Sentences with phrase «insurance sale contract»

The purchasing party possesses the beneficiary rights when the insurance sale contract is perfected and gets the benefit when the insured person dies.

Not exact matches

[31] Therefore, from June 9, 2017, until January 1, 2018, insurance agents, insurance brokers, pension consultants and insurance companies will be able to continue to rely on PTE 84 - 24, as previously written, [32] for the recommendation and sale of fixed indexed, variable, and other annuity contracts to plans and IRAs, [33] subject to Start Printed Page 16917the addition of the Impartial Conduct Standards.

In an example provided by the FCA, a non-advised sale would be providing generic information «recommending your client should buy household contents insurance (without mentioning a specific insurer or policy) that is unconnected with the sale of a contract.»

WASHINGTON — State Farm Insurance says it will not be accepting liability under the Best Interest Contract (BIC) on the sale of annuities or mutual funds by the more than 12,000 of its agents throughout the U.S. who have licenses to sell securities.

Depending on the State and content of the sales contract, PII also may be found on the following documents required to be scanned by dealers and entered into the system: document of title of trade - in vehicle (or, in certain States, documentation of paper-less title), proof of insurance for trade - in vehicle (cards or letter from insurer), trade - in registration, sales summary sheet, and salvage certificate.

Every person who acquires a life insurance contract or any interest in a life insurance contract in a reportable policy sale during any taxable year shall make a return for such taxable year (at such time and in such manner as the Secretary shall prescribe) setting forth --

HUD 1 expenses you can add to the contract sales price for your personal residence include personal property, real estate broker commissions, appraisal fees, home inspection fees, settlement fees, abstract or title search fees, title examination, title insurance binder, documentation preparation, notary, attorney fees, title insurance, recording fees, city - county tax stamps, survey, and pest inspection.

If you withdraw money from an annuity contract or surrender the contract within a certain period of time after investing, the insurance company may assess a contingent deferred sales charge (CDSC).

If a policy with no cash surrender value is sold (for example a term life insurance contract), the policy premiums would have largely covered just the cost of insurance, so that the proceeds received from the sale of the policy would all be capital gains.

MICC completed the sale of the assets and contracts related to its residential mortgage insurance business in 1995 to a unit of GE Capital Mortgage Corp. for $ 15.3 million and sold the remaining assets to BNS for $ 11 million.

While reading every page of every legal document we sign is the smart, prudent thing to do, truth be told very few of us understand all of what's written in an insurance contract, mortgage document or even a purchase and sale agreement.

If you don't do this correctly, then you'll just be using the same incorrect facts, marketing logic, and sales math that the life insurance industry hype uses, and this will make the insurance contract look much better than it actually is in the Real World.

Your Travelex regional sales manager should have introduced themselves and facilitated the contracting and appointment process for you to offer the Travelex travel protection plans underwritten by Berkshire Hathaway Specialty Insurance.

Your new Travelex regional sales manager should have contacted you to introduce themselves and facilitate the contracting and appointment process to offer Travelex travel insurance plans underwritten by Berkshire Hathaway Specialty Iinsurance plans underwritten by Berkshire Hathaway Specialty InsuranceInsurance.

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.

He has experience in collections (writs of attachment and possession and receiverships), equipment and vehicle leasing, Fair Debt Collection Practices Act, Fair Credit Reporting Act, Fair and Accurate Credit Transactions Act, Truth in Lending Act, Unfair Competition Law, Uniform Trade Secrets Act, Commercial Code (sales, negotiable instruments and secured transactions), banking, mortgage lending and shareholder disputes, insurance, First Amendment and privacy matters, breach of contract, labor, business torts, intellectual property (trademark and copyright), eminent domain, foreclosures, and other real estate matters.

Those matters have arisen from almost every aspect of the development, pricing, marketing, underwriting, sale, administration and claims handling of whole, universal, variable and indexed life insurance, as well as variable, fixed and indexed annuity contracts and retirement products.

Using our contracts, you can quickly create a legal contract that outlines sales terms, payment terms, insurance requirements and more.

The buyer is protected by (1) the contractual promise of the seller to deliver title in the purchase and sale contract (giving rise to a lawsuit if breached, e.g. requiring disgorgement of any additional profit made in the other transaction), (2) by a warranty of title in the deed provided at closing, (3) by the title company's insurance if the warranty deed is not valid, and (4) by an affidavit saying that the seller didn't do that provided at closing.

Jack has over twenty years of experience in numerous types of commercial litigation matters, with substantial representations of clients in many matters involving environmental litigation, including five trials pursuant to the Comprehensive Environmental Response, Compensation and Liability Act, significant architectural, engineering and construction disputes, business acquisition and transactional disputes, including takeover / merger and acquisition litigation, claims under purchase and sales and indemnity contracts, securities law litigation, insurance coverage on behalf of the insured, and legal issues relating to medical records release and copying.

