Tax Planning
The latest news and developments that advisors need to create meaningful tax planning strategies for clients.
February 03, 2002
Strategies For A Safe-Money MarketplaceStrategies For A Safe-Money MarketplaceBe a mentor: My role is not to please clients but to guide them, using facts and information to temper their ...
January 31, 2002
AFLAC Reports Lower 4th Quarter Net IncomeNU Online News Service, Jan. 31, 6:03 p.m. -- AFLAC Inc., Columbus, Ga., is reporting $163 million in net income for the fourth quarter ...
January 25, 2002
RGA Reports Fourth Quarter Net LossNU Online News Service, Jan. 25, 6:50 p.m. -- Reinsurance Group of America Inc., St. Louis, is reporting a $28 million net loss for ...
January 25, 2002
CNA Expects Big Fourth-Quarter Operating LossNU Online News Service, Jan. 25, 11:56 a.m. -- CNA Financial Corp., Chicago, says it expects to report a $288 million operating loss for ...
January 23, 2002
Quotesmith Reports Smaller Loss, Cuts ManagementNU Online News Service, Jan. 23, 4:46 p.m. -- Quotesmith.com Inc., Darien, Ill., is reporting a $521,000 net loss for the fourth quarter of ...
January 21, 2002
BISYS Offers Individual(k) Plan Support ServicesNU Online News Service, Jan. 21, 3:47 p.m. -- The BISYS Group Inc., New York, has introduced a package of standardized services that financial ...
January 06, 2002
Six Features Of Winning SeminarsByAfter doing seminars for 15 years and teaching over 2,000 producers to do them, I've found six of the most important items that bring success.Invite ...
December 16, 2001
Selling More VUL: Challenging Times Can Create OpportunitiesBy"When troubles come, they come not in single spies but in battalions." Shakespeares line aptly describes the situation with variable universal life sales this year.The ...
December 06, 2001
Nationwide Develops Pension GuideNU Online News Service, Dec. 6, 1:52 p.m. -- Nationwide Financial Services Inc., Columbus, Ohio, has developed a pension plan guide for investment advisors.The ...
October 14, 2001
Coming Soon To New York Lawyers In 'Our' Business?Coming Soon To New York--Lawyers In 'Our' Business?ByAs of November 1, New York will become the first state in the nation to permit attorneys to ...