The secret that is insurance industry philanthropy
IICF's annual Week of Giving is upon us. How will you make a difference?
Using the qualified charitable distribution: 5 IRA scenarios
Now permanent qualified distribution rules allow charitably inclined clients to make sizable, long-term arrangements.
20 most & least charitable states
WalletHub analyzes volunteer rate, median contribution and other metrics to find which states are angels and which are Grinches.
3 ways to raise your visibility
You need people to understand exactly what it is you do ... and get known for it. Here's how.
You get back when you give
Being a successful advisor is not an accident, but helping people realize their dreams makes it a very fulfilling profession.
How to maximize the value of your centers of influence
In your search to sell more and earn new clients, centers of influence (COIs) can be your most powerful referral network and competitive intelligence conduit.
Prepare now for next year’s non-cash charitable contributions
One way to reduce both income tax and the size of an estate is to make charitable contributions of non-cash goods.
A practice niche with untapped potential
A planned gift funded with life insurance is a donation that can have a really positive impact.
Charitable donation as cheap whole life insurance tax deduction
More than 95 percent of American households give to charity and whole life insurance policies offer yet another way to pay it forward.
'Tis better to give. Period.
While money is important, it cannot buy purpose, significance or overall satisfaction.