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plan
Articles tagged with plan
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FINANCIAL SERVICES - IRAS Dear (Customer Name): What are you going to do when you retire? Travel? Move to a quiet area and relax? These are reasonable plans for individuals reaching retirement age. ...
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FORMALIZING THE PLAN A plan is only as good as its execution. It is essential that progress be monitored and adjusted and changes made when necessary. Which means that once you prepare the plan, you ...
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FRAMEWORK FOR AGENCY SUCCESS by Patty Vaughn Planning agency success is a learning experience. Sharing ideas, taking advantage of opportunities, and tapping untapped resources, with the help of ...
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FROM ESTATE TAX TRAP TO TAX VICTORY by Irving Blackman You hear it all the time: 'Tax law is too complicated.' Well, it is. My job is usually to explain complex tax law in understandable langu...
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GET THE RETURN ON YOUR TECHNOLOGY INVESTMENT by Jack Fries Three trends dominate the agency agenda today: Customers, competition, and change. In customer service, these trends have tr...
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GOOD COMPENSATION PLANS ATTRACT GOOD PEOPLE by Mark Shlien Many agencies have had to change their approach to compensation during the recession. Faced with declining revenues and profits,...
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GOOD UNDERWRITING SUBMISSIONS GUARANTEE MORE SALES by Thomas Carpenter, CPCU Nothing is more discouraging to an experienced, professional large account underwrite...
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The conference report for H.R. 3103, the Health Insurance Portability and Accountability Act of 1996, provides for changes in the private heath insurance market. The bill guarantees the availability of private heath insurance coverage for certain groups and restricts the use of preexisting condition restrictions. Renewal of coverage will be guaranteed with limited exceptions. Although H.R. 3103 creates federal standards for insurers, health maintenance organizations (HMOs), and employers who self-insure, the bill permits substantial state flexibility for compliance. This report examines the major features of H.R. 3103 regarding heath insurance.
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HEALTH INSURANCE: MODULE V-H OVERVIEW Health insurance has grown into a vast and complicated field involving many types of policies and programs: Group, individua...
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HIPAA AND GROUP HEALTH BENEFIT PLANS by Judi Newman Beginning April 14, 2003, the Health Insurance Portability & Accountability Act (HIPAA) will require many employers, most health ...