Canterbury Benefit Solutions provides retirement plan design, consulting, and administration services. They help clients reduce taxes and costs while improving plan administration. Their services include full plan management, from setup to ongoing compliance testing and filing requirements. Canterbury is dedicated to personalized service and building long-term relationships with clients to help them achieve their retirement savings goals.
Kaplan Financial Consulting Group provides business financing of up to $150,000 through unsecured lines of credit for expanding businesses. They offer a simple prequalification form, free consultations, and funding within 10 business days with requirements of a FICO score over 730 and a business in operation for two years. Kaplan charges an 8% fee on financing amounts but offers 0% interest for 6-12 months with no restrictions on use of funds and no upfront fees.
Human Resources Introduction PowerPoint Presentation Slides SlideTeam
Presenting this set of slides with name - Human Resources Introduction Powerpoint Presentation Slides. This PPT deck displays fifftythree slides with in depth research. Our topic oriented Human Resources Introduction Powerpoint Presentation Slides presentation deck is a helpful tool to plan, prepare, document and analyse the topic with a clear approach. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. Outline all the important aspects without any hassle. It showcases of all kind of editable templates infographs for an inclusive and comprehensive Human Resources Introduction Powerpoint Presentation Slides presentation. Professionals, managers, individual and team involved in any company organization from any field can use them as per requirement.
The document is a confidentiality agreement for a business plan. It states that the business plan information is confidential and proprietary. The reader agrees not to disclose the information without written permission and acknowledges that any disclosure could harm the business. Upon request, the reader must return the business plan document.
RK Fischer & Associates is a Canadian business coaching and consulting firm focused on helping owner-operator businesses achieve their business goals by developing and implementing the right strategies, plans, and processes based on business best practices.
The document summarizes Strongbrook's approach to empowering personal and financial success through three pillars: facilitated real estate investment, business ownership, and personal development. It outlines Strongbrook's services which include designing personalized game plans, educating on growth markets, identifying investment opportunities, and managing acquired properties. The document promotes Strongbrook's track record and ability to help clients build substantial residual retirement income through real estate within 5-10 years, compared to the traditional accumulation approach of working 30+ years and saving. It invites readers to access Strongbrook's team and investment opportunities by purchasing a MAP package.
Kaplan Financial Consulting Group provides business financing of up to $150,000 through unsecured lines of credit for expanding businesses. They offer a simple prequalification form, free consultations, and funding within 10 business days with requirements of a FICO score over 730 and a business in operation for two years. Kaplan charges an 8% fee on financing amounts but offers 0% interest for 6-12 months with no restrictions on use of funds and no upfront fees.
Human Resources Introduction PowerPoint Presentation Slides SlideTeam
Presenting this set of slides with name - Human Resources Introduction Powerpoint Presentation Slides. This PPT deck displays fifftythree slides with in depth research. Our topic oriented Human Resources Introduction Powerpoint Presentation Slides presentation deck is a helpful tool to plan, prepare, document and analyse the topic with a clear approach. We provide a ready to use deck with all sorts of relevant topics subtopics templates, charts and graphs, overviews, analysis templates. Outline all the important aspects without any hassle. It showcases of all kind of editable templates infographs for an inclusive and comprehensive Human Resources Introduction Powerpoint Presentation Slides presentation. Professionals, managers, individual and team involved in any company organization from any field can use them as per requirement.
The document is a confidentiality agreement for a business plan. It states that the business plan information is confidential and proprietary. The reader agrees not to disclose the information without written permission and acknowledges that any disclosure could harm the business. Upon request, the reader must return the business plan document.
RK Fischer & Associates is a Canadian business coaching and consulting firm focused on helping owner-operator businesses achieve their business goals by developing and implementing the right strategies, plans, and processes based on business best practices.
The document summarizes Strongbrook's approach to empowering personal and financial success through three pillars: facilitated real estate investment, business ownership, and personal development. It outlines Strongbrook's services which include designing personalized game plans, educating on growth markets, identifying investment opportunities, and managing acquired properties. The document promotes Strongbrook's track record and ability to help clients build substantial residual retirement income through real estate within 5-10 years, compared to the traditional accumulation approach of working 30+ years and saving. It invites readers to access Strongbrook's team and investment opportunities by purchasing a MAP package.
