Working With Other Advisors During The Charitable Giving Process
By Staff WriterWorking With Other Advisors During The Charitable Giving ProcessThere are a lot of legal documents that are needed when developing a charitable giving plan for ...
November 25, 2003
CNA Sells $750 Million In Preferred Stock To ParentNU Online News Service, Nov. 25, 2003, 3:36 p.m. EST -- CNA Financial Corp., Chicago, says it has completed previously announced plans to raise ...
November 25, 2003
Top 10 Reasons To Discuss Charitable PlanningAccording to the Forum of Regional Associates of Grantmakers (www.givingforum.org), the top 10 reasons why you should discuss philanthropy with your clients are:1) Its good ...
November 25, 2003
Who Should Own The Policy?In the example in this article, it was assumed that the charity owned the life insurance policy on the life of the client. Doing so ...
November 25, 2003
Senate OKs Medicare Drug-Health Account BillNU Online News Service, Nov. 25, 2003,11:03 a.m. EST -- The Senate today voted 54-44 to approve the final version of H.R. 1, a ...
November 25, 2003
Revised GMDB Reserving Is AdvancingRevised GMDB Reserving Is Advancing ByRevisions to a proposed actuarial guideline that interprets valuation for reserves for minimum guaranteed death benefits in variable annuity contracts ...
November 25, 2003
Prudential Agrees To Acquire Korean Investment OperationsNU Online News Service, Nov. 25, 2003, 4:52 p.m. EST -- Prudential Financial Inc., Newark, N.J., has agreed to acquire two large Korean financial ...
November 25, 2003
H.R. 1 Lets HSA Holders Deduct LTC PremiumsNU Online News Service, Nov. 25, 2003, 5:59 p.m. EST -- Congress has included a provision in H.R. 1, the Medicare Prescription Drug, Improvement ...