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1851 Resources for

financial planning and insurance

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BNET Business Dictionary

Financial Planning
planning the acquisition of funds to finance planned activities
Financial Planning definition on BNET »

BNET Resources

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...
Tags: Reference, Insurance, Financial Planning, Business Operations, Corporate Insurance, Finance, William Baker
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. ...
Tags: Lori Deschene, Human Resources, Management, Finance, Corporate Insurance, Business Operations, Benefits, Strategy, Financial Planning, Insurance, Vacation, Risk
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...
Tags: Financial Planning, BNET Editorial, insurance, insurance company, agent, workers compensation, motorcycle, health care, risk, SUV, hiring, small business, vision, agreement, Web, Web site
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...
Tags: BNET Editorial, Asset management, Operational accounting, Financial Planning, Financial accounting, tax, payment, lessor, leasing, lease, interest rate, insurance, financing, financial statement, financial reporting, Financial Accounting Standards Board, financial, benefit, balance sheet, asset, agreement, accounting
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...
Tags: Financial Planning, Benefits, Insurance, Sutton, CEO, Salary, Workplace, Business Operations, Corporate Insurance, Human Resources, Finance, Nicole Solis
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...
Tags: America Online Inc., financial, financial planning, insurance, long-term care, Netscape Communications Corp.
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
Tags: financial, financial planning, insurance, Internet, portal
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? ...
Tags: ABC Inc., designation, financial, financial planning, financial service, insurance, stock
Research articles 2002-04-15
AXA Targets Asia Growth in Spite of China Snag
By Denny Thomas and George ChenSYDNEY/HONG KONG (Reuters) - French insurer AXA AXAF sought full control of its majority-owned Asian arm to get a tighter grip on the region's booming markets, and stuck with plans to grow in China in spite of regulatory obstacles there.The insurance market in Asia is...
Tags: AXA Group, Insurance Company, Asia, AXA, Insurance, Financial Planning, Ameriprise Financial Inc., China
News items 2009-11-09
Orbcomm Inc. Q3 2009 Earnings Call Transcript.
Question-and-Answer SessionOperator Operator Instructions Your first question comes from Chris Quilty - Raymond James & Associates. Chris Quilty - Raymond James & Associates Just looking at the satellite net ads in the quarter, do you have a sense of where you are actually seeing gains or net ads...
Tags: Advertisement, OEM, Call Transcript, Earnings, ORBCOMM Inc., Insurance, Transportation, Financial Planning, Business Operations, Corporate Insurance, Finance, Seeking Alpha
Earnings calls 2009-11-09
Underwriter, Life Insurance
The Underwriter, Life Insurance job description template includes the following job summary: Appraises and underwrites applications for individual and group life insurance to determine whether to accept, modify, or decline a risk, and the appropriate pricing in accordance with company guidelines. Additional information available includes essential job functions, additional responsibilities,...
Tags: Job, Business & Legal Reports Inc., Life Insurance, Insurance, Financial Planning, Recruitment & Selection, Personal Finance, Business Operations, Corporate Insurance, Finance, Human Resources, Workforce Management
Tools & templates 2009-11-01
AIG Says Primus Wins Bid For Its Taiwan Unit
TAIPEI (Reuters) - Primus Financial has won the bid to buy the entire 97.57 percent stake of AIG's Taiwan insurance unit Nan Shan Life in a deal worth $2.15 billion, the companies said on Tuesday.Primus and AIG are due to hold a news conference at 0600 GMT, they said.(Reporting by...
Tags: Primus Co., American International Group Inc., Insurance, Financial Planning, Business Operations, Corporate Insurance, Finance, Us
News items 2009-10-12
AIG to Sell Taiwan Insurance Unit For $2.15 Billion
