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.
How much do you rely on personal recommendations in your selection of an advisor?
By staff WriterSure. Why not? That's how we make most of our biggest decisions, by taking in suggestions and then making our mind up.
February 10, 2010
Putting your Web site to work for your businessBy now, most agents acknowledge that they must have a Web site to grow their businesses. The launch of a professional, well-designed site is only the first step.
February 03, 2010
8 ways to increase your sales successHere are eight tips for improving your insurance sales and marketing strategies. By using just one or two of these ideas, you can make stronger connections with more prospects and clients.
February 02, 2010
Social Security Solvency PlanRobert Reynolds, president and CEO of Putnam Investments, is calling for legislators to help solve the coming retirement crisis in America.
January 25, 2010
Commonwealth Financial to Match Haiti Relief Donations From B/D's Staff and AdvisorsAs House passes bill on tax deductions for Haiti, AICPA posts reminders on how to give prudently
January 19, 2010
5 steps for the perfect presentationHere are five specific steps to help make your next presentation into your next sale.
January 18, 2010
Estate Taxes and the Carryover BasisThe repeal of the estate tax aside, 2010 introduces the concept of a carryover basis. The assets owned prior to death are no longer stepped-up to the fair market value at the date of death or the alternate valuation date.
January 13, 2010
Goldman CEO Gives Thumbs Up to Fiduciary Standard for BrokersBlankfein and other Wall Street CEOs take a beating as federal investigators probe them on causes of financial crisis