'Beneficiary designation' presentation slideshows

Pension Seminar for non-teaching pension plan members

Pension Seminar for non-teaching pension plan members. April 24, 2010 Presented by Trudy Arndt-Harrison Pension Coordinator. Agenda. Disclaimer.

749 views • 63 slides

Schlumberger 2015 Annual Enrollment

790 views • 38 slides

Schlumberger 2015 Annual Enrollment

725 views • 37 slides

Beneficiary Designations: Why, When and How? Presented by: Martin R. Grimba, BA. FLMI

Beneficiary Designations: Why, When and How? Presented by: Martin R. Grimba, BA. FLMI RVP Estate Planning - AEIS. Intent of the Designation. To ensure the life insurance proceeds, reach the hands of the intended beneficiary Defined by Provincial Legislation

379 views • 23 slides

Updates to the Colorado Mesa University retirement plans

206 views • 20 slides

City of Portland 457 Deferred Compensation Plan

City of Portland 457 Deferred Compensation Plan. City of Portland 457 Deferred Compensation Plan. Presentation by: Jeanine Keller Deferred Compensation Administrator City of Portland. (503) 823-6140. What is Deferred Compensation ?. Voluntary Plan Save Money on a Pre and Post tax basis

349 views • 16 slides

Medicaid Planning: Protecting Your Clients

Medicaid Planning: Protecting Your Clients. Long Term Health Care Planning. Cost of Care (see p. 1 handout) Forms of Payment ( see p. 1 handout) Personal Funds Long Term Care Insurance (see pp. 10-11 handout) Medicaid. Medicaid Qualification - Exemptions. Personal Exemptions

243 views • 13 slides

Tips on Building Your Estate Planning Attorney

A real estate attorney can help you in the right direction. If you find estate planning tricky, you should not feel reluctant to contact a lawyer.

100 views • 9 slides