Sentences with phrase «insurance needs of our clients»

Wealth managers are excellent at accurately identifying life insurance needs of clients, but they usually have little time or interest in finding the cheapest solution for the client.

They attract new clients for insurers and deliver a «retail» service for those insurers, they work to market themselves to prospective clients and then deliver a series of possibilities that meet the insurance needs of those clients.

Bajaj Allianz offers the best travel insurance plans to fulfill individualistic travel insurance needs of its clients.

We are committed to being honest and fair and we strive to respond quickly to the insurance needs of our clients, friends and neighbors!

Novak Insurance Agency has been meeting the insurance needs of our clients for over 60 years.

We are proud to serve the insurance needs of clients from three full service offices located in Middletown, Barrington, and Coventry, Rhode Island, forming one of the largest independent insurance agency operations in southeastern New England.

Not exact matches

The contract must clearly disclose any conflicts of interest that do exist, and must give the client instructions as to how he or she can obtain online access to compensation arrangements entered into by the insurance carrier (the final rule, however, provides for a streamlined disclosure pursuant to which individualized information about specific advisors need not be listed).

Other times, a review of the total of a client's insurance needs can be performed — to determine whether a client sufficient (or excess) life insurance, disability insurance, liability coverage or the right type of medical insurance for themselves and their family.

Insurance Agent Fraud: Sometimes insurance agents breach the trust and loyalty of their customers because of the lure of high commissions, causing them to over insure their clients, or sell high commission products they don't need, such as variable aInsurance Agent Fraud: Sometimes insurance agents breach the trust and loyalty of their customers because of the lure of high commissions, causing them to over insure their clients, or sell high commission products they don't need, such as variable ainsurance agents breach the trust and loyalty of their customers because of the lure of high commissions, causing them to over insure their clients, or sell high commission products they don't need, such as variable annuities.

Other advisors — mostly investment and insurance brokers — balance the needs of their clients with their own interests or experiences.

As a client of Bosdet Homes, if there is ever anything that you may need to help with your sale or purchase, Pam is a great source of information which may mean finding a lawyer, Insurance Broker, Financing, even design or decluttering / organizing your home questions.

Get references, ask them for clients that have gone through their program, ask them for clients that went through their program five years ago, ask them to show you that they've got malpractice insurance, all the different levels of insurance that they need to have, that they have real people go their office.

It also includes the not so obvious: earning the salary, paying the bills, maintaining the house, calling the insurance company about that surprise medical bill, researching all the possible causes of that weird cough your baby has been doing lately, scheduling tours of daycare centers, getting that promotion or signing that big client, researching life insurance plans, getting the oil changed like clockwork because you really need this car to last you, plus taking breaks so that you can recharge....

Practitioners in several fields of non-legal work, such as «residential real estate brokering services,» «insurance brokering services,» and medicine would not need to disclose their clients, though federal privacy requirements limit how much the state can require to be made public.

In the insurance industry, you don't have advance notice of when your clients will need you most.

Our client in the industry is one of the leading insurance providers in India, with an extensive array of products for diverse customer needs.

Just as it has taken Thami many years to perfect his art, we at Auto & General have used our 32 years of experience in the insurance industry to perfect our product offerings and the journey that all clients go through when they need our help the most.

Our affiliates can include mortgage brokers, car dealers, Realtors, financial planners, attorneys, insurance advisers, financial advisers, tax preparers, alarm installers who have clients who have been victims of stolen identity and they need to put their credit back in order, or people who just know other people with credit problems.

We provide a variety of affordable, flexible and innovative Universal Life Insurance options to meet each client's unique long - term needs.

In addition, MFS has a deep and tenured distribution team of external and internal wholesalers to help support its insurance client's needs.

For instance, I'd start off the conversation by mentioning that I am a DIY investor, currently managing a portfolio of broad - market index funds and am looking for a fee - only planner to get additional help with taxes, retirement planning, portfolio review and insurance needs and ask if the planner is interested in me as a prospective client.

We work with nearly 100 of the best life insurance companies to understand how their products fit different client needs for life insurance.

«Most clients aren't aware of the needs or likelihood they'll need long term care; they only know that long term care insurance, from their perspective, is too expensive,» says Weiss.

