Combining Charitable Giving With Variable Universal Life
By Patrick SmithHelping parents accomplish financial and charitable objectivesOne in four parents between the ages of 70 and 79 is charitably inclined and one in two ...
October 27, 2005
Sales Ideas For Single Asset Estate PlanningComprehensive estate planning may be an important and effective exercise for many prospects and clients, but the process can be as long and arduous ...
October 27, 2005
Who Is Served By Disclosure-Gone-Wild?By Linda KocoNo matter what the insurance product line, the regulatory and legal system seems to keep close watch on certain disclosure areas--fees, charges ...
October 25, 2005
Insurer Adds 529 VeteranHartford Financial Services Group Inc. has hired Jeff Coghan to be director of college savings plans.[@@]Coghan, who will be responsible for marketing Section 529 ...
October 23, 2005
Tar And FeathersOne hates to disappoint loyal readers. So, for those of you who expected me to celebrate (gloat) over the results of the presidential election, here ...
October 21, 2005
What Advisors Need To Know About Special-Needs KidsWhen a client has a disabled or mentally challenged child, financial advisors need to take care when planning the child's future, a MetLife executive ...
October 20, 2005
Reinsurer Heads EastScottish Re Group Ltd. has received government permission to open a representative office in Singapore.[@@]Scottish Re, Hamilton, Bermuda, a life reinsurer, says it has ...
October 20, 2005
Ouch! Tabulating The Cost Of Ta BlundersDefective wills and estate plans can cost a bundlePoor counsel and errors of omission can give advisors with otherwise sterling reputations a bad name. ...