Sentences with phrase «term plans a client»

we see them most commonly in busy real estate practices, where rushed lawyers miss deficiencies in a condo status certificate, misread a survey, or don't find out what long - term plans a client may have for a property (so that they can ensure those plans are viable).

Not exact matches

Says Bapty: «If a CRO is nimble and can evolve technology that can enable its clients to get a drug approved faster or to reduce the risk of a clinical study, or even save them development money in the long run, that company will find it has a long - term business plan.»

As you refine your personalized engagement with your top 20 percent, your long - term plan will create opportunities for that 20 percent to expand until your client list is 100 percent top - notch.

When it comes to planning for long - term care, advisors and clients have three main options — self - insure, long - term care insurance and life insurance with a long - term care rider.

And as noted by CMO, B2B spending is also on the rise as companies look to lock down long - term relationships with high - value clients — 48 percent of organizations plan to increase their digital B2B budgets through 2017.

We develop long - term business investment solutions based on a personalized plan and aligned with client's core values and strengths.

Someone with at least five years of experience, preferably more, who wants to serve clients» best interest and is likeminded in terms of our financial planning and investment management approach.

The calculus for successful wealth planning involves knowing what needs to happen in the short term — and the long term — and knowing that clients will have the funds when needed.

The NUA tax strategy allows certain clients whose qualified retirement plans contain these appreciated employer securities to eventually pay taxes on the appreciated value of those securities at the lower long - term capital gains tax rate, rather than at the ordinary income tax rate that would otherwise apply to retirement plan distributions.

«I've had clients for 20 years thank me for advising them to convert from term life to permanent life insurance when they did... The value of the policy can grow significantly,» he said «It's a very useful planning tool.»

In addition, 85 percent of Unum's insured lives are in group long - term care with a much younger client profile, funded mostly by employers and with smaller benefit levels with more conservative plan designs, he said.

In that sense, an advisor's ability to keep their client stick to their long - term financial plan, and thereby skirt irrational, emotional decisions, is worth 2.0 %.

His advice to life insurance advisors who are talking with clients about gifting strategies during this two - year period is to «keep in mind that making big gifts is a long - term proposition for clients,» as is estate planning.

«From a stock standpoint, while Amazon / Whole Foods will not impact near - term results, it is likely to impact industry trends longer - term, which uncertainty regarding strategic plans for the combined entity and the response from legacy participants, limiting multiple expansion, and share price upside, from current levels,» Astrachan wrote in a note to clients.

So, my original plan was to line up all sorts of awesome editorial to publish from New York, but the truth is, I've been buried in client work (all fun and awesome, but still...) and this pregnancy recently has been kicking my rump a little in terms of general fatigue.

Her core competencies lie in Client Management, Consultative Sales, Strategic Planning for Short and Long Term Growth, and Operations Management.

I work closely with our planning and medical departments to develop insights and recommendations for how our clients should position their product, communicate with their customers, and build for long - term success.

Even if they weren't long - term clients, knowing who you enjoyed working with is a great plan.

• File Cover page • Divider pages Running your business • Seller Information Page • The Plan • Term Time Plan • Client email list • IFTTT record sheet • IFTTT Information Page • Password record page • Tips and tricks Creating products • Product planning page • Product Checklist • Pricing guide • Pricing record sheet • Product linking records • Timely Products • Updated Products record Tracking your business • Earnings record • Earnings and Sales Graphs • Expenses Sheet • Investment record sheet • Followers Record Sheet • Tracking clipart and fonts Blogging • Blog planning Goals and Rewards • Goal record sheet • Reward yourself If there is anything you would like added to this pack please send me a message and I will be happy to add to it.

Budgeting, Financial Reporting and Forecasting We partner with clients to develop realistic budgets and financial plans that help schools reach their short - and long - term strategic objectives.

Since 1981, we have guided our clients» communication strategies through crisis management, long - term community engagement plans and critical funding campaigns that have helped will billions on behalf of our clients.

And because of the wonderful experiences we've provided our clients with in the past 32 years, we don't plan on lowering our standards until we become the leader in the short - term insurance industry.

