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.
June 01, 2002
The IA Interview: Defining the ProfessionOne nice thing about the Financial Planning Association's annual retreat is that it lets advisors get away from their day-to-day concerns and focus on long-term...
May 12, 2002
Agent Board Membership Is ChallengedByCan independent agents be trusted to serve as independent directors on the board of an insurance company? That question is at the heart of a ...
May 05, 2002
Advisor: Seniors Can Be A Tough Sell, But Well Worth ItByScottsdale, Ariz. One of the keys to selling investment products to senior citizens is recognizing that most of them live to some extent in a ...
February 17, 2002
Enron Debacle Has Advisors Revisiting Clients With Diversification MessageEnron Debacle Has Advisors Revisiting Clients With Diversification MessageByWith another crisis on the front page of every newspaper--this time in the form of Enron's bankruptcy--financial ...
February 15, 2002
M Financial Adds Five Member FirmsNU Online News Service, Feb. 15, 12:37 p.m. -- M Financial Group, Portland, Ore., a financial services marketing cooperative, has added five new member ...
February 03, 2002
Charitable Lead Trusts: Not The Ugly Duckling Of Charitable PlanningCharitable Lead Trusts: Not The Ugly Duckling Of Charitable PlanningLast year, I had the privilege of co-authoring Tools & Techniques of Charitable Planninga book published ...
January 17, 2002
AIG Calls Off Hyundai TalksNU Online News Service, Jan. 17, 6:14 p.m. -- American International Group Inc., New York, has called off negotiations to invest in three financial ...
January 13, 2002
Why Is the FPA Backing This Bill?A pending reform bill would promote double dipping