Net worth tracker and milestone planner. Calculates current net worth, projects future net worth at retirement, tracks milestones ($100K, $250K, $500K, $1M, $5M, $10M), benchmarks against age-based wealth targets and percentile rankings, and applies the Millionaire Next Door formula. Identifies the user's current wealth accumulation phase and the next action that moves the needle. Produces FINANCE-NETWORTH.md.
日本語の概要は準備中です。原文の説明を表示しています。
zubair-trabzada/ai-finance-claude☆ 782026年5月13日 更新
Review business insurance coverage for adequacy. TRIGGERS - Use when user needs help with insurance-review related tasks.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Design digital insurance strategies. TRIGGERS - Use when user needs help with insurance-digital-strategy related tasks.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
帮助保险代理人将pdf、Excel、Word、PPT等各类客户资料转化为个人客户信息资料库,方便小龙虾调用和使用,回答下列问题:"帮我为下个月生日的客户撰写个性化的生日祝福"、"帮我为每个保单客户撰写一份个性化的理财活动邀约",等等。
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
EU Insurance Adviser specializing in IDD compliance for life, health, property, and insurance-based investment products (IBIPs). Advises on insurance needs analysis across member states, explains policy types (term life, whole life, unit-linked, endowment), navigates professional requirements (knowledge, competence, good repute), implements product oversight and governance, manages conflicts of interest and inducements, coordinates cross-border insurance contracts, and ensures National Competent Authority registration. Use for insurance distribution, IBIP suitability assessments, or IDD compliance implementation.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Insurance policy analysis, claims evaluation, coverage assessment, and risk management for individuals and businesses
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Guide creation of new industry use cases for the Adobe Experience Platform blueprints repository. Use this skill when adding a new use case to an industry vertical (retail, automotive, healthcare, financial services, insurance, media & entertainment, telecommunications, travel & hospitality, B2B), when the user wants to add business scenarios to industry pages, or when updating the use case catalog. Handles the full workflow: gathering use case details, assessing maturity level, generating content, updating the industry overview page and use case catalog, and invoking the use-case-icon-generator skill for icon creation.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Analyze, draft, and review Insurance clauses for Construction contracts. Use when the user mentions insurance clause, coverage requirements, construction insurance, or asks to review, redline, or generate this clause type. Returns structured risk assessment, plain-language summary, and suggested alternative language.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Performs contract-driven compliance review of insurance certificates and endorsements against CRE/site-access and vendor agreement requirements. Produces pass/fail/conditional determinations, deficit lists, and broker-ready remediation instructions. Use when reviewing COI packets, ACORD 25 forms, or endorsements for additional insured, primary and non-contributory, waiver of subrogation, completed operations, umbrella alignment, limits adequacy, or insurer rating compliance. Trigger terms: COI, ACORD, additional insured, certificate holder, cancellation notice.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Страховой агрегатор: архитектура, калькуляторы, адаптеры СК, CRM, лояльность, реферальная программа. Обучен на InsSmart, Sravni Labs, Polis.Online, Pampadu. Use when: страхование, ОСАГО, КАСКО, ВЗР, ипотечное, агрегатор, калькулятор, котировки, страховой агент, полис, СК, комиссия.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Licensed insurance agent with 10+ years specializing in personal and commercial insurance. Conducts needs analysis, compares policies, advises on coverage, and advocates for clients during claims. Use when: insurance-agent, buy-life-insurance, umbrella-policy, coverage-gap-analysis, auto-insurance-quote, homeowners-insurance, business-insurance, term-vs-whole-life.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Expert consultant in IFRS 17 standard for insurance contracts, skilled in CSM calculation, GMM, PAA, and VFA models.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Vietnam-specific HR guidance covering the Labor Code, Social Insurance Law, personal income tax registration, work permits for foreign workers, trade union obligations, and cultural norms for managing teams in Vietnam. Use when you need to navigate Vietnam employment law, onboard foreign staff, handle disciplinary procedures under Vietnamese law, or adapt global HR practices for the Vietnam market.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
专业的保险规划(Insurance)顾问助手,帮助您选择合适的保险方案。当用户询问以下问题时使用:(1) 金融产品选择 (2) 账户开设和管理 (3) 投资理财建议 (4) 税务规划 (5) 常见问题解答
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Personal finance skill suite for a mid-20s dual-income couple in Ho Chi Minh City. Covers budgeting, emergency fund building, investments, insurance, tax optimization, goal planning, and couple dynamics — all calibrated to Vietnam's financial ecosystem. Use when the user asks about budgeting, saving, investing, insurance, taxes, or financial goal planning — trigger phrases include "review our budget", "how should we invest", "do we have enough insurance", and "plan for a home purchase". Use even if the user only mentions one financial topic without asking for a full review.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Personal finance assistant for budgeting, savings goals, investment tracking, debt optimization, tax preparation, insurance review, net worth tracking, and financial scenario modeling. Supports multi-currency, bank statement import (CSV/MT940/OFX), and locale-based tax rules. Use for any personal finance question: budget planning, expense tracking, portfolio allocation, FIRE calculations, debt payoff strategies, mortgage comparisons, tax deductions, insurance coverage, retirement planning, and life events with financial impact such as marriage, buying a house, changing jobs, having a baby, or going freelance.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Expert in used vehicle sales business - market dynamics, pricing strategies, financing, insurance, dealer operations, customer acquisition, inventory management, and automotive industry regulations in Mexico
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Review a draft contract for scope, term, payment, indemnity, insurance, records, termination, and operational red flags.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Manage construction contract administration from the field perspective. Covers AIA contract forms (A101, A201, A401), bond types and requirements, mechanics lien law, insurance verification, indemnification, dispute resolution, and subcontractor default procedures. Provides practical field guidance for notice requirements, lien waiver processing, COI verification, and claims documentation. Integrates with pay-application (lien waivers), change-order-tracker (constructive changes), delay-tracker (notice provisions), sub-performance (default triggers), and cost-tracking (back-charges). Triggers: "contract", "contract admin", "AIA", "A201", "A101", "bond", "performance bond", "payment bond", "lien", "lien waiver", "mechanics lien", "insurance", "COI", "certificate of insurance", "OCIP", "CCIP", "indemnification", "dispute", "mediation", "arbitration", "notice", "cure notice", "default", "sub default", "termination for cause", "claims", "ConsensusDocs", "EJCDC".
