Sentences with phrase «life insurance sales provide»

Unfortunately, whole life insurance sales provide good commissions for national insurance agents.

Not exact matches

Estate planning — Life insurance can provide funds for estate taxes and other liabilities upon your death, and may help your survivors avoid the sale of a home or business in order to meet those obligations.

It was an inconvenience we learned to live with, until Titan Insurance Sales started providing a new option.

Estate planning — Life insurance can provide funds for estate taxes and other liabilities upon your death, and may help your survivors avoid the sale of a home or business in order to meet those obligations.

In Revenue Ruling 2009 - 13, the IRS provided a safe harbor for determining the taxable gain on the sale of a life insurance policy.

A viatical settlement is a contractual agreement to provide a life insurance policy holder with immediate cash in exchange for the sale and transfer of life insurance policy ownership rights.

Life insurance needs will likely change over the client's lifetime and again financial advisors can provide an objective sounding board, without any sales pressure, for their clients.

Feb 4, 2016: According to Bloomberg.com, Genworth Financial has stopped sales of traditional life insurance products so the company can focus on stabilizing the unit that provides long - term care coverage.

Their combined synergy endeavors to provide insurance solutions to each and every citizen of the country so as to live a carefree and happy life, served by dedicated sales force and world - class products.

Launched in 2006, the company has a pan-India presence with a strong sales and distribution network striving to provide life insurance solutions and handling wealth management needs of the entire population with a range of products and services suited for individual needs and aspirations.

This graphic compares the sales of different types of employer - sponsored insurance plans and indicates that Life and Disability plans are more often provided by employers (and more often taken advantage of by workers) than other types of plans.

Insurance Sales Representatives provide property insurance services, as well as for vehicle, health, Insurance Sales Representatives provide property insurance services, as well as for vehicle, health, insurance services, as well as for vehicle, health, and life.

State Farm Insurance, Glendale Heights • IL 2003 — 2004 Insurance Producer / Customer Service Representative Provided client service and support for insurance policy sales that included homeowners, renters, auto, life and health iInsurance, Glendale Heights • IL 2003 — 2004 Insurance Producer / Customer Service Representative Provided client service and support for insurance policy sales that included homeowners, renters, auto, life and health iInsurance Producer / Customer Service Representative Provided client service and support for insurance policy sales that included homeowners, renters, auto, life and health iinsurance policy sales that included homeowners, renters, auto, life and health insuranceinsurance.

Self - Employed, Valrico • FL 2007 — 2009 State Licensed Life, Health and Annuity Broker Performed sales, service for various insurance policies for life, health and annuity, provided client service, and support during the sales process to provide and detail all insurance options available to fill client neLife, Health and Annuity Broker Performed sales, service for various insurance policies for life, health and annuity, provided client service, and support during the sales process to provide and detail all insurance options available to fill client nelife, health and annuity, provided client service, and support during the sales process to provide and detail all insurance options available to fill client needs.

Lutheran Brotherhood (Burnsville, MN) 1995 — 1997 District Representative • Oversee sale of financial products including variable annuities, mutual funds, and life insurance • Improve phone and close rate efficiency by implementing targeted marketing strategies • Provide exceptional customer service ensuring client satisfaction, loyalty, and referrals • Earn Series 6, Series 63, and MN insurance licenses

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

Regional IT Manager • Generate sales of Health and Life insurance products through networking, cold calling, and other tactics • Provide exceptional customer service ensuring client satisfaction, loyalty, and referrals • Design and implement comprehensive marketing and client development initiatives • Oversee billing, budgets, taxes, and other accounting functions

Western Southern Life Insurance (Louisville, KY) 04/2002 — 11/2003 Sales Representative • Built significant client base through networking, cold calling, and other sales tactics • Processed customer life claims and followed up with clients to ensure satisfaction • Made collection calls and provided care reviews for current clients when necesLife Insurance (Louisville, KY) 04/2002 — 11/2003 Sales Representative • Built significant client base through networking, cold calling, and other sales tactics • Processed customer life claims and followed up with clients to ensure satisfaction • Made collection calls and provided care reviews for current clients when neceSales Representative • Built significant client base through networking, cold calling, and other sales tactics • Processed customer life claims and followed up with clients to ensure satisfaction • Made collection calls and provided care reviews for current clients when necesales tactics • Processed customer life claims and followed up with clients to ensure satisfaction • Made collection calls and provided care reviews for current clients when neceslife claims and followed up with clients to ensure satisfaction • Made collection calls and provided care reviews for current clients when necessary

• Home mortgage interest paid at settlement that is found on the mortgage interest statement provided by the lender • Certain real estate taxes paid at closing • Real estate taxes — listed on your real estate tax bill — the lender paid from escrow to the taxing authority • Sales taxes paid at closing • Points — also known as loan origination fees, maximum loan charges, loan discounts or discount points — which are a one - time closing cost that provide you a discounted rate on your mortgage and can be deducted only over the life of the mortgage • Mortgage insurance premiums, except for mortgage insurance provided by the Department of Veterans Affairs or Rural Housing Service