Sentences with phrase «policy over client»

Not exact matches

This family run business has mushroomed over the years because they always put their clients first and they have a strict anti-scam policy.

McGuire Woods lobbyist Harry Kaplan explained to N.C. Policy Watch that Education Freedom Alliance was one of their clients and that on their behalf, he was behind lobbying efforts to create an «achievement school district» designed to allow charter school operators to take over the state's poorest performing schools.

Depending on your comfort level and company policies, you can either email a client over to us at [email protected] (also cc your My Credit Guy representative) or simply submit a file through our secure upload «Client File Submission» button on the www.mycreditguy.com homclient over to us at [email protected] (also cc your My Credit Guy representative) or simply submit a file through our secure upload «Client File Submission» button on the www.mycreditguy.com homClient File Submission» button on the www.mycreditguy.com homepage.

The Collateral Charge itself is not an evil thing, it is simply a policy that exists with nearly all Financial Institutions» It is designed, as one may expect, to protect the interests of the Financial Institution over and above those of the clients.

Greater Access to Your Money, If Needed In many cases PAUL allows your clients to access to almost 100 % - and in some cases over 100 % - of their money at the end of the first policy year based on current non-guaranteed rates.

Healthy Paws is very transparent about our waiting period on our website, in the policy documents that are in each client's online account and during the enrollment process, whether enrolling online or over the phone with one of our customer care team members.

Many animal shelters have mandatory post-adoption spay / neuter policies, but over half the clients do not comply, even when there is a financial incentive.

The cancellation policy will be presented in the client's voucher, including any special conditions imposed by the Supplier (s) and conditions that have priority over the general cancellation policy.

Although the opinion starts off as a criticism of the district court for not properly evaluating the factual dispute over whether the employer had properly adopted its computer usage policy, the appellate court went on to proclaim the preeminence of the attorney - client privilege over employers» computer usage policies.

They would gain a competitive - advantage over 99.999999 % of all other attorneys in their space, their clients would feel that the attorney is committed to more affordable (and honest) billing policies, and the billable - hour will be less - vilified and more accepted as an important component in billing for legal services.

«While not all of our proposals were adopted, and more clearly needs to be done, the new directive includes several new protections for privileged and confidential client information... and is a clear improvement over the prior policy,» she wrote to law firms in the PartnerUp email newsletter, which is designed to keep law firms apprised of the ABA's advocacy activities.

For over ten years I have advised clients on all aspects of the Planning process including applications, complex agreements, appeals, enforcement, policy and Judicial Reviews (for both Claimants and Interested Parties).

So as we close the book on another LegalTech, it's time to do what we do every year, which is take the themes and topics that emerged over the last few days in icy NYC and apply them to our particular patch of the legal technology world — whether that be representing clients, creating policy, protecting an organization, building technology or providing services.

If your clients expect to use the property year - round, ensure that the zoning and access provisions of the policy meet their requirements, and ask the title insurer for an «insure over» if necessary.

Advise on information governance strategy and evaluate record management policies to help clients manage document life cycles, and create tailored retention plans that address the defensible deletion and disposition of legacy data that has built up over time or post-litigation.

At Choice Mutual, over 90 % of our clients are able to secure a final expense policy that has no waiting period whatsoever.

Now this is not a unique feature only offered by Colonial Penn, many different insurance companies offer policies with premiums that increase over time, and in some cases these types of policies are great for certain types of clients, BUT... before anyone buys such a policy, they should take a look at what the rates will look like 10, 15 or even 20 years down the road.

«With certain types of permanent life insurance, clients can contribute additional premiums over and above the minimum to enjoy tax free build - up of cash value inside the policy,» he offers.

It is only by providing our clients with the ability to choose from all the best companies that we are able to save our clients thousands of dollars over the life of their policies.

Its size and global reach allows its clients to be reassured in the security of their policies and their investment is backed by over 25 years of insurance experience in dozens of countries.

At Choice Mutual, over 90 % of our clients are approved for a policy that has no waiting period whatsoever.

This a real life case where we saved our client, Terry Pate of Texas, $ 24,000 on his term life insurance policy over his 20 - year level term period by simply going a little further.

She encourages her clients to think about how much life insurance fees would grow over time if invested elsewhere, then compare that to the cash value of a policy over the same term.

Common sense says that whole life clients that hold on to their policies for their whole life are going to have them pay out — with that being said, the company has to make their monies worth, and I can assure you that very few of their clients pay $ 100,000 in premiums over the course of their lives.

At Choice Mutual, over 90 % of our clients are able to secure a policy that has first day protection.

Over 90 % of our clients get a policy that HAS health questions.

Over the years we have helped thousands of clients secure policies with the most competitive rates based on their circumstances.

For example, at Choice Mutual, over 90 % of our clients are approved for a plan that fully covers them on the first day of their policy.

Over 90 % of our clients are able to secure a policy that goes into full effect on the very first day.

Also, for my most of my clients over the age of 70, I like to look at the rates on what is called a No - Lapse Guarantee Universal Life Policy.

Do you truthfully share details of how your policies can canabilize over time and become too expensive for clients to maintain for life?

Accelerated benefit riders have effectively provided consumers with a greater level of control over their insurance protection, according to Jason Kestler, president and CEO of Kestler Financial Group headquartered in Leesburg, VA. «Clients are now able to start or stop a stream of income from their policies when they have a qualifying need, and many riders now also provide a cost - of - living adjustment to keep up with inflation.»

I've been / was a client for over 5 years with the company owning a renters insurance policy until recently.

In fact, many of clients who have whole life policies tend to switch over to this option once we show them the difference in cost.

I occasionally do policy searches for clients, where I call over 100 life insurance companies.

That means Genworth Life's more liberal build chart can save clients thousands of dollars over the life of their policy.

Some clients may intend a policy to gain significant amounts over time, and then withdraw the amount of the premiums paid tax free.

A client called who who has a universal life policy that he has owned for over 20 years.

Most consumers do not know that they can sell their life insurance policy — so it comes as a pretty big shock when you tell your clients that they could realize thousands of dollars for it (over and above any existing cash value).

At Life Ant we recommend that our clients who do not want to commit large amounts of their financial resources to life insurance examine quotes for decreasing coverage policies because this may provide such substantial savings over time.

Having practiced as a traffic ticket attorney for over 15 years and being involved in over 1,000,000 citations, I can tell you, my clients have been saying for years that honesty is the best policy.

The physical life insurance policy outlines every right and limitation of the coverage, and it would be difficult to say the least for an agent to go over these details with their clients before the policy is delivered.

Transamerica brings affordable policies to over 13 million clients, and as a top insurance company it's easy to see why.

Generally speaking, we do not recommend a single premium variable universal life product to our clients because they generally have little advantage over a standard variable universal life policy that is correctly funded.

Because of this permanent classification, clients must always be aware of the tax consequences if they are in danger of over funding a policy under TAMRA.

The reason that a quote for whole life insurance is not so simple is because oftentimes it is best for clients to over fund a policy in the early years to increase the dividend payment, for instance.

Furthermore, if the client took the amount he saved by purchasing a permanent policy with no cash value and invested it each month into a 401 (k), after 30 years, the 401 (k) would be worth over $ 680,000.

Your broker - agent competes with other insurance professionals on even ground, as the law requires that clients can not be offered incentives based on rebates or additional discounts over insurers» pricing policies.

Over the years, our clients have told us they want a policy with a minimum of moving parts....

By layering or staggering his life insurance policies, our client will save a total of $ 9,745.20 over the next 20 years on his life insurance.