Sentences with phrase «other qualified financial professional»

Beyond the minimum limits, it's wise to consult with an insurance agent or other qualified financial professional to determine what's an appropriate amount for you to carry.
After you get your commercial insurance quotes, you may also benefit from consulting with an insurance agent or other qualified financial professional.
It's best to consult with an insurance agent or other qualified financial professional to determine the right amount of coverage.

Not exact matches

We don't know much about the author other than he appears to have no professional financial background or qualifications, is well - qualified in computer science and claims experience in data science and simulation.
A skilled and well - qualified school business management professional on the school leadership team can focus on ensuring the effective use of available financial and human resources, aligned to the school's pedagogical aims and development plan, whilst other members of the team focus on improving teaching and learning.
Among the qualified professionals who benefit from the DCCS training are employed by a wide range of organizations including consumer credit and debt counseling organizations, credit unions and other financial institutions, student loan lenders, cooperative extension system, all branches of the military, mortgage, real estate, and financial services firms; law enforcement, and other government agencies.
This includes lenders, qualified financial advisers, solicitors and other industry professionals.
To locate a qualified insurance agent or other financial professional, seek recommendations from friends, or professionals like your lawyer or accountant.
As you determine whether gold mutual funds or other similar investments are right for your situation, you may want to consider consulting with qualified financial professionals before you make any investment decisions.
PSECU recommends that you seek the advice of a qualified financial, tax, legal or other professional if you have questions.
CCRS ™ qualified professionals are employed by a wide range of organizations including consumer credit and debt counseling organizations, credit unions and other financial institutions, student loan lenders, cooperative extension system, all branches of the military, mortgage, real estate, and financial services firms; law enforcement, and other government agencies.
Please note: After June 9, 2017, for IRA accounts or other qualified ERISA accounts («Retirement Accounts») other than within a managed account that is subject to an investment advisory agreement, our Financial Professionals will make no mutual fund and no structured product recommendations whatsoever - whether proprietary or third party.
CCRR ® qualified professionals are employed by a wide range of organizations including consumer credit and debt counseling organizations, credit unions and other financial institutions, student loan lenders, cooperative extension system, all branches of the military, mortgage, real estate, and financial services firms; law enforcement, and other government agencies.
Use of a Bell Media Site does not replace consultations with a qualified medical, legal, financial or other relevant professional.
Those markets in question, financial, tax, accountancy, regulatory, though each is different from the other, have underlying elements such as the fact that they are driven by changing laws of one kind or another and are professional adviser markets in which qualified people trade on the basis of expertise, professionalism, ethics and trust to gain and retain business.
To locate a qualified insurance agent or other financial professional, seek recommendations from friends, or professionals like your lawyer or accountant.
For this reason, it's important to regularly review your retirement accounts to discuss the performance of your mutual funds with a qualified financial planner or other retirement professional.
Professional Experience American Red Cross (Douglasville, GA) 11/2007 — Present Communications Manager • Lead the strategic direction and implementation of all public relations and communication functions to achieve American Red Cross Blood Services collection goals and organizational objectives • Collaborate with Chapter counterparts to promote a singular American Red Cross image and messaging throughout the state • Develop viable communications plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entities
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