Sentences with phrase «trained life insurance professional»

Not exact matches

Our trained financial professionals can conduct a thorough needs analysis to help you determine what type of life insurance is right for you.

5 MetLife administers the Delivering the Promise, Transition Solutions and Retirewise programs, but has arranged for Massachusetts Mutual Life Insurance Company (MassMutual) to have specially - trained financial professionals offer financial education and, upon request, provide personal guidance to employees and former employees of companies providing these programs through MetLife.

Based on my own experiences working within a law society and in the field of legal malpractice insurance, I'm not sure that this priority has always been sufficiently emphasized in lawyer training and I was therefore quite pleased to hear that law students and articling students were both this week hearing of the importance of integrity in their professional lives.

This is where the training and the experience of a life insurance professional comes into play to guide his client through any hurdles may come along the way of the quoting and application process.

Because universal life is a complicated affair, due in large part to the Canadian income tax laws related to this type of insurance, it is advisable for anyone considering such a purchase to consult a trained professional for advice.

The second way to shop for life insurance is to go about it the smart way and ask for help from a trained professional whose job it is to help people find the right policy at the lowest possible premiums.

The life insurance market changes rapidly and it takes a trained professional to keep up with it.

Edelweiss Tokio Life Insurance has engaged a team of professional Personal Finance Advisors (PFAs) who are trained to adopt the customer centric selling model and recommend products only after understanding and analyzing customer needs.

The trusted choice of many local Alaska residents, home associations and benefits programs, our team of trained Alaska insurance professionals are available to help inform you of your life insurance policy options as you choose the term life insurance or whole life insurance that is best for you and your family.

ABC UNiVERSITY Sometown, IL Bachelor of Science, Major: Business Management Minor: Marketing Designations: FINRA Series 6 and 63; FINRA Broker / Agent; Life and Health; Illinois Long - Term Care (LTC) and Property & Casualty (P&C) licenses; Financial Services Certified Professional (FSCP) Recent Training: Long - term care, estate planning and retirement Member: National Association of Insurance & Financial Advisors

Professional Training: Life Underwriter Training Council Fellow (LUTCF) designee by the American College — 2005 Notable coursework includes: Foundations of Estate Planning, Exploring Personal Markets, Business Insurance and Essentials of Employee Benefits.

Tags for this Online Resume: Compliance, Operations, NASD Regulations, Financial Services Professional, NASD, Mutual Funds, Annuities, Stocks, Bonds, Life Insurance, Writing Training Materials, Detail Oriented, Training, Effective Writing Skills

The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation

However, before making the decision to use your insurance coverage to reimburse you for therapy, please consider the following: Therapy is a process in which a trained, emotionally uninvolved licensed professional acts as a guide or catalyst in assisting the client to understand more clearly their motives, behaviors, and values, and to make more rational decisions about their life.