Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
August 01, 2004
FROM THE TACTICAL TO PRACTICAL- The True Meaning of ValueHave you seen those TV ads for Morgan Stanley? You know, the one where a man we assume to be the bride's father is giving...
August 01, 2004
Emotional RescueA client calls, demanding to see you immediately. She's just discovered that her husband has been having an affair with a friend of theirs. She...
July 15, 2004
After California Court Decision, Industry Pushes For Uniform StandardsAfter California Court Decision,Industry Pushes For Uniform StandardsWashingtonThe financial services industry is taking a two-pronged approach toward a California federal court decision that calls into ...
July 15, 2004
Schmoozing Your Way To The Next ClientWe all know how to network, right? Actually, the question isnt rhetorical. If youre not turning many of your networking contacts into rock-solid customers, now ...
July 01, 2004
Enough is Enough?For most people, $20 million is a lot of money--an amount to be dreamed of, a lottery jackpot and then some. Yet there are people...
March 01, 2004
Public Speaking TipsHere are some additional tips for giving a great presentation. DOs o Arrive at least 45 minutes early. o Start and end on time. o Speak before food is...
February 26, 2004
Allstate Gives Its Agents Their Own Web SitesAllstate Gives Its Agents Their Own Web SitesByAllstate Insurance Company is helping its 11,000 exclusive agents create their own individual Web sites.Visitors to Allstate.com, Allstates ...
February 11, 2004
Jackson National Goes After Bank VA MarketNU Online News Service, Feb. 11, 2004, 6:06 p.m. EST -- Jackson National Life Insurance Company wants to put even more emphasis on selling ...
February 01, 2004
Learning to Speak UpWhy give a talk to an investor audience? Your calendar is already full. Your to-do list is overflowing. Better to take a pass, right? Wrong. A...
January 01, 2004
Walking The Tightrope Of An Improving, But Still Uncertain, EconomyWalking The Tightrope Of An Improving, But Still Uncertain, EconomyIts really something to behold, when press releases arrive here saying, "We hired 20 new people ...