Allstate Agent Opportunity Choose Your Own Direction 2010[1]AmyAtAllstate
This document provides an overview of opportunities and requirements for becoming an Allstate Exclusive Agent. It discusses the benefits of working with Allstate such as brand recognition, education programs, and support services. It outlines the startup requirements including capital, licenses, and personal characteristics. The document also discusses options for purchasing an existing agency or starting a new one and considerations for evaluating and running the business such as location, staffing, marketing, and finances. It provides details on compensation structures, the Allstate financial product opportunity, and programs that reward high-performing agencies.
Turning Your Real Estate Business Into Your RetirementSteve Stanganelli
The document discusses ways to use real estate investments and cash flow to fund retirement. It outlines strategies like becoming a "mailbox landlord" and investing in REITs and TICs. It also provides an overview of various retirement plans like SEPs, SIMPLEs, and 401(k)s that can be sponsored or used. The document emphasizes diversifying investments to generate income in retirement through dividends, MLPs, REITs and more.
This document provides an overview of opportunities and requirements for becoming an Allstate Exclusive Agent. It discusses the benefits of working with Allstate such as brand recognition, education programs, and support services. It outlines the startup requirements including capital, licenses, and personal characteristics. The document also discusses options for purchasing an existing agency or starting a new one and considerations for evaluating and running the business such as location, staffing, marketing, and finances. It provides details on compensation structures, the Allstate financial product opportunity, and programs to reward high-performing agencies.
'Save money, get your r&d centre recognised by dsir' flowchartRajeev Surana
This document outlines the process for an R&D center to obtain recognition and approval from DSIR, the Department of Scientific and Industrial Research in India. It explains that an R&D center must first be recognized by DSIR to receive excise and customs benefits, and then approved to receive income tax benefits. The recognition process involves filling out a pro forma and providing documents about the R&D activities and facilities. The approval process involves engaging in an agreement with DSIR and providing additional documents such as annual reports and details of scientific personnel and infrastructure.
Do you need help understanding the differences among retirement plans? INTAC’s 2017 Retirement Plan Comparison Table for Small Businesses charts and compares retirement plans for small business employers for the 2017 plan year.
This document contains a list of job openings with descriptions. It includes positions such as Chief Financial Officer, Director of International Tax, SVP Director of Finance, and Tax Manager. The positions are in various industries like manufacturing, high technology, financial services, and are located in Orange County and Los Angeles County. The document provides salary ranges and bonus information for each position. It also lists requirements and minimum qualifications for candidates.
Fajas Kamar has been promoted to career level 11 at Accenture Services Private Limited. As part of the promotion, Fajas' annual fixed compensation will be INR 392,375. Fajas will also be eligible to participate in the FY16 Local Variable Bonus programme, where the payout can range from 0-15.65% of Fajas' fixed compensation, based on performance achievement. Benefits and equity participation are also important parts of Fajas' total rewards.
This document contains a career matrix listing various accounting, finance, and business analysis positions. It includes the position title, industry, location, salary range, bonus eligibility, description, and requirements for each role. Positions range from assistant controller to SVP of finance and are in industries such as financial services, manufacturing, and retail. The locations are in Orange County and Los Angeles County.
We Care aims to connect customers in GoHana, Sonipat to reliable local professionals through their mobile apps and website for household services like cleaning, repairs, and caregiving. This provides an affordable single platform for services needed regularly. Their target audiences are working individuals, new families, single housewives, and seniors. Initially they will use messaging apps and later develop their own mobile app. No direct competitors exist in GoHana, though some operate in nearby New Delhi. Marketing will use pamphlets, contacts, and incentive offers. Funding comes from savings, loans, and borrowings to cover premises, technology, staffing and other startup costs.
This document describes an in-house training program offered by PenServ to help sales teams at financial institutions. It offers two tracks - a technical track focusing just on retirement plan rules and regulations, and a new sales track that combines the technical details with a sales focus on topics like creating value propositions and branding. The sales track is led by Christine Russell, who has over 20 years of sales experience in the retirement industry. Institutions can host the training on-site to tailor it to their employees' specific needs in a cost-effective manner. The training is meant to help sales teams improve their sales numbers by gaining valuable expertise on retirement products and rules.
