Sentences with phrase «overall financial planning needs»

Today, unlike many years ago, life insurance is also being used more and more as a tool for overall financial planning needs.

Not exact matches

We will also need to examine overall financial issues including facilities, branding and identity of campuses, community relations, and others including planning processes and timelines.»

For example, if you're going to use the Asset Allocation Software to run an investment asset allocation report, College Planning Calculator to show what's needed to send kids to college, Life Insurance Need Analysis to see how much life insurance they really need, and an overall financial plan showing what their financial future / retirement (using RP, or either version of RWR) will look like before and after your brilliant recommendations, you'd use these four modules, combined with the Cash Flow Projector (CNeed Analysis to see how much life insurance they really need, and an overall financial plan showing what their financial future / retirement (using RP, or either version of RWR) will look like before and after your brilliant recommendations, you'd use these four modules, combined with the Cash Flow Projector (Cneed, and an overall financial plan showing what their financial future / retirement (using RP, or either version of RWR) will look like before and after your brilliant recommendations, you'd use these four modules, combined with the Cash Flow Projector (CFP).

Overall, they do an excellent job for the do - it - yourself investor who doesn't need financial planning support.

Before you embark on an encore career, calculate your overall expenses and work with your financial professional to assemble a plan that will meet your needs.

Because it never expires *, permanent life can be used as the foundation of your overall life insurance plan for a variety of life stages and financial needs.

When determining how much life insurance you need, it's a good idea to put the decision into the context of an overall financial plan.

If you want to know more about the role that life insurance can play in your overall financial plan or to calculate your needs, you can find additional information in the Protective Learning Center.

If you are in the midst of creating your overall financial plan, then it is possible that you will need to consider the purchase of a life insurance policy.

Having a good understanding of why life insurance is needed — and how it fits into your overall financial plan — can make the subject easier.

Therefore, it will still be important to check out the actual insurance company that is chosen to determine whether or not it offers additional services that may be important to you, such as grief counseling, assistance with special needs trusts, and overall financial planning.

Besides assisting you on your insurance needs, an advisor could also help you with your overall financial planning.

Life insurance coverage should be part of overall financial planning, which should include assessing current and future cash flow needs.

Assessing client's overall financial picture, understand their needs and develop a solid financial plan

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw customer service personnel, kitchen staff, and cleaning crews Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Resort Manager — Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for multiple hotels and resorts Increased Guest Services scores by 21 % and Guest Loyalty Program enrollment by 138 % Consistently ranked as one of the top 50 sales agents throughout the United States Oversaw human resources, accounting, marketing, special events, and sales efforts Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Set company budgets, maintained profit / loss statements, and ensured overall financial health Performed site inspection tours as well as potential client tours Built and maintained highly profitable corporate accounts Ensured compliance with all applicable health and safety regulations Created employee recognition and development programs building staff dedication, skill sets, and value Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality guest experience Built and strengthened relationships with clients, staff, vendor, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

Professional Duties & Responsibilities Directed all daily operations, customer service, personnel, and finances for varied restaurants Designed and implemented marketing and sales campaigns resulting in increased business Planned and executed successful community events which enhanced brand awareness Responsible for multimillion dollar inventory, facility, and professional food preparation equipment Recruited, trained, and oversaw assistant managers, hosts, waiters, and kitchen staff Set company budgets, maintained profit / loss statements, and ensured overall financial health Cut operational costs through effective inventory management and employee scheduling Negotiated contracts and agreements with suppliers securing quality products at low prices Ensured compliance with all applicable health and safety regulations Created employee development programs building staff skill sets and value Utilized employee recognition tactics to build morale and company loyalty Crafted an atmosphere of respect, professionalism, and dedication to excellence Developed a loyal client base through excellent customer service and a quality product Ensured staff compliance with corporate food and beverage standards of excellence Built and strengthened relationships with clients, staff, and community leaders Performed administrative duties such as data entry, filing, faxing, and phones as needed

I think qualified plans are a good part of the overall financial plan and can be used to great advantage for RE investing along with correctly structured life insurance to provide adequate liquidity since most real estate is not very liquid and credit is not always available to obtain the access to capital that you may need (tailored to RE investor audience) especially in an emergency when your credit tanks or borrowing guidelines are constantly changing.

Much the way a Financial Planner would take into consideration your overall financial picture, Mortgage Planning involves an in - depth review of what is important to you and takes into consideration your short and long - term financial goals, and other important factors that can dictate the appropriate mortgage solution for your home financiFinancial Planner would take into consideration your overall financial picture, Mortgage Planning involves an in - depth review of what is important to you and takes into consideration your short and long - term financial goals, and other important factors that can dictate the appropriate mortgage solution for your home financifinancial picture, Mortgage Planning involves an in - depth review of what is important to you and takes into consideration your short and long - term financial goals, and other important factors that can dictate the appropriate mortgage solution for your home financifinancial goals, and other important factors that can dictate the appropriate mortgage solution for your home financing needs.