Consumers Want Easier Financial Services: Survey
By Staff WriterMost investors would switch to a financial services company that makes managing their money easier, finds a recent survey by ING U.S. Financial Services Inc.The ...
January 08, 2006
Using The Back Door To Connect With The Aspiring PhilanthropistMost financial advisors devote their practices to helping clients accumulate and conserve wealth. Others are doing the opposite: They aid high-net-worth individuals in giving much ...
January 08, 2006
Using The Back Door To Connect With The Aspiring PhilanthropistMost financial advisors devote their practices to helping clients accumulate and conserve wealth. Others are doing the opposite: They aid high-net-worth individuals in giving much ...
January 05, 2006
Executives Acquire Annuity MarketerManagers of Talbot Financial Network have helped a buyout group buy the firm from Hub International Ltd.Hub, Chicago, a large insurance brokerage, acquired Talbot Financial ...
January 05, 2006
Executives Acquire Annuity MarketerManagers of Talbot Financial Network have helped a buyout group buy the firm from Hub International Ltd.Hub, Chicago, a large insurance brokerage, acquired Talbot Financial ...
January 05, 2006
Lincoln, Jefferson Schedule March 20 Deal VoteShareholders of Lincoln National Corp. and shareholders of Jefferson-Pilot Corp. will meet 10 a.m. March 20 to vote on the companies' proposed merger.Shareholders of Lincoln ...
January 01, 2006
Let me introduce you to my clientsForming professional relationships with CPAs, estate planning attorneys, tax attorneys or anyone else you want to throw into the mix can be exponentially profitable for your business and theirs. In an industry that thrives on referrals, what better
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...