The document discusses connecting best approximation theory to least squares approximation through a motivating example involving weighing fiddler crabs submerged in saline over time. It explores using least squares to fit a line or curve of best fit to the crab weight data. The document then provides mathematical proofs showing that the orthogonal projection of a vector onto a subspace is the best approximation within that subspace, and that the least squares solution minimizes the residual vector.
Submission is a loaded topic these days. We don't completely understand what true biblical submission means. Let's look at what Scriptures say about it. Listen to the sermon at http://ottawacoc.org/sermons/402823-submission/
This short document promotes creating Haiku Deck presentations on SlideShare and getting started making one. It encourages the reader to be inspired to make their own presentation using Haiku Deck on the SlideShare platform. A call to action is given to get started creating a Haiku Deck presentation.
This document provides an overview of mobile application security. It begins with an introduction to the topic and why mobile security matters given the increasing ubiquity of mobile devices. It then covers common mobile vulnerabilities like those in the OWASP Mobile Top 10 list and examples like logic flaws, poor network security, insecure data storage, and privacy violations. The document concludes with recommendations on adopting an attacker mindset, leveraging resources, and thanks to sponsors.
1) El documento discute cómo el cerebro humano construye la realidad a través de procesos fisiológicos y neurológicos. 2) Estructuras como la amígdala cerebral juegan un papel importante en el procesamiento emocional y la formación de memorias, influyendo en cómo percibimos el mundo. 3) El autor argumenta que cada persona construye su propia realidad subjetiva basada en esquemas mentales desarrollados a través de experiencias pasadas.
Commerce Resources Corp. (TSXv: CCE) announces the achievement of key metallurgical milestones with the successful completion of a leach mini-pilot plant and the subsequent production of the highest-grade mineral concentrate to date from the Company’s 100% owned Ashram Rare Earth Deposit.
The document discusses the process of creating a horror film title and adding effects to fit the genre. The group decided on a red font with a splitting motion for the title. They downloaded legal music from Soundcloud but had trouble finding music that fit each scene. Effects like changing saturation and brightness were added using Final Cut Pro. They chose a simple white font that faded in and out for 3.7 seconds so viewers could see the text. Sound integration proved the most difficult aspect.
El módulo de Young es una medida de la rigidez de un material. Cuanto mayor es el módulo de Young de un material, más rígido es. El módulo de Young mide la relación entre la tensión aplicada a un material y la deformación resultante en la región elástica lineal de su curva tensión-deformación.
O documento é uma letra de música cristã que pede a Deus para deixar o céu descer e trazer sua glória e vontade para aquele lugar, e que seu reino venha sobre todos nós. A música também repete parte da oração do Pai Nosso.
Allstate Agent Opportunity Choose Your Own Direction 2010[1]AmyAtAllstate
This document provides an overview of opportunities and requirements for becoming an Allstate Exclusive Agent. It discusses the benefits of working with Allstate such as brand recognition, education programs, and support services. It outlines the startup requirements including capital, licenses, and personal characteristics. The document also discusses options for purchasing an existing agency or starting a new one and considerations for evaluating and running the business such as location, staffing, marketing, and finances. It provides details on compensation structures, the Allstate financial product opportunity, and programs that reward high-performing agencies.
Turning Your Real Estate Business Into Your RetirementSteve Stanganelli
The document discusses ways to use real estate investments and cash flow to fund retirement. It outlines strategies like becoming a "mailbox landlord" and investing in REITs and TICs. It also provides an overview of various retirement plans like SEPs, SIMPLEs, and 401(k)s that can be sponsored or used. The document emphasizes diversifying investments to generate income in retirement through dividends, MLPs, REITs and more.
This document provides an overview of opportunities and requirements for becoming an Allstate Exclusive Agent. It discusses the benefits of working with Allstate such as brand recognition, education programs, and support services. It outlines the startup requirements including capital, licenses, and personal characteristics. The document also discusses options for purchasing an existing agency or starting a new one and considerations for evaluating and running the business such as location, staffing, marketing, and finances. It provides details on compensation structures, the Allstate financial product opportunity, and programs to reward high-performing agencies.
