facilitating the application process, and for any further service that's needed in future years to keep the policy up - to - date (such as changing beneficiary designations, arranging policy loans or coordinating your financial plans with your lawyer and accountant).

A business overhead insurance policy usually most important for small business owners or those with their own technical practice such as physicians, attorneys, accountants, etc..

These products are distributed via branch offices, as well as through independent insurance and financial advisors, as well as through third - party channels, such as banks, accountants, and financial planners.

Examples include those involved in financial and legal services, such as financial advisors, insurance agents, accountants, mortgage brokers, and attorneys.

This makes purchasing low cost term life insurance more difficult than an office worker such as an accountant, school teacher or insurance agent.

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Even if you have a Millington office building, you can talk to your tax accountant about using the Millington renters insurance premiums as a deduction.

Attorneys, accountants, life insurance agents, and other financial services professionals constantly are required to provide an opinion as to the efficacy of a policy for the particular client and to assist in selecting between competing policies.

I am seeking a job as an insurance accountant who will help out an insurance firm to trace operating transactions as well as evaluate business presentation levels of an organization.

Hence I seek a job with a good insurance company as an insurance accountant.

VISTAssociates, Inc. (Marlborough, MA) 1985 — 2001 Inside Sales Manager / Office Manager / Accountant • Oversee corporate accounting and office management ensuring profitable and professional operations • Responsible for purchasing, supply, inside sales support, and customer service • Hire and train large staffs ensuring they understand the brand and adhere to corporate policies • Manage payroll, accounts payable / receivable, tax returns, closings, reconciliations, and banking • Serve as benefits administrator responsible for 401 (k)'s, insurance, and leave

If you buy, all of the interest paid on the mortgage, as well as expenses, such as insurance, are deductible, provided the property is used solely for business purposes, says chartered accountant Jenifer Cho.

If they have trusted advisers, such as an attorney, accountant, financial planner or insurance broker, they may ask these personas for a referral to a real estate agent.