Disputes arising out of the sale and financing of securitized portfolios of automobile leases, involving securities law, contract claims, and insurance coverage issues

Her trial experience includes both bench and jury trials involving such issues as non-compete agreements, residential sales contracts, and construction and insurance disputes.

He has particular expertise in commercial contract disputes relating to commission, sale of goods, agency, insurance, manufacturing and mistaken payments.

We provide a full range of legal and regulatory services to insurance companies, broker - dealers and service providers relating to the design, marketing, and sale of variable insurance products, individual and group annuities, fixed indexed annuities, market - value - adjustment products, synthetic annuities, BOLI, funding agreements, stable value wrap contracts, and other innovative products.

At my law school, in addition to the common first year subjects — torts, property, contracts, criminal law, legal systems and judicial process and legal writing — we were required to take administrative law, evidence, civil procedure, insurance, constitutional law (division of powers, that is — the Charter was not yet a gleam in anyone's eye), jurisprudence, company law, sale of goods, secured transactions, trusts and family law.

• Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including nondisclosure, professional services, independent contractor, manufacturing, software licensing (both on premise and SaaS), customer / sales, supplier, joint development, and distributor contracts • Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects • Worked with risk management department to coordinate contractual insurance requirements • Worked with finance department to insure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies and other relevant requirements • Worked with relevant sales and business team and advise regarding legal issues and risks related to various business transactions • Ensured proper completion of a wide variety of agreements • Monitored compliance by company employees with established procedures • Ensured that signed contracts are communicated to all relevant parties to provide contract visibility and awareness

There seem to have been at least two motivating factors: (i) the desire to base law on what was perceived as a more secure conceptual foundation and (ii) the greedy assimilation into the topic of «contracts» of areas that had, up to then, been separate, e.g., sales, bailment, carriage, insurance, etc..

Insurance groups have opposed calls for disclosure of life insurance agent commission on contracts, insisting it would huInsurance groups have opposed calls for disclosure of life insurance agent commission on contracts, insisting it would huinsurance agent commission on contracts, insisting it would hurt sales.

The U.N. Convention on Contracts for the International Sale of Goods also serves as a guide for the Freight Insurance policy terms.

Your Travelex regional sales manager should have introduced themselves and facilitated the contracting and appointment process for you to offer the Travelex travel protection plans underwritten by Berkshire Hathaway Specialty Insurance.

Your new Travelex regional sales manager should have contacted you to introduce themselves and facilitate the contracting and appointment process to offer Travelex travel insurance plans underwritten by Berkshire Hathaway Specialty Iinsurance plans underwritten by Berkshire Hathaway Specialty InsuranceInsurance.

-- The term «reportable death benefits» means amounts paid by reason of the death of the insured under a life insurance contract that has been transferred in a reportable policy sale.».

In most sale contracts, the amount of auto insurance is stipulated.

For us to move up the ladder, the onus is on us to ensure that we encourage the customers to fill in the correct details when buying an insurance policy and encourage the sales person who is the primary underwriter in any life office to explain the importance of utmost good faith in an insurance contract and elicit complete and correct information at inception.

AREAS OF EXPERTISE * Entrepreneur * Account Management & Retention * Business - to - Business Sales * New Business Development * Formulary & Legal Familiarity * Value Added Services * Lead Generation / Prospecting * Proven Adaptability * Contract Negotiation * Dynamic Sales Presentations * Insurance Reimbursement * Tenacious Professionalism * Consultative / Solution Sales * Trade Shows & Events

Tags for this Online Resume: New York City, Account Executive, Insurance, Sales, Management, Contract Negotiation, Underwriting Knowledge, Business Development

Sales Professional in a brokerage role, responsible for effectively helping consumers refinance their auto loan while effectively upselling Vehicle Service Contracts and GAP insurance products.

• Drew up contracts involving licenses, leases, sales, purchases, insurance, and employment matters; and analyzed and negotiated contracts for clients.

Created client consignment contracts, sales contracts with galleries and individuals, and maintaining records of invoices, payments, and insurance appraisals for sold works

• Introduce «menu selling» procedure which significantly streamlined customer handling tasks • Decrease interest paid by the customer, resulting in increased customer satisfaction, while keeping revenue at par with earlier financial years • Close a lucrative deal with a multinational company, which resulted in $ 850,000 of revenue each year for the next 7 years • Confer with clients looking for financing and insurance coverage options for their vehicles • Provide customers with information on how to handle financing and insurance coverage by giving them a list of possible options • Make financing arrangements with a view of minimizing impact on the selling gross of the company • Create and maintain relationships between financers and borrowers by placing clear instructions and timelines • Tie customers close to dealerships in a bid to ensure return business opportunities • Create and administer vehicle service contracts, offering mechanical coverage in a bid to generate F&I income • Control paperwork once deals are closed and ensure that all information from the customers» end is complete and accurate • Train and educate sales people to deliver information regarding the benefits of protective products

approach, Attention to detail, closing, consultation, contract negotiation, clientele, client, clients, customer satisfaction, database, financial, focus, insurance, organizational skills, performance reviews, policies, presentations, pricing, Project planning, proposals, quality, sales, sound, underwriting, Verbal Communication, Written