'Save money, get your r&d centre recognised by dsir' flowchartRajeev Surana
This document outlines the process for an R&D center to obtain recognition and approval from DSIR, the Department of Scientific and Industrial Research in India. It explains that an R&D center must first be recognized by DSIR to receive excise and customs benefits, and then approved to receive income tax benefits. The recognition process involves filling out a pro forma and providing documents about the R&D activities and facilities. The approval process involves engaging in an agreement with DSIR and providing additional documents such as annual reports and details of scientific personnel and infrastructure.
Do you need help understanding the differences among retirement plans? INTAC’s 2017 Retirement Plan Comparison Table for Small Businesses charts and compares retirement plans for small business employers for the 2017 plan year.
This document contains a list of job openings with descriptions. It includes positions such as Chief Financial Officer, Director of International Tax, SVP Director of Finance, and Tax Manager. The positions are in various industries like manufacturing, high technology, financial services, and are located in Orange County and Los Angeles County. The document provides salary ranges and bonus information for each position. It also lists requirements and minimum qualifications for candidates.
Fajas Kamar has been promoted to career level 11 at Accenture Services Private Limited. As part of the promotion, Fajas' annual fixed compensation will be INR 392,375. Fajas will also be eligible to participate in the FY16 Local Variable Bonus programme, where the payout can range from 0-15.65% of Fajas' fixed compensation, based on performance achievement. Benefits and equity participation are also important parts of Fajas' total rewards.
This document contains a career matrix listing various accounting, finance, and business analysis positions. It includes the position title, industry, location, salary range, bonus eligibility, description, and requirements for each role. Positions range from assistant controller to SVP of finance and are in industries such as financial services, manufacturing, and retail. The locations are in Orange County and Los Angeles County.
We Care aims to connect customers in GoHana, Sonipat to reliable local professionals through their mobile apps and website for household services like cleaning, repairs, and caregiving. This provides an affordable single platform for services needed regularly. Their target audiences are working individuals, new families, single housewives, and seniors. Initially they will use messaging apps and later develop their own mobile app. No direct competitors exist in GoHana, though some operate in nearby New Delhi. Marketing will use pamphlets, contacts, and incentive offers. Funding comes from savings, loans, and borrowings to cover premises, technology, staffing and other startup costs.
This document describes an in-house training program offered by PenServ to help sales teams at financial institutions. It offers two tracks - a technical track focusing just on retirement plan rules and regulations, and a new sales track that combines the technical details with a sales focus on topics like creating value propositions and branding. The sales track is led by Christine Russell, who has over 20 years of sales experience in the retirement industry. Institutions can host the training on-site to tailor it to their employees' specific needs in a cost-effective manner. The training is meant to help sales teams improve their sales numbers by gaining valuable expertise on retirement products and rules.
The document discusses connecting best approximation theory to least squares approximation through a motivating example involving weighing fiddler crabs submerged in saline over time. It explores using least squares to fit a line or curve of best fit to the crab weight data. The document then provides mathematical proofs showing that the orthogonal projection of a vector onto a subspace is the best approximation within that subspace, and that the least squares solution minimizes the residual vector.
Submission is a loaded topic these days. We don't completely understand what true biblical submission means. Let's look at what Scriptures say about it. Listen to the sermon at http://ottawacoc.org/sermons/402823-submission/
This short document promotes creating Haiku Deck presentations on SlideShare and getting started making one. It encourages the reader to be inspired to make their own presentation using Haiku Deck on the SlideShare platform. A call to action is given to get started creating a Haiku Deck presentation.
This document provides an overview of mobile application security. It begins with an introduction to the topic and why mobile security matters given the increasing ubiquity of mobile devices. It then covers common mobile vulnerabilities like those in the OWASP Mobile Top 10 list and examples like logic flaws, poor network security, insecure data storage, and privacy violations. The document concludes with recommendations on adopting an attacker mindset, leveraging resources, and thanks to sponsors.