By Faith Hung and Michael FlahertyTAIPEI/HONG KONG (Reuters) - American International Group AIG is to sell its Taiwan life insurance unit for $2.15 billion, marking the largest disposal since a U.S. government bailout saved the insurer from collapse last year.The sale of Nan Shan Life on Tuesday was another step...
Tags: Primus Co., Taiwan, American International Group Inc., Insurance, IPO, Financial Planning, Citigroup Inc., Morgan Stanley
News items 2009-10-13
House Prices to Grow 20% By 2012: Report
House prices in major Australian cities are forecast to grow by about 20 per cent between now and 2012, according to a report from mortgage insurer QBE Lenders' Mortgage Insurance QBE LMI.QBE LMI's Housing Outlook report for 2010 to 2012, researched by BIS Shrapnel, confirms that recent low interest...
Tags: Australian Associated Press Pty Ltd., Growth, Interest Rate, Insurance Company, QBE LMI, Insurance, Mortgages, Financial Planning, Financial Services, Business Operations, Corporate Insurance, Finance, Capital Structures, AAP
News items 2009-10-14
Audiovox Corporation F2Q10 (Qtr End 8/31/09) Earnings Call Transcript
Question-and-Answer Session Operator Operator Instructions Your first question comes from Thomas Khan - Khan Brothers. Thomas Khan - Khan Brothers [Break in audio] on the Circuit City receivable. Patrick M. Lavelle Tom, could you repeat that? Thomas Khan - Khan Brothers Did you collect your insurance money on...
Tags: Circuit City Stores Inc., Mobile, AudioVox, Warehousing, Call Transcript, Earnings, Bankruptcy, Insurance, Financial Planning, Litigation, Personal Finance, Business Operations, Corporate Insurance, Finance, Seeking Alpha, Audiovox Corp.
Earnings calls 2009-10-14
UK Won't Underwrite Lloyds Rights-report
LONDON (Reuters UK) - The government will not underwrite a planned rights issue by Lloyds LLOY Banking Group, LLOY, the Financial Times said on Thursday.The newspaper quoted people involved in the process as saying that the government would definitely not make a commitment to mop up any unbought shares.The FT...
Tags: U.K., Government, Vertical Industries, Business Operations, Corporate Insurance, Finance, Financial Planning, Insurance
News items 2009-10-14
Google Inc. Q3 2009 Extended Q&A Call Transcript
Question-and-Answer Session Maria Shim We will start with a question from Mark Mahaney – Citigroup. Mark Mahaney – Citigroup How can a company with $22.0 billion on the balance sheet in cash generate negative net interest income? How about cutting out the hedging program and buying back stock? That's...
Tags: Google Inc., Quarter, Portfolio, Balance Sheets, Insurance, Financial Planning, Roi/Tco, Investment, Corporate Governance, Personal Finance, Financial Statements, Financial Accounting, Finance, Business Operations, Corporate Insurance, Managerial Accounting, Corporate Law, Seeking Alpha
Earnings calls 2009-10-16
StanCorp Financial Group Inc. Q3 2009 Earnings Call Transcript
Question-and-Answer SessionOperator Operator Instructions. We will now take our first question from Ed Spehar – Bank of America Merrill Lynch. Edward Spehar – Bank of America Merrill Lynch I had a few questions, just first, some clarification on the expense reduction efforts. How much of...
Tags: Bank Of America Corp., Merrill Lynch & Co. Inc., Call Transcript, Earnings, Stancorp Financial Group Inc., Insurance, Financial Planning, Business Operations, Corporate Insurance, Finance, Seeking Alpha
Earnings calls 2009-10-21
EU Takes ING Back to Its Banking Roots
By Ben BerkowitzAMSTERDAM (Reuters) - Dutch bancassurer ING ING will split in two, transforming itself into a smaller European lender in the most striking example yet of the deep changes that EU policymakers want to force on banks that received state aid.The company also said it would pay back early...
Tags: Bank, ING Group, Insurance, Banking, Financial Planning, Avaya Inc., Balance Sheets, Standard Register Co.
News items 2009-10-26
EU Takes ING Back to Its Banking Roots
By Ben BerkowitzAMSTERDAM (Reuters UK) - Dutch bancassurer ING ING will split in two, transforming itself into a smaller European lender in the most striking example yet of the deep changes that EU policymakers want to force on banks that received state aid.The company also said it would pay back...
Tags: Bank, ING Group, Insurance, Banking, Financial Planning, Avaya Inc., Balance Sheets, Standard Register Co.
News items 2009-10-26
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