Ex: An equine equity horse owner might specialize in breeding and stallion syndications, sales negotiations, contracts, equine health or care, equine insurance, law, transportation, and other areas of equine expertise.

accounting, Accounting Software, accounts payable, basic, billing, closing, consultant, contracts, controller, client, clients, customer relations, data Entry, database, filing, Finance, human resources, insurance, inventory, keyboarding, managing, marketing, MAS 90, materials development, meal preparation, Excel spreadsheets, MS Office Applications, office, Share Point, organizational, patient care, payroll, Quick, Quick Books, reconciling, researching, research, sales, scheduling, phones, transportation, trouble - shooting

Tags for this Online Resume: Program Management, Project Management, Business Transformation, Offshoring, IT Management, Account Management, Business Process, Business Analysis, Contract Negotiations, Contract Compliance, Managed Services, Nearshore, Vendor Managment, Staff Hiring, IT Strategy, Telecommunications, Consulting, Financial Industry, Insurance Industry, Manufacturing, Distribution, State GOvernment, SDLC, System Development, ERP Customization, Service Management Software, Asset Managment Software, System Development Methodologies, Team Building, Time, Staff Augmentation, Fixed Bid Projects, Outsourcing, Service Delivery, Business Intelligence, Database Technology, Networks, Telecommunications Auditing, Telecommunications Billing, Business Development, Cloud Computing, Performance Testing, Load Testing, Failover Testing, Contingency Planning, Disater Recovery, Budgeting, Sales Targets, IT Enabled Business Transformation, RFP, RFI, SOW, Call Accounting, Chargebacks, Call Collection, Cobol, IMS DB / DC, VSAM, DB2, Business Transformation Lead

Core Competencies Business Development • Sales Management • Marketing • Real Estate • Insurance • Budget & Forecasting Key Account Management • Strategic Alliance Management • Complex Deal Management • Strategic Marketing Product Launches • Licensing • Communications • Contract & Price Negotiation • Motivation & Leadership Branding & Positioning • Market Trends • Forecasting • Negotiation • Territory Development • Client Relations Operations Management • Program & Product Development

Seamless Integrated Solutions Inc., Location 2009 — Present Independent Sales Representative / Clinical Specialist Healthcents, Inc. 2011 — Present Successfully marketed and negotiated physician and ambulatory surgical center insurance reimbursement contracts.

Ideal Companies: Government, U.S.Postservice Contracting, GS, Sales rep, General motors insurance company capitalonebank, Police department, Loan officer, Welfare Office goverment services

Tags for this Online Resume: Personnel staffing, Payroll, Insurance billing, Insurance Benefits, Contract Negotiations, Human Resources, Company newsletter, Customer Service, Supervised 12 Employees, Travel Arrangements, Sales Staff Support, Sales, ISO Auditor, Type 60 wpm, Gregg Shorthand, Confidentiality, Organizing, Emp Evaluation Plans, Personnel Files

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

RingPower Corporation (Riverview, FL) 02/1997 — 01/2010 Operations & Inside Sales Manager (08/2005 — 01/2010) • Hire, train, and manage sales, administrative, and customer service personnel for seven locations • Responsible for major accounts with annual income of more than $ 350,000 • Perform equipment audits, manage inventory, and administer rental contracts and insurance • Monitor branch transportation costs, accounts receivable, and proper branch utilization of equipment and attachments • Create and implement an availability status in Dealer Business System (DBS) resulting significant savings • Design and launch «New Account» program for Inside Sales staff resulting in 600 new accounts statSales Manager (08/2005 — 01/2010) • Hire, train, and manage sales, administrative, and customer service personnel for seven locations • Responsible for major accounts with annual income of more than $ 350,000 • Perform equipment audits, manage inventory, and administer rental contracts and insurance • Monitor branch transportation costs, accounts receivable, and proper branch utilization of equipment and attachments • Create and implement an availability status in Dealer Business System (DBS) resulting significant savings • Design and launch «New Account» program for Inside Sales staff resulting in 600 new accounts statsales, administrative, and customer service personnel for seven locations • Responsible for major accounts with annual income of more than $ 350,000 • Perform equipment audits, manage inventory, and administer rental contracts and insurance • Monitor branch transportation costs, accounts receivable, and proper branch utilization of equipment and attachments • Create and implement an availability status in Dealer Business System (DBS) resulting significant savings • Design and launch «New Account» program for Inside Sales staff resulting in 600 new accounts statSales staff resulting in 600 new accounts statewide