1) El documento discute cómo el cerebro humano construye la realidad a través de procesos fisiológicos y neurológicos. 2) Estructuras como la amígdala cerebral juegan un papel importante en el procesamiento emocional y la formación de memorias, influyendo en cómo percibimos el mundo. 3) El autor argumenta que cada persona construye su propia realidad subjetiva basada en esquemas mentales desarrollados a través de experiencias pasadas.
Commerce Resources Corp. (TSXv: CCE) announces the achievement of key metallurgical milestones with the successful completion of a leach mini-pilot plant and the subsequent production of the highest-grade mineral concentrate to date from the Company’s 100% owned Ashram Rare Earth Deposit.
The document discusses the process of creating a horror film title and adding effects to fit the genre. The group decided on a red font with a splitting motion for the title. They downloaded legal music from Soundcloud but had trouble finding music that fit each scene. Effects like changing saturation and brightness were added using Final Cut Pro. They chose a simple white font that faded in and out for 3.7 seconds so viewers could see the text. Sound integration proved the most difficult aspect.
El módulo de Young es una medida de la rigidez de un material. Cuanto mayor es el módulo de Young de un material, más rígido es. El módulo de Young mide la relación entre la tensión aplicada a un material y la deformación resultante en la región elástica lineal de su curva tensión-deformación.
O documento é uma letra de música cristã que pede a Deus para deixar o céu descer e trazer sua glória e vontade para aquele lugar, e que seu reino venha sobre todos nós. A música também repete parte da oração do Pai Nosso.
Este documento provee una introducción al lenguaje de programación C++. Explica que C++ es un lenguaje de alto nivel que soporta estilos estructurados y orientados a objetos, y fue creado por Bjarne Stroustrup en 1980 como una extensión del lenguaje C. También define conceptos clave como algoritmos, lenguajes de programación, compiladores e interpretes, y describe formas de expresar algoritmos como pseudocódigo y diagramas de flujo.
Este documento presenta el sílabo de la asignatura "Valuación de Estados Financieros" impartida en la Facultad de Ciencias Contables de la Universidad Nacional Mayor de San Marcos. El sílabo describe la información general de la asignatura, las competencias, estrategias didácticas, contenidos y unidades de aprendizaje que cubren temas como la preparación y presentación de estados financieros siguiendo normas internacionales de contabilidad e información financiera. El objetivo es enseñar a los estudiantes a valuar correctamente los estados financier
Este documento presenta diversas técnicas grupales para la comunicación y el aprendizaje, como el simposio, la mesa redonda, el panel, la conferencia, el seminario, la comisión, el debate dirigido, el foro y la asamblea. Cada técnica tiene un objetivo específico, número de participantes, organización y desarrollo. El documento proporciona detalles sobre cómo aplicar efectivamente cada una para lograr los mejores resultados.
The document summarizes presentations from a CFO leadership breakfast on technology, tools, and trends for finance leaders. Linda Pinion discusses how CFOs can become more tech-savvy by making metrics timely, relevant, accurate and actionable for managers using cloud ERP systems. David Marroncelli then discusses the new ASC 606 revenue recognition standard and how it establishes a five-step approach that differs from previous GAAP guidelines. The standard takes effect for private companies after December 2018.
If your company needs to submit a Financial Consulting Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2OzGXMZ
The Cash Balance plan is a unique retirement tool that enables high income professionals maximize their own retirement savings while maintaining a benefit for their staffs. Actuary Chuck Munsell and pension designer Leah DeMartino will present a guide for Financial Advisors, brokers and RIAs on how cash balance plans work and provide examples of strategies to position the cash balance plan offer to win new clients and provide greater value to these high income individuals who need more aggressive options than a 401(k) or other standard retirement benefit plans.
Updated January 2015
This document summarizes a presentation about cash balance pension plans for business owners and professionals. It discusses how cash balance plans allow much higher tax-deferred contributions than 401(k) plans alone. Examples are provided showing typical contribution levels and total savings for different types of professional practices. Key candidate profiles are outlined, and services offered by BPAS to help financial advisors sell, set up and oversee cash balance plans are described. The presentation aims to educate advisors on this option to help clients maximize retirement savings.
