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- Financial Planning
- planning the acquisition of funds to finance planned activities
- Financial Planning definition on BNET »
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- Bad References a Good Thing?
- Way back in 1984, an insurance salesman was awarded $1.9 million by a Texas court in a defamation suit because his employer, Frank B. Hall and Company, was asked for a reference and, perhaps too candidly, rated the salesman "a zero." Thus began the era of reference...
- Blog posts 2008-06-13
- Need to Cancel a Vacation for Work? No Problem
- It's becoming increasingly difficult to justify taking time to yourself (despite abundant research on the benefits of work/life balance, which should release us from feeling the need to find justification). Research shows that 19 percent of workers have cancelled a vacation for work at least once -- and vacation insurers are counting on this. ...
- Blog posts 2007-11-15
- Obtaining Insurance Coverage for a Business
- Every business needs insurance against risks that might threaten its profitability, including theft and work-related injuries. A small business is more vulnerable to the consequences of these incidents, since it rarely has the resources to cover sudden and unexpected expenditures.This article explains what insurance your business is legally required to...
- Articles 2007-10-23
- Identifying Capital and Operating Leases
- Payments for leased corporate assets must be accounted for in financial statements, to accurately reflectthe company's financial obligations. There are two accounting methods, one for each type of lease: "operating" or "capital."The FASB Financial Accounting Standards Board has developed objective criteria to help managers identify the type of lease based...
- Articles 2007-08-13
- Fewer Choices, Less Transparency for a Better Workplace
- Jeff Pfeffer's new book, What Were They Thinking?: Unconventional Wisdom About Management, lives up to its subtitle. Fellow Stanford professor Robert Sutton raves about the book in his recent blog post he admits that his opinion is slightly biased and highlights a few interesting points. Sutton says: Jeff shows...
- Blog posts 2007-07-02
- NETSCAPE And AOL Award EF Moody's Financial Planning Site
- Business Editors SAN LEANDRO, Calif.--BUSINESS WIRE--Feb. 29, 2000--Errold Moody authors the largest and most comprehensive independent financial planing site on the Internet (http://www.efmoody.com) with over 1,000 pages and 888 links. It is designed for consumer knowledge and protection and debunks the marketing hype of...
- Research articles 2000-02-29
- National Underwriter Selects NextPage To Deliver Insurance And Financial Planning Content To Corporate Portals And The Internet
- Business Editors/High-Tech Writers
- Research articles 2000-06-29
- The ABCs of those financial letters.(Financial advusirs)(Brief Article)
- Remember stockbrokers? How passe. Today, people who specialize in picking stocks or mutual funds for investors go by the titles ``financial consultants'' or ``financial advisers.'' Many who peddle stocks and other investments such as insurance n Remember stockbrokers? ...
- Research articles 2002-04-15
- Credit Suisse Privilege Increases Market Share and Builds Customer Loyalty with Siebel Insurance; Leading Financial Planning Provider Leverages Industry-Specific CRM Solution to Achieve Top Industry Ranking in Hong Kong
- SAN MATEO, Calif. -- Siebel Systems, Inc. (NASDAQ: SEBL), the leading provider of customer-facing solutions, today announced that Credit Suisse Privilege CSP, a division of Winterthur Life Hong Kong, has grown sales of its investment products by 50 percent and reduced customer churn four-fold in the 18 months following the...
- Research articles 2005-06-08
- Buffett Doubles Down on Embattled Insurers
- Lots of people are down on the prospects for many big U.S. health plans, which have been battered by declining enrollment, bad claims management, poor investment performance, and continued run-ins with state insurance regulators. But uber-investor Warren Buffett sees a silver lining somewhere in all that bad news. ...
- Blog posts 2008-05-18
- Why the Blues Have the Blues
- Blue Cross Blue Shield plans are suffering along with the rest of the healthcare industry. According to a study by Sherlock, a health-plan consulting firm, the Blues saw operating income drop 18 percent in 2007, despite a 7.4 rise in revenue. That parallels the experience of other major insurers such...
- Blog posts 2008-06-23
- Should Google Shoot Sergey Brin Into Space?
- Google co-founder Sergey Brin plans to head to space. According to the New York Times, Brin, an investor in Space Adventures, a Virginia-based space tourism outfit, is likely to hitch a ride on a Russian Soyuz en route to the International Space Station in 2011. ...
- Blog posts 2008-06-11
- Real Innovation Should Become High Tech's Cup of Tea
- Since fast food outlets started printing "Contents Extremely Hot" on drink cups, there haven't been that many opportunities to connect tea and car insurance. But here's an odd pair of stories that have something in common. An employee of a famous chain of more than 200 British tea shops died...
- Blog posts 2008-07-03
- Money Will Rain on Busch CEO When InBev Deal is Completed
- To fully understand the machinations behind corporate dealmaking, you often have to wait until well after a deal is reached, as the details start coming out. One piece of the puzzle behind InBev's acquisition of Anheuser Busch may have been provided in a filing late last...
- Blog posts 2008-08-18
- Overseas Legal Liability Threats Growing, Says AIG
- Globalization can be a double-edged sword. Business practices are now crossing borders just as quickly as software, commodities, or flat television screens. Corporate executives enjoy the good and the bad. One idea the U.S. seems to be exporting is that of class action lawsuits against companies. Indeed,...
- Blog posts 2008-08-19
- How to Find New Customers (Pt. 3)
- Sometimes you need to bootstrap yourself into a new customer environment before you can even get good at cold-calling. The way you do this is through something that I call "instant demand creation." What you do is simple: you find a customer for your customer. by Geoffrey James
- Blog posts 2008-08-13
- Untapped Market: Insuring Travelers Against Airlines Going Bust
- With airlines failing right and left, you'd think insurance companies would be queuing up to help passengers protect expensive travel investments should their air carriers go bust before -- or even during -- a holiday. You'd be wrong. This occurred to me when I took a trip...
- Blog posts 2008-09-12
- Hoping To Put Out Fire, Former Allstate Chief Jumps Into AIG Frying Pan
- Like a good neighbor, former Allstate CEO Edward Liddy is there. Liddy was reportedly named CEO of AIG shortly after the New York-based insurance giant was given an $85 billion federal government bailout. As part of that deal, AIG CEO Robert Willumstad announced he was leaving and the government brought Liddy in...
- Blog posts 2008-09-17
- Greenlight Capital Re, Ltd. Q2 2008 Earnings Call Transcript
- Question-and-Answer Session Operator Operator instructions Your first question comes from the line of Jim Bradshaw with Bares Capital Management. Jim Bradshaw – Bares Capital Management Good morning. Congratulations on a nice quarter there. I was wondering if you could go into a little more detail about, you mentioned a...
- Earnings calls 2008-08-07
- PartnerRe Ltd. Q2 2008 Earnings Call
- Question-and-Answer SessionThank you. [Operator Instructions]. First question coming from Jay Gelb with Lehman Brothers. Jay H. Gelb - Lehman Brothers Morning, Patrick can you give us a bit more insight on the potential for crop insurance losses in the third quarter. How should we be thinking about the different...
- Earnings calls 2008-07-29
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