Our investment strategies are backed by industry research, providing our clients with effective planning tools for their long term investment goals and asset allocation.

Since 2010, we've guided over 1,200 clients to achieve a level of financial contentment they never thought possible helping them reduce debt, improve cash flow, save, invest and plan for both short and long term goals.

The clients that we typically work with (working - age people with families, student loans and mortgages) can normally cover their immediate financial obligations through term coverage, and are able to deal with final expenses after retirement effectively by putting a dedicated savings plan into effect.

I turned away most of the business brought to me and I only accepted a few clients who agreed to a sound long - term plan.

In response to uncertainty around the direction of interest rates, we've been working with more clients to create long - term income purchasing plans instead large, one - time purchases.

Additionally, the uncertainty on the direction of interest rates has us working with clients to create long - term income purchase plans instead of one - time purchases.

For a term life policy SBLI is certainly an expert in term life plans, having brought peace of mind and security to thousands of clients.

Feedback received from my friends / clients who bought online Term Life Insurance plans directly.

Some clients will also qualify for rebates, depending upon the specific terms of their plan.

Berton tries to meet with clients at least three times a year — annually for a big review where he discusses long - term goals and two other times to make sure nothing about the plan has changed.

We offer this unique, flexible tool specifically for clients looking to plan for and protect long - term financial needs, such as wealth transfer and estate considerations.

Another notable feature is Ellevest's additional planning layer, which helps clients achieve short - term financial goals — e.g., building a home down payment or amassing an emergency fund — in addition to long - term financial security.

Rather than cold - calling investors and pitching specific stocks or investment ideas, the typical job of those formerly known as «stock brokers» is now helping clients develop and put into motion long - term, comprehensive financial plans.

However it may present medium / long - term risk in terms of EU employees & dealing with EU clients — locating some staff in Dublin might be a relatively simple contingency plan.

In addition, advisors can help keep clients focused on the long - term during periods when clients are tempted to leap to a «faster horse» during bull markets, or abandon their plan altogether at the depths of bear markets.

... The key point of this article is that relying solely on a passive strategic portfolio designed to produce near - benchmark returns in a secular bear market will do nothing but guarantee that clients will underperform long - term expectations for an extended period of time and make it likely that they will fail to achieve their financial planning goals.

Juicy Excerpt: While most everyone would agree that valuations matter, the question remains as to whether clients with a long - term outlook (such as those planning for retirement) can hope to act successfully on information about...

We take great pride in helping our clients make their wealth building efforts more efficient through properly structuring the mortgage financing for their real estate investment portfolios (always putting client long - term estate and financial goals at the core of the plan).

The Art of Selling and Teaching Private Lessons (Available to Dog Obedience Program students and alumni only) This Short Term Program will ameliorate your knowledge of proper private - lesson training and will instruct you on such imperative topics as sales techniques and tips, understanding communication styles, the different types of private training, developing effective training plans, how to teach off - leash behaviors, and how to achieve client compliance in order to maximize the successfulness of your training.

A claim can then be made on the insurance plan and, according to the terms of that plan, reimbursement is made to the client.

Discounts are offered for seniors, military, first - time client, wellness plans, and long - term boarders.

I have a few clients who have managed this type of situation for years, with two dogs in separate parts of the house who never interact at all — but it's very difficult for most owners to do as a long - term plan.

Synapse investigates utility resource planning dockets and creates long - term plans on behalf of our engaged clients.

I try to make sure that I send email updates to my active clients at the beginning of each week so they know how their case is proceeding, what the short - and long - term plans are, and allowing them an easy opportunity to respond with questions or concerns.

Legal EFX offers scalable e-commerce solutions that range from accepting secure credit card payments to full case or account management for long - term clients and clients on installment plans.

Clients also benefit from proactive transition planning, which affords them a stable long term solution for their legal needs.

Development plans include both long - term career goals (e.g., to become a partner) and the more immediate performance goals that move lawyers toward those long - term career goals (e.g., to strengthen my client management skills).

Nearly half of respondents (46.8 %) said that business and business plan development, marketing and commercial initiatives are top short - term priorities, with a fifth citing increasing client satisfaction and relationships as another important aim.