College Planning
Help your clients take the worry out of saving for college with news and analysis on student debt, 529 plans and other tax-efficient savings vehicles as well as the colleges and college majors that deliver the most value.
July 06, 2005
Securian Names ManagerSecurian Financial Group has promoted Karen Springer Leighton to manager of management services.[@@]Leighton previously was a senior consulting analyst at Securian, St. Paul, Minn. ...
July 05, 2005
Hancock Recognizes 100-Year-Old CLU HolderJohn Hancock Life Insurance Company has recognized Margaret Bradshaw by making a large contribution to The American College in her honor.[@@]The American College, a ...
June 29, 2005
Are You Illustrating Loans And Withdrawals?Do you illustrate loans and withdrawals on your participating whole life insurance illustrations? Is it necessary? Is it good for your business? Is it ...
June 29, 2005
Leveraging Dormant Assets The Safe WayAny professional running a business with significant annual collections is susceptible to litigation from creditors, with the risk of the income stream being attached ...
June 27, 2005
Bill Could Lift Reverse Mortgage Volume CapBill Could Lift Reverse Mortgage Volume CapThe U.S. House of Representatives is considering a bill, H.R. 2892, that could eliminate volume caps on reverse ...
June 14, 2005
$1 Trillion Set To SwitchDID YOU KNOW?According to a report in the New York Times based on an analysis by Deutsche Bank, in 2007 about 12% of the ...
June 14, 2005
Federal Education Aid Cuts Leave Boomers Holding BagBoomers struggling to put their kids through college are finding the challenge even tougher this year, say financial advisors.Many parents have to pay thousands ...
June 09, 2005
Pulito Rises At WebsterWebster Insurance has promoted Frank Pulito to senior vice president of financial services.[@@]Webster is a unit of Webster Financial Corp., Waterbury, Conn., a regional ...
June 07, 2005
BISYS Hires Fund Services EecutiveBISYS Inc. named James W. Nolan as executive vice president of BISYS Fund Services.[@@]Nolan has a bachelor of arts degree from St. Mary's College ...