Sentences with phrase «liquidity during the plan»

Money back plans provide liquidity during the plan tenure by paying survival benefits at regular intervals.

Not exact matches

During the three months since the valuation on December 31, 2009, we continued to execute our plan for the first quarter and a near - term liquidity event.

During the period since the previous valuation, we continued to execute our plan toward a liquidity event, increasing the probability of an initial public offering.

Estate planning: The total process of planning an estate, including: (a) estate creation and conservation during the owner's life; (b) the minimization of state shrinkage at death; (c) the creation of adequate liquidity for estate settlement costs; and (d) a plan for proper estate distribution to the owner's heirs.

Max Life Shiksha Plus Plan — This linked insurance plan does not offer any liquidity during the first 5 years of the policy tPlan — This linked insurance plan does not offer any liquidity during the first 5 years of the policy tplan does not offer any liquidity during the first 5 years of the policy term.

The plan, thus, provides easy liquidity and availability of funds even during the plan tenure.

Partial withdrawal facility can help safeguard the child's financial future by not impacting the long term financial plan with its partial liquidity options during the policy tenure.

Common divorce mistakes clients make include forgetting about taxes, allowing friends and family to influence them, letting your emotions control your decisions, not considering the liquidity of assets you receive in the divorce, not securing support payments with insurance, trying to hide assets, quitting work to get more support, not being prepared for settlement negotiations or mediation, dating during the divorce, using the children as bargaining chips, getting emotionally attached to assets, and neglecting post-divorce financial planning.

Business Valuation: Discovery, What We Learn When We Value a Business and Unusual Items and Affecting Value, Michael R. McLaughlin, CFA, ASA, CVA & Nannette Watts, CPA, ABV, CFF Creating Liquidity Solutions with Illiquid Real Estate Assets, Andrew Samalin, CFP, EA, CDFA Understanding Trusts and Other Estate Planning Issues Before, During and After...

This can create liquidity issues for you during tax time, so be sure to plan accordingly.