DB Plans for Professional Practice and ‘High Income ClientsBPAS
This document summarizes a presentation about qualified retirement plans for professional practices and high cash flow clients. It discusses how cash balance plans can allow greater tax-deferred contributions than 401k plans alone. Cash balance plans function like defined benefit plans but with individual notational accounts. Typical candidates are sole proprietors over 40 earning over $250k who want to maximize pre-tax savings. The presentation provides examples of contribution levels for different types of professional practices. It also lists pre-qualifying questions for business owners to determine if a cash balance plan may be suitable for their needs.
If your company needs to submit a Payroll Outsourcing Proposal Template PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/31LQQg5
Financial Service Consultants Proposal PowerPoint Presentation SlidesSlideTeam
If your company needs to submit a Financial Service Consultants Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2uxGvbt
Paul Neveu and Elizabeth Kaido gave a presentation on broadening the scope of retirement plan businesses. They discussed different plan types including bundled DC and cash balance plans, company stock plans, ESOPs, kSOPs, and prevailing wage plans. They provided an overview of each plan type and identified opportunities for advisors to grow their practices.
This document discusses various defined contribution and defined benefit plan designs, including their advantages and disadvantages. It begins with an overview of why saving in a tax-qualified retirement plan is beneficial compared to saving outside of a plan. It then discusses cash balance pension plans, including typical design features and examples. The document also covers the BPAS WRAP plan design, which combines features of a cash balance plan and 401(k) plan. Finally, it discusses potential future combinations of defined benefit and defined contribution plans that provide more flexible income options at retirement.
As an entrepreneur, your goal is to build a business that will grow for years to come. Review our presenters' slides with notes to show you how you can increase the value of your business, retain employees and evaluate growth options to achieve maximum success. Also learn about increasing the value of your business, leasing, franchising, and purchase & sale agreements.
To view our video coverage of the event, visit: http://www.welchllp.com/resource-centre/videos/events/
If your company needs to submit a Accounting Proposal Template PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2SJ7Q3I
Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentat...SlideTeam
If your company needs to submit a Request For Proposal Bookkeeping And Accounting Services PowerPoint Presentation Slides look no further. Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2IXm5MF
Choosing a retirement plan for your business 2013giannem1
Discusses various types of retirement plans you may wish to consider for your business. There are a variety of retirement plans available for small businesses, each with their own nuances.
Contact me to discuss which one makes sense for your business.
Small business owners have several options for establishing a retirement plan for their employees. The document discusses the need for retirement planning and outlines various plan types including defined benefit pensions, 401(k) plans, SEP-IRAs, and SIMPLE IRAs. It provides details on eligibility requirements, contribution limits, tax benefits and administration considerations for small business retirement plans. UBS Financial Services can help business owners evaluate their options and set up a plan that meets their needs.
401(k) & 403(b) Fiduciary Advisors, Inc. Corporate Overview
401(k) & 403(b) Fiduciary Advisors, Inc. is an independent qualified retirement plan consulting company whose services help protect plan fiduciaries from personal and corporate financial liability, while enhancing investment opportunities for plan participants. We provide fiduciary and investment guidance for institutional plan sponsors of 401(k), 403(b) and 457 defined contribution plans. Our sole focus is retirement plan consulting. As a prudent expert, we strive to provide objective and unbiased advice to trustees, administrators and fiduciaries of qualified retirement plans.
The document provides a summary of the 2015 salary survey conducted by RK Accountancy and Finance Professionals in the North West and Yorkshire regions. It finds that entry-level salaries in clerical accounting roles such as accounts payable and payroll have increased as expectations have risen. Conversely, some part-qualified vacancies saw slightly lower entry salaries as businesses sought candidates based on non-salary factors. The survey provides salary ranges for various clerical, part-qualified, and qualified accounting roles in both regions.
Guaranteed Financing: DCV - Masters in Financing Franchise'sEric Farnell
DCV is a 5-‐Star 5-‐Diamond Business Financing service that places financing for entrepreneurs. We take you every step of the way.
