Success

MAY 15, 2023

In addition to the length and amount of the policy affecting the cost, finalizing a life insurance quote may require a medical exam before the policy can be underwritten and implemented. Store the policy documents securely, along with the rest of your estate plan and financial details, in a fireproof file box or other safe place.

Policies 239

Policies Salary Expenses Purchasing 239

On The Job

OCTOBER 25, 2010

Files are scattered. For example, you can use files labeled with the months of the year. If you have a wedding in June, then you can put the invitation, gift registry and other information in that folder. You can put your hands on just what you need at a moment’s notice, and never fail to throw away useless items.

Home Office 100

Home Office Filing Medical Equipment 100

Ian's Messy Desk

JUNE 30, 2010

I asked why he had been on the medication and she said, “that was four years ago, when he had his surgery.” Not only did she remember the name of the antibiotic from four years previous, within 45 seconds she had pulled a copy of the prescription from her files. She read off the details.

Ergonomics 100

Ergonomics Health Medical 2006 100

Stephanie LH Calahan

JANUARY 27, 2010

  Only a few short minutes later my front hall entryway was filled with four medical professionals and my husband had wires hooked to him all over.  In order to live full and giving lives, we must acknowledge the blessings and gifts that have come our way.  What are the gifts you've received?

Lifestyle 100

Lifestyle Gifts 2007 Networking 100

Musings of a High-Level Executive Assistant

AUGUST 7, 2012

Does your boss have allergies, special diet needs, medications (like epinephrine for bee stings?), Where will you get flowers, baby gifts, birthday cakes, catered lunch, a venue for the holiday party, wine, a list of all the hot restaurants in town? Filing Set up a great filing system now.

Holidays 40

Holidays Calendars Credit Card Restaurants 40