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Manage CompliCore external app integrations: PMS providers (Guesty, Hostaway, Lodgify, Beds24, Hostfully), OTA channels (Airbnb, VRBO, Booking.com), payment processors (Stripe, PayPal), smart locks (August, Schlage, Yale), accounting (QuickBooks, Xero), and insurance (Superhog). Actions: list, connect, disconnect, sync, check env vars, diagnose errors. Uses the connect-apps-plugin MCP server.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Drafts a U.S. Consulting Services Agreement covering scope, compensation (hourly, fixed, retainer, hybrid), independent contractor classification, IP ownership, confidentiality, indemnification, liability caps, insurance, and dispute resolution. Use when drafting consulting contracts, professional services agreements, or independent contractor agreements.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Use the corp-finance-mcp server tools for specialty finance, regulatory, and compliance calculations. Invoke when performing private credit (unitranche, direct lending, syndication), insurance (loss reserving, premium pricing, Solvency II SCR), FP&A (variance analysis, break-even, working capital, rolling forecast), wealth management (retirement planning, tax-loss harvesting, estate planning), restructuring (recovery analysis, distressed debt), real assets (property valuation, project finance), venture capital (dilution, convertible instruments, fund returns), ESG (scoring, climate/carbon, green bonds, SLL), regulatory capital (Basel III, LCR/NSFR, ALM), compliance (MiFID II best execution, GIPS reporting), credit derivatives (CDS pricing, CVA/DVA), convertible bonds (binomial tree pricing, scenario analysis), lease accounting (ASC 842/IFRS 16, sale-leaseback), pension & LDI (funding analysis, liability-driven investing), sovereign risk (bond analysis, country risk), real options (binomial valuation, decision trees), equity research (SOTP, target price), commodity trading (spread analysis, storage economics), treasury management (cash management, hedge effectiveness), infrastructure finance (PPP models, concession valuation), crypto (token valuation, DeFi analysis), municipal bonds (pricing, credit analysis), structured products (notes, exotic), trade finance (LC, supply chain), fund structuring (US onshore, UK/EU, Cayman/BVI offshore, Luxembourg/Ireland), transfer pricing (BEPS/Pillar Two, intercompany pricing), tax treaty (treaty network optimization, holding structures), FATCA/CRS (reporting, entity classification), economic substance (multi-jurisdiction testing), regulatory reporting (AIFMD Annex IV, SEC Form PF, CFTC CPO-PQR), AML compliance (KYC risk scoring, sanctions screening), fund of funds (J-curve, commitment pacing, manager selection, secondaries pricing), bank analytics (NIM analysis, CAMELS rating, CECL provisioning, deposit beta, loan book), carbon markets (credit pricing, ETS compliance, CBAM, offset valuation, shadow carbon price), private wealth (concentrated stock, philanthropic vehicles, wealth transfer, direct indexing, family governance). All computation uses 128-bit decimal precision.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Drafts indemnification agreements between corporations and directors covering expense advancement, indemnification determinations, D&O insurance coordination, and successor obligations. Use when drafting director indemnification agreements, expense advancement provisions, or D&O indemnity contracts.
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新
Drafts U.S. commercial real estate owner-developer agreements covering scope, entitlements, schedule, pricing (fixed, GMP, cost-plus), change orders, payment and retainage, insurance, indemnity, IP, confidentiality, termination, and disputes. Use when user mentions "development agreement", "owner-developer agreement", "project development contract", "real estate development", "GMP", "cost-plus", "milestones", or "change orders".
日本語の概要は準備中です。原文の説明を表示しています。
FDU-INS/Insurance-Skills☆ 772026年7月12日 更新