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Franchise Fee is underwritten to go towards the loan
Managing the finance of a company is of utmost importance and should be at the top of a company’s priority list. A company cannot do without successfully managing its finances in a way that is advantageous to its overall health. Being a consultant or an accounting office, it is imperative for you to know how to create a well-structured commercial financial services proposal to support your business and services. This PPT slideshow will help you in pitching your services in front of your prospective clients with utmost efficiency and professionalism. Curated for users like you this template can be used to present detailed information about your services and offerings like overall financial management, budgeting, risk management, regulatory requirements, etc. The scope of this template is widespread containing various sections like cover letter, project context, and objectives, fee summary, about us our team, and many more. It also presents comprehensive data on project goals which include enterprise objectives defining, resources, plan formulation, and others with various subsections. This practical PPT design is a perfect fit for anybody who wants to attract his client’s attention and therefore earn the project of providing commercial financial services. We at SlideTeam have designed this template following the best practices in proposal optimization which has helped a majority of our users to close deals. Being highly professional and practical in approach this PowerPoint presentation will help you in guiding your client through a clear decision process that your services will prove very beneficial for them when it comes to handling their finances. It also helps you in showing how and why you are the best option when it comes to monitoring and optimizing their finances. Therefore, download this attractive Commercial Financial Services PowerPoint Presentation Slides to create your next proposal in minutes.
If your company needs to submit a Financial Management Services Proposal PowerPoint Presentation Slides look no further.Our researchers have analyzed thousands of proposals on this topic for effectiveness and conversion. Just download our template, add your company data and submit to your client for a positive response. http://bit.ly/2UCuqMK
Similar to Canterbury Benefits Intro Packet.advisor (20)
2. 50 EAST 91ST
STREET | SUITE 314 | INDIANAPOLIS | INDIANA | 46240
WWW.C AN TER BU RY BEN EFITS .C OM
Dear Advisor:
Thank you for your interest in utilizing Canterbury Benefit Solutions, Inc. for providing
retirement plan design, consulting, and administration services to your valued clients. The
following page describes our services, philosophy and commitment to our clients.
Clients that we work with will experience at least one of the following:
Reduced tax liability for the business owners;
Reduced annual plan administration costs;
Improvements with the Plan administration and operational efficiency.
Additional items included for your review:
Plan Design and Implementation Process;
Individual Plan Limits by Plan Type;
Ideal Candidates;
Proposal Request Form.
We are happy to discuss your clients’ business objectives and the corresponding solutions as they
relate to an employer-sponsored retirement plan.
Please feel free to contact us at 317.816.5790 to schedule a time to meet.
Sincerely,
Steve
Steve Kyburz
Managing Partner
steve@canterburybenefits.com
7. 20160101
PROPOSAL REQUEST FORM
The data below will provide the information necessary to generate a plan proposal. Please complete all information.
Employer Name:
Employer Address:
Business Entity: □ C-Corp. (W2) □ S-Corp. (W2) □ Partnership (K-1) □ Sole Proprietor (Net-Schedule C) □ LLP
□ LLC (If LLC, indicate elected tax filing status: □ Partnership; □ Corporation; or □ Single Member)
Fiscal Year: Desired annual contribution: $ Anticipated retirement age of owner:
Does the employer currently have or ever had a retirement plan? □ Yes □ No
If yes, provide plan type and/or year terminated: ________________________________ (Includes SEP, SIMPLE, DB or any other plan type)
Do the owners have ownership interests in other businesses? □ Yes □ No
If yes, provide details:
Is the employer a member of a controlled group or affiliated service group? □ Yes □ No
If yes, provide details: _
Does the employer use leased employees, union employees or independent contractors? If yes, indicate in census. □ Yes □ No
Name
(mark U if union, L if leased, or IC if
independent contractor)
Date of
Birth
Date of
Hire
Annual
Salary
Ownership %
or Family
Relationship to
Owner
Job Title
(complete for
all requests)
Hours
worked
(if < 1,000
hours)
Representative to be contacted:
Agent/Agency Name:
Address:
Phone: Fax: Email (required):
Date proposal needed:
Email or fax the completed proposal requests to: Steve Kyburz, Canterbury Benefit Solutions, Inc.
Email: steve@CanterburyBenefits.com
Fax: 317.574.2222 | Phone: 317.816.5790
8. We look forward to sharing our
commitment to excellence.
Have a great day!