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Lectures: 29
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350 W.
Oakdale Ave.
#1312
Chicago, Il 60657
(312) 547-9798
vbaur@hotmail.
com
Val Baur
OBJECTIVE: a financial service representative position in an organization seeking knowledgeable and experienced
individual to generate new accounts and serve existing clients through exceptional customer relations
SUMMARY OF QUALIFICATIONS: Highly...
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350 W. Oakdale Ave. #1312 Chicago, Il 60657 (312) 547-9798 vbaur@hotmail. com Val Baur OBJECTIVE: a financial service representative position in an organization seeking knowledgeable and experienced individual to generate new accounts and serve existing clients through exceptional customer relations SUMMARY OF QUALIFICATIONS: Highly motivated, creative and versatile financial industry professional with five years of experience in commodities futures and options, investment, money management, sales of financial products, as well as hands on experience in all areas of retail futures brokerage firm. Extensive knowledge of technical and fundamental analyses. Exceptional closing skills with strong emphasis on building effective, productive working relationships with clients. Areas of expertise include: Proven and consistent record of achieving and exceeding sales goals and quotas. Leadership capabilities and ability to motivate teams towards high levels of achievement. Proficient in f
Moins
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Publiée le 9 Août 2011
Pages: 1
Lectures: 7
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InsuranceStrategies
*Source:The2010MetLifeMarketSurveyofNursingHome,AssistedLiving,AdultDayServices,andHomeCareCosts,
October2010.
Averagecostsfornursinghomecare-2010*
State
Semi-PrivateRoom PrivateRoom
Low High Avg.
Low High Avg.
Alabama(AL) $129 $204 $166 $134 $215 $177
Birmingham $155 $184 $168 $163 $194 $177
Montgomery $145 $204...
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InsuranceStrategies *Source:The2010MetLifeMarketSurveyofNursingHome,AssistedLiving,AdultDayServices,andHomeCareCosts, October2010. Averagecostsfornursinghomecare-2010* State Semi-PrivateRoom PrivateRoom Low High Avg. Low High Avg. Alabama(AL) $129 $204 $166 $134 $215 $177 Birmingham $155 $184 $168 $163 $194 $177 Montgomery $145 $204 $174 $166 $215 $194 RestofState $129 $195 $162 $134 $205 $170 Alaska(AK) $435 $876 $610 $452 $876 $687 Arizona(AZ) $130 $230 $177 $155 $357 $235 Phoenix $130 $230 $177 $170 $357 $235 Tucson $151 $202 $179 $175 $303 $227 RestofState $140 $219 $176 $155 $300 $238 Arkansas(AR) $100 $165 $134 $109 $250 $155 LittleRock $125 $165 $145 $132 $200 $166 RestofState $100 $153 $129 $109 $250 $150 California(CA) $160 $661 $227 $185 $497 $287 LosAngeles $170 $256 $198 $185 $303 $238 SanDiego $178 $295 $215 $220 $395 $267 SanFrancisco $210 $661 $308 $315 $497 $435 RestofState $160 $400 $202 $201 $370 $255 Colorado(CO) $150 $275 $198 $159 $312 $221 Denver $167 $275 $209
Moins
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Publiée le 4 Juin 2011
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Lectures: 12
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Needs-based Strategies
Supplemental Disability
Income Insurance.
Employer Paid and Voluntary Options.
As a small business owner, you
have the option of providing your
employees’ with the opportunity to
apply for (or decline) supplemental
disability income (DI) insurance on
either a voluntary-or employer paid
basis.
Let...
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Needs-based Strategies Supplemental Disability Income Insurance. Employer Paid and Voluntary Options. As a small business owner, you have the option of providing your employees’ with the opportunity to apply for (or decline) supplemental disability income (DI) insurance on either a voluntary-or employer paid basis. Let Massachusetts Mutual Life Insurance Company (MassMutual) provide solutions to your supplemental DI insurance needs through various individual and worksite options. SmallBusinessOwnersandEmployers Multi-Life Disability Income Insurance Employer Paid and Voluntary Options Company Size (Number of Employees) Disability Income Insurance Options Underwriting 1or2 Individualpolicies Medicalandfinancial underwriting 3ormore Individualpoliciesoffered withapremiumdiscount* Medicalandfinancial underwriting 10ormore Individualpoliciesoffered withapremiumdiscount* GuaranteedStandardIssue* withnomedicalorfinancial underwriting(75ormorefor voluntarycases) eWorksite SolutionsSM eWor
Moins
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Publiée le 3 Juin 2011
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Lectures: 9
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Special Advertising SectionSpecial Advertising Section
A Living Benefit
Whole life, or permanent life, as it is also called, is
experiencing a revival of interest as a long-term investment to weather difficult economic times.
Aside from
the death benefit, the insurance provides a tax-deferred
buildup of cash values that can be...
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Special Advertising SectionSpecial Advertising Section A Living Benefit Whole life, or permanent life, as it is also called, is experiencing a revival of interest as a long-term investment to weather difficult economic times. Aside from the death benefit, the insurance provides a tax-deferred buildup of cash values that can be borrowed against on a tax-favorable basis, providing a ready source of capital when other sources of money are problematic or hard to come by. “Whole life insurance is the oldest type of life insurance, and used to dominate the market until the advent of newer forms like variable life and universal life about 30 years ago,” says Elaine Tumicki, corporate vice president of product research at LIMRA, a Windsor, Conn. -based insurance research firm. “With the investment climate taking a toll on these newer forms — variable life premiums, for example, are invested in the stock market — whole life is resurgent, now representing 28 percent of all new premiums, the h
Moins
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Publiée le 2 Juin 2011
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Lectures: 21
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Insurance Strategies
Why rent when you can own?