As a start, the PolicyZip team has compiled a list of the best life insurance companies in America to help clients find the right fit for their unique personal needs.

From telephone concierges and travel insurance to bonus perks for entertaining clients, there is a host of rewards available to meet the needs of anyone traveling overseas for work.

These local agents are not just in place to sell insurance, but also to help clients find the right solutions for all of their coverage needs.

If you are one of those people who do not need the RMD income, I advise my clients to purchase a life insurance policy on themselves using the annual RMD dollar amount (after taxes).

The company offers both term and permanent forms of life insurance protection, which allows its clients to add to and / or change coverage as their needs also change over time.

Founded in 1991, Eli Global is a privately held consortium of more than 50 independent businesses that serve the needs of its clients in industries such as insurance, financial services, health care services, revenue cycle management, information technology, marketing and sales, publishing, distribution, market research, and business information.

In other words, advisors can customize the length of insurance with options to match their client's unique needs.

Offers specialized insurance solutions to clients with monoline property and inland marine coverage needs in a variety of industries.

Trainers probably need liability insurance to cover them in case of them being bitten by a client or prospective client's dog, but may also want coverage against a dog being harmed during training.

«Being in the pet insurance industry since 1986, I continue to find it necessary to design and develop the coverage needs of our clients and the industry as a whole,» said Thompson.

If the client has insurance for their dogs, the cost of this emergency might reduce significantly, and the client should consider insurance before boarding, based on the needs of the client.

From telephone concierges and travel insurance to bonus perks for entertaining clients, there is a host of rewards available to meet the needs of anyone traveling overseas for work.

As you are a part of the growing international travel industry, Our tours and travels portal development includes integration of various GDS, XML, APIs for air booking, hotel booking, travel packages, Car Booking, Sight Seeing, Cruises, Transfers, bus booking and Insurance Module & we will develop customized Travel portal software based on the client needs and client budget.

It goes without saying that insurance companies need to keep abreast of developments in risk if they are to provide a service for their clients.

We specialize in tailoring insurance programs to meet the individual needs of each and every client.

In all personal injury claims a solicitor can approach the insurance company for the other party under the Rehabilitation Code 2015 to ask whether the insurer will invest in the appointment of a rehabilitation Case Manager who can undertake an assessment of the clients immediate needs, and prepare a report making recommendations.

Brian's background in the claims department of a major insurance company has given him a unique perspective when it comes to representing his clients, all of whom need bold advocates when going up against powerful insurance providers.

Neither the litigation finance or insurance market in isolation can hope to meet the needs of all clients.

The takeaway from my post is that both airlines and lawyers need to take responsibility and apologize for major errors to stand a chance of keeping a client — and to have malpractice (or business insurance) to pay losses where even your best efforts won't suffice to avert a lawsuit by an upset customer or client.

Many of our clients have found the insurance claims process to be slow or unsuccessful, and they have turned to us for the effective legal help that they need to recover compensation in a timely manner.

«TheJudge were able to secure a novel insurance hedge for our client's exposure... the team worked hard to ensure the package met the demands and needs of the client by providing a necessary cost protection, with no upfront costs and crucially without the need for the client to give up a significant percentage style contingency fee.»

Trust the Cleveland insurance defense lawyers to use their comprehensive approach to the litigation needs of the insurance coverage industry to serve their clients in the best way possible.

Before joining CAM LLP, I worked for one of the bigger law firms in Edmonton doing insurance defence work, so I know how insurance companies approach personal injury files and what needs to be done to move a client's claim to a successful resolution.

In my opinion, law is important, however it is not the final goal, but only one tool, beside many others, which makes an insurance company compliant to the applicable market provisions, standards, and needs of clients.

Representing clients in Insurance matters requires a full understanding of a client's business needs and potential exposure.

After meticulous investigation of the accident to build the case for liability, and consultation with the client's doctor to estimate future medical care needs, he negotiates with the insurance company for full damages.

You also want to make sure that your personal injury lawyer is part of a firm that has a good reputation by insurance companies of being willing to take a case to trial if needed and not selling out their client for a quick buck.