'Insurance planning' presentation slideshows

Chapter 7 The Systematic Process: Analyzing the Situation & Developing the Plan

460 views • 30 slides

Financial Planning

Financial Planning. A continuous process through which a planner helps his client to achieve his life goals These goals may be: Retirement Planning Children Education Tax Planning Liability Management Insurance needs & Analysis, etc. Dharmesh C Timbadia , CFP CM. Financial Planning.

450 views • 29 slides

Take Charge and Reach Your Goals

Take Charge and Reach Your Goals. Budgeting and Financial Priorities. The PICPA. Pennsylvania Institute of Certified Public Accountants PICPA is a professional association of more than 20,000 members working together to improve the profession and serve the public interest.

301 views • 22 slides

Accounting For Life Insurance

5.9k views • 18 slides

Financial Planning

A financial plan is a series of steps or goals used by an individual or business, the progressive and cumulative attainment of which are designed to accomplish a financial goal or set of circumstances

161 views • 15 slides

ROYL Training Syllabus

152 views • 6 slides

Lori Pirrone - Financial Consultant

Lori Pirrone is a Financial Consultant for AXA Advisors, LLC. AXA is a full service Broker Dealer and Insurance company that was established in 1859. She has been with AXA since 2001 and provides clients with retirement and insurance plans. She has a Bachelor of Business Administration degree in Banking and Finance from Hofstra University and previously worked for Dreyfus Mutual Fund/Mellon Bank. Lori obtained her ChFC (Chartered Financial Consultant) designation in 2005 from The American College and is now continuing to further her education by studying for the RICP (Retirement Income Certified Professional)

164 views • 5 slides

Lori Pirrone Helping People Plan For Retirement

Lori Pirrone has had a successful career in helping people plan for their retirements. Planning for retirement is a difficult task for most people because of the foresight it requires to plan for insurance and living costs that will appear down the road.

128 views • 5 slides

AN INSURANCE PLANNING / TUTORIALOUTLETDOTCOM

40 views • 3 slides