A comparison of term and permanent life insurance
An Educational Guide
for Consumers
Par admin
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Publiée le 2 Juin 2011
Pages: 8
Lectures: 11
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Investing with ActiveChoice IRA Program and EasyChoice IRA Program
The MassMutual IRA provides you access to the MassMutual Premier and MassMutual Select Funds.
These
subadvised funds offer a wide array of choices across asset classes and investment styles.
In a subadvised
structure, MassMutual serves as the investment advisor of the...
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Investing with ActiveChoice IRA Program and EasyChoice IRA Program The MassMutual IRA provides you access to the MassMutual Premier and MassMutual Select Funds. These subadvised funds offer a wide array of choices across asset classes and investment styles. In a subadvised structure, MassMutual serves as the investment advisor of the funds, but hires subadvisors to handle day-today portfolio management. You can choose from some of the most well known managers in the investment business or from specialized boutique firms who have demonstrated expertise within a specific investment style. Why should subadvised funds be important for your retirement savings? No single fund family can be the best manager in all asset categories, so the specialized expertise it takes to manage a diversified line up of retirement-focused investments probably does not exist within the walls of one company. That s why we seek the best available managers from throughout the industry. Once we ve brought su
Moins
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Publiée le 2 Juin 2011
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InsuranceStrategies
The dividend difference
Adding value to your whole
life insurance policy
An Educational Guide
for Individuals
Par admin
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Publiée le 2 Juin 2011
Pages: 12
Lectures: 12
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What is Form 5498?
The following short responses are intended to present general information only.
You should consult your
personal tax advisor with questions about your specific situation.
What is a Form 5498?
The IRS requires trustees or issuers of contracts used for Individual Retirement Accounts (IRAs) to
submit Form 5498 by May...
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What is Form 5498? The following short responses are intended to present general information only. You should consult your personal tax advisor with questions about your specific situation. What is a Form 5498? The IRS requires trustees or issuers of contracts used for Individual Retirement Accounts (IRAs) to submit Form 5498 by May 31 each year. This form reports the fair market value, any rollovers and contributions made to your traditional IRA, Roth IRA, SEP-IRA or SIMPLE IRA and recharacterizations of an IRA contribution. The copy you receive is for your records. If you have any additional questions or concerns, please call our Annuity Service Center line at 1 (800) 272-2216 (press 2) Monday through Friday between the hours of 8:00 a. m. to 8:00 p. m. Eastern Time, and an annuity service specialist will be available to research your account. Why did I receive a Form 5498? You will only receive a Form 5498 if you did one of the following during the tax reporting year: (a) yo
Moins
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Publiée le 1 Juin 2011
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Lectures: 20
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Frequently Asked Questions Regarding Forms 1099
The following short responses are intended to present general information only.
You should
consult your personal tax advisor with questions about your specific situation.
Form 1099-R
What is a Form 1099-R?
A Form 1099-R is generally used to report designated distributions of $10 or more...
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Frequently Asked Questions Regarding Forms 1099 The following short responses are intended to present general information only. You should consult your personal tax advisor with questions about your specific situation. Form 1099-R What is a Form 1099-R? A Form 1099-R is generally used to report designated distributions of $10 or more from pensions, annuities, profit-sharing and retirement plans, IRAs, and insurance contracts. Copies of the Form 1099-R are provided to the taxpayer identified on the Form, the Internal Revenue Service and the appropriate state, city or local tax department. If you have questions about other types of payments reported on Form 1099-R, please consult your personal tax advisor. What is the difference between a Form 1099-INT and a Form 1099-R? The Form 1099-INT is used to report interest credited on certain contract proceeds. The Form 1099-R is used to report designated distributions of a contract’s internal earnings (gain) that were previously untaxed.
Moins
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Publiée le 1 Juin 2011
Pages: 4
Lectures: 21
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États-unis
![Nursing_Home_Costs[1]](http://i3.calameoassets.com/110604051253-bd96a14427775b45cafb6ade40bc5702/p1.jpg)
![SBO%20Worksite%20Opportunities%20DI[1]](http://i1.calameoassets.com/110603201244-aa26517a8ab8831a521d7865fdfb716e/p1.jpg)
![WSJ_Resurgence_of_Whole_Life[1]](http://i2.calameoassets.com/110602200246-9b44c35fe0273dfd843f01a675f09b07/p1.jpg)
![Renting_v_Owning[1]](http://i2.calameoassets.com/110602201201-c7ef694610cb159ead702047c0ce5a07/p1.jpg)
![mmi_easyactive[1]](http://i1.calameoassets.com/110602022420-d8f9169b764740c1031e42797f9e704b/p1.jpg)
![li_policy_dividends[1]](http://i3.calameoassets.com/110602195337-9fb3438e4694763ce9059c34f5c5ecca/p1.jpg)
![form5498faq[1]](http://i2.calameoassets.com/110601032048-cb8ba7617fcf1ecad5642ced61155bdf/p1.jpg)
![1099faq[1]](http://i3.calameoassets.com/110601032812-f16e50ca10486ab7f3d5f4902ae563d1/p1.jpg)
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