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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
- Opting Out Of Health Insurance
- The article details various policy measures, which could be taken by the Human Resource Department for keeping themselves out of insuring employees against Health Hazards. The various cases studies discuss different measures that could be taken in cases where employees are not willing to take the insurance policies.
- Case studies 2002-01-06
- Why Should You Use an Insurance Broker?
- Using an insurance broker can help tremendously if your business lacks benefiting personnel or you have limited resources for health benefits administration. A local broker knows the insurance carriers in your area and can help you find the best plan for your business.
- White papers 2003-01-01
- Exchange Rate Regimes for Emerging Markets: Moral Hazard and International Overborrowing
- In the absence of capital controls, this increases the magnitude of over-borrowing and leaves the economy both more vulnerable to speculative attack and more exposed to the real economic consequences of such an attack. Although Banks that enjoy government guarantees have an incentive to increase foreign borrowing and incur foreign...
- White papers 1999-07-01
- Workplace-violence insurance: Meeting an unfortunate need
- Workplace shootings emphasize that every workplace could harbor an undetected threat that could cripple a business and create emotional havoc for employees. Fortunately, there are ways to minimize your business' risk, and some insurance companies can provide remedies for businesses marred by workplace violence. Workers compensation policies cover on-the-job injuries,...
- White papers 2001-05-01
- Case Study Of Groupama
- Groupama ranks among the top three generalist groups in the French insurance market. Consolidation and margin pressures in the global insurance industry are driving companies to increase focus on cost reduction. While IT cost reduction is essential to Groupama, the company must also continue to develop capabilities critical to the...
- Case studies 2003-01-01
- One to Many, Through Many
- Managing multiple channel customer relations in financial services is critical to success. But getting information systems to support this business imperative is never easy and often fraught with complexity. Component-based systems may be the way forward. Banks and insurance companies need to be tightly integrated with all parties involved in...
- White papers 2002-08-04
- How Can You Control Workers' Compensation Costs?
- Regardless of the industry you're in, the best way to control the cost of workers compensation insurance premiums is to avoid injury claims. A safe environment, effective safety training and ongoing programs to promote safe work habits are keys to preventing employee injury. If employees are injured on the job...
- White papers 1999-01-04
- What's New in Executive Compensation?
- There has been a noteworthy development in the world of executive compensation involving split dollar life insurance. Many companies use split dollar life insurance to provide additional insurance benefits for executives and for other corporate planning purposes. The IRS recently issued a Notice, which will profoundly affect the most common...
- White papers 2001-06-01
- Case Study: City County Insurance Services CIS
- City County Insurance Services CIS is a member-owned trust, formed by the League of Oregon Cities and the Association of Oregon Counties to meet the risk management needs of cities, counties and other eligible local governments. The trust provides property/liability, worker's compensation and employee benefits coverage and offers claims management,...
- Case studies 2002-01-01
- Case Study: Parker
- By using the Employease Network to manage HR and benefits information and to connect to insurance carriers, Parker Services' HR department reduced its administrative burden, while improving service to employees. Now they have the time to focus on more strategic activities. Working with Employease r educed administrative burden by 30...
- Case studies 2002-01-01
- Breaking Through Current Success
- A small Northeast insurance brokerage firm specializing in life, retirement and disability underwriting hired High Performance Consulting HPC. The company was highly successful within its expertise and well regarded within the insurance community. The President of the firm was committed to producing an increase in production and an alteration in...
- Case studies
- Catastrophe Risk Management : Using Alternative Risk Financing And Insurance Pooling Mechanisms
- Residual stochastic risks from catastrophic natural events can be addressed through insurance pooling and risk transfer mechanisms that provide the basis for financial protection and instill strong incentives for reducing vulnerability. To reduce the economic stress after disasters, the author shows, World Bank instruments could be used to support initiatives...
- White papers 2001-02-01
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